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Question 4 - Certified AI Specialist discussion

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Universal Containers' service team wants to customize the standard case summary response from Einstein Copilot.

What should the AI Specialist do to achieve this?

A.
Customize the standard Record Summary template for the Case object,
Answers
A.
Customize the standard Record Summary template for the Case object,
B.
Summarize the Case with a standard copilot action.
Answers
B.
Summarize the Case with a standard copilot action.
C.
Create a custom Record Summary prompt template for the Case object.
Answers
C.
Create a custom Record Summary prompt template for the Case object.
Suggested answer: C

Explanation:

To customize the case summary response from Einstein Copilot, the AI Specialist should create a custom Record Summary prompt template for the Case object. This allows Universal Containers to tailor the way case data is summarized, ensuring the output aligns with specific business requirements or user preferences.

Option A (customizing the standard Record Summary template) does not provide the flexibility required for deep customization.

Option B (standard Copilot action) won't allow customization; it will only use default settings.

Refer to Salesforce Prompt Builder documentation for guidance on creating custom templates for record summaries.

asked 26/09/2024
megat ilham
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