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| Section | Weight | Objectives |
|---|
| Topic 1: Dashboard Design & Development | 25% | - Design Principles
- 1. Apply best practices for usability and performance
- 2. Design for mobile and Lightning compatibility
- Build & Configure Dashboards
- 1. Use SAQL for advanced queries
- 2. Implement bindings, filters, and interactions
- 3. Create lenses, steps, and visualizations
|
| Topic 2: Data Layer | 23% | - Data Sources & Integration
- 1. Define datasets and map Salesforce objects
- 2. Extract, load, and prepare data using Data Manager
- 3. Use Dataflows and Recipes for transformation
- Data Management & Optimization
- 1. Implement data modeling and relationships
- 2. Resolve data sync and refresh issues
- 3. Optimize dataset performance
|
| Topic 3: Einstein Discovery | 22% | - Model Building & Configuration
- 1. Prepare and assess data for modeling
- 2. Train, evaluate, and refine models
- 3. Select prediction type: numeric, binary, multi-class
- Deployment & Usage
- 1. Embed predictions in dashboards and Lightning pages
- 2. Interpret results and recommendations
- 3. Monitor and maintain model performance
|
| Topic 4: Security & Access | 12% | - Sharing & Permissions
- 1. Implement row-level security and inheritance
- 2. Configure app, dataset, and field-level security
- 3. Manage user and group access
|
| Topic 5: Analytics Administration & Deployment | 18% | - Implementation & Maintenance
- 1. Use Dashboard Inspector and Publisher
- 2. Monitor and optimize query performance
- 3. Manage versioning and deployment
|
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Salesforce Certified CRM Analytics and Einstein Discovery Consultant Sample Questions (Q42-Q47):
NEW QUESTION # 42
Universal Containers' sales team is looking to build a dashboard that shows the total revenue from their top
10 accounts (based on revenue) and make it dynamic with the filters of the dashboard.
Which action is required to accomplish this?
- A. Create 2 query with a selection based interaction asa filter using the limit query to pass in the 10 Account IDs.
- B. Create a query with a results based interaction as a filter using the limit query to pass in the 10 Account IDs.
- C. Create a query and sort descending by revenue and limit it to 10 results.
Answer: C
Explanation:
To create a dashboard showing the top 10 accounts by revenue dynamically, the best approach is to create a query that sorts the accounts in descending order by revenue and limits the results to the top 10. This query can then be used as the data source for the widget, ensuring that it dynamically adjusts based on the filters applied to the dashboard.
This method efficiently handles the task because sorting by revenue and limiting the results to 10 ensures that only the top accounts are displayed, and it remains dynamic with dashboard filters.
Reference: This approach is covered in theBuilding Lenses, Dashboards, and Apps in CRM Analyticsmodule, where techniques for creating dynamic queries are discussed.
NEW QUESTION # 43
CRM Analytics team plans to enable data sync.
Which limit specific to data syne should the team consider before enabling the feature because it may impact existing jobs?
- A. Maximum number of data sync jobs cannot exceed the limit
- B. Maximum number of Full Sync connection mode enabled
- C. Maximum number of objects that can be enabled for data sync
Answer: C
Explanation:
In CRM Analytics, when planning to enable data sync, one of the critical considerations is the limit on the number of objects that can be enabled for data sync. This limit is essential because it determineshow many different Salesforce objects (like Accounts, Opportunities, etc.) can be synchronized concurrently. Exceeding this limit could impact the performance of existing sync jobs or prevent new sync jobs from being configured.
Key points to consider include:
* Performance Impact: Syncing too many objects simultaneously can lead to increased load times and potential delays in data availability, impacting users' ability to access up-to-date information.
* Resource Allocation: CRM Analytics allocates resources based on the number of objects being synchronized, and there are practical limits to these resources to ensure stable and efficient operation.
For a more detailed understanding and to manage these limits effectively, Salesforce provides documentation and guidelines within the CRM Analytics resources, which can be further explored in the Trailhead modules specifically focusing on data management and synchronization practices.
NEW QUESTION # 44
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?
- A. Use selection binding/interaction to update the grouping In the chart.
- B. Use selection binding/interaction to update the measure In the chart.
- C. Use result binding/interaction to update the grouping in the chart.
Answer: A
NEW QUESTION # 45
The CRM Analytics consultant at Cloud Kicks is asked to a dashboard displaying Opportunities data on the account's record page. The dashboard should display only opportunity data related to the current account viewed.
How should the consultant accomplish this?
- A. Create the dashboard, insert in the account's record page, and apply a filter based on the opportunity's Id field.
- B. Create a dashboard, clone it and filter It for each account record, and embed them into the account's record pages accordingly.
- C. Create the dashboard, insert in the account's record page, and apply a filter based on the account's Id field.
Answer: C
NEW QUESTION # 46
Which capability can a consultant use if "Deploy without connecting to a Salesforce Object" is selected while deploying the model?

- A. Predict Function in Salesforce flows
- B. Einstein Predictions Component score
- C. No-Code Writeback to SFDC objects
Answer: A
Explanation:
When deploying a model with the option "Deploy without connecting to a Salesforce Object", the suitable capabilities include:
* Use of Predict Function in Salesforce Flows: This capability allows the deployed model to be used within Salesforce Flow as a predictive tool, enabling automation flows to include predictions without directly writing back to Salesforce objects.
* Flexibility in Application: This method provides flexibility in how predictions are utilized across various Salesforce processes and workflows, without the need for direct data manipulation within Salesforce objects.
* Enhanced Workflow Integration: By integrating predictive insights directly into flows, organizations can automate decision-making processes, enhance user interactions, and streamline operations based on predictive outcomes.
This setup aligns with Salesforce's best practices for leveraging CRM Analytics to enhance operational efficiency and decision accuracy across different business functions.
NEW QUESTION # 47
......
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