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| Section | Weight | Objectives |
|---|
| Topic 1: Security & Access | 12% | - Sharing & Permissions
- 1. Implement row-level security and inheritance
- 2. Manage user and group access
- 3. Configure app, dataset, and field-level security
|
| Topic 2: Data Layer | 23% | - Data Sources & Integration
- 1. Use Dataflows and Recipes for transformation
- 2. Extract, load, and prepare data using Data Manager
- 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: Dashboard Design & Development | 25% | - Design Principles
- 1. Design for mobile and Lightning compatibility
- 2. Apply best practices for usability and performance
- Build & Configure Dashboards
- 1. Implement bindings, filters, and interactions
- 2. Use SAQL for advanced queries
- 3. Create lenses, steps, and visualizations
|
| Topic 4: Analytics Administration & Deployment | 18% | - Implementation & Maintenance
- 1. Manage versioning and deployment
- 2. Use Dashboard Inspector and Publisher
- 3. Monitor and optimize query performance
|
| Topic 5: Einstein Discovery | 22% | - Model Building & Configuration
- 1. Prepare and assess data for modeling
- 2. Train, evaluate, and refine models
- 3. Select prediction type: numeric, binary, multi-class
- Deployment & Usage
- 1. Embed predictions in dashboards and Lightning pages
- 2. Monitor and maintain model performance
- 3. Interpret results and recommendations
|
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Salesforce Certified CRM Analytics and Einstein Discovery Consultant Sample Questions (Q60-Q65):
NEW QUESTION # 60
Universal Containers intends to use a custom Salesforce big object in its org and visualize the data using CRM Analytics. As the number of rows to be synced is quite large, the CRM Analytics consultant is looking to set up an incremental sync with additional filters added as part of the data sync to improve performance.
What should the consultant keep in mind while implementing this?
- A. Only SOSL queries can be used as data syne filters.
- B. Incremental data syne Is NOT supported for big objects.
- C. Custom big objects are NOT supported by CRM Analytics.
Answer: B
NEW QUESTION # 61
Cloud Kicks has informed CRM Analytics developers that they have two scenarios with restricted row-level security.
The parameters being:
1. Non-CXOs and VPs working in EMEA can have access to EMEA records only.
2. CXOs and VPs should have access to all data irrespective of the region (APAC, EMEA, etc.).
Which sharing method works for this scenario?
- A. Create two separate datasets; one for EMEA, and one for CXOs and VPs.
- B. Create two sets of dashboards; one for EMEA, and one for CXOs and VPs while filtering the dashboard on the region.
- C. Use a field on the user record like Department/Region, and apply row-level security based on that field.
Answer: C
Explanation:
For Cloud Kicks' requirements regarding access to data based on roles and geographic regions, the most efficient and scalable approach is to implement row-level security using fields on the user record, like Department or Region. Here's the rationale for choosing this approach:
* Scalability and Maintenance: By applying security rules based on user record fields, Cloud Kicks can manage access dynamically without needing to maintain multiple dashboards or datasets. This reduces administrative overhead and simplifies updates as roles or regional structures change.
* Flexibility: Using a field on the user record to control access allows for easy expansion or modification of security policies as new regions or roles are added.
* Simplicity: This method ensures a clear and straightforward security model that can be easily audited and understood by administrators and compliance teams.
NEW QUESTION # 62
A system administrator at Cloud Kicks creates a joined report to showcase the new business deals closing in the current quarter, which was well received by the business stakeholders. A manager wants to visualize this report on CRM Analytics.
The CRM Analytics consultant determines the report can be trended on CRM Analytics, but it's not working as expected.
What is causing the issue?
- A. The Analytics Integration user did not have permission to view the report on Salesforce.
- B. Trending dashboards cannot be created from joined reports.
- C. The Salesforce report was filtered on quarterly data which meant it did not have enough data to trend on CRM Analytics.
Answer: B
NEW QUESTION # 63
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. Leverage the CRM Analytics asset visibility feature to hide the assets from the users.
- B. Remove the dashboard from the 'Run App' navigation list so the sales reps cannot navigate to these dashboards.
- C. Duplicate the dashboards and their respective datasets, and move the assets to a separate app for the sales rep.
Answer: A
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 # 64
A CRM Analytics consultant is building a dashboard for Cloud Kicks that is embedded in a separate Lightning page called "Management Dashboard" using a CRM Analytics Dashboard Component. The system administrator and the contract manager should both have access. The system administrator is able to see the dashboard and the data, but the contract manager sees a blank Lightning page.
What is causing the issue?
- A. The consultant has set up component visibility for the dashboard for system administrators only.
- B. The consultant has set up/enabled a 'Hide on Error' feature for the dashboard while embedding it.
- C. The consultant has set up a dashboard filter condition for data to be visible to system administrators only.
Answer: A
Explanation:
Reference:CRM Analytics and Lightning Components
NEW QUESTION # 65
......
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