Exactprep Salesforce-AI-Specialist Questions

For analyzing voice and video call records to gain insights into competitor mentions, coaching opportunities, and other key information,Call Exploreris the most suitable feature.Call Explorer, a part ofEinstein Conversation Insights, enables sales teams to analyze calls, detect patterns, and identify areas where improvements can be made. It uses natural language processing (NLP) to extract insights,includingcompetitor mentionsand moments for coaching. These insights are vital for improving sales performance by providing a clear understanding of the interactions during calls.

Call Summariesoffer a quick overview of a call but do not delve deep into competitor mentions or coaching insights.

Einstein Sales Insightsfocuses more on pipeline and forecasting insights rather than call-based analysis.

References:

Salesforce Einstein Conversation Insights Documentation:

Sales Insight Summary aggregates key data points from multiple Salesforce objects (accounts, contacts, leads, opportunities) into a consolidated view, enabling account managers to quickly access relevant information for customer calls.

Option A (Sales Summaries): Typically refers to Einstein-generated summaries of specific interactions (e.g., emails, calls), not multi-object snapshots.

Option C (Work Summaries): Focuses on summarizing customer service interactions (e.g., chat transcripts), not sales data.

Option B (Sales Insight Summary): Directly provides a holistic snapshot of sales-related objects, aligning with the scenario.

References:

Salesforce Help: Sales Insight Overview

Describes Sales Insight Summary as "a unified view of account, contact, and opportunity data for sales readiness."

To gather the necessary data for populating theLatest Opportunities Summarycustom field on theAccountobject with information from the three most recently opened opportunities, the AI Specialist shouldcreate a flow. Aflowcan be configured to query and retrieve the required opportunity records based on criteria such as their open date. Once the flow has gathered the necessary data, it can be used in aprompt templateor other automation processes to populate the custom field on the Account record.

Option Ais correct because creating a flow allows for dynamic data retrieval and control over the logic for selecting the most recent opportunities.

Option BandOption Cdo not provide sufficient control or data retrieval capabilities needed for this scenario.

References:

Salesforce Flow Documentation:

To provide the sales team with insights into product and competitor names mentioned during calls, Universal Containers should:

Enable Einstein Conversation Insights:Activates the feature that analyzes call recordings for valuable insights.

Enable Sales Recording:Allows calls to be recorded within Salesforce without needing an external recording provider.

Assign Permission Sets:Grants the necessary permissions to sales team members to access and utilize conversation insights.

Customize Insights:Configure the system to track mentions of up to50 productsand50 competitors, providing tailored insights relevant to the organization's needs.

OptionCaccurately reflects these steps. OptionAmentions defining recording managers but omits enabling sales recording within Salesforce. OptionBsuggests connecting a recording provider and limits customization to 25 products, which does not fully meet UC's requirements.

References:

Salesforce AI Specialist Documentation - Setting Up Einstein Conversation Insights:Provides instructions on enabling conversation insights and sales recording.

Salesforce Help - Customizing Conversation Insights:Details how to customize insights with up to 50 products and competitors.

Salesforce AI Specialist Exam Guide:Outlines best practices for implementing AI features like Einstein Conversation Insights in a sales context.

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