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| Section | Weight | Objectives |
|---|
| Data Layer | 25% | - Implement and configure the right data transformations
- 1. Use Data Prep actions
- 2. Identify and resolve data sync issues
- Identify the right data sources and data flows for CRM Analytics
- 1. Describe use cases for Data Prep (Dataflows and Recipes)
- 2. Describe how Salesforce objects map to CRM Analytics
- 3. Define datasets
|
| Analytics Dashboard Design | 20% | - Design and build CRM Analytics dashboards
- 1. Use Lenses and Dashboards
- 2. Apply design best practices
- 3. Describe the use cases for Visualforce and Lightning components
|
| Security | 10% | - Determine security and sharing settings
- 1. Implement row-level security
- 2. Describe how Salesforce security is applied in CRM Analytics
|
| Analytics Dashboard Configuration | 25% | - Configure dashboards
- 1. Configure bindings
- 2. Apply query filters
- 3. Set up dynamic dashboards
|
| 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. Identify the use cases for Einstein Discovery
- 2. Explain the model building process
- 3. Interpret model results
|
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2026 Professional Analytics-Con-201: Salesforce Certified CRM Analytics and Einstein Discovery Consultant Valid Exam Bootcamp
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Salesforce Certified CRM Analytics and Einstein Discovery Consultant Sample Questions (Q67-Q72):
NEW QUESTION # 67
An CRM Analytics consultant is working with Ursa Major Solar to build a dashboard to understand customer renewals. Each subscription is captured as a Closed Won Opportunity within Salesforce and asingle Account should only have one active subscription. The consultant notices the Opportunity record does NOT specify whether it is a renewal or a net new subscription.
Which data transformation should the consultant use to determine if a subscription is new or a renewal?
- A. Custom Multiple row formula
- B. Custom Formula
- C. Flatten
Answer: B
Explanation:
To determine whether a subscription is new or a renewal from the Opportunity records in Salesforce, the consultant should utilize a Custom Formula in the data transformation process. Here's the rationale:
* Custom Formula Usage: By employing a custom formula, the consultant can create a logical expression that checks the historical data associated with each account. If an account has previous closed-won opportunities, any new opportunities can be labeled as renewals; otherwise, they are considered new subscriptions.
* Data Insight: This method provides a straightforward way to derive new insights (new vs. renewal) directly from existing data without altering the data structure itself, making it a non-invasive and efficient solution.
* Implementation: The custom formula can be applied in a recipe or directly within a dataflow in CRM Analytics, offering flexibility in how and where the transformation is executed.
NEW QUESTION # 68
Universal Containers' CRM Analytics team is building a dashboard with two widgets.
1. List widget associated to the query "Type_2" and grouped by the dimension "Type" (multi-selection)
2. Donut chart widget associated to the query "Step_pie_3" and grouped by the dimension "Type" The team wants to use bindings/interactions so any selection in the List widget will filter the Donut chart. The queries use different datasets, and users should be able to choose more than one Type (multi-selection).
What is the right syntax for the binding/interaction?

- A. Option C
- B. Option B
- C. Option A
Answer: C
Explanation:
For the given requirement where a selection in a list widget needs to filter data displayed on a donut chart, and considering the list allows for multi-selection of the 'Type', the correct binding/interaction would be to use a syntax that captures the multi-select aspect and passes it appropriately. The right syntax, as indicated in Option A, looks like this:
"{{column(Type_2.selection, [\"Type\"]).asObject()}}"
This syntax ensures:
* Multi-selection: The column() function in combination with .asObject() ensures that multiple selected values from the 'Type_2' query can be passed as an object, which the donut chart can utilize to filter its content.
* Correct Data Type Handling: By using .asObject(), the binding ensures the data passed between widgets maintains the correct structure expected by the CRM Analytics dashboard, thereby ensuring accurate filtering.
NEW QUESTION # 69
Cloud Kicks uses CRM Analytics for its sales reporting. A new manager needs access to CRM Analytics to see specific dashboards.
How should the system administrator give access to the Analytics
Studio app in the App Launcher?
- A. Assign the CRM Analytics User permission set to the manager's user.
- B. Share the Analytics Studio app to the user's profile.
- C. Change the profile of the user to one that has access to the Analytics Studio.
Answer: A
NEW QUESTION # 70
In Data Alerts, a field named Region is 96.5% North America. The consultant believes that this is an important field since the majority of sales is in the North American market.
What is the appropriate action?
- A. Append more rows of data with "other values of Region" to balance the dataset properly.
- B. Choose the recommended action "keep only North America" and exclude all of the other rows.
- C. Understand if client should only "focus on North America" or drop the field, as it does not have valuable information.
Answer: C
NEW QUESTION # 71
A company realizes it has a lot of rich information around its cases, but unfortunately, most of this isunstructured/textual data. Thecompany is exploring how to include some of this information in its case prioritization.
Which option within CRM Analytics should a consultant leverage?
- A. Bucket transformation in Recipes
- B. Cluster transformation in Recipes
- C. Detect Sentiment transformation in Recipes
Answer: C
Explanation:
For a company with a wealth of unstructured textual data in their cases, the "Detect Sentiment" transformation within CRM Analytics Recipes is a crucial tool. This transformation analyzes the sentiment of the text data- whether it's positive, neutral, or negative-and this insight can be highly valuable in case prioritization processes. Here's why this transformation is useful:
* Insight into Customer Sentiments: By detecting sentiment, the company can prioritize cases based on the urgency and emotional tone expressed in the text, which might indicate customer dissatisfaction or urgency.
* Automation and Efficiency: Automatically categorizing cases based on sentiment can streamline workflows and ensure that critical cases are handled promptly.
* Enhanced Customer Service: Responding to negative sentiments swiftly can improve customer satisfaction and potentially mitigate issues before they escalate.
NEW QUESTION # 72
......
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