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| Section | Weight | Objectives |
|---|
| Topic 1: Dashboard Design & Development | 25% | - Design Principles
- 1. Design for mobile and Lightning compatibility
- 2. Apply best practices for usability and performance
- Build & Configure Dashboards
- 1. Use SAQL for advanced queries
- 2. Implement bindings, filters, and interactions
- 3. Create lenses, steps, and visualizations
|
| Topic 2: Security & Access | 12% | - Sharing & Permissions
- 1. Manage user and group access
- 2. Implement row-level security and inheritance
- 3. Configure app, dataset, and field-level security
|
| Topic 3: Data Layer | 23% | - Data Management & Optimization
- 1. Implement data modeling and relationships
- 2. Resolve data sync and refresh issues
- 3. Optimize dataset performance
- Data Sources & Integration
- 1. Define datasets and map Salesforce objects
- 2. Use Dataflows and Recipes for transformation
- 3. Extract, load, and prepare data using Data Manager
|
| Topic 4: Analytics Administration & Deployment | 18% | - Implementation & Maintenance
- 1. Manage versioning and deployment
- 2. Use Dashboard Inspector and Publisher
- 3. Monitor and optimize query performance
|
| Topic 5: Einstein Discovery | 22% | - Model Building & Configuration
- 1. Select prediction type: numeric, binary, multi-class
- 2. Prepare and assess data for modeling
- 3. Train, evaluate, and refine models
- Deployment & Usage
- 1. Monitor and maintain model performance
- 2. Embed predictions in dashboards and Lightning pages
- 3. Interpret results and recommendations
|
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Salesforce Certified CRM Analytics and Einstein Discovery Consultant Sample Questions (Q30-Q35):
NEW QUESTION # 30
A consultant is building a CRM Analytics dashboard for Universal
Containers. The consultant has enabled data sync to increase the
speed of datasets refreshing.
How often will the data on the dashboard be refreshed?
- A. When dataflow/recipe runs to completion, and then data syne runs to completion
- B. When the dashboard viewer clicks the Refresh button
- C. When data sync runs to completion, and then dataflow/recipe runs to completion
Answer: C
NEW QUESTION # 31
consultant is reviewing a model that is set to maximize the daily sales quantity of consumer products in stores, and they see this recommendation.

Which action should the consultant take?
- A. Remove the Store field from the model definition, because that is the recommended action.
- B. Verifyclient expectations that Store is a strong predictor for daily sales quantity.
- C. Ignore alert; the explanation of variation is only 35%, which is below 50%,
Answer: B
Explanation:
Upon reviewing the data model and noticing the high correlation alert between 'Store' and daily sales quantity, the appropriate action is to verify with the client their expectations regarding the influence of the Store field on daily sales. Here's the rationale:
* Understanding the Role of 'Store' in the Model: Before making any changes to the model, it's crucial to understand whether the 'Store' field is expected to be a strong predictor based on the business context. If the client expects that different stores inherently have different sales volumes due to factors like location, size, or customer base, this correlation may be both meaningful and desired.
* Potential Data Leakage: High correlation warnings can sometimes indicate data leakage, where a predictor (like 'Store') might inadvertently include information about the outcome variable (daily sales quantity). It's essential to verify whether this correlation makes sense logically or if it's skewing the model predictions.
* Client Consultation: Consulting with the client helps ensure that any modeling decisions align with their business knowledge and expectations. It's about validating the model against real-world expectations and ensuring it remains a useful tool for decision-making.
By taking these steps, the consultant not only adheres to best practices in data science by validating model inputs and their implications but also ensures that the model aligns with the client's business strategies and operational realities.
NEW QUESTION # 32
What can a consultant accomplish in the Predictions page of a model?
- A. If it is decided to follow some of the Einstein Recommendations for model improvement, see what the new model metrics would be.
- B. Estimate the impacted business value of using Einstein Discovery.
- C. Create predicted outcome value by manually selecting values for some of the predictor fields.
Answer: C
Explanation:
In the Predictions page of a model within CRM Analytics (formerly Einstein Discovery), users have the capability to interact with the model to see how different input values affect predictions. Here's a detailed look at what can be accomplished:
* Manual Input of Predictor Values: Users can manually input or change values for predictor fields to see how these changes alter the predicted outcomes. This is especially useful for testing hypothetical scenarios and understanding how sensitive the model is to various inputs.
* Real-Time Interaction: This functionality provides a hands-on way to explore the model's behavior, offering immediate feedback on how input variations impact predictions, which can help in refining the model or in training users on its application.
* Scenario Analysis: By adjusting predictor values, users can conduct scenario analyses, which are crucial for strategic planning and decision-making.
NEW QUESTION # 33
The CRM Analytics consultant at Cloud Kicks is asked to a dashboard displaying Opportunities data on the account's record page. The dashboard should display only opportunity data related to the current account viewed.
How should the consultant accomplish this?
- A. Create the dashboard, insert in the account's record page, and apply a filter based on the account's Id field.
- B. Create the dashboard, insert in the account's record page, and apply a filter based on the opportunity's Id field.
- C. Create a dashboard, clone it and filter It for each account record, and embed them into the account's record pages accordingly.
Answer: A
NEW QUESTION # 34
A CRM Analytics consultant is asked to help a company report on its sales activity. The company wants to train some users to create dashboards. The company also wants one other specific team to be able to use the dashboards.
What should the consultant do to address these requirements?
- A. Clone the existing permission set with different system permissions.
- B. configure a permission set license assignment with two different levels of access.
- C. Use a permission set license with two different levels of access.
Answer: B
Explanation:
To meet the requirement of training some users to create dashboards while giving another team access to use (but not modify) those dashboards, the best approach is to configure a permission set license assignment with two different levels of access. You can assign specific permissions for dashboard creation to one group of users and viewing permissions to the other. This ensures the appropriate level of access based on the role without the need for duplicating permission sets or licenses unnecessarily.
NEW QUESTION # 35
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