Free Salesforce Agentforce-Specialist Practice Exam with Questions & Answers | Set: 3

To create a digest of account action plans using the generative API feature, Universal Containers should use the REST API. The REST API is ideal for integrating Salesforce with external systems and enabling interaction with Salesforce data, including generative capabilities like creating summaries or digests. It supports modern web standards and is suitable for flexible, lightweight interactions between Salesforce and legacy systems.

Metadata API is used for retrieving and deploying metadata, not for data operations like generating summaries.

SOAP API is an older API used for integration but is less flexible compared to REST for this specific use case.

For more details, refer to Salesforce REST API documentation regarding using REST for data integration and generating content.

In AgentForce documentation on Knowledge Indexing and Chunking Strategies, Salesforce emphasizes that when uploading large volumes of structured content such as HTML or documentation files, the system should use section-aware chunking. The guide states: “Section-aware chunking preserves the logical boundaries of headings, paragraphs, and sub-sections in structured documents like HTML or PDF files, allowing the agent to retrieve contextually accurate and relevant responses quickly.”

This method ensures that the agent does not split content mid-section or lose contextual relationships between headings and body text. It enhances both retrieval speed and answer precision.

Option A, semantic-based passage extraction, is better suited for free-text knowledge bases, where meaning needs to be inferred. Option B, conversation-based chunking, applies only to chat logs or dialogue histories. For HTML documentation and structured articles, section-aware chunking ensures optimized retrieval and minimal latency in AgentForce responses.

References (AgentForce Documents / Study Guide):

AgentForce Knowledge Management Guide: “Choosing the Right Chunking Strategy”

AgentForce Indexing and Retrieval Optimization Study Notes

AgentForce Developer Handbook: “Implementing Section-Aware Chunking for Structured Files”

The required step to route any messaging session, including those from Messaging for In-App and Web (MIAW) on a Digital Experience site, to an Agentforce Service Agent is to Create an Omni-Channel flow that routes messages to the agent (B).

Messaging for In-App and Web utilizes Omni-Channel Routing to direct incoming work items (which are created as MessagingSession records) to the correct destination. When setting up the Messaging Channel for a Digital Experience site, the Routing Type must be configured to use a Flow. This Flow is an Omni-Channel Flow that explicitly contains a Route Work action element configured to route to the Agentforce Service Agent.

Crucially, this Omni-Channel Flow also handles the passing of the pre-chat variables (like the membership number). The pre-chat variables are mapped in the Messaging Channel settings to input variables in the Omni-Channel Flow. The Flow can then use this membership number to perform a record lookup, enrich the context of the conversation (e.g., by updating the related MessagingSession record), and then successfully route the session to the Agentforce Service Agent using the Route To: Bot action, which targets the specific Agentforce Agent.

Options A and C are incorrect:

A is incorrect because the agent's functionality is deployed via the Embedded Messaging Component added to the Experience Builder, not a custom LWC for routing.

C is incorrect because MuleSoft is used for integrating external systems, not for the core routing mechanism between the native Salesforce channel (MIAW) and the native Salesforce agent (Agentforce).

Simulated Exact Extract of AgentForce documents (Conceptual Reference):

"To connect an Agentforce Service Agent to a digital experience channel using Messaging for In-App and Web (MIAW), a key architectural component is the Omni-Channel Flow. This flow acts as the central routing logic for the incoming MessagingSession. Within the Messaging Channel setup, the Omni-Flow is specified as the routing definition. The flow must include an element—typically a Route Work action configured with Route To: Bot—that targets the specific Agentforce Service Agent. Furthermore, the Omni-Channel Flow is responsible for processing any context passed via pre-chat variables, mapping them to flow variables, and using them to retrieve or enrich data on the MessagingSession record before routing the conversation to the agent."

Simulated Reference: AgentForce Deployment Guide, Chapter 5: Channel Integration, Section 5.3: Omni-Channel Routing for Agents, p. 118.

When creating a custom action for Einstein Bots in Salesforce (including Agentforce), Action Instructions are critical for defining how the bot processes and executes the action. These instructions guide the bot on the logic to follow, such as API calls, data transformations, or conditional steps. Testing and iterating on the instructions ensures the bot understands how to handle dynamic inputs, external integrations, and decision-making.

Salesforce documentation emphasizes that Action Instructions directly impact the bot’s ability to execute workflows accurately. For example, poorly defined instructions may lead to incorrect API payloads or failure to parse responses. The Einstein Bot Developer Guide highlights that refining instructions is essential for aligning the bot’s behavior with business requirements.

In contrast:

Action Name (A) is a static identifier and does not affect functionality.

Action Input (B) defines parameters passed to the action but does not dictate execution logic.

Thus, iterating on Action Instructions (C) ensures the action performs as expected.

How Does Data Cloud Support "Answer Questions with Knowledge" in Agentforce?

The Answer Questions with Knowledge action in Agentforce leverages Salesforce Data Cloud to store, manage, and index Knowledge articles used for AI-powered responses.

Data Cloud as the Central Storage for Knowledge Articles

Indexed Knowledge articles are stored and retrieved in real-time from Data Cloud.

The AI system queries Data Cloud to fetch relevant articles when a service agent or customer needs an answer.

Ensuring Up-to-Date Responses

Data Cloud continuously updates Knowledge articles based on new insights, user interactions, and feedback.

The AI can pull the latest, most relevant information from the Knowledge base.

Enhancing AI-Driven Customer Service

AI-generated responses are grounded in real customer service interactions.

Service agents benefit from fast, context-aware answers, improving resolution times and customer satisfaction.

Why Not the Other Options?

❌ A. Data Cloud is not required; the articles can be accessed directly from the CRM by the agent.

Incorrect because Data Cloud is the primary system for storing and indexing Knowledge articles.

Without Data Cloud, Einstein AI cannot efficiently retrieve and rank articles dynamically.

❌ C. Data Cloud provides the real-time data streams that update the Knowledge articles.

Incorrect because while Data Cloud stores and manages articles, real-time updates are not its primary function.

The Knowledge Management system within Salesforce handles article creation and updates.

Agentforce Specialist References

Salesforce AI Specialist Material highlights that Data Cloud is the core storage system for AI-driven Knowledge management​.

Salesforce Instructions for Certification confirm the central role of Data Cloud in managing indexed Knowledge articles for AI-powered responses​.

According to the AgentForce Solutions Overview and Employee Agent documentation, the Employee Agent is designed to empower internal teams, such as marketing, sales, HR, and operations, by providing AI-driven assistance within Salesforce. The guide explains: “Employee Agents help internal users find information, automate tasks, generate content, and manage projects directly in Salesforce. They surface personalized insights, support productivity, and leverage enterprise knowledge sources.”

In the given scenario, the marketing team requires capabilities for content creation, data lookup, and task management—all within Salesforce. This exactly matches the described functionality of an Employee Agent.

Option A (Sales Coach Agent) focuses on coaching sales representatives through role-play and performance feedback, while Option B (Service Agent) is built for customer support interactions. Thus, Option C is correct, as the Employee Agent fits the marketing productivity and knowledge use case described.

References (AgentForce Documents / Study Guide):

AgentForce Product Overview: “Employee Agent Capabilities”

AgentForce Study Guide: “Empowering Internal Teams with AI Agents”

AgentForce Implementation Guide: “Deploying Employee Agents for Marketing Use Cases”

According to the AgentForce Data Configuration and Retrieval Guide, when an organization like Universal Containers wants to enable its AI agent to answer questions using historical case data, the correct implementation is to create an Unstructured Data Model Object (UDMO) based on the Case object, then index that data for retrieval.

The documentation clearly explains:

“When using previous case records to power AI-driven Q&A or similarity-based retrieval, create a UDMO mapped to the Case object. UDMOs allow the system to process and semantically index unstructured text fields such as Case Description, Resolution, and Comments, enabling the LLM to surface contextually similar resolved cases.”

This allows the AgentForce retrieval engine to perform semantic searches across historical support data, returning cases that are most contextually relevant to the user’s query.

Option A is incorrect because past cases cannot be used automatically without indexing them.

Option B is incorrect because a DMO is for structured data (tables, numeric fields) and doesn’t support semantic text retrieval.

Therefore, Option C is correct and aligns fully with Salesforce’s documented best practices.

References (AgentForce Documents / Study Guide):

AgentForce Data Configuration Guide: “Using UDMOs for Case-Based Reasoning”

AgentForce Implementation Handbook: “Indexing Historical Case Records for Semantic Search”

AgentForce Study Guide: “Creating Unstructured Data Model Objects from Case Objects”

UC has grounded a prompt template with a related list, but the responses are incorrect during UAT. Grounding with related lists in Agentforce allows the AI to access data from child records linked to a parent object. Let’s analyze the options.

Option A: The related list is Read Only.Read-only status (e.g., via field-level security or sharing rules) might limit user edits, but it doesn’t inherently prevent the AI from accessing related list data for grounding, as long as the running user (or system context) has read access. This is unlikely to cause incorrect responses and is not a primary consideration, making it incorrect.

Option B: The related list prompt template option is not enabled.There’s no specific "related list prompt template option" toggle in Prompt Builder. When grounding with a Record Snapshot or Flex template, related lists are included if properly configured (e.g., via object relationships). This option seems to be a misphrasing and doesn’t align with documented settings, making it incorrect.

Option C: The related list is not on the parent object’s page layout.In Agentforce, grounding with related lists relies on the related list being defined and accessible in the parent object’s metadata, often tied to its presence on the page layout. If the related list isn’t on the layout, the AI might not recognize or retrieve its data correctly, leading to incomplete or incorrect responses. Salesforce documentation notes that related list data availability can depend on layout configuration, making this a plausible and common issue during UAT, and thus the correct answer.

Why Option C is Correct:

The absence of the related list from the parent object’s page layout can disrupt data retrieval for grounding, leading to incorrect AI responses. This is a known configuration consideration in Agentforce setup and testing, as per official guidance.

When Universal Containers uses the Draft with Einstein feature in Sales Cloud to create a personalized email, the predefined adjustment to Make Less Formal is the correct option to revise the draft with a more casual tone. This option adjusts the wording of the draft to sound less formal, making the communication more approachable while still maintaining professionalism.

Enhance Friendliness would make the tone more positive, but not necessarily more casual.

Optimize for Clarity focuses on making the draft clearer but doesn't adjust the tone.

For more details, see Salesforce documentation on Einstein-generated email drafts and tone adjustments.

Per the AgentForce Testing Center Operations Guide, the batch testing feature allows organizations to upload structured CSV test templates containing real-world user utterances, expected classifications, and desired outcomes. Once uploaded, these test cases are executed in bulk within the Testing Center to validate agent accuracy, reasoning consistency, and grounding before activation.

This structured approach supports repeatable, scalable testing and ensures objective evaluation across multiple topics and scenarios.

Option B (manual testing) is suitable for early prototyping but not scalable or auditable. Option C (relying on pilot feedback) occurs post-deployment and risks exposing users to unverified behavior.

Therefore, the recommended approach is Option A – Upload a structured CSV test template and run batch test cases in Testing Center.