Agentforce-Specialist Practice Test

Salesforce Spring 25 Release -
Updated On 1-Jan-2026

293 Questions

An Agentforce Specialist is creating a custom agent action. The topic is selected correctly, but the action is not. Which setting should the Agentforce Specialist test and iterate on to ensure the action performs as expected?

A. Action Scape

B. Action Instructions

C. Classification Description

C.   Classification Description

Explanation:

📋 Summary:
When an Agentforce agent correctly identifies the topic but selects the wrong action, the issue lies in how actions are differentiated and described to the AI. The agent needs clearer guidance to distinguish between multiple actions within the same topic. The Classification Description provides specific instructions that help the agent understand when and why to choose a particular action over others, making it the critical setting to refine for accurate action selection.

✅ Correct Option:

C. Classification Description
The Classification Description is the key setting that determines action selection accuracy. This field provides detailed context to help the agent understand the specific circumstances, user intents, and scenarios where this particular action should be triggered. When the topic is correct but the wrong action is chosen, it indicates the agent cannot distinguish between similar actions—refining the Classification Description with clear use cases, keywords, and differentiating factors enables the agent to make accurate selections. Think of it as teaching the agent "when to use this action versus that action" within the same topic area.

❌ Incorrect Options:

A. Action Scape
This is not a valid Salesforce Agentforce configuration setting. There is no feature called "Action Scape" in the Agentforce platform. This appears to be either a distractor option or a misnomer. The actual components for configuring agent actions include elements like Action Instructions, Classification Descriptions, and Topic definitions—but Action Scape is not among the standard configuration options available to Agentforce Specialists.

B. Action Instructions
While Action Instructions are important, they define how the action executes once selected, not when it should be selected. These instructions guide the agent on what steps to take, what data to use, and how to complete the action after it's been chosen. Since the problem states the action isn't being selected correctly in the first place, modifying the execution instructions won't solve the selection problem - you need to improve the Classification Description so the right action gets chosen initially.

📚 Reference:
Official Salesforce documentation on Agentforce action configuration and classification

A service manager wants to use Salesforce Prompt Builder to help agents summarize customer case notes after a support call.
The summary should:
* Capture the customer's issue, troubleshooting steps taken, and next actions.
* Be no longer than five sentences.
* Use plain language (no technical jargon).
If no next action is identified, the summary should explicitly state "No next action required.”
Which prompt template fallows Salesforce prompt design best practices?
required.”
Format: Use numbered sentences for clarity.

A. Role: You are an experienced support agent.
Task: Summarize the case notes,
Context: Include customer issue, troubleshooting steps, and next actions.
Constraints: Limit to 5 sentences, use plain language, and if no next action is found, state “No next action

B. Role: You are a support agent writing a case summary.
Task: Provide a professional summary of the issue and troubleshooting steps.
Contest: Include customer issue, steps taken, and next actions if available.
Constraints: No strict sentence limit, but use plain language. If no next action is found, leave it out.
Format: Use paragraphs for readability.

C. Role: You are a case documentation assistant,
Task: Write a summary of the support call.
Context: Always describe the customer issue, troubleshooting, and resolution details.
Constraints: The summary should be comprehensive and professional, but there is no limit on length or language style.
Format: Use complete sentences in a narrative style.

A.   Role: You are an experienced support agent.
Task: Summarize the case notes,
Context: Include customer issue, troubleshooting steps, and next actions.
Constraints: Limit to 5 sentences, use plain language, and if no next action is found, state “No next action

Explanation:

Summary
This question assesses knowledge of Salesforce Prompt Builder's design best practices, specifically focusing on how to structure a prompt to meet clear, complex business requirements for summarizing case notes. The requirements include defining a persona (Role), a specific output (Task), necessary input data (Context), strict output rules (Constraints), and the required layout (Format). The best practice is to be explicit and detailed in all these components to ensure the Large Language Model (LLM) delivers the desired, high-quality, and consistent output, especially regarding length limits and required conditional statements.

Correct Option

🟢 A. Role: You are an experienced support agent. Task: Summarize the case notes. Context: Include customer issue, troubleshooting steps, and next actions. Constraints: Limit to 5 sentences, use plain language, and if no next action is found, state “No next action required.” Format: Use numbered sentences for clarity.

This option adheres to Salesforce's prompt design best practices by being explicit and detailed in every section, directly addressing all stated business requirements:
✔️ Role: Defines the needed persona (experienced support agent), guiding the tone.
✔️ Task: Clearly states the goal (Summarize the case notes).
✔️ Context: Identifies the required input data points (customer issue, troubleshooting steps, and next actions).
✔️ Constraints: Directly enforces the crucial rules: Limit to 5 sentences and use plain language (no technical jargon). Crucially, it includes the required conditional statement ("if no next action is found, state 'No next action required'").
✔️ Format: Specifies the required output layout (numbered sentences).

Incorrect Options

❌ B. Role: You are a support agent writing a case summary. Task: Provide a professional summary of the issue and troubleshooting steps. Contest: Include customer issue, steps taken, and next actions if available. Constraints: No strict sentence limit, but use plain language. If no next action is found, leave it out. Format: Use paragraphs for readability.

This option is incorrect because it fails to enforce the critical business requirements:
🔹 It states "No strict sentence limit," directly violating the requirement for the summary to be "no longer than five sentences."
🔹 It states "If no next action is found, leave it out," which directly contradicts the requirement to "explicitly state 'No next action required'” in that scenario.
🔹 The format is paragraphs, not the specified numbered sentences.

❌ C. Role: You are a case documentation assistant. Task: Write a summary of the support call. Context: Always describe the customer issue, troubleshooting, and resolution details. Constraints: The summary should be comprehensive and professional, but there is no limit on length or language style. Format: Use complete sentences in a narrative style.

This option is incorrect because it is too vague and permissive, directly violating several key requirements:
🔹 It states "no limit on length," which violates the five-sentence limit.
🔹 It states "no limit on... language style," which violates the requirement to use plain language (no technical jargon).
🔹 The constraints ("comprehensive and professional") are too general and do not include the specific conditional statement for when no next action is found.

Reference:
Salesforce Prompt Builder: Prompt Design Best Practices (Search for sections on "The Anatomy of a Great Prompt" and "Be Explicit About Constraints")

Universal Containers is building a digital shopping assistant that needs to dynamically generate product recommendations using information from the company's external product recommendation predictive model through APIs.
Which Agentforce capability should make it easier for the agent to consume the external product recommendation tool?

A. Model Context Protocol (MCP)

B. Hugging Face

C. Agent-to-Agent (A2A) protocol

A.   Model Context Protocol (MCP)

Explanation:

✅ Summary:
This question focuses on integrating an external, API-based AI model with an Agentforce agent. The key is to identify the feature designed specifically for connecting agents to third-party tools and data sources. Model Context Protocol (MCP) is the standardized framework within the Salesforce Einstein 1 Platform that allows agents to securely access and utilize external systems, making it the perfect solution for consuming an external product recommendation API.

☑️ Correct Option:

(A) Model Context Protocol (MCP):
MCP is the correct capability as it provides a standardized framework for an Agentforce agent to connect with and retrieve data from external systems, including custom APIs and predictive models. It acts as a bridge, allowing the agent to seamlessly call the external product recommendation API, fetch the dynamic suggestions, and use that information to assist the customer without any manual intervention.

❌ Incorrect Options:

(B) Hugging Face:
Hugging Face is an incorrect option. It is a prominent, independent platform and community for machine learning models, not a native capability of Salesforce Agentforce. While you could potentially integrate a model from Hugging Face using MCP, Hugging Face itself is not the Agentforce capability that enables the consumption of the external tool.

(C) Agent-to-Agent (A2A) protocol:
A2A protocol is incorrect for this scenario. This capability is designed for communication and collaboration between different AI agents within the Salesforce ecosystem. It is used for handing off tasks or sharing context between agents, not for connecting an agent to an external API or data source like a product recommendation model.

📚 Reference:
Salesforce Help: About Model Context Protocol (MCP) for Einstein

A business stakeholder wants to use Al to generate a summary based on Data Cloud data.
Which method(s) should the stakeholder use to access Data Cloud data from Prompt Builder?

A. Accessing data model objects (DMQs) directly in Flex templates, using Data Cloud related lists, and fetching Data Cloud data using prompt-initiated flows

B. Using Data Cloud related lists and fetching Data Cloud data using prompt-initiated flows

C. Using Data Cloud related lists and fetching Data Cloud data using prompt-initiated flows

B.   Using Data Cloud related lists and fetching Data Cloud data using prompt-initiated flows

Explanation:

Summary 🧭:
This question focuses on how Salesforce Prompt Builder integrates with Data Cloud to use AI-generated summaries. It checks whether you understand the supported methods to access Data Cloud data when building prompts. Prompt Builder allows access through Data Cloud related lists and prompt-initiated flows, but not directly through Data Model Objects (DMOs) in Flex templates.

✅ Correct Option: B. Using Data Cloud related lists and fetching Data Cloud data using prompt-initiated flows
🔹 Prompt Builder can connect with Data Cloud data using Data Cloud related lists, which allow access to unified customer profiles, and prompt-initiated flows, which fetch data dynamically when a prompt runs.
🔹 This ensures real-time and contextual access without needing direct object queries or Flex template data binding.

❌ Incorrect Option: A. Accessing data model objects (DMQs) directly in Flex templates, using Data Cloud related lists, and fetching Data Cloud data using prompt-initiated flows
DMOs (Data Model Objects) can’t be directly accessed in Prompt Builder or Flex templates. Salesforce currently restricts direct querying from Flex templates for security and consistency reasons. Only related lists and prompt-initiated flows are supported for AI prompt data access.

❌ Incorrect Option: C. Using Data Cloud related lists and fetching Data Cloud data using prompt-initiated flows
Option C is identical to Option B. It appears to be a duplicate entry, but the reasoning and correct approach remain the same as Option B.

📚 Reference:
Salesforce Help: Use Data Cloud Data in Prompt Builder
Salesforce Prompt Builder Overview (Salesforce Help)

Universal Containers (UC) wants to empower its marketing team with Al capabilities that help employees quickly find campaign data, generate creative content, and manage project tasks. The solution should also allow marketers to receive personalized support, surface relevant information, and complete work directly in Salesforce. Which Al solution should UC implement?

A. Sales Coach Agent

B. Service Agent

C. Employee Agent

C.   Employee Agent

Explanation:

Summary:
Universal Containers seeks an AI solution to boost its marketing team's efficiency by enabling quick access to campaign data, content creation, and task management, all within Salesforce. It must deliver personalized support and relevant insights for seamless workflows. Agentforce's Employee Agent fits perfectly, acting as a versatile AI sidekick that integrates across Salesforce tools, automates routine tasks, and provides tailored assistance to internal teams like marketing, ensuring everything stays in one ecosystem without disrupting daily operations.

Correct Option:

✅ C. Employee Agent
This option shines as the ideal pick for UC's needs, empowering marketers with on-demand AI help right inside Salesforce.
✔️ Data Discovery: Effortlessly pulls campaign details from CRM records and knowledge bases for instant insights.
✔️ Content Generation: Crafts emails, social posts, or visuals using generative AI, tailored to brand voice.
✔️ Task Management: Automates project workflows, like scheduling or approvals, via built-in actions.
✔️ Personalized Support: Recognizes users and context to offer relevant tips, boosting productivity across Lightning, Mobile, and Slack. It's built for employee-focused scenarios, making it a natural fit for internal teams.

Incorrect Option:

❌ A. Sales Coach Agent
While handy for sales reps honing skills, this agent's laser focus on coaching—think role-plays, opportunity feedback, and deal-stage prompts—misses the mark for marketing pros. It doesn't emphasize data searches, creative brainstorming, or broad task handling, limiting its use to sales-specific training rather than versatile team support in Salesforce.

❌ B. Service Agent
Geared toward customer-facing service, this agent excels at case deflection, 24/7 queries, and channel responses for external users, not internal marketing workflows. It overlooks personalized employee guidance, content tools, or project automation, making it unsuitable for UC's goal of empowering staff directly within their CRM environment.

Reference:
🔹 Agentforce for Employees (Official Salesforce page on building specialized agents for employee productivity, including data surfacing and task automation).
🔹 Guide to Employee Agents with Agentforce (Trailhead module detailing customization for internal use cases like knowledge retrieval and workflow execution).

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