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| Section | Weight | Objectives |
|---|
| Einstein Discovery | 20% | - Describe Einstein Discovery concepts
- 1. Interpret model results
- 2. Identify the use cases for Einstein Discovery
- 3. Explain the model building process
- Implement Einstein Discovery
- 1. Configure and deploy Einstein Discovery models
- 2. Integrate predictions into CRM Analytics dashboards
|
| Data Layer | 25% | - Implement and configure the right data transformations
- 1. Identify and resolve data sync issues
- 2. Use Data Prep actions
- Identify the right data sources and data flows for CRM Analytics
- 1. Define datasets
- 2. Describe how Salesforce objects map to CRM Analytics
- 3. Describe use cases for Data Prep (Dataflows and Recipes)
|
| Security | 10% | - Determine security and sharing settings
- 1. Describe how Salesforce security is applied in CRM Analytics
- 2. Implement row-level security
|
| Analytics Dashboard Configuration | 25% | - Configure dashboards
- 1. Set up dynamic dashboards
- 2. Configure bindings
- 3. Apply query filters
|
| 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
|
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Salesforce Certified CRM Analytics and Einstein Discovery Consultant Sample Questions (Q69-Q74):
NEW QUESTION # 69
Universal Containers has a well-defined role hierarchy in Salesforce where everyone is assigned to an appropriate node. The accounts within their instance are categorized by their demography.
An individual sales rep should be able to view all accounts that they own. In addition, sales reps should be able to see any accounts where the value of the account demography matches the demography defined on their user record. A user could have more than one demography defined on their user record.
To meet this requirement, the CRM Analytics consultant has set up a security predicate of the existing
'Account' dataset as follows:

This, however, does not seem to be working as expected.
What is causing the issue?
- A. The Analytics Security User is not provided access permission on custom field Demographic_c on the User object.
- B. The Sales Rep is not provided access permission on custom field Demographic__c on the User object.
- C. The security predicate needs to be updated as 'Ownerld' == "sUser.id" || 'Demography' = "$User.
Demographic__c'.
Answer: B
Explanation:
The issue with the security predicate not functioning as expected likely stems from a permissions issue related to the custom field Demographic__c on the User object. Here's a detailed explanation:
* Field-Level Security: If the sales reps do not have access to the Demographic__c field, the security predicate which references this field cannot execute properly as the system cannot evaluate the predicate without accessing the field.
* Permission Settings: Ensuring that the sales reps have the necessary permissions to view and use the Demographic__c field is crucial for the security predicate to function correctly.
* Data Visibility: The security model in CRM Analytics relies heavily on the underlying data permissions in Salesforce. If these permissions are not correctly configured, the expected data visibility through CRM Analytics will not be achieved.
NEW QUESTION # 70

Which timeseries statement will fix the query?
- A. q = timeserles q generate 'sum_Sales' as 'Forecasted_Sales' with (length=12,dateCols=("Date_Year',
'Date_Month', "Y-M"), partition='Region'); - B. q= timeseries q generate 'sum_Sales' as 'Forecasted_Sales' with (dateCols=('Date_Year', 'Date Quarter', "Y-Q"), partition='Region', seasonality=4);
- C. q = timeseries q generate 'sum_Sales' as 'Forecasted_Sales' with (dateCols=('Date_Quarter',
'Date_Month', "Q-M"), partition='Region', ignoreLast=true);
Answer: A
NEW QUESTION # 71
Universal Containers has a dashboard for sales managers that want to visualize their win rate.
Which chart type should the consultant use to keep track of targets?
- A. Metric Radar
- B. Gauge
- C. Line
Answer: B
NEW QUESTION # 72
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 with a results based interaction as a filter using the limit query to pass in the 10 Account IDs.
- 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 and sort descending by revenue and limit it to 10 results.
Answer: C
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.
Reference: This approach is covered in theBuilding Lenses, Dashboards, and Apps in CRM Analyticsmodule, where techniques for creating dynamic queries are discussed.
NEW QUESTION # 73
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?
- A. An aggregate transformation with offset parameter to calculate the duration
- B. Flatten transformation with offset expressions to calculate the duration
- C. Custom transformation with a multiple row formula to calculate the duration
Answer: C
NEW QUESTION # 74
......
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