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Salesforce Analytics-Con-201 Exam Syllabus Topics:

SectionWeightObjectives
Data Layer23%- Data Management & Optimization
  • 1. Implement data modeling and relationships
  • 2. Optimize dataset performance
  • 3. Resolve data sync and refresh issues
- Data Sources & Integration
  • 1. Extract, load, and prepare data using Data Manager
  • 2. Define datasets and map Salesforce objects
  • 3. Use Dataflows and Recipes for transformation
Security & Access12%- Sharing & Permissions
  • 1. Configure app, dataset, and field-level security
  • 2. Implement row-level security and inheritance
  • 3. Manage user and group access
Dashboard Design & Development25%- Design Principles
  • 1. Apply best practices for usability and performance
  • 2. Design for mobile and Lightning compatibility
- Build & Configure Dashboards
  • 1. Use SAQL for advanced queries
  • 2. Create lenses, steps, and visualizations
  • 3. Implement bindings, filters, and interactions
Einstein Discovery22%- Deployment & Usage
  • 1. Embed predictions in dashboards and Lightning pages
  • 2. Interpret results and recommendations
  • 3. Monitor and maintain model performance
- Model Building & Configuration
  • 1. Prepare and assess data for modeling
  • 2. Train, evaluate, and refine models
  • 3. Select prediction type: numeric, binary, multi-class
Analytics Administration & Deployment18%- Implementation & Maintenance
  • 1. Use Dashboard Inspector and Publisher
  • 2. Manage versioning and deployment
  • 3. Monitor and optimize query performance

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Salesforce Certified CRM Analytics and Einstein Discovery Consultant Sample Questions (Q93-Q98):

NEW QUESTION # 93
The CRM Analytics consultant at Cloud Kicks is asked to make sure the data on the CRM Analytics dashboard be as real-time as possible.
It was agreed to set the sync refresh time to 5 minutes for one of the local connections. The org has a CRM Analytics Plus license but users are noticing that the earliest available time is 1 hour. The minutes option is not visible to the user.
What is causing the issue?

Answer: A

Explanation:
In the scenario where Cloud Kicks wants to set the sync refresh time to 5 minutes but finds that the minimum available time is 1 hour, the limitation is due to the licensing and feature availability in CRM Analytics Plus.
Here's the detailed explanation:
* License Restrictions: The CRM Analytics Plus license typically sets the minimum refresh interval at 1 hour. This is a built-in restriction that reflects the platform's capabilities and resource allocation norms.
* Platform Capabilities: While more frequent refreshes would be ideal for achieving near-real-time data synchronization, such capabilities might require additional customization or advanced setup, potentially involving higher tiers of service or additional Salesforce products.
* Operational Considerations: Frequent data refreshes, especially in shorter intervals like 5 minutes, can significantly impact system performance and resource utilization. Therefore, such options are generally restricted or managed tightly within Salesforce environments.
This understanding aligns with Salesforce's documentation and product specifications, which outline what features and capabilities are available under different licensing agreements.


NEW QUESTION # 94
Several users are complaining they are unable to see a specific dashboard on a Salesforce Lightning page anymore. The CRM Analytics consultant logs in as one of the users and sees an error page once the dashboard is opened.
How should the consultant solve this issue?

Answer: A


NEW QUESTION # 95
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: C

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 # 96
Acompany wants to create a timeline chart to visualize the evolution of its Closed Won opportunities.

What are the required parameters to build a lens that displays output similar to the image shown?

Answer: B

Explanation:
To create a timeline chart similar to the one shown, the following parameters are typically required:
* 1 Measure: This could be the count of Closed Won opportunities or any other relevant metric that needs to be tracked over time.
* 1 Grouping by a Date Field: This is essential to plot the timeline effectively. The date field would typically be the close date of the opportunities.
* Additional Groupings: Depending on the complexity and the detail needed, additional groupings can be added. For example, grouping by region or product line can provide more insights into the timeline. If trellis is used, it allows for the creation of multiple smaller charts within the main chart, each representing a slice of data based on the additional groupings.
This setup helps visualize the evolution of Closed Won opportunities over time, making it easy to spot trends, seasonal patterns, or other relevant insights.


NEW QUESTION # 97
CRM Analytics users at Cloud Kicks are granted access to an app with specific dashboards. When trying to download a specific widget, they are unable to do so.
What is causing the issue?

Answer: A

Explanation:
As in the previous question, the issue is related to permissions. Users can be granted access to dashboards and apps, but if their permission set does not explicitly allow the "Download Data" action, they will not be able to download the widget data. This is a common issue encountered when users have restricted permissions, especially in environments where security and data access are tightly controlled.


NEW QUESTION # 98
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