Universal Containers Is Interested In Improving the sales operation efficiency by analyzing their data using Al-powered predictions in Einstein Studio.
Which use case works for this scenario?
For improving sales operations efficiency, Einstein Studio is ideal for creating AI-powered models that can predict outcomes based on data. One of the most valuable use cases is predicting customer lifetime value, which helps sales teams focus on high-value accounts and make more informed decisions. Customer lifetime value (CLV) predictions can optimize strategies around customer retention, cross-selling, and long-term engagement.
Option B is the correct choice as predicting customer lifetime value is a well-established use case for AI in sales.
Option A (customer sentiment) is typically handled through NLP models, while Option C (product popularity) is more of a marketing analysis use case.
A sales rep at Universal Containers is extremely busy and sometimes will have very long sales calls on voice and video calls and might miss key details. They are just starting to adopt new generative AI
features.
Which Einstein Generative AI feature should an AI Specialist recommend to help the rep get the details they might have missed during a conversation?
For a sales rep who may miss key details during long sales calls, the AI 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.
Universal Containers wants to allow its service agents to query the current fulfillment status of an order with natural language. There is an existing auto launched flow to query the information from Oracle ERP, which is the system of record for the order fulfillment process.
How should an AI Specialist apply the power of conversational AI to this use case?
To enable Universal Containers service agents to query the current fulfillment status of an order using natural language and leverage an existing auto-launched flow that queries Oracle ERP, the best solution is to create a custom copilot action that calls the flow. This action will allow Einstein Copilot to interact with the flow and retrieve the required order fulfillment information seamlessly. Custom copilot actions can be tailored to call various backend systems or flows in response to user requests.
Option B is correct because it enables integration between Einstein Copilot and the flow that connects to Oracle ERP.
Option A (Flex prompt template) is more suited for static responses and not for invoking flows.
Option C (Integration Flow Standard Action) is not directly related to creating a specific copilot action for this use case.
When a customer chat is initiated, which functionality in Salesforce provides generative AI replies or draft emails based on recommended Knowledge articles?
When a customer chat is initiated, Einstein Service Replies provides generative AI replies or draft emails based on recommended Knowledge articles. This feature uses the information from the Salesforce Knowledge base to generate responses that are relevant to the customer's query, improving the efficiency and accuracy of customer support interactions.
Option B is correct because Einstein Service Replies is responsible for generating AI-driven responses based on knowledge articles.
Option A (Einstein Reply Recommendations) is focused on recommending replies but does not generate them.
Option C (Einstein Grounding) refers to grounding responses in data but is not directly related to drafting replies.
An AI Specialist turned on Einstein Generative AI in Setup. Now, the AI Specialist would like to create custom prompt templates in Prompt Builder. However, they cannot access Prompt Builder in the Setup menu.
What is causing the problem?
In order to access and create custom prompt templates in Prompt Builder, the AI 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.
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