Salesforce Updated Salesforce-AI-Specialist Exam Questions and Answers by kody

For no-code implementations, Prompt Builder allows AI Specialists to create prompt templates that dynamically ground responses in Salesforce CRM data (e.g., past purchases) and Data Cloud insights (e.g., product interests) without custom coding. The standard foundation model (e.g., Einstein GPT) can synthesize this data into summaries, leveraging structured and unstructured sources (e.g., email/phone transcripts). Fine-tuning (B) or custom models (C) require code and are unnecessary here, as the use case does not involve unique data patterns requiring model retraining.

Context of the QuestionUniversal Containers (UC) wants to include details from a related list on the Account object in a prompt template. This is typically done via Prompt Builder in Salesforce’s generative AI setup.

Prompt Builder Behavior

Selecting a Related List: Within Prompt Builder, you can navigate to the object (Account) and choose which related list (e.g., Contacts, Opportunities) you want to reference.

Field Picker: Once a related list is chosen, Prompt Builder provides a field picker interface, allowing you to select specific fields from that related list. These fields then become available for merge fields or dynamic insertion within your prompt.

Why Option A is Correct

Direct Alignment with the Standard Process: The recommended approach in Salesforce’s documentation is to select a related list and then use the field picker to add the necessary fields into your AI prompt. This ensures the prompt has exactly the data you need from that related list.

Why Not Option B (JSON Formatting)

No Mandatory JSON Requirement: Although you can structure data as JSON if you desire advanced formatting, Prompt Builder does not require you to manually assign thefields from the related list in JSON. The platform automatically handles how the data is passed along in the background.

Why Not Option C (Default Page Layout)

Independent of Page Layout: Prompt Builder does not rely strictly on the default page layout for fields. You can configure the fields you want from the related list, independent of how the user’s page layout is set up in the UI.

ConclusionSince the official Salesforce approach involves selecting a related list and then using the field picker to insert merge fields,Option Ais the correct and verified answer.

Salesforce AI Specialist References & Documents

Salesforce Official Documentation:Prompt Builder BasicsExplains how to reference objects and related lists when building AI prompts.

Salesforce Trailhead:Get Started with Prompt BuilderProvides hands-on exercises demonstrating how to pick fields from related objects or lists.

Salesforce AI Specialist Study GuideOutlines best practices for referencing related records and fields in generative AI prompts.

Service AI Grounding retrieves data from Salesforce objects to ground AI-generated responses. Key considerations:

Field Types: Standard Service AI Grounding supports String and Text Area fields. Custom rich text fields (e.g., RichTextArea) are not supported, making Option B correct.

Objects: While Service AI Grounding primarily uses Case and Knowledge objects (Option A), the limitation here is the field type, not the object.

Visibility: Service AI Grounding respects user permissions and sharing settings unless overridden (Option C is incorrect).

References:

Salesforce Help: Service AI Grounding Requirements

Explicitly states support for "Text Area and String fields" only.

To enable Sales Email prompt templates:

Permission Set: Assign the Prompt Template User permission set to the sales team to grant access to use pre-built templates.

Feature Activation: Enable Sales Emails in Salesforce Setup to activate the integration between prompt templates and email workflows.

Option B (Manager permission set): Required for creating/modifying templates, not for usage.

Option C (Data Cloud Admin): Unrelated to prompt template access.

References:

Salesforce Help: Prompt Template Permissions

Specifies that "Prompt Template User" is required to leverage templates in workflows.

Sales Email Setup outlines enabling the feature in Setup.