Salesforce Updated Agentforce-Specialist Exam Questions and Answers by ari

UC’s development team needs to identify a core component of a Custom Agent Action in Agent Builder. Let’s assess the options.

Option A: Action Triggers"Action Triggers" isn’t a term used in Agentforce Custom Agent Action configuration. Actions are invoked by topics or plans, not standalone triggers, making this incorrect.

Option B: InstructionsInstructions are a core component of a Custom Agent Action in Agentforce. Defined in Agent Builder, they guide the Atlas Reasoning Engine on how to execute the action (e.g., what to do with inputs, how to process data). Reviewing the instructions helps the team understand the action’s purpose and logic, making this the correct answer.

Option C: Output TypesWhile outputs are part of an action’s result, "Output Types" isn’t a distinct configuration element in Agent Builder. Outputs are determined by the action’s execution (e.g., Flow or Apex), not a separate setting, making this less core and incorrect.

Why Option B is Correct:

Instructions are a fundamental component of Custom Agent Actions, providing the AI’s execution directives, as per Salesforce documentation.

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.

UC needs an AI solution to suggest products from a catalog for its sales team. Let’s assess the prompt template types in Prompt Builder.

Option A: Record summary prompt templateRecord summary templates generate concise summaries of records (e.g., Case, Opportunity). They’re not designed for product recommendations, which require dynamic logic beyond summarization, making this incorrect.

Option B: Email generation prompt templateEmail generation templates craft emails (e.g., customer outreach). While they could mention products, they’re not optimized for standalone recommendations, making this incorrect.

Option C: Flex prompt templateFlex prompt templates are versatile, allowing custom inputs (e.g., catalog data from objects or Data Cloud) and instructions (e.g., “Suggest products based on customer preferences”). This flexibility suits UC’s need to recommend products dynamically, making it the correct answer.

Why Option C is Correct:

Flex templates offer the customization needed to suggest products from a catalog, aligning with Salesforce’s guidance for tailored AI outputs.

For no-code implementations, Prompt Builder allows Agentforce 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.