Salesforce AI Specialist Practice Exam

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What must a sales team do to execute a newly assigned prompt template in Salesforce?

Manually enter the prompt template each time

Select and run the template from the available options in Salesforce

To execute a newly assigned prompt template in Salesforce, the sales team must select and run the template from the available options in Salesforce. This approach allows users to easily access previously established templates without the need for repetitive manual input or the complexity of creating duplicates each time they need to access the template.

Selecting the template from the options ensures that the sales team utilizes the standardized process, promoting efficiency and consistency in their operations. This functionality is designed to streamline workflows, enabling sales members to focus on engaging with potential customers rather than managing administrative tasks associated with template usage.

The other choices involve unnecessary complications, such as manual entry, which would increase the chances of errors and take more time. Relying on an administrator to trigger the template is inefficient, as it would slow down the process when the sales team could handle this task independently. Creating duplicates of the template each time would lead to clutter and confusion, making it harder to manage and maintain updated templates. Therefore, selecting and running the template is the most efficient and user-friendly way to execute it within Salesforce.

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Wait for the administrator to trigger the template for them

Create a duplicate of the template each time they need to use it

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