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| Section | Weight | Objectives |
|---|
| Dashboard Design & Development | 25% | - Design Principles
- 1. Apply best practices for usability and performance
- 2. Design for mobile and Lightning compatibility
- Build & Configure Dashboards
- 1. Create lenses, steps, and visualizations
- 2. Implement bindings, filters, and interactions
- 3. Use SAQL for advanced queries
|
| Security & Access | 12% | - Sharing & Permissions
- 1. Configure app, dataset, and field-level security
- 2. Implement row-level security and inheritance
- 3. Manage user and group access
|
| Einstein Discovery | 22% | - Model Building & Configuration
- 1. Prepare and assess data for modeling
- 2. Train, evaluate, and refine models
- 3. Select prediction type: numeric, binary, multi-class
- Deployment & Usage
- 1. Embed predictions in dashboards and Lightning pages
- 2. Monitor and maintain model performance
- 3. Interpret results and recommendations
|
| Data Layer | 23% | - Data Management & Optimization
- 1. Resolve data sync and refresh issues
- 2. Implement data modeling and relationships
- 3. Optimize dataset performance
- Data Sources & Integration
- 1. Extract, load, and prepare data using Data Manager
- 2. Define datasets and map Salesforce objects
- 3. Use Dataflows and Recipes for transformation
|
| Analytics Administration & Deployment | 18% | - Implementation & Maintenance
- 1. Use Dashboard Inspector and Publisher
- 2. Manage versioning and deployment
- 3. Monitor and optimize query performance
|
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Salesforce Certified CRM Analytics and Einstein Discovery Consultant Sample Questions (Q117-Q122):
NEW QUESTION # 117
Acompany wants to create a timeline chart to visualize the evolution of its Closed Won opportunities.

What are the required parameters to build a lens that displays output similar to the image shown?
- A. 1 measure, 0 groupings if trellis Is disabled, or 0-2 groupings If trellis is enabled
- B. 1 measure, 1-2 groupings if trellis is disabled, or 1-4 groupings if trellis is enabled
- C. 1 measure, 1 grouping by a date field, and either 0-1 groupings groupings by a dimensionif trellis is disabled, or 0-2groupings if trellis is enabled
Answer: C
Explanation:
To create a timeline chart similar to the one shown, the following parameters are typically required:
* 1 Measure: This could be the count of Closed Won opportunities or any other relevant metric that needs to be tracked over time.
* 1 Grouping by a Date Field: This is essential to plot the timeline effectively. The date field would typically be the close date of the opportunities.
* Additional Groupings: Depending on the complexity and the detail needed, additional groupings can be added. For example, grouping by region or product line can provide more insights into the timeline. If trellis is used, it allows for the creation of multiple smaller charts within the main chart, each representing a slice of data based on the additional groupings.
This setup helps visualize the evolution of Closed Won opportunities over time, making it easy to spot trends, seasonal patterns, or other relevant insights.
NEW QUESTION # 118
Universal Containers (UC) creates a dataset, "Book11", containing a budget per region per month for the first
6 months of the year, as shown in the graphic below. Now, UC wants to create a lens showing the total budget for each region for each month. Every combination of region and month must be shown in the lens, even if there is no data.

How should a CRM Analytics consultant help UC build this lens?
- A. Use a "fill" statement in SAQL query with a "partition" parameter.
- B. Use a "Compare Table" and use the "Show Totals" option.
- C. Use a "Compare Table" and add a column leveraging the "Running Total" function.
Answer: C
NEW QUESTION # 119
A consultant is building a CRM Analytics dashboard for Universal
Containers. The consultant has enabled data sync to increase the
speed of datasets refreshing.
How often will the data on the dashboard be refreshed?
- A. When data sync runs to completion, and then dataflow/recipe runs to completion
- B. When the dashboard viewer clicks the Refresh button
- C. When dataflow/recipe runs to completion, and then data syne runs to completion
Answer: A
NEW QUESTION # 120
Universal Containers builds a new sales dashboard and wants to makesure account managers can access the dashboard while traveling.
What should the consultant consider doing in this process?
- A. A Set the optimal Dashboard width for the Phone layout to get a more accurate preview.
- B. Enable mobile optimization in the analytics settings under Setup.
- C. Make sure the dashboard automatically is optimized for mobile viewing.
Answer: A
NEW QUESTION # 121
Universal Containers has a single dataset that contains the attainment and commission fields for all sales reps.
Each sales rep should be able view the attainment data for each rep in their division. Each repshould only be able to see their own commission data.
Which option should a CRM Analytics consultant use to enforce this requirement?
- A. Utilize a single dataset and apply security predicates and/or sharing inheritance.
- B. Add the sales organization to the attainment dataset access list to be able to view commission data.
- C. Create separate datasets for attainment and commission, and apply security Predicates and/or sharing inheritance.
Answer: C
NEW QUESTION # 122
......
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