Question 1

A sales team is looking for a tool that can help them quickly access customer data, answer questions about sales performance, and suggest next steps for opportunities without requiring them to navigate through multiple Salesforce dashboards. Which feature should they implement?

Options :

A : Salesforce Reports

B : Einstein Copilot

C : Salesforce Mobile App

D : Einstein Lead Scoring

Answer: B

Question 2

An e-commerce business is setting up Salesforce’s Prompt Builder to enhance its customer service responses with AI-generated suggestions. The team involved includes customer service agents, a customer service manager, and a systems administrator. Which role should be assigned to the customer service manager to effectively manage and oversee the execution of these AI-driven prompt templates?

Options :

A : Customer Service Agent

B : Systems Administrator

C : Prompt Template Manager

D : Content Editor

Answer: C

Question 3

A healthcare provider wants to create a model to predict which patients are likely to miss their appointments based on past behavior, demographics, and external factors like weather conditions. They are considering using Salesforce Model Builder to achieve this. In which scenario would Model Builder be the best choice?

Options :

A : When the provider needs a simple calendar reminder system without predictive capabilities

B : When the provider wants to manually track patient appointments and identify trends without AI

C : When the provider needs to build a predictive model that analyzes various data inputs to identify patients likely to miss appointments

D : When the provider prefers to use a general industry-wide model without customization

Answer: C

Question 4

A financial services company wants to automatically generate personalized investment advice for clients based on their financial profiles and market trends. The company is considering using Salesforce Prompt Builder to meet this need. In which situation is Prompt Builder most appropriate?

Options :

A : When the company wants to create a single, static report for all clients

B : When the company needs to manually curate investment advice for each client

C : When the company requires dynamically generated, personalized advice for each client based on real-time data

D : When the company prefers to send the same generic advice to all clients

Answer: C

Question 5

A sales team is preparing proposals for potential clients and needs to include personalized sections for each client, such as specific product recommendations, pricing, and benefits based on their industry. The team wants to automate this process to save time while ensuring accuracy and relevance. Is it appropriate to use Prompt Builder in this scenario, and why?

Options :

A : Yes, because Prompt Builder can automate the generation of personalized proposal sections based on client-specific data

B : No, because proposals require manual input to ensure they meet client expectations

C : Yes, but only for generating standard sections that do not need customization

D : No, because Prompt Builder cannot handle complex documents like proposals

Answer: A

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