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Guide for Agentforce-Specialist: Salesforce Certified Agentforce Specialist

Quiz Agentforce-Specialist: Salesforce Certified Agentforce Specialist

Updated on 2026/08/31

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Guide for Agentforce-Specialist: Salesforce Certified Agentforce Specialist

Updated on 2026/08/31

Randomized | 10 Questions per Test | 20 Minutes | 70% to pass

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Quiz

Question 1/101/10

What is the importance of Action Instructions when creating a custom Agent action?

Select the answer:Select the answer

1 correct answer

Action Instructions define the expected user experience of an action.

Action Instructions tell the user how to call this action in a conversation.

Action Instructions tell the large language model (LLM) which action to use.

Quiz

Question 2/102/10

Universal Containers built a Field Generation prompt template that worked for many records, but users
are reporting random failures with token limit errors. What is the cause of the random nature of this error?

Select the answer:Select the answer

1 correct answer

The template type needs to be switched to Flex to accommodate the variable amount of tokens generated by the prompt grounding.

The number of tokens generated by the dynamic nature of the prompt template will vary by record.

The number of tokens that can be processed by the LLM varies with total user demand.

Comprehensive and Detailed In-Depth Explanation :
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.
Reference:
• 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)

Right Answer: B

Quiz

Question 3/103/10

What is a valid use case for Data Cloud retrievers?

Select the answer:Select the answer

1 correct answer

Returning relevant data from the vector database to augment a prompt.

Grounding data from external websites to augment a prompt with RAG.

Modifying and updating data within the source systems connected to Data Cloud.

Quiz

Question 4/104/10

Universal Containers (UC) wants to use Generative AI Salesforce functionality to reduce Service Agent
handling time by providing recommended replies based on the existing Knowledge articles. On which AI
capability should UC train the service agents?

Select the answer:Select the answer

1 correct answer

Service Replies

Case Replies

Knowledge Replies

Quiz

Question 5/105/10

For an Agentforce Data Library that contains uploaded files, what occurs once it is created and
configured?

Select the answer:Select the answer

1 correct answer

Indexes the uploaded files in a location specified by the user

Indexes the uploaded files into Data Cloud

Indexes the uploaded files in Salesforce File Storage

Quiz

Question 6/106/10

Universal Containers (UC) is creating a new custom prompt template to populate a field with generated
output. UC enabled the Einstein Trust Layer to ensure AI Audit data is captured and monitored for
adoption and possible enhancements. Which prompt template type should UC use and which
consideration should UC review?

Select the answer:Select the answer

1 correct answer

Field Generation, and that Dynamic Fields is enabled

Field Generation, and that Dynamic Forms is enabled

Flex, and that Dynamic Fields is enabled

Comprehensive and Detailed In-Depth Explanation :
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.
Reference:
• 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)

Right Answer: A

Quiz

Question 7/107/10

An Agentforce Specialist needs to create a prompt template to fill a custom field named Latest
Opportunities Summary on the Account object with information from the three most recently opened
opportunities. How should the Agentforce Specialist gather the necessary data for the prompt template?

Select the answer:Select the answer

1 correct answer

Select the latest Opportunities related list as a merge field.

Create a flow to retrieve the opportunity information.

Select the Account Opportunity object as a resource when creating the prompt template.

Comprehensive and Detailed In-Depth Explanation :
In Salesforce Agentforce, a prompt template designed to populate a custom field (like "Latest
Opportunities Summary" on the Account object) requires dynamic data to be fed into the template for AI
to generate meaningful output. Here, the task is to gather data from the three most recently opened
opportunities related to an account. The most robust and flexible way to achieve this is by using a Flow
(Option B). Salesforce Flows allow the Agentforce Specialist to define logic to query the Opportunity
object, filter for the three most recent opportunities (e.g., using a Get Records element with a sort by
CreatedDate descending and a limit of 3), and pass this data as variables into the prompt template. This
approach ensures precise control over the data retrieval process and can handle complex filtering or
sorting requirements.
• Option A: Selecting the "latest Opportunities related list as a merge field" is not a valid option in
Agentforce prompt templates. Merge fields can pull basic field data (e.g.,
{!Account.Name}), but they don’t natively support querying or aggregating related list data like the three
most recent opportunities.
• Option C: There is no "Account Opportunity object" in Salesforce; this seems to be a misnomer
(perhaps implying the Opportunity object or a junction object). Even if interpreted as selecting the
Opportunity object as a resource, prompt templates don’t directly query related objects without additional
logic (e.g., a Flow), making this incorrect.
• Option B: Flows integrate seamlessly with prompt templates via dynamic inputs, allowing the Specialist
to retrieve and structure the exact data needed (e.g., Opportunity Name, Amount, Close Date) for the AI
to summarize.
Thus, Option B is the correct method to gather the necessary data efficiently and accurately.
Reference:
• Salesforce Agentforce Documentation: "Integrate Flows with Prompt Templates" (Salesforce Help:
https://help.salesforce.com/s/articleView?id=sf.agentforce_flow_prompt_integration.htm&type=5)
• Trailhead: "Build Flows for Agentforce"
(https://trailhead.salesforce.com/content/learn/modules/flows-for-agentforce)

Right Answer: B

Quiz

Question 8/108/10

Universal Containers recently launched a pilot program to integrate conversational AI into its CRM
business operations with Agentforce Agents. How should the Agentforce Specialist monitor Agents’
usability and the assignment of actions?

Select the answer:Select the answer

1 correct answer

Run a report on the Platform Debug Logs.

Query the Agent log data using the Metadata API.

Run Agent Analytics.

Quiz

Question 9/109/10

Universal Containers (UC) wants to implement an AI-powered customer service agent that can:
• Retrieve proprietary policy documents that are stored as PDFs.
• Ensure responses are grounded in approved company data, not generic LLM knowledge. What should
UC do first?

Select the answer:Select the answer

1 correct answer

Set up an Agentforce Data Library for AI retrieval of policy documents.

Expand the AI agent's scope to search all Salesforce records.

Add the files to the content, and then select the data library option.

Comprehensive and Detailed In-Depth Explanation :
To implement an AI-powered customer service agent that retrieves proprietary policy documents (stored
as PDFs) and ensures responses are grounded in approved company data, UC must first establish a
foundation for the AI to access and use this data. The Agentforce Data Library (Option A) is the correct
starting point. A Data Library allows UC to upload PDFs containing policy documents, index them into
Salesforce Data Cloud’s vector database, and make them available for AI retrieval.
This setup ensures the agent can perform Retrieval-Augmented Generation (RAG), grounding its
responses in the specific, approved content from the PDFs rather than relying on generic LLM
knowledge, directly meeting UC’s requirements.
• Option B: Expanding the AI agent’s scope to search all Salesforce records is too broad and unnecessary
at this stage. The requirement focuses on PDFs with policy documents, not all Salesforce data (e.g., cases,
accounts), making this premature and irrelevant as a first step.
• Option C: "Add the files to the content, and then select the data library option" is vague and not a
precise process in Agentforce. While uploading files is part of setting up a Data Library, the phrasing
suggests adding files to Salesforce Content (e.g., ContentDocument) without indexing, which doesn’t
enable AI retrieval. Setting up the Data Library (A) encompasses the full process correctly.
• Option A: This is the foundational step—creating a Data Library ensures the PDFs are uploaded,
indexed, and retrievable by the agent, fulfilling both retrieval and grounding needs.
Option A is the correct first step for UC to achieve its goals.
Reference:
• Salesforce Agentforce Documentation: "Set Up a Data Library" (Salesforce Help:
https://help.salesforce.com/s/articleView?id=sf.agentforce_data_library.htm&type=5)
• Salesforce Data Cloud Documentation: "Ground AI Responses with Data Cloud"
(https://help.salesforce.com/s/articleView?id=sf.data_cloud_agentforce.htm&type=5)

Right Answer: A

Quiz

Question 10/1010/10

A customer service representative is looking at a custom object that stores travel information. They
recently received a weather alert and now need to cancel flights for the customers that are related to this
Itinerary. The representative needs to review the Knowledge articles about canceling and rebooking the
customer flights. Which Agentforce capability helps the representative accomplish this?

Select the answer:Select the answer

1 correct answer

Invoke a flow which makes a call to external data to create a Knowledge article.

Execute tasks based on available actions, answering questions using information from accessible Knowledge articles.

Generate Knowledge article based off the prompts that the agent enters to create steps to cancel flights.

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Quiz name:Agentforce-Specialist: Salesforce Certified Agentforce Specialist
Total number of questions:384
Number of questions for the test:50
Pass score:80%

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