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| Section | Weight | Objectives |
|---|
| 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. Create lenses, steps, and visualizations
- 2. Use SAQL for advanced queries
- 3. Implement bindings, filters, and interactions
|
| Data Layer | 23% | - Data Sources & Integration
- 1. Use Dataflows and Recipes for transformation
- 2. Extract, load, and prepare data using Data Manager
- 3. Define datasets and map Salesforce objects
- Data Management & Optimization
- 1. Optimize dataset performance
- 2. Implement data modeling and relationships
- 3. Resolve data sync and refresh issues
|
| Analytics Administration & Deployment | 18% | - Implementation & Maintenance
- 1. Use Dashboard Inspector and Publisher
- 2. Manage versioning and deployment
- 3. Monitor and optimize query performance
|
| Security & Access | 12% | - Sharing & Permissions
- 1. Manage user and group access
- 2. Configure app, dataset, and field-level security
- 3. Implement row-level security and inheritance
|
| Einstein Discovery | 22% | - Model Building & Configuration
- 1. Train, evaluate, and refine models
- 2. Select prediction type: numeric, binary, multi-class
- 3. Prepare and assess data for modeling
- Deployment & Usage
- 1. Embed predictions in dashboards and Lightning pages
- 2. Monitor and maintain model performance
- 3. Interpret results and recommendations
|
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Salesforce Certified CRM Analytics and Einstein Discovery Consultant Sample Questions (Q45-Q50):
NEW QUESTION # 45
Cloud Kicks has a dashboard that displays accounts and opportunities data in a table that contains actions to open the records in Salesforce. Since the company has allowed several accounts to be created with the same names, when users try to perform actions, they are prompted with only a record ID to select, leaving the users confused and unable to act.
How should the CRM Analytics consultant solve this problem?
- A. Ask the admin to start applying duplicate rules based on the account's Name field.
- B. Discuss with the stakeholders If the action Is really necessary for the table.
- C. Insert more fields in the dataset action "Display Fields" so the users know which account they are acting on.
Answer: C
NEW QUESTION # 46
A CRM Analytics consultant has prepared a CSV file to be uploaded to CRM Analytics. By mistake, one of the column headers is modified as random non-alphanumeric characters "*&**(&*(%", which went unnoticed prior to uploading the file.
What is the expected behavior of the uploaded CSV column?
- A. The column header is auto-updated to "Column" + column number.
- B. The columnheaderis prefixed with "X" upon upload.
- C. The column header Is set to *&**(&*(%.
Answer: B
Explanation:
When uploading CSV files into CRM Analytics, column headers must follow certain formatting rules.
Headers containing non-alphanumeric characters, such as "&**(&(%", will automatically be adjusted.
Specifically, if the column header starts with non-alphanumeric characters or contains such characters, CRM Analytics will prefix the header with "X" to ensure compatibility with internal naming conventions. This behavior ensures that the column can be referenced in the platform without causing errors or conflicts.
NEW QUESTION # 47
Exhibit.

Given that the queries are using different datasets, which change should a CRM Analytics consultant make to solve this issue?
- A. Use "Connect Data Sources" and create a connection to connect the two widgets.
- B. Use "Connect Data Sources" and create a connection to connect the two datasets.
- C. Use result binding/Interaction in the filters section of the query "Type 1".
Answer: B
NEW QUESTION # 48
Universal Containers builds a new sales dashboard and wants to makesure account managers can access the dashboard while traveling.
What should the consultant consider doing in this process?
- A. Make sure the dashboard automatically is optimized for mobile viewing.
- B. A Set the optimal Dashboard width for the Phone layout to get a more accurate preview.
- C. Enable mobile optimization in the analytics settings under Setup.
Answer: B
NEW QUESTION # 49
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 a query and sort descending by revenue and limit it to 10 results.
- 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 2 query with a selection based interaction asa filter using the limit query to pass in the 10 Account IDs.
Answer: A
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 # 50
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