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| Section | Weight | Objectives |
|---|
| Analytics Dashboard Design | 20% | - Design and build CRM Analytics dashboards
- 1. Apply design best practices
- 2. Describe the use cases for Visualforce and Lightning components
- 3. Use Lenses and Dashboards
|
| Security | 10% | - Determine security and sharing settings
- 1. Describe how Salesforce security is applied in CRM Analytics
- 2. Implement row-level security
|
| Einstein Discovery | 20% | - Describe Einstein Discovery concepts
- 1. Interpret model results
- 2. Explain the model building process
- 3. Identify the use cases for Einstein Discovery
- Implement Einstein Discovery
- 1. Configure and deploy Einstein Discovery models
- 2. Integrate predictions into CRM Analytics dashboards
|
| Data Layer | 25% | - 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 Configuration | 25% | - Configure dashboards
- 1. Apply query filters
- 2. Set up dynamic dashboards
- 3. Configure bindings
|
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Salesforce Certified CRM Analytics and Einstein Discovery Consultant Sample Questions (Q102-Q107):
NEW QUESTION # 102
A dashboard designer at Cloud Kicks creates a dashboard in CRM Analytics. The designer notices fields display on the dashboard with their APIlabels, such as "AccountId.Industry", and wants to change this behavior.
The designer also notices that the fields and their order appear to randomly change when a values table is created.
What should the CRM Analytics consultant explain to help the designer?
- A. The default fields in a values table can be changed by reordering how fields appear in the JSON of the value table.
- B. The field labels can only be changed in the widget properties in the dashboard edit mode.
- C. The default fields In a values table and the field labels can be modified in the dataset explorer.
Answer: C
Explanation:
For the scenario at Cloud Kicks where fields display with their API labels and the fields in a values table seem to change order randomly, the correct approach is to modify these settings in the dataset explorer within CRM Analytics. This allows for a more intuitive display and control over how data is presented in dashboards.
Here's how these adjustments help:
* Modifying Field Labels: Changing the field labels from their API names to more user-friendly names enhances readability and user experience. This can be done directly in the dataset explorer, which affects how fields appear across all dashboards utilizing that dataset.
* Controlling Field Order: The order of fields in a values table can seem random if not explicitly set. By using the dataset explorer, a designer can specify the order in which fields appear, which then reflects consistently in the dashboard's values table.
This functionality is part of CRM Analytics' aim to provide flexible and customizable data visualization tools.
Training on these features is available through various Salesforce Trailhead modules that discuss dashboard and dataset customization techniques, providing practical insights and guided tutorials to enhance dashboard design and user interaction.
Both these explanations are consistent with best practices as outlined in Salesforce's CRM Analytics documentation and the Trailhead educational content, ensuring that users are well-equipped to leverage the full capabilities of CRM Analytics for effective data management and presentation.
NEW QUESTION # 103
Cloud Kicks has informed CRM Analytics developers that they have two scenarios with restricted row-level security.
The parameters being:
1. Non-CXOs and VPs working in EMEA can have access to EMEA records only.
2. CXOs and VPs should have access to all data irrespective of the region (APAC, EMEA, etc.).
Which sharing method works for this scenario?
- A. Create two sets of dashboards; one for EMEA, and one for CXOs and VPs while filtering the dashboard on the region.
- B. Create two separate datasets; one for EMEA, and one for CXOs and VPs.
- C. Use a field on the user record like Department/Region, and apply row-level security based on that field.
Answer: C
NEW QUESTION # 104
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. Enable mobile optimization in the analytics settings under Setup.
- B. A Set the optimal Dashboard width for the Phone layout to get a more accurate preview.
- C. Make sure the dashboard automatically is optimized for mobile viewing.
Answer: B
NEW QUESTION # 105
A consultant is preparing a dataset to predict customer lifetime value and is collecting data from a questionnaire that asks for demographic information. A very small number of respondents fill in the Income box, but the consultant thinks that it is an informative column even though it only represents 1% of respondents.
What should the consultant do?
- A. Fill in the missing data with an average of all incomes.
- B. Drop the field as it will be difficult to get future respondents.
- C. Apply the predict missing values transformation in recipe nodes.
Answer: C
Explanation:
Reference:CRM Analytics Recipes and Predict Missing Values
NEW QUESTION # 106
A CRM Analytics consultant is building a dashboard for Cloud Kicks that is embedded in a separate Lightning page called "Management Dashboard" using a CRM Analytics Dashboard Component. The system administrator and the contract manager should both have access. The system administrator is able to see the dashboard and the data, but the contract manager sees a blank Lightning page.
What is causing the issue?
- A. The consultant has set up a dashboard filter condition for data to be visible to system administrators only.
- B. The consultant has set up component visibility for the dashboard for system administrators only.
- C. The consultant has set up/enabled a 'Hide on Error' feature for the dashboard while embedding it.
Answer: B
Explanation:
Reference:CRM Analytics and Lightning Components
NEW QUESTION # 107
......
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