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Salesforce AI-201 Exam Syllabus Topics:

SectionWeightObjectives
Topic 1: Prompt Engineering20%- Prompt Builder usage
  • 1. Field generation and flex templates
    • 2. Prompt templates and configuration
      - Grounding techniques
      • 1. Data grounding for reducing hallucinations
        • 2. Best practices for prompt design
          Topic 2: Data Cloud & Grounding20%- Data integration for AI agents
          • 1. Using Data Cloud for retrieval augmentation
            • 2. Connecting external data sources
              Topic 3: Governance & Observability10%- AI governance
              • 1. Monitoring agent behavior
                • 2. Trust layer and compliance concepts
                  Topic 4: AI Agents35%- Agent behavior configuration
                  • 1. Agent reasoning engine concepts
                    • 2. Filters and variables for deterministic behavior
                      - Agent setup and orchestration
                      • 1. Standard and custom agent actions
                        • 2. Standard and custom topics
                          Topic 5: Testing, Deployment & Lifecycle15%- Agent lifecycle management
                          • 1. Testing and validation strategies
                            • 2. Sandbox to production deployment

                              Salesforce Certified Agentforce Specialist Sample Questions:

                              1. The Agentforce Specialist for Cloud Kicks wants to create an agent that will allow the sales staff to schedule their daily tasks and assist in providing detailed explanations behind product prices and deals. Following Salesforce best practices, which type of agent should they create?

                              A) Service Agent
                              B) Employee Agent
                              C) Sales Agent


                              2. The Agentforce Specialist of Northern Trail Outfitters reviewed the organization's data masking settings within the Configure Data Masking menu within Setup. Upon assessing all of the fields, a few additional fields were deemed sensitive and have been masked within Einstein's Trust Layer.
                              Which steps should the Agentforce Specialist take upon modifying the masked fields?

                              A) Turn off the Einstein Trust Layer and turn it on again.
                              B) Test and confirm that the responses generated from prompts that utilize the data and masked data do not adversely affect the quality of the generated response
                              C) Turn on Einstein Feedback so that end users can report if there are any negative side effects on AI features.


                              3. Universal Containers recently added a custom flow for processing returns and created a new Agent Action. Which action should the company take to ensure the Agentforce Service Agent can run this new flow as part of the new Agent Action?

                              A) Assign the Manage Users permission to the Agentforce Agent user.
                              B) Recreate the flow using the Agentforce agent user.
                              C) Assign the Run Flows permission to the Agentforce Agent user.


                              4. Universal Containers wants to incorporate CRM data as well-formatted JSON in a prompt to a large language model (LLM). What is an important consideration for this requirement?

                              A) JSON format should be enabled in Prompt Builder Settings.
                              B) "CRM data to JSON" checkbox must be selected when creating a prompt template.
                              C) Apex code can be used to return a JSON formatted merge field.


                              5. Coral Cloud Resorts (CCR) uses Agentforce to assist customers with booking and service issues.
                              CCR wants to implement a triage process 50 that:
                              - High severity requests must be escalated to a human service rep.
                              - Lower severity requests should result in creating a support case for
                              the guest.
                              The requirement is to achieve the highest reliability and determinism in the response from the agent.
                              Which approach should an Agentforce Specialist recommend?

                              A) Use absolute keywords like "Always" and "Never" in Topic Instructions to enforce logic, such as
                              "Always escalate when severity is high" and "Never create a support case when severity is high".
                              B) Create a custom variable severityLevel populated by a Triage action. Add filters so the "Escalate to human service rep" action only runs when severityLevel = `High', and the "Create Support Case" action runs only when severityLevel != `High'.
                              C) Write the triage and routing logic in Topic Instructions using an IF, THEN, ELSE pattern:
                              "Escalate to human service rep if the request is considered severe, otherwise create support case".


                              Solutions:

                              Question # 1
                              Answer: C
                              Question # 2
                              Answer: B
                              Question # 3
                              Answer: C
                              Question # 4
                              Answer: C
                              Question # 5
                              Answer: B

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