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| Section | Weight | Objectives |
|---|
| Data Layer | 25% | - Implement and configure the right data transformations
- 1. Use Data Prep actions
- 2. Identify and resolve data sync issues
- Identify the right data sources and data flows for CRM Analytics
- 1. Describe how Salesforce objects map to CRM Analytics
- 2. Define datasets
- 3. Describe use cases for Data Prep (Dataflows and Recipes)
|
| Analytics Dashboard Configuration | 25% | - Configure dashboards
- 1. Set up dynamic dashboards
- 2. Configure bindings
- 3. Apply query filters
|
| Einstein Discovery | 20% | - Describe Einstein Discovery concepts
- 1. Interpret model results
- 2. Explain the model building process
- 3. Identify the use cases for Einstein Discovery
- Implement Einstein Discovery
- 1. Configure and deploy Einstein Discovery models
- 2. Integrate predictions into CRM Analytics dashboards
|
| Security | 10% | - Determine security and sharing settings
- 1. Implement row-level security
- 2. Describe how Salesforce security is applied in CRM Analytics
|
| Analytics Dashboard Design | 20% | - Design and build CRM Analytics dashboards
- 1. Apply design best practices
- 2. Describe the use cases for Visualforce and Lightning components
- 3. Use Lenses and Dashboards
|
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Salesforce Certified CRM Analytics and Einstein Discovery Consultant Sample Questions (Q80-Q85):
NEW QUESTION # 80
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 # 81
A CRM Analytics consultant is adding direct data into an existing recipe. When trying to click on the input node, data preview is taking a long time to show any results.
How should the consultant resolve this?
- A. Register the Salesforce object and use Filtered Rows under Data Preview Sampling.
- B. Update the Sample Size under Data Preview Sampling to 5,000 rows.
- C. Use the Filtered Rows sampling mode under Data Preview Sampling to filter records.
Answer: C
NEW QUESTION # 82
What can a consultant accomplish in the Predictions page of a model?
- A. Create predicted outcome value by manually selecting values for some of the predictor fields.
- B. If it is decided to follow some of the Einstein Recommendations for model improvement, see what the new model metrics would be.
- C. Estimate the impacted business value of using Einstein Discovery.
Answer: A
Explanation:
In the Predictions page of a model within CRM Analytics (formerly Einstein Discovery), users have the capability to interact with the model to see how different input values affect predictions. Here's a detailed look at what can be accomplished:
* Manual Input of Predictor Values: Users can manually input or change values for predictor fields to see how these changes alter the predicted outcomes. This is especially useful for testing hypothetical scenarios and understanding how sensitive the model is to various inputs.
* Real-Time Interaction: This functionality provides a hands-on way to explore the model's behavior, offering immediate feedback on how input variations impact predictions, which can help in refining the model or in training users on its application.
* Scenario Analysis: By adjusting predictor values, users can conduct scenario analyses, which are crucial for strategic planning and decision-making.
NEW QUESTION # 83
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 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 theusers have a view only license.
Answer: A
NEW QUESTION # 84
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. Flatten transformation with offset expressions to calculate the duration
- B. An aggregate transformation with offset parameter to calculate the duration
- C. Custom transformation with a multiple row formula to calculate the duration
Answer: C
NEW QUESTION # 85
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