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| Section | Weight | Objectives |
|---|
| Topic 1: Dashboard Design & Development | 25% | - Build & Configure Dashboards
- 1. Use SAQL for advanced queries
- 2. Implement bindings, filters, and interactions
- 3. Create lenses, steps, and visualizations
- Design Principles
- 1. Design for mobile and Lightning compatibility
- 2. Apply best practices for usability and performance
|
| Topic 2: Security & Access | 12% | - Sharing & Permissions
- 1. Manage user and group access
- 2. Implement row-level security and inheritance
- 3. Configure app, dataset, and field-level security
|
| Topic 3: Data Layer | 23% | - Data Management & Optimization
- 1. Resolve data sync and refresh issues
- 2. Optimize dataset performance
- 3. Implement data modeling and relationships
- Data Sources & Integration
- 1. Define datasets and map Salesforce objects
- 2. Extract, load, and prepare data using Data Manager
- 3. Use Dataflows and Recipes for transformation
|
| Topic 4: Analytics Administration & Deployment | 18% | - Implementation & Maintenance
- 1. Use Dashboard Inspector and Publisher
- 2. Manage versioning and deployment
- 3. Monitor and optimize query performance
|
| Topic 5: Einstein Discovery | 22% | - Model Building & Configuration
- 1. Select prediction type: numeric, binary, multi-class
- 2. Prepare and assess data for modeling
- 3. Train, evaluate, and refine models
- Deployment & Usage
- 1. Monitor and maintain model performance
- 2. Embed predictions in dashboards and Lightning pages
- 3. Interpret results and recommendations
|
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Salesforce Certified CRM Analytics and Einstein Discovery Consultant Sample Questions (Q73-Q78):
NEW QUESTION # 73
A CRM Analytics consultant has been asked to add a custom object to existing recipe. When trying to locate the object, the consultant can see only Direct Data and NOT the SFDC Local data sync.
How should the consultant resolve this?
- A. Create a new data sync connection, run the sync, and add to recipe.
- B. Turn on data syne for the object, run the sync, and then add to recipe.
- C. Clone the recipe, add the new object to the recipe, and run the recipe.
Answer: B
NEW QUESTION # 74
The CRM Analytics consultant at Universal Containers (UC) has set up data sync for the Salesforce Opportunity object with the Amount currency field added. This is being used in multiple datasets and dashboards, as UC is a multi-currency organization.
The currency used in Salesforce records is set up in GBP but the data on the dashboard is converting to USD.
Conversion logic is not set up on any of the recipes.
Why is the currency converting?
- A. The Integration User currency is set up as USD.
- B. The ANS local currency is set up as USD.
- C. The org corporate currency is set up as USD.
Answer: C
Explanation:
In Salesforce CRM Analytics, when dealing with multi-currency environments, the system relies on the organization's corporate currency setting for reporting, unless explicitly overridden. In this case, even though the Opportunity data is stored in GBP in Salesforce, the dashboards are showing USD because the corporate currency for the org is set to USD. This behavior is expected unless currency conversion logic is implemented in the datasets or recipes.
The corporate currency serves as the default for currency fields in datasets and dashboards unless configured otherwise. This can be confirmed under the "Manage Currencies" settings in Salesforce.
Reference: The currency handling rules in CRM Analytics, including how the corporate currency affects reporting, are detailed inSalesforce documentation on multi-currency organizationsand theEinstein Discoverytraining materials.
NEW QUESTION # 75
Cloud Kicks (CK) has a dashboard in CRM Analytics with forecasting data. One widget is a compare table using the timeseries function showing the quarterly forecast. However, CK is interested in enhancing the dashboard with a weekly forecast per customer.
How should CK achieve this?
- A. An SAQL query with a timeseries statement specifying Opportunity Name as the partition and Y-M-W as the Date Cols
- B. An SAQL query with a timeseries statement specifying Account Name as the partition and Y-M-W as the Date Cols
- C. An SAQL query with @ timeseries statement specifying Account Name as the partition and Y-M-D as the Date Cols
Answer: B
Explanation:
To create a weekly forecast per customer, anSAQL (Salesforce Analytics Query Language)query can be used.
The timeseries function generates forecast data based on a specified date range. In this case, the forecast is customer-specific, meaning the partition should be based onAccount Nameto ensure that the forecast is generated for each customer. The date column (Date Cols) should be set to Y-M-W to aggregate the forecast data on a weekly basis.
NEW QUESTION # 76
Cloud Kicks has informed CRM Analytics developers that they have two scenarios with restricted row-level security.
The parameters being:
1. Non-CXOs and VPs working in EMEA can have access to EMEA records only.
2. CXOs and VPs should have access to all data irrespective of the region (APAC, EMEA, etc.).
Which sharing method works for this scenario?
- A. Create two separate datasets; one for EMEA, and one for CXOs and VPs.
- B. Use a field on the user record like Department/Region, and apply row-level security based on that field.
- C. Create two sets of dashboards; one for EMEA, and one for CXOs and VPs while filtering the dashboard on the region.
Answer: B
NEW QUESTION # 77
The CRM Analytics consultant at Cloud Kicks (CK) notices that a specific dashboard is showing a different date and time from their locale. Upon investigating, they find that the recipe and datasetswere created from a locale with a PST time zone while CK is in the CET time zone.
What led to this problem?
- A. The developer turned off dynamic time zone in CRM Analytics settings.
- B. The dataset metadata locale Is not overridden by Individual user locale settings.
- C. Data within datasets is modified for localization or internationalization.
Answer: A
NEW QUESTION # 78
......
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