Agentforce-Specialist Practice Test

Salesforce Spring 25 Release
204 Questions

Based on the user utterance, 'Show me all the customers in New York', which standard Agent action will the planner service use?

A. Query Records

B. Fetch Records

C. Select Records

A.   Query Records

Explanation:

In Salesforce Einstein Copilot / Agentforce, when a user provides a natural language utterance like:

"Show me all the customers in New York"

The Planner Service interprets this as a data retrieval request based on filter criteria (in this case: customers located in New York).

The most appropriate standard Agent action for this use case is:

✅ Query Records
This action is used to dynamically search for and retrieve records from Salesforce based on user-specified filters.

🔍 Breakdown:
User Intent: Retrieve a list of records (customers)
Filters Applied: Location = New York
Best Match: Query Records, because it:
. Supports complex filters
. Returns multiple results
. Is used to search across an object

❌ Why the other options are incorrect:

B. Fetch Records
Used when retrieving a specific record by ID or unique field (e.g., “Show me customer John Smith”).
Not ideal for filtered, multi-record queries like this.

C. Select Records
This is used when selecting from a fixed list of records/options, often as part of a flow or guided experience.
Not for natural-language-driven dynamic queries.

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