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| Section | Objectives |
|---|
| Topic 1: Data Management and Preparation | - Dataset creation and configuration in CRM Analytics - Data transformation and dataflows
|
| Topic 2: Data Integration and Connectivity | - Connecting external data sources - Data synchronization and refresh strategies
|
| Topic 3: Security and Access | - App and dataset permissions - Row-level security and sharing rules
|
| Topic 4: Einstein Discovery | - Insights interpretation and recommendations - Model building and predictions
|
| Topic 5: Dashboard and App Development | - Lens creation and dashboard design - Interactive filters and user experience optimization
|
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Salesforce Certified CRM Analytics and Einstein Discovery Consultant Sample Questions (Q80-Q85):
NEW QUESTION # 80
Several users are complaining they are unable to see a specific dashboard on a Salesforce Lightning page anymore. The CRM Analytics consultant logs in as one of the users and sees an error page once the dashboard is opened.
How should the consultant solve this issue?
- A. Open the Lightning page, remove the dashboard component, reinsert it, and save the page.
- B. Check the Analytics Studio app to see if user's access has been removed.
- C. Clone the dashboard and replace the existing one on the Lightning page with the new one
Answer: B
NEW QUESTION # 81
CRM Analytics team is asked to build a Service Analytics dashboard for the service agents.
What are the main "Deep Design Thinking" principles the team should keep in mind during the discovery sessions?
- A. Purpose - Structure - Surface
- B. Clarity - Efficiency - Consistency
- C. Priority - Logic - Level of Granularity
Answer: A
NEW QUESTION # 82
Universal Containers wants to create two dashboards and has two user groups. The 'Regional Performance' dashboard should be accessible to sales reps and managers/executives to keep track of how sales reps are performing in each region. Sales reps must only be able to see data pertaining to their respective region. The 'National Performance' dashboard is using the same data as the other dashboard but should only be accessible to managers/executives to compare data across all regions.
In addition to row-level security to view only regional data, how should a consultant ensure that sales reps are unable to view the 'National Performance' dashboard?
- A. Create one dataset, one app; store both 'Regional Performance' dashboard, 'National Performance' dashboard, and dataset in the app; and provide access to both user groups to this app. Use row-level security to restrict sales repsfrom seeing data in 'National Performance' dashboard.
- B. Create two datasets, one app; store both 'Regional Performance' dashboard, 'National Performance' dashboard, and dataset in the app; and provide access to both user groups to this app.
- C. Create one dataset, two apps; store 'Regional Performance' dashboard and dataset In one app; and provide access to both user groups to this app. Store 'National Performance' dashboard in another app and only provide access tomanagers/executives.
Answer: C
NEW QUESTION # 83
Cloud Kicks' Salesforce org has multiple currencies enabled. This company's business intelligence team uses CRM Analytics to build a dataflow/recipe that creates a dataset, "OpportunityDataSet", which is populated with data extracted from Opportunity. One of the extracted fields is the standard field, Amount.
Which currency will the Amount values be shown in "OpportunityDataSet"?
- A. In the currency that Is set on the "currency" attribute.
- B. In the integration user's currency
- C. the connected user's currency
Answer: B
NEW QUESTION # 84
Cloud Kicks (CK) has a dashboard that is still showing 10 former account managers. CK has since expanded, and some have moved from their former roles. CK wants the dashboard to reflect current account managers and stay up to date as new team members join.
How should the CRM Analytics developer accomplish this?
- A. Use a Repeater Widget that updates automatically as the data flows through the system.
- B. Create @ Watchlist and when the number of account manager updates, update the dashboard to reflect the same.
- C. Build a report and get notified when a new account manager joins, and then edit the dashboard to add the account manager.
Answer: A
Explanation:
TheRepeater Widgetin CRM Analytics allows dynamic updates to be reflected on the dashboard automatically as data flows are updated. This means that as new account managers join or existing account managers change roles, the data in the widget will automatically reflect the latest information without manual updates. This is the most efficient way to keep the dashboard up-to-date with the current list of account managers.
NEW QUESTION # 85
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