salesforce agentforce Practice Questions & Answers (Set 12) | CodeWme
#1 Universal Containers (UC) wants to ensure its compliance team can perform exact term matching in a structured legal document library. Which search type should UC implement? Select 1
✅ Answer: Use keyword search for exact term matching in structured fields
Keyword search is deterministic and ideal for exact matches (like legal codes or IDs), whereas semantic search is probabilistic and better for intent/meaning.
#2 Universal Containers (UC) needs to create a prompt template that provides a detailed product description based on the product data. Which prompt template type should UC use? Select 1
✅ Answer: Field Generation
Field Generation templates are designed to use GenAI to write content for a single specific field (like a description) based on record data.
#3 A generic company is about to start testing its concierge agent. Which metrics should be captured to monitor performance? Select 1
✅ Answer: Response times, accuracy and relevance of answers, and resolution success
Effective AI evaluation requires monitoring Efficiency (Response Times), Quality (Accuracy/Relevance), and Outcome (Resolution Success).
#4 What is the use of Model Context Protocol (MCP)? Select 1
✅ Answer: A legal assistant agent using MCP to dynamically find documents
MCP is an open standard that allows AI agents to securely connect to external data (reading resources like documents) and tools.
#5 An Agentforce Specialist is building a Flex prompt template. Which best practice should they follow? Select 1
✅ Answer: Ground the large language model (LLM) with account data to contextualize the response
Grounding with specific record data (like Account info) is critical to ensuring the LLM generates relevant, personalized responses.
#6 An Agentforce Specialist needs to enable the use of templates that have already been created. Which permission step is required? Select 1
✅ Answer: Assign the Prompt Template User permission set
The 'Prompt Template User' permission set allows end-users to execute/run templates. 'Manager' is for building them.
#7 Universal Containers has PDF maintenance guides in an external folder and wants the Service Agent to use them. Which approach should be implemented? Select 1
✅ Answer: Configure Data Cloud to ingest file attachments and create a search index
For external unstructured data, best practice is to ingest it into Data Cloud (UDLO), chunk/vectorize it, and create a search index for retrieval.
#8 Universal Containers' service team wants to customize the standard case summary. What should the Agentforce Specialist do? Select 1
✅ Answer: Create a custom Record Summary prompt template for the Case object
Standard prompt templates are read-only. To customize the output, you must create a new (custom) template, often by cloning the standard one.
#9 Universal Containers (UC) has a new AI project. What should UC consider when adding a related list on the Account object to be used in a prompt? Select 1
✅ Answer: After selecting a related list from the Account, use the field picker to select fields
Due to context window limits, Prompt Builder requires explicitly selecting specific fields from related lists using the field picker.
#10 Which two specific fields does the Agentforce Reasoning Engine primarily evaluate to determine which Topic to select for a user's request? (Select 2) Select all that apply
✅ Answer: Classification Description, Scope
The Reasoning Engine uses the Classification Description to understand the intent/purpose of the topic and the Scope to understand the operational boundaries. Topic Name is primarily for organization.
#11 Universal Containers has created a custom action referencing a Flow, but the Agent repeatedly fails to select it even when the user asks specifically for it. What is the most likely root cause? Select 1
✅ Answer: The Action Instructions are ambiguous or overlap with another action.
The Semantic Planner relies heavily on clear, distinct instructions to map user utterances to actions. Ambiguity or overlap with other instructions often causes selection failure.
#12 Which Prompt Builder template type is best suited for a scenario where you need to populate a single 'Case Summary' rich text field on a record page using generative AI? Select 1
✅ Answer: Field Generation Template
Field Generation templates are specifically designed to output data into a single field on a Lightning Record Page.
#13 An Agentforce Specialist needs to ground an agent's responses using a library of PDF product manuals and unstructured policy documents. Which feature should be used? Select 1
✅ Answer: Agentforce Data Library
Agentforce Data Libraries allow you to index and search unstructured files (like PDFs) to ground the agent's responses.
#14 What are the three core stages of the Atlas Reasoning Engine's loop when processing a user request? Select 1
✅ Answer: Plan, Evaluate, Refine
The Atlas Reasoning Engine creates a plan based on available tools, evaluates its effectiveness, and refines the plan if necessary before execution.
#15 When configuring an Agent, what is the primary function of 'Instructions' at the Topic level? Select 1
✅ Answer: To providing natural language rules and guidelines on how to handle business logic within that topic.
Instructions at the Topic level guide the LLM on policy, tone, and logical steps to take when operating within that specific topic.
#16 A developer wants to ensure that a custom action is only triggered when a user's account status is 'Active'. How should this be enforced deterministically? Select 1
✅ Answer: Use a Conditional Filter on the Action utilizing a Context Variable.
For deterministic (100% reliable) enforcement of rules like record status, Conditional Filters on the action are preferred over natural language instructions.
#17 Which Salesforce feature ensures that sensitive data (PII) is masked before being sent to an external LLM? Select 1
✅ Answer: Einstein Trust Layer
The Einstein Trust Layer handles data masking, zero data retention, and toxicity detection before and after the LLM request.
#18 What is the primary role of the 'Agent User' in Salesforce Agentforce? Select 1
✅ Answer: It is a virtual user that defines the permission set and field access levels for the Agent's actions.
The Agent User (often 'Platform Integration User' or a specific assigned user) determines what data the Agent can read or edit via FLS and Sharing Rules.
#19 In Prompt Builder, which resource is used to dynamically insert record data into a prompt template? Select 1
✅ Answer: Merge Fields
Merge fields (e.g., {!$Input:Record.Name}) are used to ground the prompt with live data from Salesforce records.