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Salesforce Analytics-Con-201 Exam Syllabus Topics:

Section	Weight	Objectives
Topic 1: Analytics Administration & Deployment	18%	- Implementation & Maintenance 1. Monitor and optimize query performance 2. Manage versioning and deployment 3. Use Dashboard Inspector and Publisher
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: Dashboard Design & Development	25%	- Design Principles 1. Design for mobile and Lightning compatibility 2. Apply best practices for usability and performance - Build & Configure Dashboards 1. Implement bindings, filters, and interactions 2. Create lenses, steps, and visualizations 3. Use SAQL for advanced queries
Topic 4: Data Layer	23%	- Data Sources & Integration 1. Define datasets and map Salesforce objects 2. Use Dataflows and Recipes for transformation 3. Extract, load, and prepare data using Data Manager - Data Management & Optimization 1. Resolve data sync and refresh issues 2. Implement data modeling and relationships 3. Optimize dataset performance
Topic 5: Einstein Discovery	22%	- Deployment & Usage 1. Monitor and maintain model performance 2. Interpret results and recommendations 3. Embed predictions in dashboards and Lightning pages - Model Building & Configuration 1. Prepare and assess data for modeling 2. Train, evaluate, and refine models 3. Select prediction type: numeric, binary, multi-class

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Salesforce Certified CRM Analytics and Einstein Discovery Consultant Sample Questions (Q14-Q19):

NEW QUESTION # 14
Universal Containers (UC) is rolling out CRM Analytics to its field sales that include dashboards withorder data from an external source.
UC has a well-defined role hierarchy where everyone is assigned to an appropriate node on the hierarchy. In addition, the order data has a reference to a Salesforce opportunity.
An individual sales rep should be able to view all orders that they own or as part of the account team or opportunity team. The sales manager should be able to view all orders for the entire sales team. Similarly, the VP of sales should be able to view orders for everyone who rolls up in that hierarchy.
The dataset has a field called Ownerld which represents the order owner.
Given this information, how should a CRM Analytics consultant implement the above requirements?

A. As part of the recipe, use a formula on the Roleid fildto create an attribute called 'ParentRolelDs' on the dataset, and apply the following security predicate: 'ParentRolelDs' ==''$UserRoleId'' || Owned\ ==
'$User,id\\,
B. As part of the recipe, use the flatten operation on the role hierarchy, create a multi-value attribute called
'ParentRoleIDs' on the dataset, and apply the following security predicate: 'ParentRoleIDs' == "$User.
UserRoleld" || 'TeamMember.Id' '$User, Id" || 'Ownerld' == "$User.Id".
C. As part of the recipe, use a multi row formula on the Roleld field to create an attribute called
'ParentRoleIDs' on the dataset, and apply the following security predicate:"$User.UserRoleld" ||
'Ownerld' == "$User.Id".

Answer: B

Explanation:
In addressing the requirements of Universal Containers to ensure proper visibility of order data across different levels of the sales hierarchy, the use of a security predicate based on role hierarchies is paramount.
Here's why Option B is the ideal approach:
* Flatten Operation on Role Hierarchy: This operation is essential as it allows for the creation of a simplified or "flattened" view of the hierarchical relationships within the organization. This flattened view enables the dataset to understand and respect the hierarchical structure in security implementations.
* Creating a Multi-value Attribute ('ParentRoleIDs'): By creating this attribute, the recipe can hold multiple role IDs that a particular user has visibility permissions for. This is crucial in a hierarchical organization like UC where data visibility needs to cascade down the hierarchy.
* Security Predicate: The predicate ('ParentRoleIDs' == "$User.UserRoleld" || 'TeamMember.Id' ==
'$User.Id' || 'Ownerld' == "$User.Id") effectively enforces that:
* A user can see all orders where their role matches any of the role IDs in the 'ParentRoleIDs' list (hierarchical visibility).
* A user can see all orders where they are specifically listed as a team member.
* A user can see all orders where they are the owner.
This approach aligns with best practices for implementing row-level security in CRM Analytics, ensuring data visibility is managed correctly according to the defined organizational hierarchy and individual data ownership.

NEW QUESTION # 15
A versioning feature allows CRM Analytics users to be added as Publishers and make changes separately while a 'Live' version is still being usedby other users. Once the changes are complete, the user can then set their updated version as the Live version.
Which CRM Analytics item is this leveraged for?

A. goats
B. Dataset
C. App

Answer: C

Explanation:
In CRM Analytics, the versioning feature described is typically leveraged for Apps. This feature allows:
* Parallel Development: Users can work on changes in a separate version without affecting the live version being accessed by others.
* Controlled Publishing: Once changes are finalized, the user can then promote their version to be the new live version, ensuring seamless updates without disrupting ongoing usage.
* Collaborative Workflows: Facilitates teamwork by allowing multiple users to propose and test changes in a controlled environment before making those changes live.
This approach ensures that CRM Analytics apps remain dynamic and can evolve over time while maintaining stability and continuity for end-users.

NEW QUESTION # 16
A CRM Analytics consultant is adding direct data into an existing recipe. When trying to click on the input node, data preview is taking a long time to show any results.
How should the consultant resolve this?

A. Update the Sample Size under Data Preview Sampling to 5,000 rows.
B. Use the Filtered Rows sampling mode under Data Preview Sampling to filter records.
C. Register the Salesforce object and use Filtered Rows under Data Preview Sampling.

Answer: B

NEW QUESTION # 17
Universal Containers (UC) is using CRM Analytics to create two datasets.
* Dataset A: Contains a list of activities with an "activityID" dimension and a "userID" dimension
* Dataset B: Contains a list of users with a "userID" dimension
UC wants to delete all activities from Dataset A related to users in Dataset B.
How should the CRM Analytics consultant help UC achieve this?

A. Use the recipe node "delete" and set "userID" as the deletion ID.
B. Use the combination of recipe transformations: "join" and "filter".
C. Use the "update" transformation and utilize the "filter" node.

Answer: B

NEW QUESTION # 18
Universal Containers' sales team is looking to build a dashboard that shows the total revenue from their top
10 accounts (based on revenue) and make it dynamic with the filters of the dashboard.
Which action is required to accomplish this?

A. Create a query and sort descending by revenue and limit it to 10 results.
B. Create 2 query with a selection based interaction asa filter using the limit query to pass in the 10 Account IDs.
C. Create a query with a results based interaction as a filter using the limit query to pass in the 10 Account IDs.

Answer: A

Explanation:
To create a dashboard showing the top 10 accounts by revenue dynamically, the best approach is to create a query that sorts the accounts in descending order by revenue and limits the results to the top 10. This query can then be used as the data source for the widget, ensuring that it dynamically adjusts based on the filters applied to the dashboard.
This method efficiently handles the task because sorting by revenue and limiting the results to 10 ensures that only the top accounts are displayed, and it remains dynamic with dashboard filters.

NEW QUESTION # 19
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