An AI Specialist needs to create a Sales Email with a custom prompt template. They need to ground on the following data.
Opportunity Products Events near the customer Tone and voice examples How should the AI Specialist obtain related items?

Correct Answer:A
To ground a sales email onOpportunity Products, Events near the customer, and Tone and voice examples, the AI Specialist should use aprompt- initiated flow. This flow can dynamically fetch the necessary data from related records in Salesforce and ground the generative AI output with contextually accurate information.
✑ Option B (flex template)does not provide the ability to fetch dynamic data from
Salesforce records automatically.
✑ Option C (manual insertion)would not allow for the dynamic and automated grounding of data required for custom prompts.
Refer toSalesforce documentation on flowsand grounding for more details on integrating data into custom prompt templates.

Universal Containers (UC) wants to use the Draft with Einstein feature in Sales Cloud to create a personalized introduction email.
After creating a proposed draft email, which predefined adjustment should UC choose to revise the draft with a more casual tone?

Correct Answer:A
WhenUniversal Containersuses theDraft with Einsteinfeature inSales Cloudto create a personalized email, the predefined adjustment toMake Less Formalis the correct option to revise the draft with a more casual tone. This option adjusts the wording of the draft to sound less formal, making the communication more approachable while still maintaining professionalism.
✑ Enhance Friendlinesswould make the tone more positive, but not necessarily more
casual.
✑ Optimize for Clarityfocuses on making the draft clearer but doesn't adjust the tone. For more details, seeSalesforce documentation on Einstein-generated email drafts and tone adjustments.

Universal Containers is evaluating Einstein Generative AI features to improve the productivity of the service center operation.
Which features should the AI Specialist recommend?

Correct Answer:A
To improve the productivity of the service center, the AI Specialist should recommend theService RepliesandCase Summariesfeatures.
✑ Service Replieshelps agents by automatically generating suggested responses to
customer inquiries, reducing response time and improving efficiency.
✑ Case Summariesprovide a quick overview of case details, allowing agents to get up to speed faster on customer issues.
✑ Work Summariesare not as relevant for direct customer service operations,
andSales Summariesare focused on sales processes, not service center productivity.
For more information, seeSalesforce's Einstein Service Cloud documentationon the use of generative AI to assist customer service teams.

An AI Specialist implements Einstein Sales Emails for a sales team. The team wants to send personalized follow-up emails to leads basedon their interactions and data stored in Salesforce. The AI Specialist needsto configure the system to use the most accurate and up-to-date information for email generation.
Which grounding technique should the AI Specialist use?

Correct Answer:B
ForEinstein Sales Emailsto generate personalized follow-up emails, it is crucial to ground the email content with the most up-to-date and accurate information. Grounding refers to connecting the AI model with real-time data. The most appropriate technique in this case isGround with Record Merge Fields. This method ensures that the content in the emails pulls dynamic and accurate data directly from Salesforce records, such as lead or contact information, ensuring the follow-up is relevant and customized based on the specific record.
✑ Record Merge Fieldsensure the generated emails are highly personalized using data like lead name, company, or other Salesforce fields directly from the records.
✑ Apex Merge Fieldsare typically more suited for advanced, custom logic-driven scenarios but are not the most straightforward for this use case.
✑ Automatic grounding using Draft with Einsteinis a different feature where Einstein automatically drafts the email, but it does not specifically ground the content with record-specific data likeRecord Merge Fields.
References:
✑ Salesforce Einstein Sales Emails Documentation:https://help.salesforce.com/s/articleView?id=release- notes.rn_einstein_sales_emails.htm