Salesforce AI Specialist Practice Exam

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What are pre-defined prompts used across different scenarios in a CRM context called?

Custom Workflows
Prompt Templates
Dynamic Responses
Guided Actions

The correct answer is: Prompt Templates

Pre-defined prompts that are used in various scenarios within a Customer Relationship Management (CRM) context are referred to as prompt templates. These templates serve as structured frameworks that guide users in their interactions, ensuring consistency and efficiency in communications and actions across different customer engagements. Prompt templates are crucial for maintaining a standardized approach to handling customer inquiries, generating reports, or conducting outreach. By utilizing these templates, organizations can improve response times and enhance the overall customer experience, as they provide users with the necessary guidance to address specific situations effectively. While options like custom workflows and dynamic responses deal with automating processes or reacting to live data, they don't specifically focus on the pre-defined nature of prompts that can be reused across varying scenarios. Guided actions may also pertain to user navigation through processes but do not encapsulate the essence of pre-defined reusable templates as effectively as prompt templates do.