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Question 53 - Certified AI Specialist discussion

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Universal Containers (UC) wants to enable its sales reps to explore opportunities that are similar to previously won opportunities by entering the utterance, 'Show me other opportunities like this one.'

How should UC achieve this in Einstein Copilot?

A.
Use the standard Copilot action.
Answers
A.
Use the standard Copilot action.
B.
Create a custom Copilot action calling a flow.
Answers
B.
Create a custom Copilot action calling a flow.
C.
Create a custom Copilot action calling an Apex class.
Answers
C.
Create a custom Copilot action calling an Apex class.
Suggested answer: A

Explanation:

Universal Containers can achieve the request to explore similar opportunities by using the standard Copilot action. Einstein Copilot has built-in actions to handle natural language queries, such as ''Show me other opportunities like this one.'' The standard action will process the query and return results based on predefined matching criteria like opportunity details and past Closed Won deals.

This approach avoids the need to create custom flows or Apex classes, leveraging out-of-the-box functionality.

For further details, refer to Einstein Copilot for Sales documentation regarding standard actions and natural language processing.

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asked 26/09/2024
giulio guzzi
38 questions
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