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| Section | Weight | Objectives |
|---|
| Topic 1: Dashboard Design & Development | 25% | - Build & Configure Dashboards
- 1. Implement bindings, filters, and interactions
- 2. Create lenses, steps, and visualizations
- 3. Use SAQL for advanced queries
- Design Principles
- 1. Design for mobile and Lightning compatibility
- 2. Apply best practices for usability and performance
|
| Topic 2: Analytics Administration & Deployment | 18% | - Implementation & Maintenance
- 1. Use Dashboard Inspector and Publisher
- 2. Manage versioning and deployment
- 3. Monitor and optimize query performance
|
| Topic 3: Data Layer | 23% | - 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 4: 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
|
| Topic 5: Einstein Discovery | 22% | - Model Building & Configuration
- 1. Select prediction type: numeric, binary, multi-class
- 2. Train, evaluate, and refine models
- 3. Prepare and assess data for modeling
- Deployment & Usage
- 1. Embed predictions in dashboards and Lightning pages
- 2. Interpret results and recommendations
- 3. Monitor and maintain model performance
|
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Salesforce Certified CRM Analytics and Einstein Discovery Consultant Sample Questions (Q61-Q66):
NEW QUESTION # 61
CRM Analytics uses permissions of the Integration User to extract data from Salesforce objects and fields when a dataflow/recipe job runs.
Why should a consultant be cautious while syncing objects and fields containing sensitive data?
- A. The Integration User has Create and Modify All Data access.
- B. The Integration User has Modify All Data access.
- C. The Integration User has View All Data access.
Answer: C
NEW QUESTION # 62
Cloud Kicks (CK) wants to use CRM Analytics to analyze trends of its sales pipeline in order to accelerate the company's sales process. To do so, CK needs to know the average time an opportunity spends in each stage. The data can be found in the Opportunity History object, but the value is not pre- calculated in Salesforce, so a consultant recommends using a recipe to calculate it.
How should the consultant use a recipe to calculate the average time an opportunity spends in each stage?
- A. Custom transformation with a multiple row formula to calculate the duration
- B. An aggregate transformation with offset parameter to calculate the duration
- C. Flatten transformation with offset expressions to calculate the duration
Answer: A
NEW QUESTION # 63
Universal Containers (UC) uses a Microsoft Azure SQL Data Warehouse to gather information about sales reps' objectives. UC wants to use CRM Analytics to gain insights from this data and automatically load it into a CRM Analytics dataset daily. The data also needs to be transformed and merged with data from the company's org.
Which CRM Analytics user interface features should be used to complete these requirements?
- A. CRM Analytics Connector for Excel used in conjunction with dataflows/recipes
- B. Analytics REST API used in conjunction with dataflows/recipes.
- C. Microsoft Azure SQL Data Warehouse Connector used in Conjuction with dataflows/recipes
Answer: C
Explanation:
Reference:CRM Analytics Connectors and Dataflows
NEW QUESTION # 64
CRM Analytics users at Cloud Kicks are granted access to an app with specific dashboards. When trying to download a specific widget, they are unable to do so.
- A. The users have access to the dashboard but not the dataset.
- B. The dashboard has been created for internal use and theusers have a view only license.
- C. The permission set for the users is missing the download data permission.
Answer: C
Explanation:
In CRM Analytics, even if users are granted access to view an app and its dashboards, their ability to download data is controlled by permissions assigned via permission sets. Specifically, users need the
"Download Data" permission to download data from widgets or dashboards. If this permission is missing from their permission set, they will be unable to download the specific widget, even though they can view the data.
NEW QUESTION # 65
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. Deactivate the user and assign an active one to the app's manager role.
- B. Assign an active user the app's manager role before the previous manager is deactivated.
- C. Wait for the CRM Analytics app to auto-assign an active user as its manager.
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 # 66
......
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