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Salesforce Certified Agentforce Specialist Sample Questions:

1. Universal Containers is using Agentforce for Sales to find similar opportunities to help close deals faster. The team wants to understand the criteria used by the Agent to match opportunities.

A) Matched opportunities were created in the last 12 months.
B) Matched opportunities are limited to the same account.
C) Matched opportunities have a status of Closed Won from the last 12 months.

2. An Agentforce at Universal Containers is trying to set up a new Field Generation prompt template. They take the following steps.
1. Create a new Field Generation prompt template.
2. Choose Case as the object type.
3. Select the custom field AI_Analysis_c as the target field.
After creating the prompt template, the Agentforce Specialist saves, tests, and activates it.
Howsoever, when they go to a case record, the AI Analysis field does not show the (Sparkle) icon on the Edit pencil. When the Agentforce Specialist was editing the field, it was behaving as a normal field.
Which critical step did the Agentforce Specialist miss?

A) They forgot to edit the Lightning page layout and associate the field to a prompt template
B) They forgot to reactivate the Lightning page layout for the Case object after activating their Field Generation prompt template.
C) They forgot that the Case Object is not supported for Add generation as Feinstein Service Replies should be used instead.

3. Universal Containers wants to leverage the Record Snapshots grounding feature in a prompt template. What preparations are required?

A) Create a field set for all the fields to be grounded.
B) Configure page layout of the master record type.
C) Enable and configure dynamic form for the object.

4. An Agentforce implements Einstein Sales Emails for a sales team. The team wants to send personalized follow-up emails to leads based on their interactions and data stored in Salesforce.
The Agentforce Specialist needs to configure the system to use the most accurate and up-to-date information for email generation. Which grounding technique should the Agentforce Specialist use?

A) Ground with Apex Merge Fields
B) Automatic grounding using Draft with Einstein feature
C) Ground with Record Merge Fields

5. Universal Containers (UC) wants to implement an AI-powered customer service agent that can:
- Retrieve proprietary policy documents that are stored as PDFs.
- Ensure responses are grounded in approved company data, not generic
LLM knowledge.
What should UC do first?

A) Expand the AI agent's scope to search all Salesforce records.
B) Set up an Agentforce Data Library for AI retrieval of policy documents.
C) Add the files to the content, and then select the data library option.

Solutions: