When configuring a custom prompt template to use related lists, the AI Specialist must be aware of the maximum number of related list merge fields that can be included. Salesforce enforces limits to ensure prompt templates perform efficiently and do not overload the system with too much data. As a best practice, it's important to monitor and optimize the number of merge fields used.
* Option B is correct because there is a limit on how many related list merge fields can be included in a prompt template.
* Option A (text encoding) and Option C (XML/JSON rendering) are not key considerations in this context.
References:
* Salesforce Prompt Builder Documentation: https://help.salesforce.com/s/articleView?id=sf.
prompt_builder.htm

* Context of the Question: Universal Containers (UC) wants to harness generative AI to boost sales productivity. They are wary of public AI virtual assistants (like generic chatbots) that lack sufficient UC-specific data to generate useful business responses.
* Why Fine-Tune an Einstein AI Model with CRM Data?
* Company-Specific Relevance: By fine-tuning Einstein AI with UC's CRM data (accounts, opportunities, products, and historical interactions), the model learns the enterprise-specific context. This ensures that the generative outputs are accurate and tailored to UC's sales scenarios.
* Security and Compliance: Using Salesforce Einstein within the Salesforce ecosystem keeps data under UC's control, aligning with trust, security, and compliance requirements.
* Better Predictions: Einstein AI can produce more relevant insights (e.g., recommended next steps, content suggestions, or AI-generated email responses) when it has been trained on real, high-quality internal data.
* Why Not Build an AI Model with Einstein Discovery (Option B)?
* Einstein Discovery Use Case: Einstein Discovery is best suited for predictive and prescriptive analytics (e.g., analyzing large data sets for patterns, scoring leads, or predicting churn). While it provides advanced analytics, it is not primarily designed for generative text-based interactions for end-user consumption in a conversational format.
* Why Not Enable Agentforce (Option C)?
* Agentforce Overview: "Agentforce" (sometimes referencing a pilot or non-mainstream name) typically focuses on interactive help or workforce collaboration. It does not inherently solve the problem of large-scale generative AI using internal CRM data. Moreover, you still need a robust generative engine fine-tuned on company data.
* Outcome: Fine-tuning the Einstein AI model with UC's CRM data (Answer A) is the most direct, Salesforce-native solution to provide generative AI responses that are aligned with UC's context, driving productivity gains and ensuring data privacy.
Salesforce AI Specialist References & Documents
* Salesforce Official: Einstein GPT Overview
* Discusses how Einstein GPT can be fine-tuned with specific CRM data to deliver contextually relevant, generative AI responses.
* Salesforce Trailhead: Get Started with Salesforce Einstein
* Explains the fundamentals of AI within the Salesforce platform, including training and optimizing Einstein models.
* Salesforce Documentation: Einstein Discovery
* Details how Einstein Discovery is primarily used for advanced analytics and predictions, not direct generative text solutions.
* Salesforce AI Specialist Study Guide
* Provides the official outline of Einstein AI capabilities, referencing how to configure and fine- tune models for specialized enterprise use cases.

* Context of the Question
* Universal Containers (UC) has generative AI-enabled fields that users can access in the desktop experience.
* The AI Specialist needs these same fields to be visible and usable in the Salesforce Mobile App.
* Why Dynamic Forms on Mobile?
* Dynamic Forms allow you to configure record pages so that fields and sections can appear or be hidden based on certain criteria.
* When you enable "Dynamic Forms for Mobile," any generative AI-enabled fields placed on the dynamic layout become accessible in the Salesforce mobile experience.
* There is no standard Setup option labeled "Enable Mobile Generative AI" or "Enable Mobile Prompt Responses" as a universal toggle; the existing official approach is to ensure dynamic forms (and the relevant fields) are supported on mobile.
* Conclusion
* Ensuring that these AI-driven fields are visible on mobile is accomplished by turning on Dynamic Forms on Mobile and adding those fields to the dynamic layout. Therefore, Option C is correct.
Salesforce AI Specialist References & Documents
* Salesforce Documentation: Dynamic Forms OverviewExplains how to enable Dynamic Forms for both desktop and mobile UIs, allowing newly added fields (including generative AI-enabled ones) to display in the Salesforce Mobile App.
* Salesforce AI Specialist Study GuideReiterates that to expose generative AI fields or components in mobile, you must configure dynamic forms and ensure compatibility on mobile layouts.

To improve the productivity of the service center, the AI Specialist should recommend the Service Replies and Case Summaries features.
* Service Replies helps agents by automatically generating suggested responses to customer inquiries, reducing response time and improving efficiency.
* Case Summaries provide a quick overview of case details, allowing agents to get up to speed faster on customer issues.
* Work Summaries are not as relevant for direct customer service operations, and Sales Summaries are focused on sales processes, not service center productivity.
For more information, see Salesforce's Einstein Service Cloud documentation on the use of generative AI to assist customer service teams.

When using related list merge fields in a prompt template associated with the Account object in Prompt Builder, the Activities related list is not supported due to it being a polymorphic field. Polymorphic fields can reference multiple different types of objects, which makes them incompatible with some merge field operations in prompt generation.
* Option B is incorrect because person accounts do not limit the availability of merge fields for the Account object.
* Option C is irrelevant since even if no related lists are available at runtime, the prompt can still generate based on other available data fields.
For more information, refer to Salesforce documentation on supported fields and limitations in Prompt Builder.