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| Section | Weight | Objectives |
|---|
| 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
|
| Security | 10% | - Determine security and sharing settings
- 1. Implement row-level security
- 2. Describe how Salesforce security is applied in CRM Analytics
|
| 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. Configure and deploy Einstein Discovery models
- 2. Integrate predictions into CRM Analytics dashboards
|
| Analytics Dashboard Configuration | 25% | - Configure dashboards
- 1. Set up dynamic dashboards
- 2. Configure bindings
- 3. Apply query filters
|
| Data Layer | 25% | - Implement and configure the right data transformations
- 1. Use Data Prep actions
- 2. Identify and resolve data sync issues
- Identify the right data sources and data flows for CRM Analytics
- 1. Describe how Salesforce objects map to CRM Analytics
- 2. Describe use cases for Data Prep (Dataflows and Recipes)
- 3. Define datasets
|
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Salesforce Certified CRM Analytics and Einstein Discovery Consultant Sample Questions (Q39-Q44):
NEW QUESTION # 39
A CRM Analytics administrator is working on deploying a dashboard and a dataset from a developer sandbox to a full sandbox. They have deployed the dataset via change set and manually copy-pasted the dashboard JSON into the target org. However, they notice that the conditional formatting and the widget-specific number formats have been lost in the target environment.
What is causing this issue?
- A. Analytics Dashboard XMD was NOT included as part of the deployment package.
- B. The recipe that generated the dataset also needs to be included as part of the package.
- C. Analytics Dataset XMD was NOT included as part of the deployment package,
Answer: C
Explanation:
When deploying a dataset and dashboard between environments in CRM Analytics, it's essential to include theExtended Metadata (XMD)file, which controls aspects such as conditional formatting and number formatting. In this case, the administrator manually copied the dashboard JSON but did not deploy the Analytics Dataset XMD, which leads to the loss of conditional formatting and widget-specific number formats in the target environment. Including the XMD ensures that all formatting and metadata are transferred correctly.
Reference: Detailed information on XMD files and their role in formatting is covered in theCRM Analyticsdeployment and customization documentation.
NEW QUESTION # 40
An CRM Analytics consultant is working with Ursa Major Solar to build a dashboard to understand customer renewals. Each subscription is captured as a Closed Won Opportunity within Salesforce and asingle Account should only have one active subscription. The consultant notices the Opportunity record does NOT specify whether it is a renewal or a net new subscription.
Which data transformation should the consultant use to determine if a subscription is new or a renewal?
- A. Flatten
- B. Custom Formula
- C. Custom Multiple row formula
Answer: B
Explanation:
To determine whether a subscription is new or a renewal from the Opportunity records in Salesforce, the consultant should utilize a Custom Formula in the data transformation process. Here's the rationale:
* Custom Formula Usage: By employing a custom formula, the consultant can create a logical expression that checks the historical data associated with each account. If an account has previous closed-won opportunities, any new opportunities can be labeled as renewals; otherwise, they are considered new subscriptions.
* Data Insight: This method provides a straightforward way to derive new insights (new vs. renewal) directly from existing data without altering the data structure itself, making it a non-invasive and efficient solution.
* Implementation: The custom formula can be applied in a recipe or directly within a dataflow in CRM Analytics, offering flexibility in how and where the transformation is executed.
NEW QUESTION # 41
A CRM Analytics consultant is asked to make sure the new sales performance dashboard is accessible in the mobile app. They have created multiple mobile layouts for the same dashboard.
How is CRM Analytics expected to perform?
- A. If more than one layout is eligible, the one with the most device properties set is used.
- B. If more than one layout Is eligible, the one with the most widgets is used.
- C. If more than one layout is eligible, the one with the most global filters is used.
Answer: A
NEW QUESTION # 42
A CRM Analytics consultant is building a dashboard for Cloud Kicks that is embedded in a separate Lightning page called "Management Dashboard" using a CRM Analytics Dashboard Component. The system administrator and the contract manager should both have access. The system administrator is able to see the dashboard and the data, but the contract manager sees a blank Lightning page.
What is causing the issue?
- A. The consultant has set up/enabled a 'Hide on Error' feature for the dashboard while embedding it.
- B. The consultant has set up a dashboard filter condition for data to be visible to system administrators only.
- C. The consultant has set up component visibility for the dashboard for system administrators only.
Answer: C
NEW QUESTION # 43
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. Make sure the dashboard automatically is optimized for mobile viewing.
- C. Enable mobile optimization in the analytics settings under Setup.
Answer: A
NEW QUESTION # 44
......
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