SALESFORCE CERTIFIED CPQ SPECIALIST
EXAMS REVIEW STUDY SHEET 2026
ACCURATE RESPONSES FULL SOLUTION
◉ Einstein Trust Layer. Answer: A framework in Salesforce designed
to ensure transparency, compliance, and security for organizations
using AI.
◉ Prompt Defense. Answer: A feature in the Einstein Trust Layer
that helps minimize the risks of jailbreaking and prompt injection
attacks.
◉ Audit Trail in Data Cloud. Answer: Captures and stores all
prompts submitted to large language models (LLMs), ensuring
sensitive data interactions are logged.
◉ Salesforce Einstein Studio. Answer: A platform for creating AI-
powered models that can predict outcomes based on data.
◉ Customer Lifetime Value (CLV). Answer: A prediction that helps
sales teams focus on high-value accounts and make informed
decisions regarding customer retention and engagement.
,◉ Draft with Einstein feature. Answer: A feature in Sales Cloud that
allows users to create personalized emails with predefined
adjustments.
◉ Make Less Formal. Answer: A predefined adjustment option in the
Draft with Einstein feature that revises the draft to have a more
casual tone.
◉ Copilot Actions page. Answer: The central location where copilot
actions are managed and configured.
◉ Prompt Builder. Answer: A tool in Salesforce for creating and
managing prompts used in AI interactions.
◉ Secure Data Retrieval and Grounding. Answer: A feature that
ensures that data used by AI is securely retrieved.
◉ Data Masking. Answer: A technique focused on protecting
sensitive information but does not prevent injection attacks.
◉ Prompt Injection Attacks. Answer: Attacks that occur when
malicious users manipulate the AI model by providing unintended
inputs.
,◉ Audit Trail. Answer: A record that captures and stores all user-
generated prompts for auditing and compliance purposes.
◉ Einstein Studio Use Case Overview. Answer: Documentation that
outlines various use cases for AI in sales operations.
◉ Enhance Friendliness. Answer: A predefined adjustment that
makes the tone of the draft more positive but not necessarily more
casual.
◉ Optimize for Clarity. Answer: A predefined adjustment that
focuses on making the draft clearer without adjusting the tone.
◉ Global Actions. Answer: A feature in Salesforce that allows for the
management of actions across different contexts.
◉ Copilot Action Library Tab. Answer: A repository where
predefined or custom actions for Copilot can be accessed and
modified.
◉ Salesforce Documentation. Answer: Official resources that provide
guidelines and information on managing Salesforce features.
, ◉ Technical Support. Answer: Assistance provided by experts
regarding product-related inquiries or issues.
◉ Encryption Code. Answer: A unique code associated with each
order to ensure product security.
◉ Legal Punishment. Answer: Consequences that may arise from
unauthorized changes to the product.
◉ Salesforce AI Trust Layer. Answer: Documentation outlining how
organizations can manage and track generative AI interactions
securely.
◉ Prompt Template Type. Answer: The specific format or structure
used for creating prompts in the Prompt Builder.
◉ CRM-derived Grounding Data. Answer: Data sourced from the
Customer Relationship Management system used to enhance AI
responses.
◉ Model Selection. Answer: The process of choosing which AI model
to use for generating responses.
EXAMS REVIEW STUDY SHEET 2026
ACCURATE RESPONSES FULL SOLUTION
◉ Einstein Trust Layer. Answer: A framework in Salesforce designed
to ensure transparency, compliance, and security for organizations
using AI.
◉ Prompt Defense. Answer: A feature in the Einstein Trust Layer
that helps minimize the risks of jailbreaking and prompt injection
attacks.
◉ Audit Trail in Data Cloud. Answer: Captures and stores all
prompts submitted to large language models (LLMs), ensuring
sensitive data interactions are logged.
◉ Salesforce Einstein Studio. Answer: A platform for creating AI-
powered models that can predict outcomes based on data.
◉ Customer Lifetime Value (CLV). Answer: A prediction that helps
sales teams focus on high-value accounts and make informed
decisions regarding customer retention and engagement.
,◉ Draft with Einstein feature. Answer: A feature in Sales Cloud that
allows users to create personalized emails with predefined
adjustments.
◉ Make Less Formal. Answer: A predefined adjustment option in the
Draft with Einstein feature that revises the draft to have a more
casual tone.
◉ Copilot Actions page. Answer: The central location where copilot
actions are managed and configured.
◉ Prompt Builder. Answer: A tool in Salesforce for creating and
managing prompts used in AI interactions.
◉ Secure Data Retrieval and Grounding. Answer: A feature that
ensures that data used by AI is securely retrieved.
◉ Data Masking. Answer: A technique focused on protecting
sensitive information but does not prevent injection attacks.
◉ Prompt Injection Attacks. Answer: Attacks that occur when
malicious users manipulate the AI model by providing unintended
inputs.
,◉ Audit Trail. Answer: A record that captures and stores all user-
generated prompts for auditing and compliance purposes.
◉ Einstein Studio Use Case Overview. Answer: Documentation that
outlines various use cases for AI in sales operations.
◉ Enhance Friendliness. Answer: A predefined adjustment that
makes the tone of the draft more positive but not necessarily more
casual.
◉ Optimize for Clarity. Answer: A predefined adjustment that
focuses on making the draft clearer without adjusting the tone.
◉ Global Actions. Answer: A feature in Salesforce that allows for the
management of actions across different contexts.
◉ Copilot Action Library Tab. Answer: A repository where
predefined or custom actions for Copilot can be accessed and
modified.
◉ Salesforce Documentation. Answer: Official resources that provide
guidelines and information on managing Salesforce features.
, ◉ Technical Support. Answer: Assistance provided by experts
regarding product-related inquiries or issues.
◉ Encryption Code. Answer: A unique code associated with each
order to ensure product security.
◉ Legal Punishment. Answer: Consequences that may arise from
unauthorized changes to the product.
◉ Salesforce AI Trust Layer. Answer: Documentation outlining how
organizations can manage and track generative AI interactions
securely.
◉ Prompt Template Type. Answer: The specific format or structure
used for creating prompts in the Prompt Builder.
◉ CRM-derived Grounding Data. Answer: Data sourced from the
Customer Relationship Management system used to enhance AI
responses.
◉ Model Selection. Answer: The process of choosing which AI model
to use for generating responses.
