Salesforce AI Specialist Practice Exam

What are the main types of prompt templates in Salesforce?

1. Flex, Sales emails, Record summary, Field generation

2. Sales emails, Record summary, Field generation

3. Flex, Sales emails, call insights, Field generation

4. Data visualization, System policy, AI generation

The correct answer is: Flex, Sales emails, Record summary, Field generation

The main types of prompt templates in Salesforce encompass a variety of functionalities aimed at enhancing user interactions and improving productivity through AI-driven assistance. The correct selection covers Flex prompts, Sales emails, Record summaries, and Field generation, each serving a distinct purpose. Flex prompt templates are versatile and adaptable, making them suitable for various contexts within Salesforce, allowing users to create tailored AI interactions based on specific needs or scenarios. This flexibility is vital for accommodating the diverse range of tasks Salesforce users may encounter. Sales email templates provide users with pre-structured formats for crafting sales-related communications, ensuring that important points are captured efficiently while saving time in the email creation process. These templates are essential in driving engagement and maintaining consistent messaging across sales teams. Record summaries provide quick insights and essential data about specific records within Salesforce. By utilizing these templates, users can quickly grasp vital information at a glance, helping them make informed decisions without needing to navigate through extensive data sets. Field generation templates facilitate the creation of new data fields or inputs within the platform. They assist users in structuring information in a way that aligns with their operational requirements and business processes, enhancing data organization and flow. The other options, while including some relevant elements, do not provide the full spectrum of functionalities and types of templates