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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. Prepare and assess data for modeling
- 2. Select prediction type: numeric, binary, multi-class
- 3. Train, evaluate, and refine models
|
| Topic 2: 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 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. Resolve data sync and refresh issues
- 2. Implement data modeling and relationships
- 3. Optimize dataset performance
|
| Topic 4: Dashboard Design & Development | 25% | - Build & Configure Dashboards
- 1. Create lenses, steps, and visualizations
- 2. Implement bindings, filters, and interactions
- 3. Use SAQL for advanced queries
- Design Principles
- 1. Design for mobile and Lightning compatibility
- 2. Apply best practices for usability and performance
|
| Topic 5: Analytics Administration & Deployment | 18% | - Implementation & Maintenance
- 1. Use Dashboard Inspector and Publisher
- 2. Manage versioning and deployment
- 3. Monitor and optimize query performance
|
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Salesforce Certified CRM Analytics and Einstein Discovery Consultant Sample Questions (Q85-Q90):
NEW QUESTION # 85
A CRM Analytics consultant is working on Sales dashboards with multiple datasets and advanced queries in the Sales Analytics app.
Sales managers in the organization have been given Editor/Manager access to the app, whereas sales reps have been given Viewer access.
Some dashboards that are in progress are not ready to be rolled out to sales reps and should only be viewable by sales managers.
How should the consultant accomplish this?
- A. Remove the dashboard from the 'Run App' navigation list so the sales reps cannot navigate to these dashboards.
- B. Duplicate the dashboards and their respective datasets, and move the assets to a separate app for the sales rep.
- C. Leverage the CRM Analytics asset visibility feature to hide the assets from the users.
Answer: C
Explanation:
In CRM Analytics, you can control the visibility of dashboards and other assets using theasset visibilityfeature. This allows the consultant to restrict access to specific assets (like dashboards) for certain groups of users, such as sales reps, without needing to duplicate datasets or move dashboards to another app.
This is the most efficient way to manage access for dashboards in progress while allowing only sales managers to view the in-progress dashboards.
Reference: TheCRM Analytics asset visibilityfeature is described in detail in theBuilding Lenses, Dashboards, and Appsmodule, where different user access levels are explained.
NEW QUESTION # 86
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.
What is causing the issue?
- A. The permission set for the users Is missing the download data permission.
- B. The users have access to the dashboard but not the dataset.
- C. The dashboard has been created for internal use and the users have a view only license.
Answer: A
Explanation:
As in the previous question, the issue is related to permissions. Users can be granted access to dashboards and apps, but if their permission set does not explicitly allow the "Download Data" action, they will not be able to download the widget data. This is a common issue encountered when users have restricted permissions, especially in environments where security and data access are tightly controlled.
Reference: The role of permission sets and the "Download Data" permission is covered inSalesforce CRM Analyticstraining, particularly in relation to managing user access and security in the platform.
NEW QUESTION # 87
The CRM Analytics consultant at AW Computing is designing dashboard. They want to add a rate between two metrics and display it in a new chart. They are finding that the new chart seems to prejudice the design of other charts.
What should the consultant do to resolve this?
- A. Clone the dashboard and replace one of the charts with the new rate chart.
- B. Adjust the dashboard widgets to accommodate the rate chart.
- C. Create a component with the rate chart and insert it in one of the tooltips.
Answer: C
NEW QUESTION # 88
Universal Containers wants to create two dashboards and has two user groups. The 'Regional Performance' dashboard should be accessible to sales reps and managers/executives to keep track of how sales reps are performing in each region. Sales reps must only be able to see data pertaining to their respective region. The 'National Performance' dashboard is using the same data as the other dashboard but should only be accessible to managers/executives to compare data across all regions.
In addition to row-level security to view only regional data, how should a consultant ensure that sales reps are unable to view the 'National Performance' dashboard?
- A. Create one dataset, two apps; store 'Regional Performance' dashboard and dataset In one app; and provide access to both user groups to this app. Store 'National Performance' dashboard in another app and only provide access tomanagers/executives.
- B. Create one dataset, one app; store both 'Regional Performance' dashboard, 'National Performance' dashboard, and dataset in the app; and provide access to both user groups to this app. Use row-level security to restrict sales repsfrom seeing data in 'National Performance' dashboard.
- C. Create two datasets, one app; store both 'Regional Performance' dashboard, 'National Performance' dashboard, and dataset in the app; and provide access to both user groups to this app.
Answer: A
NEW QUESTION # 89
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 sharing rule for these users and assign it the Editor app access.
- B. Create new roles for these users and assign them the Editor app access.
- C. Create a new public group with these users and assign it the Editor app access.
Answer: C
NEW QUESTION # 90
......
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