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| Section | Weight | Objectives |
|---|
| Topic 1: Security | 10% | - Determine security and sharing settings
- 1. Implement row-level security
- 2. Describe how Salesforce security is applied in CRM Analytics
|
| Topic 2: Einstein Discovery | 20% | - Describe Einstein Discovery concepts
- 1. Explain the model building process
- 2. Interpret model results
- 3. Identify the use cases for Einstein Discovery
- Implement Einstein Discovery
- 1. Integrate predictions into CRM Analytics dashboards
- 2. Configure and deploy Einstein Discovery models
|
| Topic 3: Analytics Dashboard Configuration | 25% | - Configure dashboards
- 1. Set up dynamic dashboards
- 2. Apply query filters
- 3. Configure bindings
|
| Topic 4: 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 how Salesforce objects map to CRM Analytics
- 2. Describe use cases for Data Prep (Dataflows and Recipes)
- 3. Define datasets
|
| Topic 5: 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
|
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Salesforce Certified CRM Analytics and Einstein Discovery Consultant Sample Questions (Q61-Q66):
NEW QUESTION # 61
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: B
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 # 62
A customer has a dataset consisting of over 300 unique product names. They request a prediction model with the product names included.
Which action should the CRM Analytics consultant take?
- A. Run the model using the default variables in the Product object.
- B. Split the analysis into multiple models with each having fewer products.
- C. Use SKU numbers rather than product names to increase clarity.
Answer: B
NEW QUESTION # 63
A CRM Analytics consultant wants to move a dataflow to a recipe in order to use aggregation nodes. To do so, they use the Dataflow to Recipe convertor and the recipe runs successfully.
However, they are unable to see the aggregated data in the dataset.
What is causing the issue?
- A. The recipe has to be turned off and only the dataflow should run.
- B. The convertor has created a new dataset with a new ID.
- C. The dataflow has to be turned off and only the recipe should run.
Answer: B
NEW QUESTION # 64
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 # 65
Universal Containers has a dashboard for sales managers that want to visualize their win rate.
Which chart type should the consultant use to keep track of targets?
- A. Line
- B. Metric Radar
- C. Gauge
Answer: C
NEW QUESTION # 66
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