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Salesforce AI Specialist Certification

The Salesforce AI Specialist credential is designed for individuals aiming to harness the power of generative AI within Salesforce. The AI Specialist plays a pivotal role in the implementation and usage of Einstein AI solutions. This exam is designed for Salesforce Administrators, Developers, and Architects who implement out-of-the-box AI capabilities and enhance them with Copilot Builder, Prompt Builder, and Model Builder. Salesforce Certified AI Specialist candidates should have a foundational knowledge of Salesforce's core capabilities and should be able to navigate Salesforce. 

Exam Details

Read on for details about the Salesforce Certified AI Specialist Exam.
Content: 60 multiple-choice questions
Time allotted to complete the exam: 105 minutes
Passing score: 73%
Registration fee: Free 
Retake fee: $100

Salesforce AI Specialist Exam Objectives

The Salesforce Certified AI Specialist Exam measures a candidate's knowledge and skills related to the following objectives.

Einstein Trust Layer: 15%

• Identify the security, privacy, and grounding features of the Einstein Trust Layer.
• Implement and manage the Einstein Trust Layer.

Generative AI in CRM Applications: 17%

• Given a scenario, identify the correct generative AI feature in Einstein for Sales.
• Given a scenario, identify the correct generative AI feature in Einstein for Service.

Prompt Builder: 37%

• Given business requirements, identify when it's appropriate to use Prompt Builder.
• Identify the right user roles to manage and execute prompt templates.
• Identify the considerations for creating a prompt template.
• Given a scenario, identify the appropriate grounding technique.
• Explain the process for creating, activating, and executing prompt templates.

Einstein Copilot: 23%

• Given business requirements, identify when it's appropriate to use Einstein Copilot.
• Explain how the large language model (LLM) identifies and executes a copilot action.
• Leverage standard copilot actions and create custom copilot actions.
• Manage and monitor Copilot adoption.

Model Builder: 8%

• Given business requirements, identify when it's appropriate to use Model Builder.
• Configure standard, custom, and Bring Your Own Large Language Model (BYOLLM) generative models.

View Online Salesforce AI Specialist Certification Free Questions

1. Universal Containers wants to make a sales proposal and directly use data from multiple unrelated objects (standard and custom) in a prompt template.
What should the AI Specialist recommend?
A. Create a Flex template to add resources with standard and custom objects as inputs.
B. Create a prompt template passing in a special custom object that connects the records temporarily,
C. Create a prompt template-triggered flow to access the data from standard and custom objects.
Answer: A

2. What is an AI Specialist able to do when the “Enrich event logs with conversation data" setting in Einstein Copilot is enabled?
A. View the user click path that led to each copilot action.
B. View session data including user Input and copilot responses for sessions over the past 7 days.
C. Generate details reports on all Copilot conversations over any time period.
Answer: B

3. Universal Containers’ current AI data masking rules do not align with organizational privacy and security policies and requirements.
What should an AI Specialist recommend to resolve the issue?
A. Enable data masking for sandbox refreshes.
B. Configure data masking in the Einstein Trust Layer setup.
C. Add new data masking rules in LLM setup.
Answer: B

4. Universal Containers wants to utilize Einstein for Sales to help sales reps reach their sales quotas by providing Al-generated plans containing guidance and steps for closing deals.
Which feature should the AI Specialist recommend to the sales team?
A. Find Similar Deals
B. Create Account Plan
C. Create Close Plan
Answer: C

5. Where should the AI Specialist go to add/update actions assigned to a copilot?
A. Copilot Actions page, the record page for the copilot action, or the Copilot Action Library tab
B. Copilot Actions page or Global Actions
C. Copilot Detail page, Global Actions, or the record page for the copilot action
Answer: A

6. Northern Trail Outfitters (NTO) wants to configure Einstein Trust Layer in its production org but is unable to see the option on the Setup page.
After provisioning Data Cloud, which step must an Al Specialist take to make this option available to NTO?
A. Turn on Einstein Copilot.
B. Turn on Einstein Generative AI.
C. Turn on Prompt Builder.
Answer: B

7. An AI Specialist implements Einstein Sales Emails for a sales team. The team wants to send personalized follow-up emails to leads based on their interactions and data stored in Salesforce. The AI Specialist needs to configure the system to use the most accurate and up-to-date information for email generation.
Which grounding technique should the AI Specialist use?
A. Ground with Apex Merge Fields
B. Ground with Record Merge Fields
C. Automatic grounding using Draft with Einstein feature
Answer: B

8. Universal Containers wants to use an external large language model (LLM) in Prompt Builder.
What should an AI Specialist recommend?
A. Use Apex to connect to an external LLM and ground the prompt.
B. Use BYO-LLM functionality in Einstein Studio,
C. Use Flow and External Services to bring data from an external LLM.
Answer: B

9. A data scientist needs to view and manage models in Einstein Studio. The data scientist also needs to create prompt templates in Prompt Builder.
Which permission sets should an AI Specialist assign to the data scientist?
A. Data Cloud Admin and Prompt Template Manager
B. Prompt Template Manager and Prompt Template User
C. Prompt Template User and Data Cloud Admin
Answer: A

10. An AI Specialist wants to include data from the response of external service invocation (REST API callout) into the prompt template.
How should the AI Specialist meet this requirement?
A. Convert the JSON to an XML merge field.
B. Use External Service Record merge fields.
C. Use “Add Prompt Instructions” flow element.
Answer: B