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| Section | Weight | Objectives |
|---|---|---|
| Topic 1: Analytics Administration & Deployment | 18% | - Implementation & Maintenance
|
| Topic 2: Einstein Discovery | 22% | - Deployment & Usage
|
| Topic 3: Dashboard Design & Development | 25% | - Build & Configure Dashboards
|
| Topic 4: Data Layer | 23% | - Data Management & Optimization
|
| Topic 5: Security & Access | 12% | - Sharing & Permissions
|
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NEW QUESTION # 62
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?
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 # 63
Cloud Kicks needs a CRM Analytics consultant to install the Appointment Analytics App. After installation, they realize the wrong field was picked and the app did not have access to a newly created field that should be used instead of the old one.
What is the first step the consultant should take to prevent erroneous dataset/dashboard creation?
Answer: A
Explanation:
If the wrong field is selected in the initial setup of an app or dataset, it is important to stop any data processing activities (like recipe executions) to prevent erroneous data from being loaded into datasets and dashboards. In this case, stopping the recipe from running in Data Manager is the correct first step. Once the recipe is stopped, the consultant can update the field selection or make other necessary corrections before restarting the process.
NEW QUESTION # 64
At Universal Containers, a dashboard is built to track sales metrics. The Opportunity amount field has conditional formatting added - it turns green for closed won and red for closed lost.
How should a CRM Analytics consultant enhance the dashboard design to become more accessible to users with color vision challenges?
Answer: B
Explanation:
Enhancing accessibility, especially for users with color vision challenges, is critical. Adding up and down arrows next to the KPIs:
* Visual Cues: Provides a non-color dependent method to indicate whether metrics are positive (up arrow) or negative (down arrow).
* Accessibility: Improves understanding for users with color vision deficiencies, ensuring that the dashboard is inclusive.
* User Experience: Enhances the overall usability of the dashboard by making the interpretation of data straightforward and less reliant on color.
NEW QUESTION # 65
Cloud Kicks has a dashboard that displays accounts and opportunities data in a table that contains actions to open the records in Salesforce. Since the company has allowed several accounts to be created with the same names, when users try to perform actions, they are prompted with only a record ID to select, leaving the users confused and unable to act.
How should the CRM Analytics consultant solve this problem?
Answer: C
NEW QUESTION # 66
A data architect wants to use a recipe transformation to implement row level security based on role hierarchy in Salesforce.
Which transformation should the architect use to level the dataset hierarchy?
Answer: C
NEW QUESTION # 67
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