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| Section | Objectives |
|---|
| Data Management and Preparation | - Dataset creation and configuration in CRM Analytics - Data transformation and dataflows
|
| Security and Access | - Row-level security and sharing rules - App and dataset permissions
|
| Data Integration and Connectivity | - Connecting external data sources - Data synchronization and refresh strategies
|
| Einstein Discovery | - Insights interpretation and recommendations - Model building and predictions
|
| Dashboard and App Development | - Interactive filters and user experience optimization - Lens creation and dashboard design
|
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Salesforce Certified CRM Analytics and Einstein Discovery Consultant Sample Questions (Q68-Q73):
NEW QUESTION # 68
A CRM Analytics consultant is working on Sales dashboards with multiple datasets and advanced queries in the Sales Analytics app.
Sales managers in the organization have been given Editor/Manager access to the app, whereas sales reps have been given Viewer access.
Some dashboards that are in progress are not ready to be rolled out to sales reps and should only be viewable by sales managers.
How should the consultant accomplish this?
- A. Duplicate the dashboards and their respective datasets, and move the assets to a separate app for the sales rep.
- B. Remove the dashboard from the 'Run App' navigation list so the sales reps cannot navigate to these dashboards.
- C. Leverage the CRM Analytics asset visibility feature to hide the assets from the users.
Answer: C
Explanation:
In CRM Analytics, you can control the visibility of dashboards and other assets using theasset visibilityfeature. This allows the consultant to restrict access to specific assets (like dashboards) for certain groups of users, such as sales reps, without needing to duplicate datasets or move dashboards to another app.
This is the most efficient way to manage access for dashboards in progress while allowing only sales managers to view the in-progress dashboards.
Reference: TheCRM Analytics asset visibilityfeature is described in detail in theBuilding Lenses, Dashboards, and Appsmodule, where different user access levels are explained.
NEW QUESTION # 69
Universal Containers has a dashboard for sales managers. They need to visualize the percentage of their opportunities in the pipeline in a Gauge chart. They want to customize the chart to keep track if they are below or beyond the target.

Which widget parameters should a consultant use?
- A. Reference Line, Markers, Conditional Formatting
- B. Reference Line, Angle, Range Values
- C. Range Values, Angle, Conditional Formatting
Answer: A
Explanation:
In the scenario described, the sales managers at Universal Containers require a Gauge chart that not only shows the current percentage of opportunities in their pipeline but also indicates whether they arebelow or beyond their set targets. The appropriate widget parameters to achieve this visualization in Salesforce CRM Analytics (formerly known as Einstein Analytics) are:
* Reference Line: This parameter is crucial for defining a specific target value on the gauge chart. It visually marks a point that represents the target goal, providing an immediate visual cue as to whether the current percentage is below or above this point.
* Markers: Markers are used to represent and highlight specific values on the gauge chart. They can be utilized to emphasize the current percentage level of the pipeline, making it instantly visible how close or far the current value is from the reference line or target.
* Conditional Formatting: This feature allows the chart to change color or style based on whether the current values meet, exceed, or fall below the target. It is a critical visual tool for quickly communicating performance against targets. Conditional formatting can be set to alter the appearance of the gauge's fill color based on whether the values are above, equal to, or below the reference line, thereby providing an intuitive visual representation of performance relative to targets.
The combination of these three parameters enables a highly effective visualization for sales managers to monitor their performance against key metrics and targets directly on their dashboards. This setup is aligned with Salesforce's best practices for creating meaningful and actionable insights within CRM dashboards, ensuring that users can easily interpret and react to the data presented.
For more details on configuring these parameters, you can refer to Salesforce documentation and specific Trailhead modules that cover dashboard creation and customization:
* Wave Analytics Explorer
* Building Lenses, Dashboards, and Apps in CRM Analytics
These resources provide in-depth training and examples to help users effectively use Salesforce CRM Analytics for a wide range of data visualization needs.
NEW QUESTION # 70
Cloud Kicks needs a CRM Analytics consultant to install the Appointment Analytics App. After installation, they realize the wrong field was picked and the app did not have access to a newly created field that should be used instead of the old one.
What is the first step the consultant should take to prevent erroneous dataset/dashboard creation?
- A. Cancel running installations from Setup
- B. Update the app with the new field after installation.
- C. Stop the recipe from running in Data Manager.
Answer: C
Explanation:
If the wrong field is selected in the initial setup of an app or dataset, it is important to stop any data processing activities (like recipe executions) to prevent erroneous data from being loaded into datasets and dashboards. In this case, stopping the recipe from running in Data Manager is the correct first step. Once the recipe is stopped, the consultant can update the field selection or make other necessary corrections before restarting the process.
NEW QUESTION # 71
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 component visibility for the dashboard for system administrators only.
- B. The consultant has set up a dashboard filter condition for data to be visible to system administrators only.
- C. The consultant has set up/enabled a 'Hide on Error' feature for the dashboard while embedding it.
Answer: A
Explanation:
Reference:CRM Analytics and Lightning Components
NEW QUESTION # 72

Which timeseries statement will fix the query?
- A. q = timeseries q generate 'sum_Sales' as 'Forecasted_Sales' with (dateCols=('Date_Quarter',
'Date_Month', "Q-M"), partition='Region', ignoreLast=true); - B. q = timeserles q generate 'sum_Sales' as 'Forecasted_Sales' with (length=12,dateCols=("Date_Year',
'Date_Month', "Y-M"), partition='Region'); - C. q= timeseries q generate 'sum_Sales' as 'Forecasted_Sales' with (dateCols=('Date_Year', 'Date Quarter', "Y-Q"), partition='Region', seasonality=4);
Answer: B
NEW QUESTION # 73
......
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