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Salesforce Analytics-Con-201 Exam Syllabus Topics:

SectionWeightObjectives
Topic 1: Einstein Discovery22%- Deployment & Usage
  • 1. Interpret results and recommendations
  • 2. Monitor and maintain model performance
  • 3. Embed predictions in dashboards and Lightning pages
- Model Building & Configuration
  • 1. Train, evaluate, and refine models
  • 2. Select prediction type: numeric, binary, multi-class
  • 3. Prepare and assess data for modeling
Topic 2: Dashboard Design & Development25%- Build & Configure Dashboards
  • 1. Implement bindings, filters, and interactions
  • 2. Create lenses, steps, and visualizations
  • 3. Use SAQL for advanced queries
- Design Principles
  • 1. Apply best practices for usability and performance
  • 2. Design for mobile and Lightning compatibility
Topic 3: Security & Access12%- Sharing & Permissions
  • 1. Configure app, dataset, and field-level security
  • 2. Manage user and group access
  • 3. Implement row-level security and inheritance
Topic 4: Data Layer23%- Data Sources & Integration
  • 1. Define datasets and map Salesforce objects
  • 2. Extract, load, and prepare data using Data Manager
  • 3. Use Dataflows and Recipes for transformation
- Data Management & Optimization
  • 1. Optimize dataset performance
  • 2. Resolve data sync and refresh issues
  • 3. Implement data modeling and relationships
Topic 5: Analytics Administration & Deployment18%- Implementation & Maintenance
  • 1. Monitor and optimize query performance
  • 2. Manage versioning and deployment
  • 3. Use Dashboard Inspector and Publisher

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Salesforce Certified CRM Analytics and Einstein Discovery Consultant Sample Questions (Q37-Q42):

NEW QUESTION # 37
Universal Containers (UC) is rolling out CRM Analytics to its field sales that include dashboards withorder data from an external source.
UC has a well-defined role hierarchy where everyone is assigned to an appropriate node on the hierarchy. In addition, the order data has a reference to a Salesforce opportunity.
An individual sales rep should be able to view all orders that they own or as part of the account team or opportunity team. The sales manager should be able to view all orders for the entire sales team. Similarly, the VP of sales should be able to view orders for everyone who rolls up in that hierarchy.
The dataset has a field called Ownerld which represents the order owner.
Given this information, how should a CRM Analytics consultant implement the above requirements?

Answer: A

Explanation:
In addressing the requirements of Universal Containers to ensure proper visibility of order data across different levels of the sales hierarchy, the use of a security predicate based on role hierarchies is paramount.
Here's why Option B is the ideal approach:
* Flatten Operation on Role Hierarchy: This operation is essential as it allows for the creation of a simplified or "flattened" view of the hierarchical relationships within the organization. This flattened view enables the dataset to understand and respect the hierarchical structure in security implementations.
* Creating a Multi-value Attribute ('ParentRoleIDs'): By creating this attribute, the recipe can hold multiple role IDs that a particular user has visibility permissions for. This is crucial in a hierarchical organization like UC where data visibility needs to cascade down the hierarchy.
* Security Predicate: The predicate ('ParentRoleIDs' == "$User.UserRoleld" || 'TeamMember.Id' ==
'$User.Id' || 'Ownerld' == "$User.Id") effectively enforces that:
* A user can see all orders where their role matches any of the role IDs in the 'ParentRoleIDs' list (hierarchical visibility).
* A user can see all orders where they are specifically listed as a team member.
* A user can see all orders where they are the owner.
This approach aligns with best practices for implementing row-level security in CRM Analytics, ensuring data visibility is managed correctly according to the defined organizational hierarchy and individual data ownership.


NEW QUESTION # 38
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?

Answer: A


NEW QUESTION # 39
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?

Answer: A


NEW QUESTION # 40
A consultant runs the sharing inheritance coverage assessment for the Opportunity object and finds that some records exceed 400 sharing descriptors.
What should the consultant do?

Answer: B

Explanation:
When a record exceeds 400 sharing descriptors, it can cause performance issues or sharing rule complications in CRM Analytics. In such cases, the recommended solution is to usesecurity predicates, which allow fine- tuned control over which data is visible to users based on their sharing rules and permissions. Security predicates reduce the number of sharing descriptors by enforcing security at the dataset level rather than relying solely on record-sharing mechanisms.
Increasing the sharing descriptor limit is not an available option, and Salesforce Support does not typically increase this limit, making the use of security predicates the best approach.


NEW QUESTION # 41
A consultant sets up a Sales Analytics templated app that is very useful for sales operations at Universal Containers (UC). UC wants to make sure all of the data assets associated with the app, including:
recipes, dataflows, connectors, Einstein Discovery models, and prediction definitions are refreshedeveryday at
6:00 AM EST.
How should the consultant proceed?

Answer: A


NEW QUESTION # 42
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