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Salesforce Analytics-Con-201 Exam Syllabus Topics:

SectionWeightObjectives
Data Layer25%- 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 use cases for Data Prep (Dataflows and Recipes)
  • 2. Define datasets
  • 3. Describe how Salesforce objects map to CRM Analytics
Analytics Dashboard Design20%- 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
Einstein Discovery20%- Implement Einstein Discovery
  • 1. Integrate predictions into CRM Analytics dashboards
  • 2. Configure and deploy Einstein Discovery models
- Describe Einstein Discovery concepts
  • 1. Identify the use cases for Einstein Discovery
  • 2. Explain the model building process
  • 3. Interpret model results
Analytics Dashboard Configuration25%- Configure dashboards
  • 1. Configure bindings
  • 2. Set up dynamic dashboards
  • 3. Apply query filters
Security10%- 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 (Q108-Q113):

NEW QUESTION # 108
A CRM Analytics consultant is asked to help a company report on its sales activity. The company wants to train some users to create dashboards. The company also wants one other specific team to be able to use the dashboards.
What should the consultant do to address these requirements?

Answer: C

Explanation:
To meet the requirement of training some users to create dashboards while giving another team access to use (but not modify) those dashboards, the best approach is to configure a permission set license assignment with two different levels of access. You can assign specific permissions for dashboard creation to one group of users and viewing permissions to the other. This ensures the appropriate level of access based on the role without the need for duplicating permission sets or licenses unnecessarily.
Reference: The role of permission sets and permission set licenses in managing different levels of access is outlined inSalesforce CRM Analyticsuser management and security documentation


NEW QUESTION # 109
A CRM Analytics consultant is asked to help a company report on its sales activity. The company wants to train some users to create dashboards. The company also wants one other specific team to be able to use the dashboards.
What should the consultant do to address these requirements?

Answer: C

Explanation:
To meet the requirement of training some users to create dashboards while giving another team access to use (but not modify) those dashboards, the best approach is to configure a permission set license assignment with two different levels of access. You can assign specific permissions for dashboard creation to one group of users and viewing permissions to the other. This ensures the appropriate level of access based on the role without the need for duplicating permission sets or licenses unnecessarily.


NEW QUESTION # 110
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"?

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.
Reference: Salesforce's documentation on multi-currency environments inCRM Analyticsexplains how the integration user's currency affects the display of numeric values.


NEW QUESTION # 111
Universal Containers asks a CRM Analytics consultant to review the performance of its local data sync.
After removing unused objects and fields from connected data, what else should the consultant do to improve performance of the data sync?

Answer: B

Explanation:
To improve the performance of local data sync in Universal Containers, evaluating the connection mode for each connected object is a practical approach. Here's the rationale:
* Optimization of Resources: Different connection modes (e.g., Full Sync, Incremental Sync) use different amounts of resources. Choosing the right mode for each object based on how frequently its data changes can optimize the sync process and reduce load times.
* Efficient Data Handling: By tailoring the connection mode to the needs of specific data objects, the overall efficiency of the data sync process is improved, leading to faster refresh rates and more timely data availability.
* Cost and Performance Balance: Evaluating and selecting the appropriate connection mode can also help balance performance needs with cost constraints, as some modes may consume more compute resources than others.


NEW QUESTION # 112
An CRM Analytics consultant is working with Ursa Major Solar to build a dashboard to understand customer renewals. Each subscription is captured as a Closed Won Opportunity within Salesforce and asingle Account should only have one active subscription. The consultant notices the Opportunity record does NOT specify whether it is a renewal or a net new subscription.
Which data transformation should the consultant use to determine if a subscription is new or a renewal?

Answer: C

Explanation:
To determine whether a subscription is new or a renewal from the Opportunity records in Salesforce, the consultant should utilize a Custom Formula in the data transformation process. Here's the rationale:
* Custom Formula Usage: By employing a custom formula, the consultant can create a logical expression that checks the historical data associated with each account. If an account has previous closed-won opportunities, any new opportunities can be labeled as renewals; otherwise, they are considered new subscriptions.
* Data Insight: This method provides a straightforward way to derive new insights (new vs. renewal) directly from existing data without altering the data structure itself, making it a non-invasive and efficient solution.
* Implementation: The custom formula can be applied in a recipe or directly within a dataflow in CRM Analytics, offering flexibility in how and where the transformation is executed.


NEW QUESTION # 113
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