AI Associate Intermediate Practice Exam: Medium Difficulty 2025

A customer support team wants an AI-generated reply suggestion for each incoming case email. Compliance requires that agents can see what source information the AI used, and agents must approve before anything is sent. Which approach best meets these requirements?

A sales organization wants to use AI to summarize call notes into a formatted meeting recap. The input may contain personal data, and the company must minimize exposure of sensitive information while still producing useful summaries. What is the best practice to implement?

A service manager is concerned that an AI-assisted case prioritization tool may unfairly deprioritize cases from certain regions due to historical patterns. What is the most appropriate way to address this concern during implementation?

A sales team wants AI to draft a personalized follow-up email after a meeting. They want the draft to reference the latest Opportunity stage, key products discussed, and approved marketing messaging. Which design best balances relevance and control in Salesforce?

An admin is enabling an AI feature that uses CRM data to generate summaries. The security team asks how Salesforce permissions should influence what the AI can reference for a given user. What is the best answer?

A team wants to deploy an AI assistant for agents that can answer questions using internal policies stored as Knowledge articles. They also want the assistant to cite sources to build trust. Which capability most directly supports this requirement?

A company wants to improve lead scoring using AI. They discover that key fields like Industry and Lead Source are missing for many records and values are inconsistent (e.g., 'Tech', 'Technology', 'High Tech'). What should they do first to improve AI outcomes?

A retailer is building an AI-powered service assistant. They want the assistant to use only the most up-to-date return policy and avoid outdated instructions that still exist in older Knowledge articles. What is the best data approach?

A business wants an AI solution to recommend the 'next best action' for account managers. They have data across Sales Cloud and Service Cloud, but customer identifiers differ between systems, causing duplicate profiles. What data task is most critical before implementing recommendations?

A team plans to roll out an AI-generated case summary feature. Leadership wants a measurable way to validate that the feature improves productivity without harming quality. Which rollout plan is most appropriate?