Hey there, fellow Salesforce enthusiasts! As Salesforce keeps pushing the envelope with AI and CRM magic, this cool new thing called Agentforce has popped up – it’s seriously changing the game within the Salesforce world. So, whether you’re a developer digging into the nuts and bolts, an admin making things hum, or a consultant helping businesses shine, getting your Agentforce certification is a fantastic way to show everyone you really know your stuff.
That’s where we come in! We’ve put together a bunch of practice questions that feel just like what you’ll see on the actual Agentforce certification exam. Think of this as your sneak peek into the real deal, covering everything from the core Agentforce concepts and how Prompt Templates work their magic, to playing with Data Libraries and setting up those clever Agent Actions.
Just a heads-up: We’re just giving you the questions here, not the answers. The idea is for you to put on your thinking cap, do a little digging, and really understand the key topics. Always a good idea to dive into the official Salesforce docs and those awesome Trailhead modules for the full picture.
Alright, buckle up! Below is a solid collection of Agentforce Exam Questions, and we’ve broken them down into 7 key areas to make it easier to navigate:
1. Prompt Templates & How They Generate Fields
Imagine you’re tweaking a prompt template, and you hit that preview button. You see two different text snippets: “Resolution” and “Response.” What kind of info does that “Resolution” text actually give you?
So, Universal Containers wants to use that “Record Snapshots” grounding feature in a prompt template. What groundwork needs to be laid before they can do that?
Picture this: Universal Containers wants a custom-built user interface in Salesforce where their team can punch in a sales order number. Then, the system should automatically fire off a custom prompt template to whip up a summary of the main sales order info and all the juicy details. What kind of solution should an Agentforce whiz put in place?
Universal Containers wants to make sure their sales folks can only run prompt templates, nothing else. How can they make that happen?
An Agentforce guru needs to build a prompt template that fills a custom field called “Latest Opportunities Summary.” How should they go about getting all the necessary data for that?
When you’re playing around with Record Snapshots grounding, what are some things an Agentforce expert should keep in the back of their mind?
Let’s say UC wants to create a sales proposal using info from completely different Salesforce objects that aren’t directly related. How can they pull that off?
UC is looking to have AI suggest products that might be a good fit for their customers. What flavor of prompt template would be best for this?
UC is building a prompt template and wants to make sure they’re using the Trust Layer. What type of template and what considerations should they be aware of?
A Field Generation prompt template is randomly throwing token errors and failing. What’s the most likely culprit?
UC is planning to use prompt templates with those standard foundation models. What are some key things they should consider?
UC created a case summary prompt, but the results they’re getting aren’t great. What could be a reason for this?
A standard email prompt template isn’t quite doing what they need. What should their next steps be?
2. Agent Actions & Getting Them to Run
Universal Containers wants to use Agentforce for their Sales team to help them hit their targets. They’re thinking AI could generate plans with advice and steps for closing deals. Which Agentforce feature would fit the bill here?
Okay, so Universal Containers (UC) wants to limit a service agent’s access to Knowledge articles when they’re using the “Answer Questions with Knowledge” action. How can UC make sure they only see what they should?
The service team at Universal Containers wants to tweak the standard case summary that Agentforce spits out. What should the Agentforce Specialist do to make those customizations happen?
Universal Containers rolled out a new Agentforce Service Agent on their website, but they’re hearing that it’s not answering customer questions even though the answers are in their Salesforce Knowledge articles. What’s the most probable cause of this?
Universal Containers (UC) implemented a custom retriever to get more accurate AI responses. But now they’re noticing it’s pulling in a lot of irrelevant stuff. What can UC do to make sure it only grabs the data that actually matters?
(Same as in section 1 – good to see the connection!) Universal Containers wants to leverage the Record Snapshots grounding feature in a prompt template. What preparations are required?
Universal Containers (UC) currently tracks their Leads using a custom object. They’re getting ready to implement the Sales Development Representative (SDR) Agent. What’s one thing UC should keep in mind?
3. Diving into Knowledge & Data Libraries
(Same question as in section 2 – highlighting the overlap!) Universal Containers (UC) wants to limit a service agent’s access to Knowledge articles, while deploying the Answer Questions with Knowledge action. How should UC achieve this?
(Same as in section 2 – important concept!) Universal Containers deploys a new Agentforce Service Agent into the company’s website but is getting feedback that the Agentforce Service Agent is not providing answers to customer questions found in the company’s Salesforce Knowledge articles. What is the likely issue?
UC is using a data library where they upload files, along with a custom prompt. But users are saying the AI keeps pulling up old documents. What’s a good fix for this?
UC has set up an agent that answers questions based on their knowledge articles. What topic and Agent Action will the users likely see?
For an Agentforce Data Library where you’ve uploaded files, what happens once you’ve created it and got it all set up?
Which scenario is the best example of when an Agentforce Data Library would really come in handy?
When you’re setting up a Knowledge-based data library, what’s the difference between those “identifying fields” and the “content fields”?
UC configured their Agentforce Data Library to use Knowledge articles, but agents in some environments aren’t getting responses with grounded data. What should UC look into?
UC wants an Agentforce agent to always have the latest policy and compliance information at its fingertips. How should they make that happen?
4. Custom Retrievers & Making Search Smarter
(Same as in section 2 – emphasizing the customizability!) Universal Containers (UC) implements a custom retriever to improve the accuracy of AI-generated responses. UC notices that the retriever is returning too many irrelevant results. What should UC do to ensure only relevant data is retrieved?
When you’re building a custom retriever in Einstein Studio, what’s one step you absolutely can’t skip?
What gets automatically created in Data Cloud when you set up a custom search index?
What’s a good real-world example of when using Data Cloud retrievers would be a smart move?
How does the AI retriever actually work its magic within Data Cloud?
5. Getting the Right Permissions & Access for Users
- Universal Containers is testing out a new Einstein Generative AI feature for their sales team to whip up personalized emails. Sometimes, these draft emails have empty spots where info should have been automatically filled in. What’s the most likely reason for this?
- A data scientist needs to be able to see and manage models in Einstein Studio and also create prompt templates. Which permission sets should they be assigned?
- (Same question as in section 3) UC configured Agentforce Data Library using Knowledge articles, but agents are not responding with grounded data in some environments. What should UC do?
6. Testing, Fixing Issues & Checking the Numbers
- Universal Containers kicked off a small test program to see how conversational AI works with Agentforce Agents. How should the Agentforce Specialist keep an eye on how people are using it and what actions they’re taking?
- An Agentforce Specialist is trying to figure out why their Agent isn’t performing as expected. Where should they go to see a record of all the user interactions?
- An Agentforce Specialist needs to look at Agent interactions to find any patterns or trends. What feature allows them to do this kind of analysis?
- UC wants to try out a whole bunch of different user inputs before they officially launch their agents. What would be a good way for them to do this efficiently?
- What’s a key characteristic of the Agentforce Testing Center?
7. Conversational AI in Action & Real-World Uses
- (Same as in section 2 – showing a practical application!) Universal Containers wants to utilize Agentforce for Sales to help sales reps reach their sales quotas by providing AI-generated plans containing guidance and steps for closing deals. Which feature meets this requirement?
- (Same as in section 2 – thinking about how it fits into existing processes!) Universal Containers (UC) currently tracks Leads with a custom object. UC is preparing to implement the Sales Development Representative (SDR) Agent. Which consideration should UC keep in mind?
- If you’re setting up an Omni-Channel flow, which element should you use to connect that flow with a live agent?
- UC is getting ready to implement the Sales Development Representative (SDR) Agent. What’s one thing they should be aware of when it comes to different communication channels?
- A customer service rep is looking at a custom object that stores travel information. They need to cancel some flights because of bad weather and also check some Knowledge articles. Which Agentforce capability can help them out here?
- UC wants to cut down on how long it takes agents to handle chats by suggesting quick replies they can use. What AI capability should their service agents be trained on?
- The sales team at a resort wants to automatically generate summaries of guest interactions and get AI-powered recommendations for them. Which AI capability would be the right tool for this?
- UC is using Agentforce for Sales to find opportunities that are similar to ones they’ve already won. What’s one thing the AI likely uses to determine if opportunities are similar?
- What does an Agent do when it doesn’t understand what the user is asking or can’t find the information they’re looking for?
- UC wants to boost their sales team’s productivity using AI. Which specific requirement would make the Prompt Builder a must-have?
- UC wants to minimize the amount of typing their agents have to do and also cut down on the time they spend analyzing chats after they’re done. Which combination of features would help them achieve this?
- UC wants to get insights into which product names and competitor names are being mentioned during customer calls. How can they make this happen?
- UC needs to route SMS messages that come in to the right service representative. Which Service Channel should they use?
- UC is using public AI models but wants to make sure their prompts are consistent every time. Which Salesforce feature can help with that?
- UC wants an AI-powered service agent that can pull up their policy documents and give accurate, grounded answers to customers. What’s the first thing UC should do to set this up?
- Which standard Agent action helps sales reps draft personalized emails more easily?
- UC has grounded a prompt template using a related list, but their users aren’t getting the correct responses. What could be the underlying issue?
Final thoughts
Getting ready for that Agentforce Certification? Awesome! Bookmark this page, make studying a regular thing, and let us know if you’d like a more in-depth study guide or even a practice test! Happy studying!
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CO88 says: 
CO88 says: 
