Salesforce Analytics-Con-201 study guide

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Salesforce Analytics-Con-201 Exam Syllabus Topics:

SectionWeightObjectives
Topic 1: Analytics Dashboard Design20%- Design and build CRM Analytics dashboards
  • 1. Apply design best practices
  • 2. Use Lenses and Dashboards
  • 3. Describe the use cases for Visualforce and Lightning components
Topic 2: Security10%- Determine security and sharing settings
  • 1. Describe how Salesforce security is applied in CRM Analytics
  • 2. Implement row-level security
Topic 3: Analytics Dashboard Configuration25%- Configure dashboards
  • 1. Apply query filters
  • 2. Set up dynamic dashboards
  • 3. Configure bindings
Topic 4: Einstein Discovery20%- Implement Einstein Discovery
  • 1. Integrate predictions into CRM Analytics dashboards
  • 2. Configure and deploy Einstein Discovery models
- Describe Einstein Discovery concepts
  • 1. Identify the use cases for Einstein Discovery
  • 2. Explain the model building process
  • 3. Interpret model results
Topic 5: Data Layer25%- Identify the right data sources and data flows for CRM Analytics
  • 1. Define datasets
  • 2. Describe use cases for Data Prep (Dataflows and Recipes)
  • 3. Describe how Salesforce objects map to CRM Analytics
- Implement and configure the right data transformations
  • 1. Identify and resolve data sync issues
  • 2. Use Data Prep actions

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Salesforce Certified CRM Analytics and Einstein Discovery Consultant Sample Questions (Q22-Q27):

NEW QUESTION # 22
Universal Containers has a dashboard for sales managers. They need to visualize the percentage of their opportunities in the pipeline in a Gauge chart. They want to customize the chart to keep track if they are below or beyond the target.

Which widget parameters should a consultant use?

Answer: B

Explanation:
In the scenario described, the sales managers at Universal Containers require a Gauge chart that not only shows the current percentage of opportunities in their pipeline but also indicates whether they arebelow or beyond their set targets. The appropriate widget parameters to achieve this visualization in Salesforce CRM Analytics (formerly known as Einstein Analytics) are:
* Reference Line: This parameter is crucial for defining a specific target value on the gauge chart. It visually marks a point that represents the target goal, providing an immediate visual cue as to whether the current percentage is below or above this point.
* Markers: Markers are used to represent and highlight specific values on the gauge chart. They can be utilized to emphasize the current percentage level of the pipeline, making it instantly visible how close or far the current value is from the reference line or target.
* Conditional Formatting: This feature allows the chart to change color or style based on whether the current values meet, exceed, or fall below the target. It is a critical visual tool for quickly communicating performance against targets. Conditional formatting can be set to alter the appearance of the gauge's fill color based on whether the values are above, equal to, or below the reference line, thereby providing an intuitive visual representation of performance relative to targets.
The combination of these three parameters enables a highly effective visualization for sales managers to monitor their performance against key metrics and targets directly on their dashboards. This setup is aligned with Salesforce's best practices for creating meaningful and actionable insights within CRM dashboards, ensuring that users can easily interpret and react to the data presented.
For more details on configuring these parameters, you can refer to Salesforce documentation and specific Trailhead modules that cover dashboard creation and customization:
* Wave Analytics Explorer
* Building Lenses, Dashboards, and Apps in CRM Analytics
These resources provide in-depth training and examples to help users effectively use Salesforce CRM Analytics for a wide range of data visualization needs.


NEW QUESTION # 23
Cloud Kicks uses CRM Analytics for its sales reporting. A new manager needs access to CRM Analytics to see specific dashboards.
How should the system administrator give access to the Analytics
Studio app in the App Launcher?

Answer: B


NEW QUESTION # 24
A CRM Analytics consultant is performing column profiling on dimension column in a recipe. Newly-added rows are not being considered in the Results tab of theprofile even though a sync wasrun for that specific object.
What is causing the issue?

Answer: B


NEW QUESTION # 25
Exhibit.

Given that the queries are using different datasets, which change should a CRM Analytics consultant make to solve this issue?

Answer: B


NEW QUESTION # 26
Cloud Kicks (CK) wants to use CRM Analytics to analyze trends of its sales pipeline in order to accelerate the company's sales process. To do so, CK needs to know the average time an opportunity spends in each stage. The data can be found in the Opportunity History object, but the value is not pre- calculated in Salesforce, so a consultant recommends using a recipe to calculate it.
How should the consultant use a recipe to calculate the average time an opportunity spends in each stage?

Answer: C


NEW QUESTION # 27
......

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