Agentforce-Specialist Practice Test

Salesforce Spring 25 Release -
Updated On 10-Nov-2025

293 Questions

Universal Containers deployed the new Agentforce Sales Development Representative (SDR) Into production, but sales reps are saying they can't find it. What is causing this issue?

A. Sales rep users profiles are missing the Allow SDR Agent permission.

B. Sales rep users do not have access to the SDR Agent object.

C. Sales rep users are missing the Use SDR Agent permission set.

C.   Sales rep users are missing the Use SDR Agent permission set.

Summary πŸ“
The issue of sales reps being unable to find or use the newly deployed Agentforce Sales Development Representative (SDR) feature is almost certainly a permissions failure. In Salesforce, new features, especially AI-driven ones like Agentforce, are governed by specific Permission Sets that grant users the necessary access and license entitlements. The most direct cause of the feature being unavailable is that the sales reps' user records have not been assigned the required "Use SDR Agent" Permission Set, which authorizes them to view and interact with the new functionality in the production environment.

Correct Option βœ…

C. Sales rep users are missing the Use SDR Agent permission set.
Salesforce typically bundles access to new, advanced, or specialized features like Agentforce SDR into dedicated Permission Sets.

The Permission Set is the administrative tool used to grant users the specific feature license and system permissions required to see and use the new Agentforce capabilities.

If the sales reps' profiles/users have not been assigned this specific Permission Set, the feature will be invisible and inaccessible to them in the production environment.

Incorrect Options ❌

A. Sales rep users profiles are missing the Allow SDR Agent permission.
While permissions are required, Salesforce generally deploys new feature access via Permission Sets, not by adding a single, custom-named permission directly to a User Profile. Relying solely on the Profile is less flexible than using Permission Sets for feature access.

B. Sales rep users do not have access to the SDR Agent object.
If the issue were related to object access, the users might see the feature but receive an error when trying to interact with the underlying data. However, the prompt states they "can't find it," which suggests the entire User Interface (UI) feature itself is hidden, a common symptom of a missing Permission Set that controls the overall feature visibility.

Reference πŸ”—
Salesforce Trailhead / Documentation on Feature Permissions: (Covers the best practice of using Permission Sets to grant access to specific products and features, especially those related to AI and Sales Cloud extensions.)

Universal Containers (UC) needs to create a custom prompt template that can be called from a Lightning web component.
Which prompt template type should UC create?

A. Field Generation

B. Sales Email

C. Flex

C.   Flex

Summary πŸ“
The requirement is to create a custom prompt template that can be executed programmatically by an external component, specifically a Lightning Web Component (LWC). The Flex Template is the most suitable type because it is the design pattern intended for use with API calls and custom code executions (like LWC, Flow, or Apex). Unlike Record or List templates, the Flex template does not rely on a predefined object context in the standard Salesforce UI but is designed to take dynamic, structured inputs from external code, making it the perfect choice for an LWC integration.

Correct Option βœ…

C. Flex
The Flex Template is designed to accept dynamic, non-standard, and structured input passed directly to it via API or custom development tools (LWC, Apex, Flow).

When an LWC calls the prompt service, it needs to pass the specific data it has gathered on the front-end to the template. The Flex Template provides the necessary structure to define these dynamic inputs (as variables) and combine them into the final prompt text.

This separation of the template logic from the data retrieval source makes it ideal for a programmatic invocation from a custom LWC.

Incorrect Options ❌

A. Field Generation
The Field Generation template is specifically designed to work with the standard Salesforce UI (like the side panel or record page) and is configured to populate data into a specific field on a specific object. It is not designed for generic, programmatic calls from a custom LWC.

B. Sales Email
The Sales Email template is designed to create email drafts, usually within the Sales Engagement (formerly High Velocity Sales) workspace or standard activity timeline. It is context-specific and not a general-purpose, programmatic template that can be easily called by a custom LWC for a variety of tasks.

Reference πŸ”—
Salesforce Trailhead / Documentation on Prompt Builder: (Covers the different prompt template types: Record, List, and Flex, detailing that Flex is the most versatile type, designed for programmatic integration via Flow, Apex, and API, which includes LWC integration.)

Universal Containers wants to automatically populate the Description field on the Account object.

A. Sales Email

B. Flex

C. Field Generation

C.   Field Generation

Summary πŸ“
The most direct and likely feature designed to automatically populate a standard Salesforce field, such as the Description field on the Account object, is Field Generation. This feature, often associated with Salesforce's AI capabilities (like Einstein Generative AI for Sales), allows the system to analyze existing data (e.g., related opportunities, activities, or contact notes) and use that context to generate and populate summary text or descriptive content into a designated field, like the Account Description, without requiring manual input.

Correct Option βœ…

C. Field Generation
Field Generation (specifically, Generative AI features like Einstein GPT for Sales and Service) is the functionality Salesforce provides to automatically create or populate text in standard or custom fields.

This feature analyzes relevant Account data and drafts a descriptive summary to auto-populate the Description field, saving the user time and ensuring the record is complete.

It directly addresses the business requirement to automatically populate a text field with meaningful content.

Incorrect Options ❌

A. Sales Email
Sales Email refers to the functionality used to draft and send emails to customers or prospects. While it might leverage the Account Description for context, it is a communication tool and has no capability to automatically generate and populate data into a field on the Account object itself.

B. Flex
Flex is not a standard, official feature or term within the Salesforce Sales Cloud platform related to automatic field population. It is too vague and likely refers to a third-party app or a custom development concept, making it an incorrect answer for a standardized exam question.

Reference πŸ”—
Salesforce Documentation/Trailhead: (Search for Einstein Generative AI or Einstein GPT Field Generation, which describes the capability to automatically populate fields based on context.)

The AgentForce Specialist for Cloudβ€―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

C.   Sales Agent

Explanation

The scenario:

Audience: Sales staff

Needs:
1. Help them schedule their daily tasks (sales activities, follow-ups, etc.)
2. Provide detailed explanations behind product prices and deals (discounts, offers, pricing logic)

This aligns directly with a Sales Agent in Agentforce, which is designed to:

1. Work with sales processes and Sales Cloud data (opportunities, quotes, products, price books, tasks).
2. Help reps with day-to-day sales activities and deal support (pricing, offers, recommendations).

So, following Salesforce best practices, you would create a Sales Agent for this use case.

Why not the others?

A. Service Agent

Focuses on customer service scenarios (cases, support, troubleshooting).
Not primarily aimed at internal sales task management or explaining deal pricing to sales reps.

B. Employee Agent

More generic/internal, for broad employee productivity use cases.
Not as specialized for sales workflows, pricing logic, and deal support as a Sales Agent.

Universal Containers wants to use an existing prompt template inside Flow as part of automation.

A. Invocable Apex

B. Einstein for Flow

C. Flow action

C.   Flow action

Explanation

This is the most direct and declarative method built specifically for this purpose. Salesforce provides pre-built, low-code actions to use within Flow, and the action to call a Prompt Template is one of them.

Here’s a detailed breakdown:

Why C is Correct:

The "Get AI Predictions from a Prompt" Flow action is the standard, out-of-the-box way to use an existing Prompt Template inside an Autolaunched or Screen Flow. You simply configure the action by selecting your pre-built Prompt Template and mapping the necessary input variables from your flow. The response is then provided as an output variable that you can use in subsequent flow elements.

Why A is Incorrect (Invocable Apex):

While it is technically possible to write custom Apex code that is annotated as @InvocableMethod to call an AI Prompt, this is an overly complex and unnecessary solution. The whole purpose of the pre-built Flow action is to avoid writing code. Using Invocable Apex would require a developer, introduce potential for error, and not leverage the declarative tool built for admins.

Why B is Incorrect (Einstein for Flow):

This is a tricky one because it sounds correct. However, "Einstein for Flow" is not a specific, clickable action. It is more of a category or a feature set that encompasses the various AI-powered capabilities within Flow. The "Get AI Predictions from a Prompt" Flow action is a component of the Einstein for Flow feature set. Therefore, while the goal is achieved using Einstein for Flow, the specific tool you use to accomplish it is the Flow action.

Reference

This is clearly documented in Salesforce's resources on using AI prompts in automation.

Salesforce Help: "Get AI Predictions from a Prompt in Flow"
This article directly explains how to use the Flow action to invoke a prompt template.

Trailhead: Modules on "Einstein for Flow" or "AI Prompt Builder" demonstrate this specific Flow action in practice.

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