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| Section | Weight | Objectives |
|---|
| Topic 1: Einstein Discovery | 22% | - Deployment & Usage
- 1. Interpret results and recommendations
- 2. Embed predictions in dashboards and Lightning pages
- 3. Monitor and maintain model performance
- 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: Data Layer | 23% | - Data Sources & Integration
- 1. Extract, load, and prepare data using Data Manager
- 2. Use Dataflows and Recipes for transformation
- 3. Define datasets and map Salesforce objects
- Data Management & Optimization
- 1. Implement data modeling and relationships
- 2. Optimize dataset performance
- 3. Resolve data sync and refresh issues
|
| Topic 3: Analytics Administration & Deployment | 18% | - Implementation & Maintenance
- 1. Manage versioning and deployment
- 2. Monitor and optimize query performance
- 3. Use Dashboard Inspector and Publisher
|
| Topic 4: Dashboard Design & Development | 25% | - Build & Configure Dashboards
- 1. Create lenses, steps, and visualizations
- 2. Use SAQL for advanced queries
- 3. Implement bindings, filters, and interactions
- Design Principles
- 1. Design for mobile and Lightning compatibility
- 2. Apply best practices for usability and performance
|
| Topic 5: Security & Access | 12% | - Sharing & Permissions
- 1. Manage user and group access
- 2. Configure app, dataset, and field-level security
- 3. Implement row-level security and inheritance
|
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Salesforce Certified CRM Analytics and Einstein Discovery Consultant Sample Questions (Q17-Q22):
NEW QUESTION # 17
Universal Containers is setting up a Sales Analytics app to track the sales performance across all regions. The role hierarchy is well-structured with separate branches for various global regions.
Viewer access has been provided to the regional sales reps based on the following roles.
* Regional Sales - APAC
* Regional Sales - EMEA
* Regional Sales - LATAM
* Regional Sales - NA
The CRM Analytics project team receives a request to extend Editor
access to the app to 20 'Superusers' across all regions.
What is the optimal solution?
- A. Create a new public group with these users and assign it the Editor app access.
- B. Create a new sharing rule for these users and assign it the Editor app access.
- C. Create new roles for these users and assign them the Editor app access.
Answer: A
NEW QUESTION # 18
The CRM Analytics consultant at Cloud Kicks is asked to a dashboard displaying Opportunities data on the account's record page. The dashboard should display only opportunity data related to the current account viewed.
How should the consultant accomplish this?
- A. Create a dashboard, clone it and filter It for each account record, and embed them into the account's record pages accordingly.
- B. Create the dashboard, insert in the account's record page, and apply a filter based on the opportunity's Id field.
- C. Create the dashboard, insert in the account's record page, and apply a filter based on the account's Id field.
Answer: C
NEW QUESTION # 19
The sole manager of a CRM Analytics app at Cloud Kicks is leaving the company.
What should the CRM Analytics consultant do to ensure the app remains accessible?
- A. Wait for the CRM Analytics app to auto-assign an active user as its manager.
- B. Assign an active user the app's manager role before the previous manager is deactivated.
- C. Deactivate the user and assign an active one to the app's manager role.
Answer: B
Explanation:
To ensure continuity in managing a CRM Analytics app at Cloud Kicks after the current manager leaves, it is critical to proactively assign a new manager. Here's why this is the best approach:
* Role Transition: Assigning a new manager before the current manager's account is deactivated ensures there is no gap in app management, maintaining access and administrative continuity.
* Avoid Disruption: Waiting for an automatic reassignment (which does not typically occur in CRM Analytics) or post-deactivation reassignment could disrupt the management and operation of the app, potentially leading to access issues or administrative challenges.
* Proactive Management: This approach is in line with best practices for CRM system management, where critical roles and responsibilities are transitioned smoothly to avoid any operational disruptions.
NEW QUESTION # 20
An CRM Analytics consultant creates a model to maximize the satisfaction of cases. They want to deploy the mode! and further use the model and predictions in an existing automated business process powered by Salesforce Flow.
What is the most efficient way to accomplish this?
- A. Write an Apex class with Einstein Discovery Predictions and append them to process.
- B. Use the Einstein Discovery flow action to make a prediction with the flow.
- C. Create a trigger on Case objectand use REST APIs to append the predictions intothe business process.
Answer: B
NEW QUESTION # 21
Acompany wants to create a timeline chart to visualize the evolution of its Closed Won opportunities.

What are the required parameters to build a lens that displays output similar to the image shown?
- A. 1 measure, 0 groupings if trellis Is disabled, or 0-2 groupings If trellis is enabled
- B. 1 measure, 1 grouping by a date field, and either 0-1 groupings groupings by a dimensionif trellis is disabled, or 0-2groupings if trellis is enabled
- C. 1 measure, 1-2 groupings if trellis is disabled, or 1-4 groupings if trellis is enabled
Answer: B
Explanation:
To create a timeline chart similar to the one shown, the following parameters are typically required:
* 1 Measure: This could be the count of Closed Won opportunities or any other relevant metric that needs to be tracked over time.
* 1 Grouping by a Date Field: This is essential to plot the timeline effectively. The date field would typically be the close date of the opportunities.
* Additional Groupings: Depending on the complexity and the detail needed, additional groupings can be added. For example, grouping by region or product line can provide more insights into the timeline. If trellis is used, it allows for the creation of multiple smaller charts within the main chart, each representing a slice of data based on the additional groupings.
This setup helps visualize the evolution of Closed Won opportunities over time, making it easy to spot trends, seasonal patterns, or other relevant insights.
NEW QUESTION # 22
......
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