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| Section | Weight | Objectives |
|---|
| Topic 1: Data Layer | 25% | - Identify the right data sources and data flows for CRM Analytics
- 1. Describe how Salesforce objects map to CRM Analytics
- 2. Define datasets
- 3. Describe use cases for Data Prep (Dataflows and Recipes)
- Implement and configure the right data transformations
- 1. Identify and resolve data sync issues
- 2. Use Data Prep actions
|
| Topic 2: Security | 10% | - Determine security and sharing settings
- 1. Implement row-level security
- 2. Describe how Salesforce security is applied in CRM Analytics
|
| Topic 3: Einstein Discovery | 20% | - Describe Einstein Discovery concepts
- 1. Explain the model building process
- 2. Identify the use cases for Einstein Discovery
- 3. Interpret model results
- Implement Einstein Discovery
- 1. Integrate predictions into CRM Analytics dashboards
- 2. Configure and deploy Einstein Discovery models
|
| Topic 4: Analytics Dashboard Configuration | 25% | - Configure dashboards
- 1. Apply query filters
- 2. Configure bindings
- 3. Set up dynamic dashboards
|
| Topic 5: Analytics Dashboard Design | 20% | - Design and build CRM Analytics dashboards
- 1. Describe the use cases for Visualforce and Lightning components
- 2. Apply design best practices
- 3. Use Lenses and Dashboards
|
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Salesforce Certified CRM Analytics and Einstein Discovery Consultant Sample Questions (Q84-Q89):
NEW QUESTION # 84
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. the connected user's currency
- C. In the integration user's currency
Answer: C
Explanation:
When a dataset like "OpportunityDataSet" is populated through a dataflow or recipe in CRM Analytics, thecurrency values(such as the standard field "Amount") will be displayed in the currency of theintegration userunless there is specific currency conversion logic set up within the dataset or recipe. The integration user is the user whose credentials are used to run the dataflow and extract data, and their currency setting will dictate how numeric currency values are displayed unless overridden.
NEW QUESTION # 85
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 C
- C. Option B
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 # 86
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. Choose the recommended action "keep only North America" and exclude all of the other rows.
- B. Understand if client should only "focus on North America" or drop the field, as it does not have valuable information.
- C. Append more rows of data with "other values of Region" to balance the dataset properly.
Answer: B
NEW QUESTION # 87
A CRM Analytics consultant wants to move a dataflow to a recipe in order to use aggregation nodes. To do so, they use the Dataflow to Recipe convertor and the recipe runs successfully.
However, they are unable to see the aggregated data in the dataset.
What is causing the issue?
- A. The dataflow has to be turned off and only the recipe should run.
- B. The convertor has created a new dataset with a new ID.
- C. The recipe has to be turned off and only the dataflow should run.
Answer: B
NEW QUESTION # 88
A system administrator at Cloud Kicks creates a joined report to showcase the new business deals closing in the current quarter, which was well received by the business stakeholders. A manager wants to visualize this report on CRM Analytics.
The CRM Analytics consultant determines the report can be trended on CRM Analytics, but it's not working as expected.
What is causing the issue?
- A. Trending dashboards cannot be created from joined reports.
- B. The Analytics Integration user did not have permission to view the report on Salesforce.
- C. The Salesforce report was filtered on quarterly data which meant it did not have enough data to trend on CRM Analytics.
Answer: A
NEW QUESTION # 89
......
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