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| Section | Weight | Objectives |
|---|
| Topic 1: Analytics Dashboard Design | 20% | - Design and build CRM Analytics dashboards
- 1. Describe the use cases for Visualforce and Lightning components
- 2. Use Lenses and Dashboards
- 3. Apply design best practices
|
| Topic 2: Einstein Discovery | 20% | - Describe Einstein Discovery concepts
- 1. Interpret model results
- 2. Explain the model building process
- 3. Identify the use cases for Einstein Discovery
- Implement Einstein Discovery
- 1. Integrate predictions into CRM Analytics dashboards
- 2. Configure and deploy Einstein Discovery models
|
| Topic 3: Analytics Dashboard Configuration | 25% | - Configure dashboards
- 1. Apply query filters
- 2. Set up dynamic dashboards
- 3. Configure bindings
|
| Topic 4: 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. Describe how Salesforce objects map to CRM Analytics
- 2. Describe use cases for Data Prep (Dataflows and Recipes)
- 3. Define datasets
|
| Topic 5: Security | 10% | - Determine security and sharing settings
- 1. Describe how Salesforce security is applied in CRM Analytics
- 2. Implement row-level security
|
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Salesforce Certified CRM Analytics and Einstein Discovery Consultant Sample Questions (Q118-Q123):
NEW QUESTION # 118
Cloud Kicks uses CRM Analytics for its sales reporting. A new manager needs access to CRM Analytics to see specific dashboards.
How should the system administrator give access to the Analytics
Studio app in the App Launcher?
- A. Change the profile of the user to one that has access to the Analytics Studio.
- B. Assign the CRM Analytics User permission set to the manager's user.
- C. Share the Analytics Studio app to the user's profile.
Answer: B
NEW QUESTION # 119
Exhibit.

Universal Containers has a dashboard for sales managers to visualize the Year Over Year (YoY) growth of their customers. The formula used is:
YoY = [(This Year - Last Year) / Last Year] %
Based on the graphic, when there is not an account in the Last Year column, the YoY Growth shows null results. The sales managers want to replace it with 100% value.
What is the correct function to use?
- A. coalesce()
- B. substr()
- C. replace()
Answer: A
NEW QUESTION # 120
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?
- A. 1 measure, 1-2 groupings if trellis is disabled, or 1-4 groupings if trellis is enabled
- B. 1 measure, 0 groupings if trellis Is disabled, or 0-2 groupings If trellis is enabled
- C. 1 measure, 1 grouping by a date field, and either 0-1 groupings groupings by a dimensionif trellis is disabled, or 0-2groupings if trellis is enabled
Answer: C
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 # 121
In Data Alerts, a field named Region is 96.5% North America. The consultant believes that this is an important field since the majority of sales is in the North American market.
What is the appropriate action?
- A. Understand if client should only "focus on North America" or drop the field, as it does not have valuable information.
- B. Append more rows of data with "other values of Region" to balance the dataset properly.
- C. Choose the recommended action "keep only North America" and exclude all of the other rows.
Answer: A
NEW QUESTION # 122
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?
- A. Range Values, Angle, Conditional Formatting
- B. Reference Line, Markers, Conditional Formatting
- C. Reference Line, Angle, Range Values
Answer: B
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 # 123
......
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