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| Section | Weight | Objectives |
|---|
| Topic 1: Analytics Dashboard Design | 20% | - Design and build CRM Analytics dashboards
- 1. Apply design best practices
- 2. Use Lenses and Dashboards
- 3. Describe the use cases for Visualforce and Lightning components
|
| Topic 2: Security | 10% | - Determine security and sharing settings
- 1. Describe how Salesforce security is applied in CRM Analytics
- 2. Implement row-level security
|
| Topic 3: Einstein Discovery | 20% | - Implement Einstein Discovery
- 1. Configure and deploy Einstein Discovery models
- 2. Integrate predictions into CRM Analytics dashboards
- Describe Einstein Discovery concepts
- 1. Identify the use cases for Einstein Discovery
- 2. Interpret model results
- 3. Explain the model building process
|
| Topic 4: Data Layer | 25% | - Implement and configure the right data transformations
- 1. Identify and resolve data sync issues
- 2. Use Data Prep actions
- Identify the right data sources and data flows for CRM Analytics
- 1. Define datasets
- 2. Describe how Salesforce objects map to CRM Analytics
- 3. Describe use cases for Data Prep (Dataflows and Recipes)
|
| Topic 5: Analytics Dashboard Configuration | 25% | - Configure dashboards
- 1. Configure bindings
- 2. Set up dynamic dashboards
- 3. Apply query filters
|
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Salesforce Certified CRM Analytics and Einstein Discovery Consultant Sample Questions (Q73-Q78):
NEW QUESTION # 73
Exhibit.

Given that the queries are using different datasets, which change should a CRM Analytics consultant make to solve this issue?
- A. Use "Connect Data Sources" and create a connection to connect the two datasets.
- B. Use result binding/Interaction in the filters section of the query "Type 1".
- C. Use "Connect Data Sources" and create a connection to connect the two widgets.
Answer: A
NEW QUESTION # 74
A CRM Analytics administrator is working on deploying a dataflow and a dataset (generated by this dataflow) to another org.
While creating a change set, they notice that the components are NOT visible to be included in the change set.
What is the reason for this?
- A. The administrator does NOT have system administrator permission to include the assets In the change set,
- B. Assets are kept in the Private App and are unavailable to include in the change set.
- C. The administrator does NOT have access to the assets on CRM Analytics.
Answer: B
NEW QUESTION # 75
A CRM Analytics consultant wants to move a dataflow to a recipe in order to use aggregation nodes. To do so, they use the Dataflow to Recipe convertor and the recipe runs successfully.
However, they are unable to see the aggregated data in the dataset.
What is causing the issue?
- A. The dataflow has to be turned off and only the recipe should run.
- B. The recipe has to be turned off and only the dataflow should run.
- C. The convertor has created a new dataset with a new ID.
Answer: C
NEW QUESTION # 76
A CRM Analytics consultant has been asked to refactor a dashboard so that it loads quicker. After some analysis, the consultant found that most of the dashboard queries run in less than 5 seconds; however, the Opportunities Table takes more time to load when scrolled down from its initial view.
How should the consultant improve the performance of this dashboard?
- A. Create a Visualforce page and display a list view of the Opportunities on this new page.
- B. Create a second dashboard and move the table to this new dashboard.
- C. Create a second page on the dashboard and move the table to this new page.
Answer: C
NEW QUESTION # 77
Universal Containers has a dashboard for sales managers. They need to visualize the percentage of their opportunities in the pipeline in a Gauge chart. They want to customize the chart to keep track if they are below or beyond the target.

Which widget parameters should a consultant use?
- A. Reference Line, Angle, Range Values
- B. Range Values, Angle, Conditional Formatting
- C. Reference Line, Markers, Conditional Formatting
Answer: C
Explanation:
In the scenario described, the sales managers at Universal Containers require a Gauge chart that not only shows the current percentage of opportunities in their pipeline but also indicates whether they arebelow or beyond their set targets. The appropriate widget parameters to achieve this visualization in Salesforce CRM Analytics (formerly known as Einstein Analytics) are:
* Reference Line: This parameter is crucial for defining a specific target value on the gauge chart. It visually marks a point that represents the target goal, providing an immediate visual cue as to whether the current percentage is below or above this point.
* Markers: Markers are used to represent and highlight specific values on the gauge chart. They can be utilized to emphasize the current percentage level of the pipeline, making it instantly visible how close or far the current value is from the reference line or target.
* Conditional Formatting: This feature allows the chart to change color or style based on whether the current values meet, exceed, or fall below the target. It is a critical visual tool for quickly communicating performance against targets. Conditional formatting can be set to alter the appearance of the gauge's fill color based on whether the values are above, equal to, or below the reference line, thereby providing an intuitive visual representation of performance relative to targets.
The combination of these three parameters enables a highly effective visualization for sales managers to monitor their performance against key metrics and targets directly on their dashboards. This setup is aligned with Salesforce's best practices for creating meaningful and actionable insights within CRM dashboards, ensuring that users can easily interpret and react to the data presented.
For more details on configuring these parameters, you can refer to Salesforce documentation and specific Trailhead modules that cover dashboard creation and customization:
* Wave Analytics Explorer
* Building Lenses, Dashboards, and Apps in CRM Analytics
These resources provide in-depth training and examples to help users effectively use Salesforce CRM Analytics for a wide range of data visualization needs.
NEW QUESTION # 78
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