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| Section | Weight | Objectives |
|---|
| Einstein Discovery | 22% | - Model Building & Configuration
- 1. Train, evaluate, and refine models
- 2. Select prediction type: numeric, binary, multi-class
- 3. Prepare and assess data for modeling
- Deployment & Usage
- 1. Interpret results and recommendations
- 2. Monitor and maintain model performance
- 3. Embed predictions in dashboards and Lightning pages
|
| Data Layer | 23% | - Data Sources & Integration
- 1. Use Dataflows and Recipes for transformation
- 2. Extract, load, and prepare data using Data Manager
- 3. Define datasets and map Salesforce objects
- Data Management & Optimization
- 1. Resolve data sync and refresh issues
- 2. Optimize dataset performance
- 3. Implement data modeling and relationships
|
| Dashboard Design & Development | 25% | - Build & Configure Dashboards
- 1. Use SAQL for advanced queries
- 2. Create lenses, steps, and visualizations
- 3. Implement bindings, filters, and interactions
- Design Principles
- 1. Design for mobile and Lightning compatibility
- 2. Apply best practices for usability and performance
|
| Analytics Administration & Deployment | 18% | - Implementation & Maintenance
- 1. Manage versioning and deployment
- 2. Use Dashboard Inspector and Publisher
- 3. Monitor and optimize query performance
|
| Security & Access | 12% | - Sharing & Permissions
- 1. Manage user and group access
- 2. Configure app, dataset, and field-level security
- 3. Implement row-level security and inheritance
|
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Salesforce Certified CRM Analytics and Einstein Discovery Consultant Sample Questions (Q94-Q99):
NEW QUESTION # 94
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. Line
- C. Gauge
Answer: C
NEW QUESTION # 95
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. Microsoft Azure SQL Data Warehouse Connector used in Conjuction with dataflows/recipes
- B. Analytics REST API used in conjunction with dataflows/recipes.
- C. CRM Analytics Connector for Excel used in conjunction with dataflows/recipes
Answer: A
Explanation:
Reference:CRM Analytics Connectors and Dataflows
NEW QUESTION # 96
Universal Containers has a dashboard for sales managers. They need the ability to visualize the number of Closed Won opportunities by month, quarter, or year, and then display the result in a single chart. A CRM Analytics consultant creates a custom query to display three values:
ClosedDate_month, ClosedDate_ quarter, and ClosedDate_year.
What should the consultant do next?
- A. Use selection binding/interaction to update the grouping In the chart.
- B. Use selection binding/interaction to update the measure In the chart.
- C. Use result binding/interaction to update the grouping in the chart.
Answer: A
NEW QUESTION # 97
Universal Containers' CRM Analytics team is building a dashboard with two widgets.
1. List widget associated to the query "Type_2" and grouped by the dimension "Type" (multi-selection)
2. Donut chart widget associated to the query "Step_pie_3" and grouped by the dimension "Type" The team wants to use bindings/interactions so any selection in the List widget will filter the Donut chart. The queries use different datasets, and users should be able to choose more than one Type (multi-selection).
What is the right syntax for the binding/interaction?

- A. Option A
- B. Option B
- C. Option C
Answer: A
Explanation:
For the given requirement where a selection in a list widget needs to filter data displayed on a donut chart, and considering the list allows for multi-selection of the 'Type', the correct binding/interaction would be to use a syntax that captures the multi-select aspect and passes it appropriately. The right syntax, as indicated in Option A, looks like this:
"{{column(Type_2.selection, [\"Type\"]).asObject()}}"
This syntax ensures:
* Multi-selection: The column() function in combination with .asObject() ensures that multiple selected values from the 'Type_2' query can be passed as an object, which the donut chart can utilize to filter its content.
* Correct Data Type Handling: By using .asObject(), the binding ensures the data passed between widgets maintains the correct structure expected by the CRM Analytics dashboard, thereby ensuring accurate filtering.
NEW QUESTION # 98
Universal Containers plans to upload target data from an external tool to CRM Analytics so it can calculate the sales team target attainments.
The target data changes every month, so the datasets need to be updated on a monthly basis. The target data is a CSV file that contains the Salesforce ID of the sales rep, the target amount, and the month of the target. For each sales rep, the file contains a target for every month of the current year as well as all previous years.
Based on this information, which operation should a consultant use with the Analytics External Data API to upload the file?
- A. Update
- B. Overwrite
- C. Append
Answer: B
Explanation:
For uploading target data that changes on a monthly basis and includes historical data (previous years' targets), the appropriate operation is "Overwrite." This ensures that each time the CSV file is uploaded, the existing data in the dataset is replaced with the new data. This is critical because the target data includes both current and historical data, and using "Overwrite" will update the entire dataset while maintaining historical accuracy.
"Append" would add new data without replacing the old records, leading to duplication, and "Update" is not suitable for completely replacing data in this context.
Reference: The usage of the "Overwrite" operation for updating datasets with changing data is covered in theAnalytics External Data APIdocumentation, as well as in theWave Analytics Explorermodule.
NEW QUESTION # 99
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