Before creating a Field Generation prompt template, the AI Specialist must ensure that the Salesforce org is set to API version 59 or higher. This version of the API introduces support for advanced generative AI features, such as enabling fields for generative AI outputs. This is a critical technical requirement for the Field Generation prompt template to function correctly.
* Option A (rich text field requirement) is not necessary for generative AI functionality.
* Option C (Dynamic Forms) does not impact the ability of a field to be generative AI-enabled, although it might enhance the user interface.
For more information, refer to Salesforce documentation on API versioning and Field Generation templates.

When Einstein Copilot for Sales matches similar opportunities, one of the primary criteria used is whether the opportunities have a status of Closed Won within the last 12 months. This is a key factor in identifying successful patterns that could help close current deals. By focusing on opportunities that have been recently successful, Einstein Copilot can provide relevant insights and suggestions to sales reps to help them close similar deals faster.
For more information, review Salesforce Einstein Copilot documentation related to opportunity matching and sales success patterns.

To access externally-hosted models, such as a large language model (LLM) hosted on AWS, the Model Builder in Salesforce is the appropriate tool. Model Builder allows teams to integrate and deploy external AI models into the Salesforce platform, making it possible to leverage models hosted outside of Salesforce infrastructure while still benefiting from the platform's native AI capabilities.
* Option B, App Builder, is primarily used to build and configure applications in Salesforce, not to integrate AI models.
* Option C, Copilot Builder, focuses on building assistant-like tools rather than integrating external AI models.
Model Builder enables seamless integration with external systems and models, allowing Salesforce users to use external LLMs for generating AI-driven insights and automation.
Salesforce AI Specialist References:For more details, check the Model Builder guide here: https://help.
salesforce.com/s/articleView?id=sf.model_builder_external_models.htm

After modifying masked fields in Einstein's Trust Layer, the next important step is to test and confirm that the responses generated by prompts utilizing the newly masked data still meet quality standards. This ensures that masking sensitive information does not negatively impact the usefulness or accuracy of the AI-generated content. Thorough testing helps identify any issues in prompt performance that could arise due to masking, and adjustments can be made if needed.
* Option B is correct because testing the effects of masking on AI responses is a critical step in ensuring AI continues to function as expected.
* Option A (turning off and on the Einstein Trust Layer) is unnecessary after changing the masked fields.
* Option C (turning on Einstein Feedback) allows for user feedback but is not a direct step following field masking modifications.
References:
* Salesforce Einstein Trust Layer Overview: https://help.salesforce.com/s/articleView?id=sf.
einstein_trust_layer.htm