Salesforce Agentforce-Specialist - Salesforce Certified Agentforce Specialist (AI-201)

The scenario involves a customer service representative needing to cancel flights due to a weather alert and review existing Knowledge articles for guidance on canceling and rebooking. Agentforce provides capabilities to streamline such tasks. The most suitable option is Option B, which allows the agent to "execute tasks based on available actions" (e.g., canceling flights via a predefined action) while "answering questions using information from accessible Knowledge articles." This capability leverages Agentforce’s ability to integrate Knowledge articles into the agent’s responses, enabling the representative to ask questions (e.g., “How do I cancel a flight?”) and receive AI-generated answers grounded in approved Knowledge content. Simultaneously, the agent can trigger actions (e.g., a Flow to update the custom object) to perform the cancellations, meeting all requirements efficiently.

Option A: Invoking a Flow to call external data and create a Knowledge article is unnecessary. The representative needs to review existing articles, not create new ones, and there’s no indication external data is required for this task.

Option B: This is correct. It combines task execution (canceling flights) with Knowledge article retrieval, aligning with the representative’s need to act and seek guidance from existing content.

Option C: Generating a new Knowledge article based on prompts is not relevant. The representative needs to use existing articles, not author new ones, especially in a time-sensitive weather alert scenario.

Option B best supports the representative’s workflow in Agentforce.

Salesforce Agentforce Documentation: "Knowledge Replies and Actions" (Salesforce Help: https://help.salesforce.com/s/articleView?id=sf.agentforce_knowledge_replies.htm &type=5)

Trailhead: "Agentforce for Service" (https://trailhead.salesforce.com/content/learn/modules/agentforce-for-service)

In order to access and create custom prompt templates in Prompt Builder, the Agentforce Specialist must have the Prompt Template Manager permission set assigned. Without this permission, they will not be able to access Prompt Builder in the Setup menu, even though Einstein Generative AI is enabled.

Option B is correct because the Prompt Template Manager permission set is required to use Prompt Builder.

Option A (Prompt Template User permission set) is incorrect because this permission allows users to use prompts, but not create or manage them.

Option C (LLM configuration in Data Cloud) is unrelated to the ability to access Prompt Builder.

Salesforce Prompt Builder Permissions: https://help.salesforce.com/s/articleView?id=sf.prompt_builder_permissions.htm

For a sales rep who may miss key details during long sales calls, the Agentforce Specialist should recommend the Call Summary feature. Call Summary uses Einstein Generative AI to automatically generate a concise summary of important points discussed during the call, helping the rep quickly review the key information they might have missed.

Call Explorer is designed for manually searching through call data but doesn't summarize.

Sales Summary is focused more on summarizing overall sales activity, not call-specific content.

For more details, refer to Salesforce's Call Summary documentation on how AI-generated summaries can improve sales rep productivity.

In Agentforce, the large language model (LLM), powered by the Atlas Reasoning Engine, interprets user requests and drives Agent Actions. Let’s evaluate its role.

Option A: Find similar requested topics and provide the actions that need to be executed.While the LLM can identify similar topics, its role extends beyond merely finding them—it matches intents to specific topics and determines execution. This option understates the LLM’s responsibility for ordering actions, making it incomplete and incorrect.

Option B: Identify the best matching topic and actions and correct order of execution.The LLM analyzes user input to understand intent, matches it to the best-fitting topic (configured in Agent Builder), and selects associated actions. It also determines the correct sequence of execution based on the agent’s plan (e.g., retrieve data before updating a record). This end-to-end process—from intent recognition to action orchestration—is the LLM’s core role in Agentforce, making this the correct answer.

Option C: Determine a user’s topic access and sort actions by priority to be executed.Topic access is governed by Salesforce permissions (e.g., user profiles), not the LLM. While the LLM prioritizes actions within its plan, its primary role is intent matching and execution ordering, not access control, making this incorrect.

Why Option B is Correct:

The LLM’s role in identifying topics, selecting actions, and ordering execution is central to Agentforce’s autonomous functionality, as detailed in Salesforce documentation.

According to the AgentForce Testing Center Reference Guide, each test case in the Testing Center should define a clear expected output to validate that the agent selects and executes the correct topic in response to a given user utterance.

The Expected Topic API Name acts as the validation reference — it ensures that the reasoning engine correctly classifies the user’s intent and routes the conversation to the appropriate topic. This allows the test to confirm end-to-end functionality, from intent detection to action execution.

Option B, Expected Flow API Name, applies only when testing automation flows directly, not general agent reasoning. Option C, Expected Prompt Template Name, is relevant for template validation but does not confirm correct topic classification, which is the first step in response accuracy.

Therefore, per AgentForce best practices, the correct expected output field to define for Testing Center validation is Option A – Expected Topic API Name.

In Salesforce Agentforce, prompt templates are used to generate dynamic responses or field values by leveraging an LLM, often with grounding data from Salesforce records or external sources. The scenario describes a Field Generation prompt template that fails intermittently with token limit errors, indicating that the issue is tied to exceeding the LLM’s token capacity (e.g., input + output tokens). The random nature of these failures suggests variability in the token count across different records, which is directly addressed by Option B.

Prompt templates in Agentforce can be dynamic, meaning they pull in record-specific data (e.g., customer names, descriptions, or other fields) to generate output. Since the data varies by record—some records might have short text fields while others have lengthy ones—the total number of tokens (words, characters, or subword units processed by the LLM) fluctuates. When the token count exceeds the LLM’s limit (e.g., 4,096 tokens for some models), the process fails, but this only happens for records with higher token-generating data, explaining the randomness.

Option A: Switching to a "Flex" template type might sound plausible, but Salesforce documentation does not define "Flex" as a specific template type for handling token variability in this context (there are Flow-based templates, but they’re unrelated to token limits). This option is a distractor and not a verified solution.

Option C: The LLM’s token processing capacity is fixed per model (e.g., a set limit like 128,000 tokens for advanced models) and does not vary with user demand. Demand might affect performance or availability, but not the token limit itself.

Option B is the correct answer because it accurately identifies the dynamic nature of the prompt template as the root cause of variable token counts leading to random failures.

Salesforce Agentforce Documentation: "Prompt Templates" (Salesforce Help: https://help.salesforce.com/s/articleView?id=sf.agentforce_prompt_templates.htm &type=5)

Trailhead: "Build Prompt Templates for Agentforce" (https://trailhead.salesforce.com/content/learn/modules/build-prompt-templates-for-agentforce)

Context of the Question

Einstein Prompt Builder is a Salesforce feature that helps generate text (summaries, email content, responses) using AI models.

The question presents three potential use cases, asking which one best fits the capabilities of Einstein Prompt Builder.

Einstein Prompt Builder Typical Use Cases

Text Generation & Summaries: Great for writing or summarizing content, like responding to an email or generating text for a record field.

Why Not Forecast Future Sales Trends or Identify Potential High-Value Leads?

(Option A) Forecasting trends typically involves predictive analytics and modeling capabilities found in Einstein Discovery or standard reporting, not generative text solutions.

(Option B) Identifying leads for marketing campaigns involves lead scoring or analytics, again an Einstein Discovery or Lead Scoring scenario.

Sending a Personalized RFP Email (Option C) is a classic example of using generative AI to compose well-structured, context-aware text.

ConclusionOption C (Send reply to a request for proposal via a personalized email) is the best match for Einstein Prompt Builder’s generative text functionality.

Salesforce Agentforce Specialist References & Documents

Salesforce Documentation: Einstein Prompt Builder OverviewHighlights how to use Prompt Builder to create and customize text-based responses, especially for email or record fields.

Salesforce Agentforce Specialist Study GuideExplains that generative AI features in Salesforce are designed for creating or summarizing text, not for advanced predictive use cases (like forecasting or lead scoring).

Salesforce Agentforce provides various prompt template types to support AI-driven tasks, such as generating text or populating fields. In this case, UC needs a custom prompt template to populate a field with generated output, which directly aligns with the Field Generation prompt template type. This type is designed to use generative AI to create field values (e.g., summaries, descriptions) based on input data or prompts, making it the ideal choice for UC’s requirement. Additionally, UC has enabled the Einstein Trust Layer, a governance framework that ensures AI outputs are safe, explainable, and auditable, capturing AI Audit data for monitoring adoption and identifying improvement areas.

The consideration UC should review is whether Dynamic Fields is enabled. Dynamic Fields allow the prompt template to incorporate variable data from Salesforce records (e.g., case details, customer info) into the prompt, ensuring the generated output is contextually relevant to each record. This is critical for field population tasks, as static prompts wouldn’t adapt to record-specific needs. The Einstein Trust Layer further benefits from this, as it can track how dynamic inputs influence outputs for audit purposes.

Option A: Correct. "Field Generation" matches the use case, and "Dynamic Fields" is a key consideration to ensure flexibility and auditability with the Trust Layer.

Option B: "Field Generation" is correct, but "Dynamic Forms" is unrelated. Dynamic Forms is a UI feature for customizing page layouts, not a prompt template setting, making this option incorrect.

Option C: "Flex" templates are more general-purpose and not specifically tailored for field population tasks. While Dynamic Fields could apply, Field Generation is the better fit for UC’s stated goal.

Option A is the best choice, as it pairs the appropriate template type (Field Generation) with a relevant consideration (Dynamic Fields) for UC’s scenario with the Einstein Trust Layer.

Salesforce Agentforce Documentation: "Prompt Template Types" (Salesforce Help: https://help.salesforce.com/s/articleView?id=sf.agentforce_prompt_templates.htm &type=5)

Salesforce Einstein Trust Layer Documentation: "Monitor AI with Trust Layer" (https://help.salesforce.com/s/articleView?id=sf.einstein_trust_layer.htm &type=5)

Trailhead: "Build Prompt Templates for Agentforce" (https://trailhead.salesforce.com/content/learn/modules/build-prompt-templates-for-agentforce)

Agentforce Sales Agent is designed to let sales teams perform tasks via natural language commands, leveraging Salesforce data while adhering to policies. For example, agents can ask the AI to "update the opportunity stage to Closed Won" or "generate a quote," with the system enforcing validations and data security. This use case aligns with Salesforce’s vision of conversational AI streamlining workflows without compromising compliance.

Step-by-step guides (B) are typically handled by tools like Dynamic Forms or Guided Selling, not Agentforce.

Logging messages/emails (C) is managed by Email-to-Case or Service Cloud, not a sales-specific AI agent.

Salesforce Agentforce leverages Prompt Builder, a powerful tool that allows administrators to create and manage prompt templates, which are reusable frameworks for generating AI-driven responses. These templates can be invoked by users to perform specific tasks, such as generating sales emails or summarizing records, based on predefined instructions and grounded data. In this scenario, Universal Containers wants its sales reps to have the ability to only execute these prompt templates, meaning they should be able to run them but not create, edit, or manage them.

Let’s break down the options and analyze why B. Prompt Template User permission set is the correct answer:

Option A: Prompt Execute Template permission setThis option sounds plausible at first glance because it includes the phrase "Execute Template," which aligns with the requirement. However, there is no specific permission set named "Prompt Execute Template" in Salesforce’s official documentation for Prompt Builder or Agentforce. Salesforce typically uses more standardized naming conventions for permission sets, and this appears to be a distractor option that doesn’t correspond to an actual feature. Permissions in Salesforce are granular, but they are grouped logically under broader permission sets rather than hyper-specific ones like this.

Option B: Prompt Template User permission setThis is the correct answer. In Salesforce, the Prompt Builder feature, which is integral to Agentforce, includes permission sets designed to control access to prompt templates. The "Prompt Template User" permission set is an official Salesforce permission set that grants users the ability to execute (or invoke) prompt templates without giving them the ability to create or modify them. This aligns perfectly with the requirement that sales reps should only execute prompt templates, not manage them. The Prompt Template User permission set typically includes permissions like "Run Prompt Templates," which allows users to trigger templates from interfaces such as Lightning record pages or flows, while restricting access to the Prompt Builder setup area where templates are designed.

Option C: Prompt Template Manager permission setThis option is incorrect because the "Prompt Template Manager" permission set is designed for users who need full administrative control over prompt templates. This includes creating, editing, and deleting templates in Prompt Builder, in addition to executing them. Since Universal Containers only wants sales reps to execute templates and not manage them, this permission set provides more access than required, violating the principle of least privilege—a key security best practice in Salesforce.

How It Works in Salesforce

To implement this, an administrator would:

Navigate to Setup > Permission Sets.

Locate or create the "Prompt Template User" permission set (this is a standard permission set available with Prompt Builder-enabled orgs).

Assign this permission set to the sales reps’ profiles or individual user records.

Ensure the prompt templates are configured and exposed (e.g., via Lightning components like the Einstein Summary component) on relevant pages, such as Opportunity or Account record pages, where sales reps can invoke them.

Why This Matters

By assigning the Prompt Template User permission set, Universal Containers ensures that sales reps can leverage AI-driven prompt templates to enhance productivity (e.g., drafting personalized emails or generating sales pitches) while maintaining governance over who can modify the templates. This separation of duties is critical in a secure Salesforce environment.

References to Official Salesforce Agentforce Specialist Documents

Salesforce Help: Prompt Builder PermissionsThe official Salesforce documentation outlines permission sets for Prompt Builder, including "Prompt Template User" for execution-only access and "Prompt Template Manager" for full control.

Trailhead: Configure Agentforce for ServiceThis module discusses how permissions are assigned to control Agentforce features, including prompt-related capabilities.

Salesforce Ben: Why Prompt Builder Is Vital in an Agentforce World (November 25, 2024)This resource explains how Prompt Builder integrates with Agentforce and highlights the use of permission sets like Prompt Template User to enable end-user functionality.