Explanation

When a flow is invoked via a custom Agent action, its data access depends on the flow’s runtime configuration, not system mode by default. Salesforce flows can be configured to respect the running user’s permissions and sharing settings:

If the flow is set to "Run as the User Who Launched the Flow" (enabled in Flow Settings), it adheres to the user’s permissions, field-level security (FLS), and sharing rules.

Option C is incorrect because flows do not always run in system mode unless explicitly configured to do so.

Option A is misleading because "with sharing" is an Apex concept, not a flow setting. Flows use runtime settings like FLS and sharing enforcement.

Explanation:

The Planner Service in Einstein Copilot is responsible for:
Action Identification & Execution

Analyzes user utterances (e.g., "Update the case priority") to:
. Match intent to the best Copilot action (e.g., "Change Case Priority").
. Determine execution order if multiple actions are needed.

Orchestrates the workflow, ensuring actions run in the correct sequence.

Why Not the Other Options?

A. "Generating record queries":
This is handled by retrievers or flows, not the Planner.

B. "Real-time translation":
This is a language model capability, not part of the Planner’s role.

Key Benefit:
Enables multi-step processes (e.g., "Check inventory, then place an order").

Reference:
Salesforce Help - Einstein Copilot Planner

Explanation

Let’s analyze why the sparkle icon (✨) isn’t appearing:

✅ Field Generation prompt templates work like this:

You create a prompt template and link it to:
. An object (e.g. Case)
. A specific field (e.g. AI_Analysis__c)

After you activate the prompt template, you must update the Lightning Record Page to connect:
. The field → to → the new prompt template.

This critical last step is:

Associating the field on the Lightning page layout to the Field Generation prompt template.

If you don’t do this:
The field remains a normal field with no ✨ icon.
The page has no knowledge that a prompt template is supposed to power that field.
The user can’t trigger AI generation for that field.

Hence, Option C is correct.

Why the other options are incorrect:

Option A (Reactivate Lightning page layout):

There’s no concept of “re-activating” the page layout.
You simply edit the layout to associate fields with prompt templates.

Option B (Case object not supported for Field Generation):

This is incorrect.
The Case object is fully supported for Field Generation prompts.
Einstein Service Replies are for chat responses, not for filling fields on a record.

Thus, the correct explanation is:
C. They forgot to edit the Lightning page layout and associate the field to a prompt template.

🔗 Reference
Salesforce Developer Docs — Field Generation Prompt Templates
Salesforce Blog — How to Enable Generative AI in Record Pages

Explanation

Comprehensive and Detailed In-Depth Explanation: In Salesforce’s Einstein Studio (part of the Agentforce ecosystem), creating a custom retriever involves setting up a mechanism to fetch data for AI prompts or responses. The essential step is defining the foundation of the retriever: selecting the search index, specifying the data model object (DMO), and identifying the data space(Option A). These elements establish where and what the retriever searches:

Search Index: Determines the indexed dataset (e.g., a vector database in Data Cloud) the retriever queries.

Data Model Object (DMO): Specifies the object (e.g., Knowledge Articles, Custom Objects) containing the data to retrieve.
Data Space: Defines the scope or environment (e.g., a specific Data Cloud instance) for the data. Filters are noted as optional in Option A, which is accurate—they enhance precision but aren’t mandatory for the retriever to function. This step is foundational because without it, the retriever lacks a target dataset, rendering it unusable.

Option B: Defining output configuration (e.g., max results, field mapping) is important for shaping the retriever’s output, but it’s a secondary step. The retriever must first know where to search (A) before output can be configured.

Option C: This option includes advanced configurations (vector/hybrid search, filtering fields, ranking method), which are valuable but not essential. A basic retriever can operate without specifying search type or ranking, as defaults apply, but it cannot function without a search index, DMO, and data space.

Option A: This is the minimum required step to create a functional retriever, making it essential. Option A is the correct answer as it captures the core, mandatory components of retriever setup in Einstein Studio.

Explanation

To ensure that Sales Email prompt templates created in Prompt Builder are usable by the sales team, the Agentforce Specialist must take two key actions:

✅ Step 1: Permission Assignment

Assign the Prompt Template User permission set to the sales users.
This grants access to:

. Use published/activated prompt templates.
. Generate AI content (e.g., sales emails) based on the templates.

It does not allow editing templates — only using them.

🔒 The Prompt Template Manager permission set is for those who create/edit templates — not needed for sales end users.

✅ Step 2: Enable Sales Emails in Setup

Navigate to: Setup > Einstein Sales Emails > Settings
Enable Sales Emails and configure any required objects (e.g., Opportunity, Contact).
This ensures Salesforce knows to allow sales email generation using generative AI and linked prompt templates.

❌ Why the Other Options Are Incorrect:

B. Prompt Template Manager:
This gives too much access (editing, managing templates).
Not required unless the user is building or managing prompt templates.

C. Data Cloud Admin:
Irrelevant in this context.
Only needed if working with data ingestion or activation in Data Cloud.

✅ Summary:

1️⃣ Assign Prompt Template User permission set to sales users
2️⃣ Enable Sales Emails in Setup to activate the feature

✅ Therefore, the correct choice is:
A. Assign the Prompt Template User permission set and enable Sales Emails in Setup.

🔗 References:

Salesforce Help — Set Up Einstein Sales Emails
Salesforce Help — Permission Sets for Prompt Templates