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| Section | Weight | Objectives |
|---|
| Topic 1: Analytics Dashboard Design | 20% | - Design and build CRM Analytics dashboards
- 1. Describe the use cases for Visualforce and Lightning components
- 2. Apply design best practices
- 3. Use Lenses and Dashboards
|
| Topic 2: Data Layer | 25% | - Identify the right data sources and data flows for CRM Analytics
- 1. Define datasets
- 2. Describe use cases for Data Prep (Dataflows and Recipes)
- 3. Describe how Salesforce objects map to CRM Analytics
- Implement and configure the right data transformations
- 1. Use Data Prep actions
- 2. Identify and resolve data sync issues
|
| Topic 3: Einstein Discovery | 20% | - Implement Einstein Discovery
- 1. Integrate predictions into CRM Analytics dashboards
- 2. Configure and deploy Einstein Discovery models
- Describe Einstein Discovery concepts
- 1. Interpret model results
- 2. Explain the model building process
- 3. Identify the use cases for Einstein Discovery
|
| Topic 4: Analytics Dashboard Configuration | 25% | - Configure dashboards
- 1. Set up dynamic dashboards
- 2. Apply query filters
- 3. Configure bindings
|
| Topic 5: Security | 10% | - Determine security and sharing settings
- 1. Implement row-level security
- 2. Describe how Salesforce security is applied in CRM Analytics
|
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Salesforce Certified CRM Analytics and Einstein Discovery Consultant Sample Questions (Q93-Q98):
NEW QUESTION # 93
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 objects that can be enabled for data sync
- B. Maximum number of data sync jobs cannot exceed the limit
- C. Maximum number of Full Sync connection mode enabled
Answer: A
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 # 94
Cloud Kicks (CK) wants to use CRM Analytics to analyze trends of its sales pipeline in order to accelerate the company's sales process. To do so, CK needs to know the average time an opportunity spends in each stage. The data can be found in the Opportunity History object, but the value is not pre- calculated in Salesforce, so a consultant recommends using a recipe to calculate it.
How should the consultant use a recipe to calculate the average time an opportunity spends in each stage?
- A. Custom transformation with a multiple row formula to calculate the duration
- B. Flatten transformation with offset expressions to calculate the duration
- C. An aggregate transformation with offset parameter to calculate the duration
Answer: A
NEW QUESTION # 95
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. Discuss with the stakeholders If the action Is really necessary for the table.
- B. Insert more fields in the dataset action "Display Fields" so the users know which account they are acting on.
- C. Ask the admin to start applying duplicate rules based on the account's Name field.
Answer: B
NEW QUESTION # 96
A versioning feature allows CRM Analytics users to be added as Publishers and make changes separately while a 'Live' version is still being usedby other users. Once the changes are complete, the user can then set their updated version as the Live version.
Which CRM Analytics item is this leveraged for?
Answer: A
Explanation:
In CRM Analytics, the versioning feature described is typically leveraged for Apps. This feature allows:
* Parallel Development: Users can work on changes in a separate version without affecting the live version being accessed by others.
* Controlled Publishing: Once changes are finalized, the user can then promote their version to be the new live version, ensuring seamless updates without disrupting ongoing usage.
* Collaborative Workflows: Facilitates teamwork by allowing multiple users to propose and test changes in a controlled environment before making those changes live.
This approach ensures that CRM Analytics apps remain dynamic and can evolve over time while maintaining stability and continuity for end-users.
NEW QUESTION # 97
Universal Containers (UC) is looking to create a dashboard for whitespace analysis. UC wants to view a particularcustomer and see what similarcustomers have bought.
Which recipe transformation is helpful for the consultant to use while creating the dataset?
- A. Timeseries Forecasting
- B. Cluster
- C. Predict Missing Values
Answer: B
NEW QUESTION # 98
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