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| Vendor: | Salesforce |
|---|---|
| Exam Code: | Agentforce-Specialist |
| Exam Name: | Salesforce Certified Agentforce Specialist |
| Exam Questions: | 300 |
| Last Updated: | November 20, 2025 |
| Related Certifications: | Agentforce Specialist |
| Exam Tags: | Specialist Level Salesforce AI Developers and Engineers |
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During configuration, Universal Containers (UC) forgot to grant Knowledge access to the Agentforce Service Agent.
Which permission must UC add for the agent to interact with Knowledge articles and answer customer questions effectively?
According to the AgentForce for Service Configuration Guide, for an agent to interact with and retrieve Knowledge articles, it must have Knowledge object and field access, along with the ''Allow View Knowledge'' permission. The documentation explains: ''Agents need permission to access Knowledge records and their fields to retrieve and summarize content accurately. Additionally, the Allow View Knowledge setting enables the agent to use the Knowledge object as a retrieval source.''
Option A is incomplete because ''Run Flows'' is unrelated to Knowledge article access. Option C refers to custom object permissions and external user management, which are unrelated to Knowledge configuration. Therefore, Option B provides the correct and required set of permissions for AgentForce Service Agents to access and utilize Knowledge data effectively.
Reference (AgentForce Documents / Study Guide):
AgentForce for Service Setup Guide: ''Knowledge Article Access and Permissions''
Salesforce Knowledge Configuration Guide: ''Granting View Knowledge Access to Agents''
AgentForce Study Guide: ''Configuring Service Agents for Knowledge Retrieval''
Universal Containers (UC) wants to enable its sales team to get insights into product and competitor names mentioned during calls. How should UC meet this requirement?
UC wants insights into product and competitor mentions during sales calls, leveraging Einstein Conversation Insights. Let's evaluate the options.
Option A: Enable Einstein Conversation Insights, connect a recording provider, assign permission sets, and customize insights with up to 25 products.
Einstein Conversation Insights analyzes call recordings to identify keywords like product and competitor names. Setup requires enabling the feature, connecting an external recording provider (e.g., Zoom, Gong), assigning permission sets (e.g., Einstein Conversation Insights User), and customizing insights by defining up to 25 products or competitors to track. Salesforce documentation confirms the 25-item limit for custom keywords, making this the correct, precise answer aligning with UC's needs.
Option B: Enable Einstein Conversation Insights, assign permission sets, define recording managers, and customize insights with up to 50 competitor names.
There's no 'recording managers' role in Einstein Conversation Insights setup---integration is with a provider, not a manager designation. The limit is 25 keywords (not 50), and the option omits the critical step of connecting a provider, making it incorrect.
Option C: Enable Einstein Conversation Insights, enable sales recording, assign permission sets, and customize insights with up to 50 products.
'Enable sales recording' is vague---Conversation Insights relies on external providers, not a native Salesforce recording feature. The keyword limit is 25, not 50, making this incorrect despite being closer than B.
Why Option A is Correct:
Option A accurately reflects the setup process and limits for Einstein Conversation Insights, meeting UC's requirement per Salesforce documentation.
Salesforce Help: Set Up Einstein Conversation Insights -- Details provider connection and 25-keyword limit.
Trailhead: Einstein Conversation Insights Basics -- Covers permissions and customization.
Salesforce Agentforce Documentation: Sales Features -- Confirms integration steps.
Universal Containers wants to automatically populate the Description field on the Account object.
Where should the Agentforce Specialist go to add/update actions assigned to a copilot?
To add or update actions assigned to a copilot, An Agentforce can manage this through several areas:
Copilot Actions Page: This is the central location where copilot actions are managed and configured.
Record Page for the Copilot Action: From the record page, individual copilot actions can be updated or modified.
Copilot Action Library Tab: This tab serves as a repository where predefined or custom actions for Copilot can be accessed and modified.
These areas provide flexibility in managing and updating the actions assigned to Copilot, ensuring that the AI assistant remains aligned with business requirements and processes.
The other options are incorrect:
B misses the Copilot Action Library, which is crucial for managing actions.
C includes the Copilot Detail page, which isn't the primary place for action management.
Salesforce Documentation on Managing Copilot Actions
Salesforce Agentforce Specialist Guide on Copilot Action Management
Universal Containers (UC) is looking to improve its sales team's productivity by providing real-time insights and recommendations during customer interactions.
Why should UC consider using Agentforce Sales Agent?
Agentforce Sales Agent provides real-time insights and AI-powered recommendations, which are designed to streamline the sales process and help sales representatives focus on key tasks to increase conversion rates. It offers features like lead scoring, opportunity prioritization, and proactive recommendations, ensuring that sales teams can interact with customers efficiently and close deals faster.
Option A: While tracking customer interactions is beneficial, it is only part of the broader capabilities offered by Agentforce Sales Agent and is not the primary objective for improving real-time productivity.
Option B: Agentforce Sales Agent does not automate the entire sales process but provides actionable recommendations to assist the sales team.
Option C: This aligns with the tool's core purpose of enhancing productivity and driving sales success.
'Einstein Next Best Action for Sales Teams | Salesforce Trailhead' .
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