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| Section | Weight | Objectives |
|---|
| Topic 1: Security | 10% | - Determine security and sharing settings
- 1. Describe how Salesforce security is applied in CRM Analytics
- 2. Implement row-level security
|
| Topic 2: Data Layer | 25% | - Identify the right data sources and data flows for CRM Analytics
- 1. Describe use cases for Data Prep (Dataflows and Recipes)
- 2. Describe how Salesforce objects map to CRM Analytics
- 3. Define datasets
- Implement and configure the right data transformations
- 1. Identify and resolve data sync issues
- 2. Use Data Prep actions
|
| Topic 3: Einstein Discovery | 20% | - 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 4: Analytics Dashboard Design | 20% | - Design and build CRM Analytics dashboards
- 1. Use Lenses and Dashboards
- 2. Describe the use cases for Visualforce and Lightning components
- 3. Apply design best practices
|
| Topic 5: Analytics Dashboard Configuration | 25% | - Configure dashboards
- 1. Apply query filters
- 2. Set up dynamic dashboards
- 3. Configure bindings
|
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Salesforce Certified CRM Analytics and Einstein Discovery Consultant Sample Questions (Q91-Q96):
NEW QUESTION # 91
Cloud Kicks (CK) has a dashboard that is still showing 10 former account managers. CK has since expanded, and some have moved from their former roles. CK wants the dashboard to reflect current account managers and stay up to date as new team members join.
How should the CRM Analytics developer accomplish this?
- A. Create @ Watchlist and when the number of account manager updates, update the dashboard to reflect the same.
- B. Use a Repeater Widget that updates automatically as the data flows through the system.
- C. Build a report and get notified when a new account manager joins, and then edit the dashboard to add the account manager.
Answer: B
Explanation:
TheRepeater Widgetin CRM Analytics allows dynamic updates to be reflected on the dashboard automatically as data flows are updated. This means that as new account managers join or existing account managers change roles, the data in the widget will automatically reflect the latest information without manual updates. This is the most efficient way to keep the dashboard up-to-date with the current list of account managers.
NEW QUESTION # 92
Universal Containers (UC) uses a Microsoft Azure SQL Data Warehouse to gather information about sales reps' objectives. UC wants to use CRM Analytics to gain insights from this data and automatically load it into a CRM Analytics dataset daily. The data also needs to be transformed and merged with data from the company's org.
Which CRM Analytics user interface features should be used to complete these requirements?
- A. CRM Analytics Connector for Excel used in conjunction with dataflows/recipes
- B. Analytics REST API used in conjunction with dataflows/recipes.
- C. Microsoft Azure SQL Data Warehouse Connector used in Conjuction with dataflows/recipes
Answer: C
NEW QUESTION # 93
An CRM Analytics consultant creates a model to maximize the satisfaction of cases. They want to deploy the mode! and further use the model and predictions in an existing automated business process powered by Salesforce Flow.
What is the most efficient way to accomplish this?
- A. Use the Einstein Discovery flow action to make a prediction with the flow.
- B. Write an Apex class with Einstein Discovery Predictions and append them to process.
- C. Create a trigger on Case objectand use REST APIs to append the predictions intothe business process.
Answer: A
NEW QUESTION # 94
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. Deactivate the user and assign an active one to the app's manager role.
- B. Wait for the CRM Analytics app to auto-assign an active user as its manager.
- C. Assign an active user the app's manager role before the previous manager is deactivated.
Answer: C
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 # 95
A dashboard designer at Cloud Kicks creates a dashboard in CRM Analytics. The designer notices fields display on the dashboard with their APIlabels, such as "AccountId.Industry", and wants to change this behavior.
The designer also notices that the fields and their order appear to randomly change when a values table is created.
What should the CRM Analytics consultant explain to help the designer?
- A. The field labels can only be changed in the widget properties in the dashboard edit mode.
- B. The default fields in a values table can be changed by reordering how fields appear in the JSON of the value table.
- C. The default fields In a values table and the field labels can be modified in the dataset explorer.
Answer: C
Explanation:
For the scenario at Cloud Kicks where fields display with their API labels and the fields in a values table seem to change order randomly, the correct approach is to modify these settings in the dataset explorer within CRM Analytics. This allows for a more intuitive display and control over how data is presented in dashboards.
Here's how these adjustments help:
* Modifying Field Labels: Changing the field labels from their API names to more user-friendly names enhances readability and user experience. This can be done directly in the dataset explorer, which affects how fields appear across all dashboards utilizing that dataset.
* Controlling Field Order: The order of fields in a values table can seem random if not explicitly set. By using the dataset explorer, a designer can specify the order in which fields appear, which then reflects consistently in the dashboard's values table.
This functionality is part of CRM Analytics' aim to provide flexible and customizable data visualization tools.
Training on these features is available through various Salesforce Trailhead modules that discuss dashboard and dataset customization techniques, providing practical insights and guided tutorials to enhance dashboard design and user interaction.
Both these explanations are consistent with best practices as outlined in Salesforce's CRM Analytics documentation and the Trailhead educational content, ensuring that users are well-equipped to leverage the full capabilities of CRM Analytics for effective data management and presentation.
NEW QUESTION # 96
......
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