​In this blogpost, we will go through Salesforce AI Specialist Certification Exam Questions and answers. Artificial intelligence is revolutionizing how businesses operate in today’s rapidly evolving world. Salesforce AI is at the forefront of this transformation, empowering professionals to leverage AI effectively within the Salesforce platform. The Salesforce AI Specialist Certification equips individuals with the skills to harness AI’s potential in predictive analytics, customer insights, and automation.

If you’re preparing for the Salesforce AI Specialist exam or aiming to deepen your AI knowledge, this blog will provide essential practice questions and answers to help you excel.

Top Practice Questions and Answers for Salesforce AI Specialist Certification

Question 1

A sales executive at Autocar wants to enhance the accuracy of their sales forecasts by analyzing historical data and identifying trends that could influence future sales. They require an AI feature to provide predictive insights for informed forecasting decisions.

Which Einstein for Sales feature should they utilize?

• A. Einstein Discovery
• B. Einstein Forecasting
• C. Einstein Opportunity Insights

Correct Answer: B. Einstein Forecasting
Explanation:
Einstein Forecasting uses data science and machine learning to predict sales outcomes at the end of a forecasting period. It analyzes historical sales data, including opportunities, accounts, and team activities, ensuring better alignment with business goals. A minimum of 12 months of opportunity data is recommended for reliable forecasts.

Question 2

The support team at Get Generative DoAI wants to optimize their customer service processes by understanding the most common reasons customers contact them. They need an AI feature that analyzes conversation data and identifies these reasons.

Which Einstein for Service feature should they use?

• A. Einstein Work Summaries
• B. Einstein Case Classification
• C. Einstein Conversation Mining

Correct Answer: C. Einstein Conversation Mining
Explanation:
Einstein Conversation Mining analyzes customer conversations to identify common contact reasons, such as appointment changes or technical issues. This insight enables teams to streamline operations, improve automation, and optimize business processes effectively.

Question 3

The management team at Get Generative DoAI wants to monitor the effectiveness of Einstein Co-Pilot across departments to ensure sustained adoption.

What is the best approach to gain insights into Co-Pilot’s impact on productivity over time?

• A. Compare efficiency rates before and after implementing Co-Pilot.
• B. Evaluate the increase in work completed over time by teams using Co-Pilot.
• C. Measure the reduction in team meetings after Co-Pilot implementation.

Correct Answer: B. Evaluate the increase in work completed over time by teams using Co-Pilot.
Explanation:
Tracking the volume of work accomplished provides direct insights into how Co-Pilot enhances productivity, enabling teams to assess its effectiveness and value.

Question 4

The sales team at Get Generative AI wants to monitor key topics in customer conversations, such as competitor mentions and product feedback, to strategize more effectively.

Which feature should they use?

• A. Automatic Contact Enhancement
• B. Einstein Sales Signals
• C. Generative Conversation Insights

Correct Answer: B. Einstein Sales Signals
Explanation:
Einstein Sales Signals highlights critical topics in customer conversations, offering actionable insights through a comprehensive dashboard. This allows the sales team to tailor strategies and respond proactively to market trends.

Question 5

A service manager at Cosmo Property needs to ensure that all customer communications, such as emails and support calls, are automatically recorded in the CRM system.

Which feature should they implement?

• A. Einstein Case Classification
• B. Einstein Next Best Action
• C. Einstein Activity Capture

Correct Answer: C. Einstein Activity Capture
Explanation:
Einstein Activity Capture automatically logs customer interactions, reducing administrative tasks and ensuring accurate records.

Question 6

The customer support team at Get Generative DoAI wants to streamline documenting case interactions by generating summaries of conversations automatically.

Which Einstein for Service feature would best meet their needs?

• A. Einstein Reply Recommendations
• B. Einstein Knowledge Creation
• C. Einstein Work Summaries

Correct Answer: C. Einstein Work Summaries
Explanation:
Einstein Work Summaries uses AI to generate detailed interaction summaries, saving time and ensuring accurate documentation.

Question 7

A financial services company is designing a prompt template to generate personalized monthly statements for clients, including transaction details and investment performance.

What should be considered when creating this template?

• A. Use generic financial summaries for all clients.
• B. Limit the template to only include basic transaction data.
• C. Incorporate dynamic fields to tailor statements to each client’s portfolio.

Correct Answer: C. Incorporate dynamic fields to tailor statements to each client’s portfolio.
Explanation:
Dynamic fields enable real-time personalization of statements, ensuring they align with individual client goals and portfolios.

Question 8

A Salesforce administrator at Apex Real Estate is tasked with creating a prompt template for the customer service team to generate personalized responses to client inquiries.

What is the correct first step in the process?

• A. Research similar prompt templates used in other industries.
• B. Review the company’s existing email templates for consistency.
• C. Collect detailed requirements from the customer service team.

Correct Answer: C. Collect detailed requirements from the customer service team.
Explanation:
Gathering requirements ensures the template aligns with the team’s objectives, enhancing efficiency in customer interactions.

Question 9

After deploying Einstein Co-Pilot, certain departments are not fully utilizing it.

What is the most effective approach to uncover obstacles hindering its usage?

• A. Distribute a detailed questionnaire to users about their interactions with Co-Pilot.
• B. Enforce stricter policies requiring all departments to use Co-Pilot.
• C. Conduct a comparative analysis of department performance before and after Co-Pilot implementation.

Correct Answer: A. Distribute a detailed questionnaire to users about their interactions with Co-Pilot.
Explanation:
A questionnaire identifies challenges and areas for improvement, enabling targeted solutions for better adoption.

Question 10

A company using Sales Cloud Einstein wants to exclude customers’ personal data from machine learning models and predictions.

What steps should they take?

• A. Enable a default Salesforce setting to exclude personal data.
• B. Create a custom checkbox field named AI_Has_Opted_Out_Profiling__c and set it to true for relevant records.
• C. Manually remove all personal data from Salesforce records.

Correct Answer: B. Create a custom checkbox field named AI_Has_Opted_Out_Profiling__c and set it to true for relevant records.
Explanation:
This ensures compliance with data privacy requests by excluding specific records from machine learning models.

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Elevate Your Salesforce Journey

Preparing for the Salesforce AI Specialist certification is your gateway to mastering AI tools within the Salesforce ecosystem. With these practice questions, you can build confidence and excel in your certification exam.

Start your learning journey today with platforms like Mytutorialrack, offering hands-on labs, mock exams, and tailored resources. Equip yourself with the skills to lead in the AI revolution!

I hope you enjoyed our Salesforce AI Specialist Certification Exam Questions.