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| Section | Weight | Objectives |
|---|
| Security | 10% | - Determine security and sharing settings
- 1. Describe how Salesforce security is applied in CRM Analytics
- 2. Implement row-level security
|
| Analytics Dashboard Design | 20% | - Design and build CRM Analytics dashboards
- 1. Use Lenses and Dashboards
- 2. Apply design best practices
- 3. Describe the use cases for Visualforce and Lightning components
|
| Analytics Dashboard Configuration | 25% | - Configure dashboards
- 1. Apply query filters
- 2. Set up dynamic dashboards
- 3. Configure bindings
|
| Einstein Discovery | 20% | - Describe Einstein Discovery concepts
- 1. Explain the model building process
- 2. Interpret model results
- 3. Identify the use cases for Einstein Discovery
- Implement Einstein Discovery
- 1. Integrate predictions into CRM Analytics dashboards
- 2. Configure and deploy Einstein Discovery models
|
| Data Layer | 25% | - Implement and configure the right data transformations
- 1. Identify and resolve data sync issues
- 2. Use Data Prep actions
- Identify the right data sources and data flows for CRM Analytics
- 1. Describe how Salesforce objects map to CRM Analytics
- 2. Define datasets
- 3. Describe use cases for Data Prep (Dataflows and Recipes)
|
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Salesforce Certified CRM Analytics and Einstein Discovery Consultant Sample Questions (Q13-Q18):
NEW QUESTION # 13
ACRM Analytics consultant is reviewing results from an Einstein Discovery story with a business user. They agree with the findings but notice that none of the fields used in the story have a correlation value greater than
4%. The client is now concerned that the model
may not be good enough to deploy.
Which action should the consultant take?
- A. A Identify additional data that may have a stronger relationship with the outcome variable.
- B. Edit the model accuracy settings and rerun it to evaluate the correlation.
- C. Use the appropriate algorithm and update the model.
Answer: A
NEW QUESTION # 14
The sole manager of a CRM Analytics app at Cloud Kicks is leaving the company.
What should the CRM Analytics consultant do to ensure the app remains accessible?
- A. Wait for the CRM Analytics app to auto-assign an active user as its manager.
- B. Assign an active user the app's manager role before the previous manager is deactivated.
- C. Deactivate the user and assign an active one to the app's manager role.
Answer: B
Explanation:
To ensure continuity in managing a CRM Analytics app at Cloud Kicks after the current manager leaves, it is critical to proactively assign a new manager. Here's why this is the best approach:
* Role Transition: Assigning a new manager before the current manager's account is deactivated ensures there is no gap in app management, maintaining access and administrative continuity.
* Avoid Disruption: Waiting for an automatic reassignment (which does not typically occur in CRM Analytics) or post-deactivation reassignment could disrupt the management and operation of the app, potentially leading to access issues or administrative challenges.
* Proactive Management: This approach is in line with best practices for CRM system management, where critical roles and responsibilities are transitioned smoothly to avoid any operational disruptions.
NEW QUESTION # 15
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. Use a field on the user record like Department/Region, and apply row-level security based on that field.
- B. Create two sets of dashboards; one for EMEA, and one for CXOs and VPs while filtering the dashboard on the region.
- C. Create two separate datasets; one for EMEA, and one for CXOs and VPs.
Answer: A
Explanation:
For Cloud Kicks' requirements regarding access to data based on roles and geographic regions, the most efficient and scalable approach is to implement row-level security using fields on the user record, like Department or Region. Here's the rationale for choosing this approach:
* Scalability and Maintenance: By applying security rules based on user record fields, Cloud Kicks can manage access dynamically without needing to maintain multiple dashboards or datasets. This reduces administrative overhead and simplifies updates as roles or regional structures change.
* Flexibility: Using a field on the user record to control access allows for easy expansion or modification of security policies as new regions or roles are added.
* Simplicity: This method ensures a clear and straightforward security model that can be easily audited and understood by administrators and compliance teams.
NEW QUESTION # 16
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 org corporate currency is set up as USD.
- B. The Integration User currency is set up as USD.
- C. The ANS local currency is set up as USD.
Answer: A
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 # 17
A consultant sets up a Sales Analytics templated app that is very useful for sales operations at Universal Containers (UC). UC wants to make sure all of the data assets associated with the app, including:
recipes, dataflows, connectors, Einstein Discovery models, and prediction definitions are refreshedeveryday at
6:00 AM EST.
How should the consultant proceed?
- A. Use the Data Manager and schedule each item to run at 6:00 AM EST based on 'Time-based Scheduling'.
- B. Use the App Install History under Analytics Settings and schedule the app to run at 6:00 AM EST.
- C. Use the Data Manager and schedule the recipes/dataflows to run at 6:00 AM EST based on 'Time-based Scheduling'.
Answer: B
NEW QUESTION # 18
......
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