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Salesforce AI-201 Exam Syllabus Topics:
| Section | Weight | Objectives |
|---|---|---|
| Topic 1: AI Agents | 35% | - Agent User security and permissions - Agent architecture and reasoning engine - Topics and actions configuration - Deterministic controls: filters and variables - Channel integration: digital experience, email, Slack - Agent types: Service, Sales, Employee |
| Topic 2: Data Cloud for Agentforce | 20% | - Unstructured data processing: chunking, indexing - Improving response accuracy with data grounding - Retrievers and search types: keyword, vector, hybrid - Agentforce Data Library types |
| Topic 3: Prompt Engineering | 20% | - Prompt Builder usage and use cases - Prompt management and user roles - Prompt template creation: field generation, flex types - Grounding techniques and best practices |
| Topic 4: Development Lifecycle | 15% | - Deployment: sandbox to production - Monitoring, adoption and optimization - Testing agents in Testing Center - Version control and maintenance |
| Topic 5: Multi-Agent Interoperability | 5% | - Agent-to-agent communication - Agent API usage scenarios - Model Context Protocol (MCP) |
Salesforce Certified Agentforce Specialist Sample Questions:
An Agentforce needs to enable the use of Sales Email prompt templates for the sales team. The Agentforce Specialist has already created the templates in Prompt Builder. According to best practices, which steps should the Agentforce Specialist take to ensure the sales team can use these templates?
- A. Assign the Data Cloud Admin permission set and enable Sales Emails in Setup.
- B. Assign the Prompt Template Manager permission set and enable Sales Emails in setup.
- C. Assign the Prompt Template User permission set and enable Sales Emails in Setup.
Correct Answer: C 🗳️
Explanation: Only visible for Prep4sures members. You can sign-up / login (it's free).
Amid their busy schedules, sales reps at Universal Containers dedicate time to follow up with prospects and existing clients via email regarding renewals or new deals. They spend many hours throughout the week reviewing past communications and details about their customers before performing their outreach. Which standard Agent action helps sales reps draft personalized emails to prospects by generating text based on previous successful communications?
- A. Agent Action: Find Similar Opportunities
- B. Agent Action: Summarize Record
- C. Agent Action: Draft or Revise Sales Email
Correct Answer: C 🗳️
Explanation: Only visible for Prep4sures members. You can sign-up / login (it's free).
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. Set up an Agentforce Data Library for AI retrieval of policy documents.
- B. Expand the AI agent's scope to search all Salesforce records.
- C. Add the files to the content, and then select the data library option.
Correct Answer: A 🗳️
Explanation: Only visible for Prep4sures members. You can sign-up / login (it's free).
Universal Containers wants to implement a solution in Salesforce with a custom UX that allows users to enter a sales order number. Subsequently, the system will invoke a custom prompt template to create and display a summary of the sales order header and sales order details.
Which solution should an Agentforce Specialist implement to meet this requirement?
- A. Create an autolaunched flow and invoke the prompt template using the standard "Prompt Template" flow action.
- B. Create a screen flow to collect the sales order number and invoke the prompt template using the standard "Prompt Template" flow action.
- C. Create a template-triggered prompt flow and invoke the prompt template using the standard
"Prompt Template" flow action.
Correct Answer: B 🗳️
Explanation: Only visible for Prep4sures members. You can sign-up / login (it's free).
Universal Containers tests out a new Einstein Generative AI feature for its sales team to create personalized and contextualized emails for its customers. Sometimes, users find that the draft email contains placeholders for attributes that could have been derived from the recipient's contact record. What is the most likely explanation for why the draft email shows these placeholders?
- A. The user's locale language is not supported by Prompt Builder.
- B. The user does not have permission to access the fields.
- C. The user does not have Einstein Sales Emails permission assigned.
Correct Answer: B 🗳️
Explanation: Only visible for Prep4sures members. You can sign-up / login (it's free).
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