Salesforce Certified Agentforce Specialist Practice Exam
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Start NowAbout the Salesforce Certified Agentforce Specialist Certification
The Salesforce Certified Agentforce Specialist certification is designed for professionals who support Agentforce operations, manage user roles, and optimize agent productivity within the platform. As technology evolves and industry demands grow more complex; this credential validates your ability to apply real-world skills and knowledge using Salesforce tools and frameworks. Earning the certification positions you as a trusted expert, capable of solving high-impact challenges and contributing to secure, scalable, and efficient systems.
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Test Your Knowledge of Salesforce Certified Agentforce Specialist
Question #1
An insurance agency wants to track policy sales and renewals for each agent.
Which Salesforce feature best supports this?
A) Custom Objects for Policies and Renewals with Agent Lookup
B) Case Management Only
C) Marketing Cloud
D) Manual Spreadsheets
Solution
Correct answers: A – Explanation:
Custom objects track policies/renewals and relate them to agents; case management and marketing tools are not designed for this.
Question #2
The agency needs to automate reminders for policy renewals.
What should be implemented?
A) Workflow Rules or Salesforce Flow
B) Manual Calendar Invites
C) Email Only
D) Static Reports
Solution
Correct answers: A – Explanation:
Workflow Rules/Flow automate reminders; manual invites and email are less reliable, static reports do not automate reminders.
Question #3
Managers want to monitor agent performance in real time.
Which tool provides this capability?
A) Dashboards and Reports on Agent Activities
B) Manual Review Only
C) Email Updates
D) Chatter Announcements
Solution
Correct answers: A – Explanation:
Dashboards/Reports offer real-time insight; manual review, email, or chatter are not sufficient for performance tracking.
Question #4
The agency must ensure sensitive client data is only accessible to authorized agents.
Which Salesforce feature enables this?
A) Role Hierarchies and Sharing Rules
B) Public Read/Write Access
C) Manual Data Hiding
D) Campaign Influence
Solution
Correct answers: A – Explanation:
Role Hierarchies/Sharing Rules restrict access; public access and manual hiding are insecure, Campaign Influence is not relevant.
Question #5
The business wants to capture digital signatures on insurance documents.
What should be used?
A) Salesforce-integrated eSignature App (e.g., DocuSign)
B) Manual Paper Signatures
C) Email Attachments Only
D) Chatter Polls
Solution
Correct answers: A – Explanation:
Integrated eSignature apps automate digital signing; manual, email, or chatter methods are inefficient.
Question #6
The agency needs to track commissions earned by agents for each policy sold.
Which Salesforce feature supports this?
A) Custom Fields and Reports for Commission Tracking
B) Price Books Only
C) Manual Calculation
D) Service Console
Solution
Correct answers: A – Explanation:
Custom fields/reports provide visibility into commissions; price books, manual calculation, or service console are not suitable.
Question #7
The team wants to automate document generation for policy agreements.
Which tool should be used?
A) Salesforce Document Generation App (e.g., Conga Composer)
B) Manual Word Documents
C) Email Merge Only
D) Manual Spreadsheets
Solution
Correct answers: A – Explanation:
Document generation apps automate and standardize agreements; manual or static methods are inefficient.
Question #8
Managers must review outstanding policy applications and pending approvals.
Which Salesforce feature helps?
A) List Views and Approval Processes
B) Manual Email Review
C) Chatter Groups
D) Price Book Reports
Solution
Correct answers: A – Explanation:
Custom objects track policies/renewals and relate them to agents; case management and marketing tools are not designed for this.
Question #9
The agency wants to integrate policy data with external underwriting platforms.
What is the best approach?
A) API Integration with External Systems
B) Manual Data Entry
C) Email Exports
D) Static CSV Imports
Solution
Correct answers: A – Explanation:
API integration ensures real-time, reliable data sharing; manual or static methods are not scalable.
Question #10
The business needs to ensure compliance with changing insurance regulations.
Which Salesforce feature supports this?
A) Custom Validation Rules and Compliance Reports
B) Manual Tracking Only
C) Chatter Announcements
D) Public Dashboards
Solution
Correct answers: A – Explanation:
Validation rules/compliance reports help enforce rules; manual tracking and chatter are insufficient, public dashboards may expose sensitive data.
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