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Salesforce Agentforce-Specialist Exam Syllabus Topics:
Topic
Details
Topic 1
- Prompt Engineering: This section measures the skills of AI Developers and focuses on prompt engineering techniques. It covers identifying when to use Prompt Builder, managing prompt templates, selecting appropriate grounding techniques, and explaining the process for creating and executing prompt templates.
Topic 2
- Agentforce and Data Cloud: This section measures the skills of AI Developers and addresses how Agentforce integrates with Data Cloud to improve response accuracy and personalize answers. It involves grounding with retrievers in Data Cloud to enhance agent performance.
Topic 3
- Agentforce Concepts: This section assesses the skills of AI Engineers and covers how Agentforce works, including its reasoning engine, standard and custom topics, agent actions, and user security management. It also includes testing and deploying agents from sandbox to production environments.
Topic 4
- Agentforce and Sales Cloud: This section assesses the skills of AI Developers and covers identifying the correct generative AI features in Agentforce for Sales Cloud scenarios. It also includes determining when to use Agentforce Sales Agents, such as Sales Development Representatives (SDRs) and Sales Coaches.
Topic 5
- Agentforce and Service Cloud: This section measures the skills of AI Engineers and focuses on building agents that answer questions based on Knowledge articles and connecting them to digital channels. It also covers identifying the correct generative AI features in Agentforce for Service Cloud scenarios.
Salesforce Certified Agentforce Specialist Sample Questions (Q123-Q128):
NEW QUESTION # 123
Universal Containers has a strict change management process that requires all possible configuration to be completed in a sandbox which will be deployed to production. TheAgentforce Specialistis tasked with setting up Work Summaries for Enhanced Messaging. Einstein Generative AI is already enabled in production, and the Einstein Work Summaries permission set is already available in production.
Which other configuration steps should theAgentforce Specialisttake in the sandbox that can be deployed to the production org?
- A. Create custom fields to store issue, Resolution, and Summary; create a Quick Action that updates these fields: and ado the Wrap up component to the Messaging session record page lavcut.
- B. create custom fields to store Issue, Resolution, and Summary; create a Quick Action that updates these fields: add the Wrap Up component to the Messaging Session record paae layout: and create Permission Set Assignments for the intended Agents.
- C. From the Epstein setup menu, select Turn on Einstein: create custom fields to store Issue, Resolution, and Summary: create a Quick Action that updates these fields: and add the wrap up componert to the Messaging session record page layout.
Answer: A
Explanation:
* Context of the Question
* Universal Containers (UC) has a strict change management process that requires all possible configuration be completed in a sandbox and deployed to Production.
* Einstein Generative AI is already enabled in Production, and the "Einstein Work Summaries" permission set is already available in Production.
* TheAgentforce Specialistneeds to configureWork Summaries for Enhanced Messagingin the sandbox.
* What Can Actually Be Deployed from Sandbox to Production?
* Custom Fields: Metadata that is easily created in sandbox and then deployed.
* Quick Actions: Also metadata-based and can be deployed from sandbox to production.
* Layout Components: Page layout changes (such as adding the Wrap Up component) can be added to a change set or deployment package.
* Why Option C is Correct
* No Need to Turn on Einstein in Sandbox for Deployment: Einstein Generative AI is already enabled in Production; turning it on in the sandbox is typically a manual step if you want to test, but that step itself is not "deployable" in the sense of metadata.
* Permission Set Assignments(as in Option A) are not deployable metadata. You can deploy the Permission Set itself but not the specific user assignments. Since the question specifically asks
"Which other configuration steps should be takenin the sandboxthatcanbe deployed to the production org?", user assignment is not one of them.
* Why Not Option A or B?
* Option A: Mentions creating permission set assignments for agents. This cannot be directly deployed from sandbox to Production, as permission set assignments are user-specific and considered "data," not metadata.
* Option B: Mentions "Turn on Einstein." But Einstein Generative AI is already enabled in Production. Additionally, "Turning on Einstein" is typically an org-level setting, not a deployable metadata item.
* ConclusionThe main deployable items you can reliably create and test in a sandbox, and then migrate to Production, are:
* Custom Fields(Issue, Resolution, Summary).
* A Quick Actionthat updates those fields.
* Page Layout Changeto include the Wrap Up component.
Therefore,Option Cis correct and focuses on actions that are truly deployable as metadata from a sandbox to Production.
SalesforceAgentforce SpecialistReferences & Documents
* Salesforce Trailhead:Work Summaries with Einstein GPTProvides an overview of how to configure Work Summaries, including the need for custom fields, quick actions, and UI components.
* Salesforce Documentation:Deploying Metadata Between OrgsExplains what can and cannot be deployed via change sets (e.g., custom fields, page layouts, quick actions vs. user permission set assignments).
* SalesforceAgentforce SpecialistStudy GuideOutlines which Einstein Generative AI and Work Summaries configurations are deployable as metadata.
NEW QUESTION # 124
What is the importance of Action Instructions when creating a custom Agent action?
- A. Action Instructions define the expected user experience of an action.
- B. Action Instructions tell the large language model (LLM) which action to use.
- C. Action Instructions tell the user how to call this action in a conversation.
Answer: A
Explanation:
Comprehensive and Detailed In-Depth Explanation:In Salesforce Agentforce, custom Agent actions are designed to enable AI-driven agents to perform specific tasks within a conversational context.Action Instructionsare a critical component when creating these actions because they define the expected user experience by outlining how the action should behave, what it should accomplish, and how it interacts with the end user. These instructions act as a blueprint for the action's functionality, ensuring that it aligns with the intended outcome and provides a consistent, intuitive experience for users interacting with the agent. For example, if the action is to "schedule a meeting," the Action Instructions might specify the steps (e.g., gather date and time, confirm with the user) and the tone (e.g., professional, concise), shaping the user experience.
* Option B: While Action Instructions might indirectly influence how a user invokes an action (e.g., by making it clear what inputs are needed), they are not primarily about telling the user how to call the action in a conversation. That's more related to user training or interface design, not the instructions themselves.
* Option C: The large language model (LLM) relies on prompts, parameters, and grounding data to determine which action to execute, not the Action Instructions directly. The instructions guide the action's design, not the LLM's decision-making process at runtime.
Thus, Option A is correct as it emphasizes the role of Action Instructions in defining the user experience, which is foundational to creating effective custom Agent actions in Agentforce.
References:
* Salesforce Agentforce Documentation: "Create Custom Agent Actions" (Salesforce Help:https://help.
salesforce.com/s/articleView?id=sf.agentforce_custom_actions.htm&type=5)
* Trailhead: "Agentforce Basics" module (https://trailhead.salesforce.com/content/learn/modules
/agentforce-basics)
NEW QUESTION # 125
Universal Containers wants to utilize Agentforce for Sales to help sales reps reach their sales quotas by providing AI-generated plans containing guidance and steps for closing deals. Which feature meets this requirement?
- A. Create Account Plan
- B. Create Close Plan
- C. Find Similar Deals
Answer: B
Explanation:
Comprehensive and Detailed In-Depth Explanation:Universal Containers (UC) aims to leverage Agentforce for Sales to assist sales reps with AI-generated plans that provide guidance and steps for closing deals. Let's evaluate the options based on Agentforce for Sales features.
* Option A: Create Account PlanWhile account planning is valuable for long-term strategy, Agentforce for Sales does not have a specific "Create Account Plan" feature focused on closing individual deals.
Account plans typically involve broader account-level insights, not deal-specific closure steps, making this incorrect for UC's requirement.
* Option B: Find Similar Deals"Find Similar Deals" is not a documented feature in Agentforce for Sales. It might imply identifying past deals for reference, but it doesn't involve generating plans with guidance and steps for closing current deals. This option is incorrect and not aligned with UC's goal.
* Option C: Create Close PlanThe "Create Close Plan" feature in Agentforce for Sales uses AI to generate a detailed plan with actionable steps and guidance tailored to closing a specific deal. Powered by the Atlas Reasoning Engine, it analyzes deal data (e.g., Opportunity records) and provides reps with a roadmap to meet quotas. This directly meets UC's requirement for AI-generated plans focused on deal closure, making it the correct answer.
Why Option C is Correct:"Create Close Plan" is a specific Agentforce for Sales capability designed to help reps close deals with AI-driven plans, aligning perfectly with UC's needs as per Salesforce documentation.
References:
* Salesforce Agentforce Documentation: Agentforce for Sales > Create Close Plan- Details AI-generated close plans.
* Trailhead: Explore Agentforce Sales Agents- Highlights close plan generation for sales reps.
* Salesforce Help: Sales Features in Agentforce- Confirms focus on deal closure.
NEW QUESTION # 126
What is a SalesforceAgentforce Specialistable to configure in Data Masking within the Einstein Trust Layer?
- A. The encryption keys for masking
- B. The profiles exempt from masking
- C. The privacy data entities to be masked
Answer: C
Explanation:
In the Einstein Trust Layer, the SalesforceAgentforce Specialistcan configure privacy data entities to be masked (Option C). This ensures sensitive or personally identifiable information (PII) is obfuscated when processed by AI models.
* Data Masking Configuration:
* TheAgentforce Specialistdefines which fields or data types (e.g., email, phone number, Social Security Number) should be masked. For example, masking the Email field in a prompt response to protect user privacy.
* This is done through declarative settings in Salesforce, where entities (standard or custom fields) are flagged for masking.
* Why Other Options Are Incorrect:
* A. Profiles exempt from masking: Exemptions are typically managed via permissions (e.g., field-level security), not directly within Einstein Trust Layer's Data Masking settings.
* B. Encryption keys for masking: Encryption is separate from masking. Masking involves obfuscation (e.g., replacing "john@example.com" with "@"), not encryption, which uses keys to secure data.
References:
* Einstein Trust Layer Documentation: States that Data Masking allows admins to "define which fields should be masked to protect sensitive data."
* Trailhead Module: "Einstein Trust Layer Basics" explains configuring privacy entities for masking.
* Salesforce Help Article: "Secure AI with Einstein Trust Layer" details masking configurations for privacy compliance.
NEW QUESTION # 127
What should Universal Containers consider when deploying an Agentforce Service Agent with multiple topics and Agent Actions to production?
- A. Ensure all dependencies are included, Apex classes meet 75% test coverage, and configuration settings are aligned with production. Plan for version management and post-deployment activation.
- B. Deploy agent components without a test run in staging, relying on production data for reliable results.
Sandbox configuration alone ensures seamless production deployment. - C. Deploy flows or Apex after agents, topics, and Agent Actions to avoid deployment failures and potential production agent issues requiring complete redeployment.
Answer: A
Explanation:
Comprehensive and Detailed In-Depth Explanation:UC is deploying an Agentforce Service Agent with multiple topics and actions to production. Let's assess deployment considerations.
* Option A: Deploy agent components without a test run in staging, relying on production data for reliable results. Sandbox configuration alone ensures seamless production deployment.Skipping staging tests is risky and against best practices. Sandbox configuration doesn't guarantee production success without validation, making this incorrect.
* Option B: Ensure all dependencies are included, Apex classes meet 75% test coverage, and configuration settings are aligned with production. Plan for version management and post- deployment activation.This is a comprehensive approach: dependencies (e.g., flows, Apex) must be deployed, Apex requires 75% coverage, and production settings (e.g., permissions, channels) must align. Version management tracks changes, and post-deployment activation ensures controlled rollout.
This aligns with Salesforce deployment best practices for Agentforce, making it the correct answer.
* Option C: Deploy flows or Apex after agents, topics, and Agent Actions to avoid deployment failures and potential production agent issues requiring complete redeployment.Deploying components separately risks failures (e.g., actions needing flows failing). All components should deploy together for consistency, making this incorrect.
Why Option B is Correct:Option B covers all critical deployment considerations for a robust Agentforce rollout, as per Salesforce guidelines.
References:
* Salesforce Agentforce Documentation: Deploy Agents to Production- Lists dependencies and coverage.
* Trailhead: Deploy Agentforce Agents- Emphasizes testing and activation planning.
* Salesforce Help: Agentforce Deployment Best Practices- Confirms comprehensive approach.
NEW QUESTION # 128
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