Salesforce Salesforce Agentforce Specialist Practice Exams
Last updated on Oct 22,2026- Exam Code: Salesforce Agentforce Specialist
- Exam Name: Salesforce Agentforce Specialist
- Certification Provider: Salesforce
- Latest update: Oct 22,2026
Question #101
A Salesforce Agentforce Specialist is reviewing the feedback from a customer about the ineffectiveness of the prompt template.
What should the Agentforce Specialist do to ensure the prompt template’s effectiveness?
- A . Monitor and refine the template based on user feedback.
- B . Use the Prompt Builder Scorecard to help monitor.
- C . Periodically change the templates grounding object.
Correct Answer: B
B
Explanation:
To address the ineffectiveness of a prompt template reported by a customer, the Salesforce Agentforce Specialist should use the Prompt Builder Scorecard (Option B). This tool is explicitly designed to evaluate and monitor prompt templates against key criteria such as relevance, accuracy, safety, and grounding. By leveraging the scorecard, the specialist can systematically identify weaknesses in the template and make data-driven refinements. While monitoring and refining based on user feedback (Option A) is a general best practice, the Prompt Builder Scorecard is Salesforce’s recommended tool for structured evaluation, aligning with documented processes for maintaining prompt effectiveness. Changing the grounding object (Option C) without proper evaluation is reactive and does not address the root cause.
Reference: Salesforce Einstein Agentforce Specialist Certification Guide: Emphasizes using the Prompt Builder Scorecard to evaluate prompts and iterate based on results.
Trailhead Module: "Einstein for Developers" highlights the scorecard as a critical tool for assessing prompt performance.
Salesforce Help Documentation: Details the Scorecard’s role in evaluating prompts against predefined criteria.
B
Explanation:
To address the ineffectiveness of a prompt template reported by a customer, the Salesforce Agentforce Specialist should use the Prompt Builder Scorecard (Option B). This tool is explicitly designed to evaluate and monitor prompt templates against key criteria such as relevance, accuracy, safety, and grounding. By leveraging the scorecard, the specialist can systematically identify weaknesses in the template and make data-driven refinements. While monitoring and refining based on user feedback (Option A) is a general best practice, the Prompt Builder Scorecard is Salesforce’s recommended tool for structured evaluation, aligning with documented processes for maintaining prompt effectiveness. Changing the grounding object (Option C) without proper evaluation is reactive and does not address the root cause.
Reference: Salesforce Einstein Agentforce Specialist Certification Guide: Emphasizes using the Prompt Builder Scorecard to evaluate prompts and iterate based on results.
Trailhead Module: "Einstein for Developers" highlights the scorecard as a critical tool for assessing prompt performance.
Salesforce Help Documentation: Details the Scorecard’s role in evaluating prompts against predefined criteria.
Question #102
Universal Containers Is Interested In Improving the sales operation efficiency by analyzing their data using Al-powered predictions in Einstein Studio.
Which use case works for this scenario?
- A . Predict customer sentiment toward a promotion message.
- B . Predict customer lifetime value of an account.
- C . Predict most popular products from new product catalog.
Correct Answer: B
B
Explanation:
For improving sales operations efficiency, Einstein Studio is ideal for creating AI-powered models that can predict outcomes based on data. One of the most valuable use cases is predicting customer lifetime value, which helps sales teams focus on high-value accounts and make more informed decisions. Customer lifetime value (CLV) predictions can optimize strategies around customer retention, cross-selling, and long-term engagement.
Option B is the correct choice as predicting customer lifetime value is a well-established use case for AI in sales.
Option A (customer sentiment) is typically handled through NLP models, while Option C (product popularity) is more of a marketing analysis use case.
Reference: Salesforce Einstein Studio Use Case Overview:
https://help.salesforce.com/s/articleView?id=sf.einstein_studio_overview
B
Explanation:
For improving sales operations efficiency, Einstein Studio is ideal for creating AI-powered models that can predict outcomes based on data. One of the most valuable use cases is predicting customer lifetime value, which helps sales teams focus on high-value accounts and make more informed decisions. Customer lifetime value (CLV) predictions can optimize strategies around customer retention, cross-selling, and long-term engagement.
Option B is the correct choice as predicting customer lifetime value is a well-established use case for AI in sales.
Option A (customer sentiment) is typically handled through NLP models, while Option C (product popularity) is more of a marketing analysis use case.
Reference: Salesforce Einstein Studio Use Case Overview:
https://help.salesforce.com/s/articleView?id=sf.einstein_studio_overview
Question #103
An Agentforce configured Data Masking within the Einstein Trust Layer.
How should the Agentforce Specialist begin validating that the correct fields are being masked?
- A . Use a Flow-based resource in Prompt Builder to debug the fields’ merge values using Flow Debugger.
- B . Request the Einstein Generative AI Audit Data from the Security section of the Setup menu.
- C . Enable the collection and storage of Einstein Generative AI Audit Data on the Einstein Feedback setup page.
Correct Answer: C
C
Explanation:
To begin validating that the correct fields are being masked in Einstein Trust Layer, the Agentforce Specialist should request the Einstein Generative AI Audit Data from the Security section of the Salesforce Setup menu. This audit data allows the Agentforce Specialist to see how data is being processed, including which fields are being masked, providing transparency and validation that the configuration is working as expected.
Option B is correct because it allows for the retrieval of audit data that can be used to validate data masking.
Option A (Flow Debugger) and Option C (Einstein Feedback) do not relate to validating field masking in the context of the Einstein Trust Layer.
Reference: Salesforce Einstein Trust Layer Documentation: https://help.salesforce.com/s/articleView?id=sf.einstein_trust_layer_audit.htm
C
Explanation:
To begin validating that the correct fields are being masked in Einstein Trust Layer, the Agentforce Specialist should request the Einstein Generative AI Audit Data from the Security section of the Salesforce Setup menu. This audit data allows the Agentforce Specialist to see how data is being processed, including which fields are being masked, providing transparency and validation that the configuration is working as expected.
Option B is correct because it allows for the retrieval of audit data that can be used to validate data masking.
Option A (Flow Debugger) and Option C (Einstein Feedback) do not relate to validating field masking in the context of the Einstein Trust Layer.
Reference: Salesforce Einstein Trust Layer Documentation: https://help.salesforce.com/s/articleView?id=sf.einstein_trust_layer_audit.htm
Question #104
Which feature in the Einstein Trust Layer helps to minimize the risks of jailbreaking and prompt injection attacks?
- A . Secure Data Retrieval and Grounding
- B . Data Masking
- C . Prompt Defense
Correct Answer: C
C
Explanation:
The Einstein Trust Layer is designed to ensure responsible and compliant AI usage. Data Masking (B) is the mechanism that directly addresses compliance with data protection regulations like GDPR by obscuring or anonymizing sensitive personal data (e.g., names, emails, phone numbers) before it is processed by AI models. This prevents unauthorized exposure of personally identifiable information (PII) and ensures adherence to privacy laws.
Salesforce documentation explicitly states that Data Masking is a core component of the Einstein Trust Layer, enabling organizations to meet GDPR requirements by automatically redacting sensitive fields during AI interactions. For example, masked data ensures that PII is not stored or used in AI model training or inference without explicit consent.
In contrast:
Toxicity Scoring (A) identifies harmful or inappropriate content in outputs but does not address data privacy.
Prompt Defense (C) guards against malicious prompts or injection attacks but focuses on security rather than data protection compliance.
Reference: Salesforce Help Article: Einstein Trust Layer ("Data Masking" section).
Einstein Trust Layer Overview: "Data Protection and Compliance Features" (GDPR alignment via Data Masking).
C
Explanation:
The Einstein Trust Layer is designed to ensure responsible and compliant AI usage. Data Masking (B) is the mechanism that directly addresses compliance with data protection regulations like GDPR by obscuring or anonymizing sensitive personal data (e.g., names, emails, phone numbers) before it is processed by AI models. This prevents unauthorized exposure of personally identifiable information (PII) and ensures adherence to privacy laws.
Salesforce documentation explicitly states that Data Masking is a core component of the Einstein Trust Layer, enabling organizations to meet GDPR requirements by automatically redacting sensitive fields during AI interactions. For example, masked data ensures that PII is not stored or used in AI model training or inference without explicit consent.
In contrast:
Toxicity Scoring (A) identifies harmful or inappropriate content in outputs but does not address data privacy.
Prompt Defense (C) guards against malicious prompts or injection attacks but focuses on security rather than data protection compliance.
Reference: Salesforce Help Article: Einstein Trust Layer ("Data Masking" section).
Einstein Trust Layer Overview: "Data Protection and Compliance Features" (GDPR alignment via Data Masking).
Question #105
Universal Containers is considering leveraging the Einstein Trust Layer in conjunction with Einstein Generative AI Audit Data.
Which audit data is available using the Einstein Trust Layer?
- A . Response accuracy and offensiveness score
- B . Hallucination score and bias score
- C . Masked data and toxicity score
Correct Answer: C
C
Explanation:
Universal Containers is considering the use of the Einstein Trust Layer along with Einstein Generative AI Audit Data. The Einstein Trust Layer provides a secure and compliant way to use AI by offering features like data masking and toxicity assessment.
The audit data available through the Einstein Trust Layer includes information about masked data― which ensures sensitive information is not exposed―and the toxicity score, which evaluates the generated content for inappropriate or harmful language.
Reference: Salesforce Agentforce Specialist Documentation – Einstein Trust Layer: Details the auditing capabilities, including logging of masked data and evaluation of generated responses for toxicity to maintain compliance and trust.
C
Explanation:
Universal Containers is considering the use of the Einstein Trust Layer along with Einstein Generative AI Audit Data. The Einstein Trust Layer provides a secure and compliant way to use AI by offering features like data masking and toxicity assessment.
The audit data available through the Einstein Trust Layer includes information about masked data― which ensures sensitive information is not exposed―and the toxicity score, which evaluates the generated content for inappropriate or harmful language.
Reference: Salesforce Agentforce Specialist Documentation – Einstein Trust Layer: Details the auditing capabilities, including logging of masked data and evaluation of generated responses for toxicity to maintain compliance and trust.
Question #106
Universal Containers (UC) wants to enable its sales team to use AI to suggest recommended products from its catalog.
Which type of prompt template should UC use?
- A . Record summary prompt template
- B . Email generation prompt template
- C . Flex prompt template
Correct Answer: C
C
Explanation:
Comprehensive and Detailed In-Depth
UC needs an AI solution to suggest products from a catalog for its sales team. Let’s assess the prompt template types in Prompt Builder.
Option A: Record summary prompt template
Record summary templates generate concise summaries of records (e.g., Case, Opportunity). They’re not designed for product recommendations, which require dynamic logic beyond summarization, making this incorrect.
Option B: Email generation prompt template
Email generation templates craft emails (e.g., customer outreach). While they could mention products, they’re not optimized for standalone recommendations, making this incorrect.
Option C: Flex prompt template
Flex prompt templates are versatile, allowing custom inputs (e.g., catalog data from objects or Data Cloud) and instructions (e.g., “Suggest products based on customer preferences”). This flexibility suits UC’s need to recommend products dynamically, making it the correct answer.
Why Option C is Correct:
Flex templates offer the customization needed to suggest products from a catalog, aligning with
Salesforce’s guidance for tailored AI outputs.
Reference: Salesforce Agentforce Documentation: Prompt Builder > Flex Templates C Details dynamic use cases.
Trailhead: Build Prompt Templates in Agentforce C Covers Flex for custom scenarios.
Salesforce Help: Prompt Template Types C Confirms Flex versatility.
C
Explanation:
Comprehensive and Detailed In-Depth
UC needs an AI solution to suggest products from a catalog for its sales team. Let’s assess the prompt template types in Prompt Builder.
Option A: Record summary prompt template
Record summary templates generate concise summaries of records (e.g., Case, Opportunity). They’re not designed for product recommendations, which require dynamic logic beyond summarization, making this incorrect.
Option B: Email generation prompt template
Email generation templates craft emails (e.g., customer outreach). While they could mention products, they’re not optimized for standalone recommendations, making this incorrect.
Option C: Flex prompt template
Flex prompt templates are versatile, allowing custom inputs (e.g., catalog data from objects or Data Cloud) and instructions (e.g., “Suggest products based on customer preferences”). This flexibility suits UC’s need to recommend products dynamically, making it the correct answer.
Why Option C is Correct:
Flex templates offer the customization needed to suggest products from a catalog, aligning with
Salesforce’s guidance for tailored AI outputs.
Reference: Salesforce Agentforce Documentation: Prompt Builder > Flex Templates C Details dynamic use cases.
Trailhead: Build Prompt Templates in Agentforce C Covers Flex for custom scenarios.
Salesforce Help: Prompt Template Types C Confirms Flex versatility.
Question #107
Universal Containers needs its sales reps to be able to only execute prompt templates.
What should the company use to achieve this requirement?
- A . Prompt Execute Template permission set
- B . Prompt Template User permission set
- C . Prompt Template Manager permission set
Correct Answer: B
B
Explanation:
Comprehensive and Detailed In-Depth
Salesforce Agentforce leverages Prompt Builder, a powerful tool that allows administrators to create and manage prompt templates, which are reusable frameworks for generating AI-driven responses. These templates can be invoked by users to perform specific tasks, such as generating sales emails or summarizing records, based on predefined instructions and grounded data. In this scenario, Universal Containers wants its sales reps to have the ability to only execute these prompt templates, meaning they should be able to run them but not create, edit, or manage them.
Let’s break down the options and analyze why
B. Prompt Template User permission set is the correct answer:
Option A: Prompt Execute Template permission set
This option sounds plausible at first glance because it includes the phrase "Execute Template," which aligns with the requirement. However, there is no specific permission set named "Prompt Execute Template" in Salesforce’s official documentation for Prompt Builder or Agentforce. Salesforce typically uses more standardized naming conventions for permission sets, and this appears to be a distractor option that doesn’t correspond to an actual feature. Permissions in Salesforce are granular, but they are grouped logically under broader permission sets rather than hyper-specific ones like this.
Option B: Prompt Template User permission set
This is the correct answer. In Salesforce, the Prompt Builder feature, which is integral to Agentforce, includes permission sets designed to control access to prompt templates. The "Prompt Template User" permission set is an official Salesforce permission set that grants users the ability to execute (or invoke) prompt templates without giving them the ability to create or modify them. This aligns perfectly with the requirement that sales reps should only execute prompt templates, not manage them. The Prompt Template User permission set typically includes permissions like "Run Prompt Templates," which allows users to trigger templates from interfaces such as Lightning record pages or flows, while restricting access to the Prompt Builder setup area where templates are designed.
Option C: Prompt Template Manager permission set
This option is incorrect because the "Prompt Template Manager" permission set is designed for users who need full administrative control over prompt templates. This includes creating, editing, and deleting templates in Prompt Builder, in addition to executing them. Since Universal Containers only wants sales reps to execute templates and not manage them, this permission set provides more access than required, violating the principle of least privilege―a key security best practice in Salesforce.
How It Works in Salesforce
To implement this, an administrator would:
Navigate to Setup > Permission Sets.
Locate or create the "Prompt Template User" permission set (this is a standard permission set available with Prompt Builder-enabled orgs).
Assign this permission set to the sales reps’ profiles or individual user records.
Ensure the prompt templates are configured and exposed (e.g., via Lightning components like the Einstein Summary component) on relevant pages, such as Opportunity or Account record pages, where sales reps can invoke them.
Why This Matters
By assigning the Prompt Template User permission set, Universal Containers ensures that sales reps can leverage AI-driven prompt templates to enhance productivity (e.g., drafting personalized emails or generating sales pitches) while maintaining governance over who can modify the templates. This separation of duties is critical in a secure Salesforce environment.
Reference to Official Salesforce Agentforce Specialist Documents
Salesforce Help: Prompt Builder Permissions
The official Salesforce documentation outlines permission sets for Prompt Builder, including "Prompt Template User" for execution-only access and "Prompt Template Manager" for full control.
Trailhead: Configure Agentforce for Service
This module discusses how permissions are assigned to control Agentforce features, including prompt-related capabilities.
Salesforce Ben: Why Prompt Builder Is Vital in an Agentforce World (November 25, 2024)
This resource explains how Prompt Builder integrates with Agentforce and highlights the use of permission sets like Prompt Template User to enable end-user functionality.
B
Explanation:
Comprehensive and Detailed In-Depth
Salesforce Agentforce leverages Prompt Builder, a powerful tool that allows administrators to create and manage prompt templates, which are reusable frameworks for generating AI-driven responses. These templates can be invoked by users to perform specific tasks, such as generating sales emails or summarizing records, based on predefined instructions and grounded data. In this scenario, Universal Containers wants its sales reps to have the ability to only execute these prompt templates, meaning they should be able to run them but not create, edit, or manage them.
Let’s break down the options and analyze why
B. Prompt Template User permission set is the correct answer:
Option A: Prompt Execute Template permission set
This option sounds plausible at first glance because it includes the phrase "Execute Template," which aligns with the requirement. However, there is no specific permission set named "Prompt Execute Template" in Salesforce’s official documentation for Prompt Builder or Agentforce. Salesforce typically uses more standardized naming conventions for permission sets, and this appears to be a distractor option that doesn’t correspond to an actual feature. Permissions in Salesforce are granular, but they are grouped logically under broader permission sets rather than hyper-specific ones like this.
Option B: Prompt Template User permission set
This is the correct answer. In Salesforce, the Prompt Builder feature, which is integral to Agentforce, includes permission sets designed to control access to prompt templates. The "Prompt Template User" permission set is an official Salesforce permission set that grants users the ability to execute (or invoke) prompt templates without giving them the ability to create or modify them. This aligns perfectly with the requirement that sales reps should only execute prompt templates, not manage them. The Prompt Template User permission set typically includes permissions like "Run Prompt Templates," which allows users to trigger templates from interfaces such as Lightning record pages or flows, while restricting access to the Prompt Builder setup area where templates are designed.
Option C: Prompt Template Manager permission set
This option is incorrect because the "Prompt Template Manager" permission set is designed for users who need full administrative control over prompt templates. This includes creating, editing, and deleting templates in Prompt Builder, in addition to executing them. Since Universal Containers only wants sales reps to execute templates and not manage them, this permission set provides more access than required, violating the principle of least privilege―a key security best practice in Salesforce.
How It Works in Salesforce
To implement this, an administrator would:
Navigate to Setup > Permission Sets.
Locate or create the "Prompt Template User" permission set (this is a standard permission set available with Prompt Builder-enabled orgs).
Assign this permission set to the sales reps’ profiles or individual user records.
Ensure the prompt templates are configured and exposed (e.g., via Lightning components like the Einstein Summary component) on relevant pages, such as Opportunity or Account record pages, where sales reps can invoke them.
Why This Matters
By assigning the Prompt Template User permission set, Universal Containers ensures that sales reps can leverage AI-driven prompt templates to enhance productivity (e.g., drafting personalized emails or generating sales pitches) while maintaining governance over who can modify the templates. This separation of duties is critical in a secure Salesforce environment.
Reference to Official Salesforce Agentforce Specialist Documents
Salesforce Help: Prompt Builder Permissions
The official Salesforce documentation outlines permission sets for Prompt Builder, including "Prompt Template User" for execution-only access and "Prompt Template Manager" for full control.
Trailhead: Configure Agentforce for Service
This module discusses how permissions are assigned to control Agentforce features, including prompt-related capabilities.
Salesforce Ben: Why Prompt Builder Is Vital in an Agentforce World (November 25, 2024)
This resource explains how Prompt Builder integrates with Agentforce and highlights the use of permission sets like Prompt Template User to enable end-user functionality.
Question #108
Universal Containers (UC) wants to create a new Sales Email prompt template in Prompt Builder using the "Save As" function. However, UC notices that the new template produces different results compared to the standard Sales Email prompt due to missing hyperparameters.
What should UC do to ensure the new prompt template produces results comparable to the standard Sales Email prompts?
- A . Use Model Playground to create a model configuration with the specified parameters.
- B . Manually add the hyperparameters to the new template.
- C . Revert to using the standard template without modifications.
Correct Answer: B
B
Explanation:
When Universal Containers creates a new Sales Email prompt template using the "Save As" function, missing hyperparameters can result in different outputs. To ensure the new prompt produces comparable results to the standard Sales Email prompt, the Agentforce Specialist should manually add the necessary hyperparameters to the new template.
Hyperparameters like Temperature, Frequency Penalty, and Presence Penalty directly affect how the AI generates responses. Ensuring that these are consistent with the standard template will result in similar outputs.
Option A (Model Playground) is not necessary here, as it focuses on fine-tuning models, not adjusting templates directly.
Option C (Reverting to the standard template) does not solve the issue of customizing the prompt template.
For more information, refer to Prompt Builder documentation on configuring hyperparameters in custom templates.
B
Explanation:
When Universal Containers creates a new Sales Email prompt template using the "Save As" function, missing hyperparameters can result in different outputs. To ensure the new prompt produces comparable results to the standard Sales Email prompt, the Agentforce Specialist should manually add the necessary hyperparameters to the new template.
Hyperparameters like Temperature, Frequency Penalty, and Presence Penalty directly affect how the AI generates responses. Ensuring that these are consistent with the standard template will result in similar outputs.
Option A (Model Playground) is not necessary here, as it focuses on fine-tuning models, not adjusting templates directly.
Option C (Reverting to the standard template) does not solve the issue of customizing the prompt template.
For more information, refer to Prompt Builder documentation on configuring hyperparameters in custom templates.
Question #109
Universal Containers (UC) is tracking web activities in Data Cloud for a unified contact, and wants to use that in a prompt template to help extract insights from the data.
Assuming that the Contact object is one of the objects associated with the prompt template, what is a valid way for DC to do this?
- A . Call the prompt directly from Data Cloud with a web tracing activity included in the prompt definition.
- B . Add the activity records as an enrichment related list to the Contact then pass the Contact into a prompt template workspace using related list grounding.
- C . Create a prompt template that takes a list of all Data Cloud activity records as input to pass to the large language model (LLM).
Correct Answer: B
B
Explanation:
To integrate web activity data from Data Cloud into a prompt template, the correct approach is to enrich the Contact object with the activity records as a related list and use related list grounding (Option B).
Here’s why:
Data Cloud Integration: Data Cloud unifies web activity data and associates it with the unified Contact record. By adding these activities as a related list to the Contact, the data becomes accessible to the prompt template.
Prompt Template Grounding: Salesforce prompt templates support grounding on related records. When the Contact is passed to the prompt template, the template can reference the related web activity records (via the related list) to extract insights.
Structured Data Handling: This method aligns with Salesforce best practices for grounding, ensuring the large language model (LLM) receives structured, context-rich data without overwhelming it with raw activity lists.
Why Other Options Are Incorrect:
B
Explanation:
To integrate web activity data from Data Cloud into a prompt template, the correct approach is to enrich the Contact object with the activity records as a related list and use related list grounding (Option B).
Here’s why:
Data Cloud Integration: Data Cloud unifies web activity data and associates it with the unified Contact record. By adding these activities as a related list to the Contact, the data becomes accessible to the prompt template.
Prompt Template Grounding: Salesforce prompt templates support grounding on related records. When the Contact is passed to the prompt template, the template can reference the related web activity records (via the related list) to extract insights.
Structured Data Handling: This method aligns with Salesforce best practices for grounding, ensuring the large language model (LLM) receives structured, context-rich data without overwhelming it with raw activity lists.
Why Other Options Are Incorrect:
Question #110
An Agentforce Service Agent, who has been successfully assisting customers with service requests in Salesforce, is now unable to help customers with issues related to a new product replacement process. The company recently implemented a custom Product Replacement object in Salesforce to track and manage these replacements.
Which Agentforce Agent User change must be implemented to address this issue?
- A . The permission set group assigned to the Agent User needs to grant access to the Product Replacement flow.
- B . The permission set assigned to the Agent User needs Read access to the custom Product Replacement object.
- C . The profile assigned to the Agentforce Agent User needs AI training permission to the custom Product Replacement object.
Correct Answer: B
B
Explanation:
Why is "Permission Set Read Access" the correct answer?
If an Agentforce Service Agent is unable to assist customers with the new Product Replacement process, it is likely due to missing object permissions.
Key Considerations for Object Access in Agentforce:
Custom Objects Require Permission Set Access
The new Product Replacement object must be explicitly assigned to the agent’s permission set.
o Without Read access, the agent cannot view or interact with the object.
Ensuring Full Data Access for Agents
o In Setup → Permission Sets, the admin should:
Grant Read access to the Product Replacement object
Ensure that related fields (e.g., status, replacement reason) are also accessible
Aligning AI and Agent Workflows
If Einstein AI is used to suggest solutions, the agent must have visibility into the Product Replacement object for context-aware responses.
Why Not the Other Options?
B
Explanation:
Why is "Permission Set Read Access" the correct answer?
If an Agentforce Service Agent is unable to assist customers with the new Product Replacement process, it is likely due to missing object permissions.
Key Considerations for Object Access in Agentforce:
Custom Objects Require Permission Set Access
The new Product Replacement object must be explicitly assigned to the agent’s permission set.
o Without Read access, the agent cannot view or interact with the object.
Ensuring Full Data Access for Agents
o In Setup → Permission Sets, the admin should:
Grant Read access to the Product Replacement object
Ensure that related fields (e.g., status, replacement reason) are also accessible
Aligning AI and Agent Workflows
If Einstein AI is used to suggest solutions, the agent must have visibility into the Product Replacement object for context-aware responses.
Why Not the Other Options?