Agentforce-Specialist Practice Test
Updated On 1-Jan-2026
293 Questions
The Agentforce Specialist for Coral Cloud Resorts wants to create an agent that will automate the resolution of a large portion of guest complaints related to their vacation experiences. The agent will be able to offer upgrades, hotel credit, and other complimentary options. The agent will also be in charge of escalating the case to a human when a guest has suffered a major disruption (such as cancellation). Following Salesforce best practices, which type of agent should the Agentforce Specialist create?
A. Sales A Agent with a Flex prompt template
B. Custom Agent with a Flex prompt template
C. Service Agent with a Flex prompt template
Explanation:
π Summary:
Coral Cloud Resorts requires an agent to handle guest complaints, offer compensatory solutions, and escalate critical issuesβa classic customer service scenario. Salesforce provides purpose-built agent types optimized for specific business functions. The Service Agent is pre-configured with service-specific capabilities like case management, escalation workflows, and customer support patterns, making it the best practice choice for handling guest service complaints and resolutions.
β
Correct Option:
C. Service Agent with a Flex prompt template
βοΈ Service Agent is purpose-built for customer support scenarios, including complaint resolution, case management, and escalation handling
βοΈ It comes with out-of-the-box service capabilities like accessing case data, updating service records, and triggering escalation workflows
βοΈ The Flex prompt template provides customization flexibility to tailor the agent's behavior for hotel-specific scenarios (upgrades, credits, complimentary options)
βοΈ Following Salesforce best practices means using specialized agent types rather than building from scratch when the use case aligns
βοΈ Service Agents include built-in knowledge base integration and case deflection capabilities ideal for handling guest complaints efficiently
β Incorrect Options:
A. Sales Agent with a Flex prompt template
πΉ Sales Agent is designed for revenue-generating activities like lead qualification, opportunity management, and deal progressionβnot service recovery
πΉ While it can be customized with Flex templates, its core capabilities focus on sales processes (pipeline management, quote generation, product recommendations)
πΉ Using a Sales Agent for complaint resolution violates Salesforce best practices of matching agent type to business function
πΉ Sales Agents lack the native service-oriented features like case escalation, complaint tracking, and service recovery workflows
πΉ This would require extensive customization to achieve what Service Agent provides out-of-the-box
B. Custom Agent with a Flex prompt template
πΉ Custom Agents are for specialized use cases that don't fit standard business functions (Sales, Service, Marketing)
πΉ Building a custom agent when a Service Agent perfectly fits the requirement adds unnecessary complexity and development time
πΉ Salesforce best practices emphasize using specialized agent types to leverage pre-built capabilities and reduce maintenance
πΉ Custom Agents require more configuration and don't include the service-specific features that would need to be manually built
πΉ This approach misses the optimization and best practices embedded in the Service Agent template for complaint resolution scenarios
Universal Containers (UC) has a library of custom-built personalized investment portfolio APIs, and is
planning to extend it to agents.
Which method should UC's agent choose to dynamically use the best API service?
A. Agent-to-Agent (A2A) protocol support
B. Model Context Protocol (MCP) server support
C. MuleSoft connector for custom hosted processes
Explanation:
π Summary:
Universal Containers needs to enable their Agentforce agent to intelligently select and invoke the most appropriate API from their investment portfolio library based on context. The Model Context Protocol (MCP) is specifically designed for this scenario, providing a standardized framework that allows agents to discover, understand, and dynamically select the best API service based on real-time context and requirements, making it the optimal solution for dynamic API selection.
β
Correct Option:
B. Model Context Protocol (MCP) server support
πΉ MCP is specifically designed to enable AI agents to dynamically discover and interact with external tools, APIs, and data sources
πΉ It provides a standardized protocol that allows agents to understand API capabilities, parameters, and use cases without hardcoding
πΉ The agent can evaluate multiple APIs in the library and intelligently select the most appropriate one based on the current context and user needs
πΉ MCP servers expose API metadata and functionality in a way that agents can interpret and choose from autonomously
πΉ This is ideal for UC's scenario where they have multiple investment portfolio APIs and need the agent to pick the right one dynamically
β Incorrect Options:
A. Agent-to-Agent (A2A) protocol support
πΉ A2A protocol is designed for communication and collaboration between multiple AI agents, not for agents to interact with API services
πΉ This protocol enables agent orchestration, handoffs, and multi-agent workflows where one agent delegates tasks to another
πΉ It doesn't provide the mechanism for dynamically discovering and selecting APIs from a library
πΉ UC's use case requires API integration, not inter-agent communication
πΉ A2A would be relevant if UC wanted multiple agents working together, not for accessing investment portfolio APIs
C. MuleSoft connector for custom hosted processes
πΉ While MuleSoft is excellent for API integration and connectivity, it requires pre-configured, fixed integrations rather than dynamic selection
πΉ MuleSoft connectors must be explicitly defined and mapped beforehand, lacking the intelligence for agents to autonomously choose the best API
πΉ This approach would require building specific connectors for each API and hardcoding the selection logic
πΉ It doesn't provide the dynamic, context-aware API selection capability that MCP offers
πΉ MuleSoft is better suited for traditional integration patterns rather than agent-driven dynamic API discovery
Universal Containers (UC) is preparing to use the Agentforce Testing Center to ensure the reliability of a new agent. UC has a CSV file with test cases and is reviewing the documentation to understand best practices and limitations. Which best practice should the company follow to avoid modifying CRM data while running tests in the Testing Center?
A. Run tests in the production environment to ensure real-time data accuracy.
B. Limit the number of test cases to 50 per test to minimize data changes.
C. Use the Testing Center only in the sandbox environment.
Explanation:
Summary
This question focuses on a crucial governance and data integrity best practice when utilizing development and testing tools in Salesforce, specifically the Agentforce Testing Center. The primary way to prevent unintended modification or corruption of live customer-facing data (CRM data) is to strictly isolate development and testing activities. By confining testing to a sandbox environment, Universal Containers ensures the agent's reliability and performance can be validated using a copy of the data without risk to the active production environment.
Correct Option
π’ C. Use the Testing Center only in the sandbox environment.
This is the definitive best practice for testing in Salesforce to protect live data:
β‘οΈ Data Protection: A sandbox is a copy of your production organization, used solely for development, testing, and training. Running tests here ensures any creation, modification, or deletion of records during the test execution impacts only the copied data, leaving the real CRM data in the production environment untouched.
β‘οΈ Zero Risk: Since the goal is specifically to avoid modifying CRM data, using a non-production environment (sandbox) is the only method that guarantees zero risk to live customer records.
Incorrect Options
β A. Run tests in the production environment to ensure real-time data accuracy.
This is a high-risk anti-pattern for testing agents:
πΉ Risk: Running tests in production (even for "real-time data accuracy") directly violates the requirement to "avoid modifying CRM data." Tests often involve creating or manipulating records (e.g., cases, contacts) to simulate real-world scenarios, which would lead to data corruption or creation of 'junk' data in the live environment.
πΉ Sandbox Purpose: Sandboxes are designed to provide a safe, accurate data copy for this exact purpose.
β B. Limit the number of test cases to 50 per test to minimize data changes.
This is an ineffective mitigation strategy that doesn't solve the core problem:
πΉ Incomplete Protection: While fewer tests might mean fewer data changes, it doesn't prevent them. Even one test case run in production could modify critical CRM data.
πΉ Arbitrary Limit: The number 50 is an arbitrary limit that doesn't align with any official data governance best practice for environment isolation. The correct solution is environment isolation, not limiting the volume of tests.
Reference
Salesforce Help: Agentforce Testing Center (Implies testing should occur in an isolated environment).
Salesforce Help: Sandboxes: An Overview (The core documentation defining sandboxes as the isolated environment for testing).
Universal Containers has created an Employee Agent. Which step should an Agentforce Specialist take to connect the agent with a Slack channel?
A. Create a connection between Salesforce and the Slack workspace.
B. Create an Omni-Channel flow and connection between Salesforce and the Slack workspace.
C. Create an embedded service deployment and connection between Salesforce and the Slack workspace.
Explanation:
Summary
This question tests the fundamental setup requirement for integrating Salesforce Employee Agents (a feature for internal support/automation) with Slack. The key step is establishing the foundational connection between the two platforms. This initial connection authorizes Salesforce to interact with the Slack workspace, which is the prerequisite for sending/receiving messages or interacting with the agent via Slack. No complex routing or service deployment is needed just to link the agent to the channel.
Correct Option
π’ A. Create a connection between Salesforce and the Slack workspace.
This is the minimal and correct prerequisite step for connecting any Salesforce-based agent or functionality, including the Employee Agent, to Slack:
πΉ Foundation: Before any messages can be sent or received, a secure, authorized link must be established between the Salesforce org and the target Slack workspace.
πΉ Authorization: This connection step involves installing the Salesforce app in Slack and authorizing it, which grants the necessary permissions for the agent to function within a Slack channel.
πΉ Simplicity: For an Employee Agent whose purpose is often internal communication or automation, this connection is the primary requirement to make it operational in a channel.
Incorrect Options
β B. Create an Omni-Channel flow and connection between Salesforce and the Slack workspace.
This option introduces unnecessary complexity for the core task:
β Omni-Channel Flow: This is used for routing external customer service requests (e.g., chats, emails) to human agents or bots based on their capacity. An Employee Agent often works asynchronously or via direct commands, and doesn't inherently require Omni-Channel flow for simple connection to a Slack channel.
β Sequencing: While a connection is needed, the flow is only required if advanced routing or workload management is intended, which is not stated as a requirement.
β C. Create an embedded service deployment and connection between Salesforce and the Slack workspace.
This option references a feature irrelevant to a Slack integration:
β Embedded Service Deployment: This is used to generate code snippets (like Snap-ins or web chat) to embed customer service functionalities (like Chat, Knowledge, or Forms) onto a website or mobile app.
β Context Mismatch: It has no role in connecting a Salesforce Employee Agent to the internal communication platform, Slack. The prerequisite connection remains the only necessary step.
Reference
Salesforce Help: Connect Salesforce to Slack
Salesforce Help: Set Up the Employee Agent (Implies the foundational Slack setup is necessary)
Support agents at Universal Containers are using Agentforce to find troubleshooting information. They've reported that the agent frequently provides knowledge articles that are outdated, even when newer versions of the articles are available. The administrator has confirmed that all articles are correctly chunked and indexed. Which configuration change in the Data Cloud hybrid search index best addresses this problem?
A. Disable the keyword index to rely solely on the vector index.
B. Switch the chunking strategy from section-aware to fixed-size.
C. Add a ranking factor for regency based on the LastModifiedDate field.
Explanation:
β
Summary:
This question addresses improving search relevance in Data Cloud when semantic meaning alone isn't enough. The problem is outdated content being prioritized. Since chunking and indexing are functional, the solution lies in adjusting the ranking of results. Hybrid search combines keyword and vector searches, and its ranking can be tuned with "boosts" to prioritize specific data attributes, like how recently an article was updated.
βοΈ Correct Option:
(C) Add a ranking factor for recency based on the LastModifiedDate field:
This is the correct solution. It directly addresses the "outdated articles" problem by influencing the search algorithm's ranking score. By adding a boost or ranking factor for the LastModifiedDate field, newer articles (with a more recent date) will receive a higher ranking score and be presented to the agent first, ensuring the most current troubleshooting information is surfaced.
β Incorrect Options:
(A) Disable the keyword index to rely solely on the vector index:
This is incorrect and would likely worsen the problem. The vector index is great for semantic meaning, but disabling the keyword index removes the ability for precise term matching. This could reduce overall search accuracy and does nothing to specifically prioritize the recency of the content, which is the core issue.
(B) Switch the chunking strategy from section-aware to fixed-size:
This is incorrect. Chunking strategy affects how the knowledge article text is broken down into smaller pieces for indexing. While section-aware chunking can help with structural relevance, changing it to fixed-size does not inherently instruct the search to prioritize newer articles over older ones. The problem is one of ranking, not chunking.
π Reference:
Salesforce Help: Improve Search Relevance with Ranking
| Agentforce-Specialist Exam Questions - Home | Previous |
| Page 6 out of 59 Pages |