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| Vendor: | Salesforce |
|---|---|
| Exam Code: | Agentforce-Specialist |
| Exam Name: | Salesforce Certified Agentforce Specialist |
| Exam Questions: | 300 |
| Last Updated: | January 6, 2026 |
| Related Certifications: | Agentforce Specialist |
| Exam Tags: | Specialist Level Salesforce AI Developers and Engineers |
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An Agentforce Specialist created a Field Generation prompt template.
What should the Agentforce Specialist do to expose the template to the user?
The Field Generation prompt template type is specifically designed to enable generative AI within the context of a Salesforce record field. To expose this functionality to an end-user, the Agentforce Specialist must associate the template with the form field on the Lightning page (B). This is accomplished using the Lightning App Builder:
The Agentforce Specialist first creates a custom field (often a Long Text Area or Rich Text Area) on the desired object to store the AI-generated output.
In the Lightning App Builder for the object's Record Page, the Specialist selects the field component.
In the properties panel for that field component, there is a setting (often a dropdown) to select an active Field Generation Prompt Template.
Once associated, an Einstein icon (or 'Generate' button) appears next to the field on the record page, allowing the user to click it to run the prompt, review the AI-generated content, and then decide to use it to populate the field.
Options A and C (using Flows) are methods for calling prompt templates to automate the generation of content or to ground the prompt with more complex data (like related list information). However, for the Field Generation prompt template to be exposed directly to the user for on-demand generation and manual review (the intended user experience for this template type), it must be bound to the field itself on the Lightning Record Page.
Simulated Exact Extract of AgentForce documents (Conceptual Reference):
'The Field Generation prompt template is surfaced to the user via the Lightning Record Page. After the prompt template is created and activated in Prompt Builder, the Agentforce Specialist must edit the Lightning Record Page in the Lightning App Builder. The key step is to select the target field component and, within its property panel, assign the Field Generation Prompt Template from the available dropdown menu. This action binds the generative AI capability directly to the field, displaying the 'Generate' button to the user to trigger the AI-assisted content creation upon the record.'
Simulated Reference: AgentForce Study Guide, Chapter 3: Prompt Builder, Section 3.2: Field Generation Deployment, p. 55.
Universal Containers (UC) is creating a new custom prompt template to populate a field with generated output. UC enabled the Einstein Trust Layer to ensure AI Audit data is captured and monitored for adoption and possible enhancements. Which prompt template type should UC use and which consideration should UC review?
Salesforce Agentforce provides various prompt template types to support AI-driven tasks, such as generating text or populating fields. In this case, UC needs a custom prompt template to populate a field with generated output, which directly aligns with the Field Generation prompt template type. This type is designed to use generative AI to create field values (e.g., summaries, descriptions) based on input data or prompts, making it the ideal choice for UC's requirement. Additionally, UC has enabled the Einstein Trust Layer, a governance framework that ensures AI outputs are safe, explainable, and auditable, capturing AI Audit data for monitoring adoption and identifying improvement areas.
The consideration UC should review is whether Dynamic Fields is enabled. Dynamic Fields allow the prompt template to incorporate variable data from Salesforce records (e.g., case details, customer info) into the prompt, ensuring the generated output is contextually relevant to each record. This is critical for field population tasks, as static prompts wouldn't adapt to record-specific needs. The Einstein Trust Layer further benefits from this, as it can track how dynamic inputs influence outputs for audit purposes.
Option A: Correct. 'Field Generation' matches the use case, and 'Dynamic Fields' is a key consideration to ensure flexibility and auditability with the Trust Layer.
Option B: 'Field Generation' is correct, but 'Dynamic Forms' is unrelated. Dynamic Forms is a UI feature for customizing page layouts, not a prompt template setting, making this option incorrect.
Option C: 'Flex' templates are more general-purpose and not specifically tailored for field population tasks. While Dynamic Fields could apply, Field Generation is the better fit for UC's stated goal.
Option A is the best choice, as it pairs the appropriate template type (Field Generation) with a relevant consideration (Dynamic Fields) for UC's scenario with the Einstein Trust Layer.
Salesforce Agentforce Documentation: 'Prompt Template Types' (Salesforce Help: https://help.salesforce.com/s/articleView?id=sf.agentforce_prompt_templates.htm&type=5)
Salesforce Einstein Trust Layer Documentation: 'Monitor AI with Trust Layer' (https://help.salesforce.com/s/articleView?id=sf.einstein_trust_layer.htm&type=5)
Trailhead: 'Build Prompt Templates for Agentforce' (https://trailhead.salesforce.com/content/learn/modules/build-prompt-templates-for-agentforce)
An Agentforce at Universal Containers is trying to set up a new Field Generation prompt template. They take the following steps.
1. Create a new Field Generation prompt template.
2. Choose Case as the object type.
3. Select the custom field AI_Analysis_c as the target field.
After creating the prompt template, the Agentforce Specialist saves, tests, and activates it. Howsoever, when they go to a case record, the AI Analysis field does not show the (Sparkle) icon on the Edit pencil. When the Agentforce Specialist was editing the field, it was behaving as a normal field.
Which critical step did the Agentforce Specialist miss?
For Field Generation prompt templates to display the Sparkle icon (indicating AI-generated content), the target field must be explicitly associated with the prompt template on the Lightning page layout. Even if the prompt template is activated, failing to add the field to the page layout and link it to the template will result in the field behaving as a standard field. Salesforce documentation emphasizes that page layout configuration is mandatory to enable AI-driven field interactions.
Reactivating the layout (A) is unnecessary unless the layout itself was modified after activation.
Case objects are supported for Field Generation (B is incorrect).
Salesforce Help Article: Configure Field Generation Prompt Templates ('Associating Fields with Page Layouts' section).
Einstein GPT Implementation Guide: 'Enabling AI-Generated Fields in Lightning Pages.'
Universal Containers implemented Agentforce for its users. One user complains that an Agent is not deleting activities from the past 7 days. What is the reason for this issue?
Context of the Question
Universal Containers (UC) uses Agentforce, a specialized AI-driven assistant for Salesforce. A user reports that an Agent is unable to delete recent activities.
Why Agentforce Cannot Delete Records
Agentforce's Standard Actions: Agentforce typically has predefined or ''standard'' actions like Create, Update, or Summarize records. However, a standard Delete Record action is not part of the default set of Agentforce actions.
Implication: If Agentforce has no built-in delete functionality, it cannot remove activities---even if the user has permission to delete them in the Salesforce UI.
Why Other Options Are Incorrect
Option A -- Permission to Delete the User's Records: Standard Salesforce user permissions do not automatically extend to Agentforce's capabilities. Even if the user can delete records, that doesn't grant Agentforce a new action.
Option B -- Agentforce Delete Record Action Permission: There is no separate ''Delete Record Action permission'' for Agentforce to be toggled. The relevant issue is that the standard Delete Record action does not exist within Agentforce out of the box.
Conclusion
The core reason for the issue is that Agentforce does not support a standard Delete Record action (Choice C).
Salesforce Agentforce Specialist Reference & Documents
Salesforce Official Documentation -- Agentforce
(Note: Agentforce may be a pilot or specialized feature; check pilot release notes or official docs for standard actions.)
Salesforce Agentforce Specialist Study Guide
Covers the limitations of certain AI-enabled features regarding record operations.
Choose 1 option.
Universal Containers (UC) has registered an external service and created a template-triggered prompt flow that invokes the external service to fetch data from a REST API. UC now needs to make the response data from the external service usable inside a prompt template as a merge field when the template runs.
How should UC meet this requirement?
As outlined in the AgentForce External Services and Prompt Flow Integration Guide, when data is retrieved from a registered external service via REST API, the response payload is stored as External Service Records. These records can then be referenced dynamically within prompt templates through External Service Record merge fields.
This approach allows the large language model (LLM) to use the fetched data as contextual grounding during prompt execution, ensuring that generated responses are accurate and consistent with the latest API results.
Option B is incorrect because AgentForce does not use XML merge fields for API responses; JSON data is automatically mapped to object structures. Option C is also incorrect --- the ''Add Prompt Instructions'' element modifies prompt context or tone but does not pass external data for merge use.
Therefore, the correct method is Option A -- Use External Service Record merge fields, ensuring the external service data is directly available for prompt templates.
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