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Salesforce Analytics-Con-201 Exam Syllabus Topics:

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

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Salesforce Certified CRM Analytics and Einstein Discovery Consultant Sample Questions (Q101-Q106):

NEW QUESTION # 101
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?

Answer: C


NEW QUESTION # 102
CRM Analytics consultant receives a new project from a client that wants to implement CRM Analytics. They do not currently have CRM Analytics but want guidance on how to ensure their users have the correct access.
They have 1,000 users with a small team of three people who will build both datasets and dashboards. An additional 15 people should be able to only create dashboards. The remaining users should only be able to view dashboards.
Which recommendation should the consultant give the client?
Which recommendation should the consultant give the client?

Answer: C

Explanation:
For a client implementing CRM Analytics with a variety of user roles, creating and assigning Salesforce permission sets is the most flexible and scalable solution. Here's why:
* Flexibility and Customization: Permission sets allow for specific access rights to be compiled and assigned based on user roles without altering their existing profiles.
* Scalability: As the organization grows or roles change, permission sets can be easily adjusted or reassigned to accommodate new requirements or users.
* Simplified Management: Managing access via permission sets simplifies the administration of user rights, making it easier to ensure that each group has the appropriate level of access.


NEW QUESTION # 103
The CRM Analytics project team at Universal Containers is creating an app with dashboards, datasets, and lenses. The app has been shared with multiple users with Viewer, Editor, and/or Manager access.
One end user is unable to view the dashboard watchlist that was previously set up. They are receiving a
"Resource not found" error while trying to access the dashboard. The team confirms that the end user has Viewer access to the app but the project team is able to view the dashboard.
What is the reason for this error?

Answer: B


NEW QUESTION # 104
A team of CRM Analytics developers has been working on an existing recipe to add new derived fields. The edited version has been failing ever since, and management is requesting that the dashboard show refreshed data while they work on the edits.
How can the developers add new fields while keeping the dataset refreshed?

Answer: B

Explanation:
When faced with the need to continue refreshing data while developing new features in a recipe, the best practice is:
* Clone the Existing Recipe: By cloning the recipe, developers can experiment with adding new fields and transformations without affecting the production data flow. This allows for testing and development in a sandbox-like environment.
* Roll Back to a Stable Version: Rolling back the original recipe to the last stable version ensures that the production dashboards continue to receive refreshed data, maintaining business operations without disruption.
This approach not only ensures data continuity but also provides a safe environment to address any issues that may arise from new developments.


NEW QUESTION # 105
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 # 106
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