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Question 92 - Certified AI Specialist discussion

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Amid their busy schedules, sales reps at Universal Containers dedicate time to follow up with prospects and existing clients via email regarding renewals or new deals. They spend many hours throughout the week reviewing past communications and details about their customers before performing their outreach.

Which standard Copilot action helps sales reps draft personalized emails to prospects by generating text based on previous successful communications?

A.
Einstein Copilot Action: Find Similar Opportunities
Answers
A.
Einstein Copilot Action: Find Similar Opportunities
B.
Einstein Copilot Action: Draft or Revise Sales Email
Answers
B.
Einstein Copilot Action: Draft or Revise Sales Email
C.
Einstein Copilot Action: Summarize Record
Answers
C.
Einstein Copilot Action: Summarize Record
Suggested answer: B

Explanation:

For sales reps who need to draft personalized emails based on previous communications, the AI Specialist should recommend the Einstein Copilot Action: Draft or Revise Sales Email. This action uses AI to generate or revise email content, leveraging past successful communications to create personalized and relevant outreach to prospects or clients.

Find Similar Opportunities is used for opportunity matching, not email drafting.

Summarize Record provides a summary of customer data but does not directly help with drafting emails.

For more information, refer to Salesforce's Einstein Copilot documentation on standard actions for sales teams.

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asked 26/09/2024
Dustin Roberts
45 questions
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