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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. Use Data Prep actions
- 2. Identify and resolve data sync issues
|
| Topic 2: Analytics Dashboard Configuration | 25% | - Configure dashboards
- 1. Configure bindings
- 2. Apply query filters
- 3. Set up dynamic dashboards
|
| Topic 3: Analytics Dashboard Design | 20% | - Design and build CRM Analytics dashboards
- 1. Apply design best practices
- 2. Use Lenses and Dashboards
- 3. Describe the use cases for Visualforce and Lightning components
|
| Topic 4: Security | 10% | - Determine security and sharing settings
- 1. Implement row-level security
- 2. Describe how Salesforce security is applied in CRM Analytics
|
| Topic 5: 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
|
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Salesforce Certified CRM Analytics and Einstein Discovery Consultant Sample Questions (Q24-Q29):
NEW QUESTION # 24
A CRM Analytics administrator is working on deploying a dashboard and a dataset from a developer sandbox to a full sandbox. They have deployed the dataset via change set and manually copy-pasted the dashboard JSON into the target org. However, they notice that the conditional formatting and the widget-specific number formats have been lost in the target environment.
What is causing this issue?
- A. The recipe that generated the dataset also needs to be included as part of the package.
- B. Analytics Dashboard XMD was NOT included as part of the deployment package.
- C. Analytics Dataset XMD was NOT included as part of the deployment package,
Answer: C
Explanation:
When deploying a dataset and dashboard between environments in CRM Analytics, it's essential to include theExtended Metadata (XMD)file, which controls aspects such as conditional formatting and number formatting. In this case, the administrator manually copied the dashboard JSON but did not deploy the Analytics Dataset XMD, which leads to the loss of conditional formatting and widget-specific number formats in the target environment. Including the XMD ensures that all formatting and metadata are transferred correctly.
Reference: Detailed information on XMD files and their role in formatting is covered in theCRM Analyticsdeployment and customization documentation.
NEW QUESTION # 25
A consultant creates a CRM Analytics dashboard in a sandbox and it needs to be migrated into production.
What should the consultant use to complete the migration?
- A. Analytics External Data API
- B. Change sets
- C. Analytics dashboard connector
Answer: B
NEW QUESTION # 26
What are various ways to incorporate blank space in a CRM Analytics dashboard?
- A. 1. Increase the dashboard granularity via columns, and use blank columns.Use pages to break content into multiple tabs.
- B. Use the "Fine" row height option in layout properties, and use blank rows,Use the "With Spacing" row height property.
- C. 1. Use the "Cell Spacing" layout property.2. Increase the dashboard granularity via columns, and use blank columns.
Answer: C
Explanation:
Incorporating blank space into a CRM Analytics dashboard can be achieved effectively through the following methods:
* Cell Spacing Layout Property: This allows for consistent spacing between cells, helping to create a visually organized and less cluttered dashboard.
* Increasing Dashboard Granularity via Columns: Using blank columns as a method to create deliberate space can help in visually separating different dashboard elements, enhancing readability and focus.
These methods ensure that the dashboard is not only functional but also aesthetically pleasing and easy to navigate.
NEW QUESTION # 27
Universal Containers (UC) creates a dataset, "Book11", containing a budget per region per month for the first
6 months of the year, as shown in the graphic below. Now, UC wants to create a lens showing the total budget for each region for each month. Every combination of region and month must be shown in the lens, even if there is no data.

How should a CRM Analytics consultant help UC build this lens?
- A. Use a "fill" statement in SAQL query with a "partition" parameter.
- B. Use a "Compare Table" and use the "Show Totals" option.
- C. Use a "Compare Table" and add a column leveraging the "Running Total" function.
Answer: C
NEW QUESTION # 28
CRM Analytics consultant receives a new project from a client that wants to implement CRM Analytics. They do not currently have CRM Analytics but want guidance on how to ensure their users have the correct access.
They have 1,000 users with a small team of three people who will build both datasets and dashboards. An additional 15 people should be able to only create dashboards. The remaining users should only be able to view dashboards.
Which recommendation should the consultant give the client?
Which recommendation should the consultant give the client?
- A. Assign the app permissions "viewer", "editor", and "manager" to the three types of roles defined.
- B. Create and assign Salesforce permission sets according to the three types of roles defined.
- C. Create and assign three new Salesforce profiles according to the three types of roles defined.
Answer: B
Explanation:
For a client implementing CRM Analytics with a variety of user roles, creating and assigning Salesforce permission sets is the most flexible and scalable solution. Here's why:
* Flexibility and Customization: Permission sets allow for specific access rights to be compiled and assigned based on user roles without altering their existing profiles.
* Scalability: As the organization grows or roles change, permission sets can be easily adjusted or reassigned to accommodate new requirements or users.
* Simplified Management: Managing access via permission sets simplifies the administration of user rights, making it easier to ensure that each group has the appropriate level of access.
NEW QUESTION # 29
......
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