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| Section | Objectives |
|---|---|
| Topic 1: Einstein Discovery | - Model building and predictions - Insights interpretation and recommendations |
| Topic 2: Data Integration and Connectivity | - Connecting external data sources - Data synchronization and refresh strategies |
| Topic 3: Security and Access | - App and dataset permissions - Row-level security and sharing rules |
| Topic 4: Dashboard and App Development | - Interactive filters and user experience optimization - Lens creation and dashboard design |
| Topic 5: Data Management and Preparation | - Data transformation and dataflows - Dataset creation and configuration in CRM Analytics |
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NEW QUESTION # 68
A CRM Analytics consultant at Cloud Kicks wants to create a new dashboard that uses custom GeoJSON to display data; however, they are unable to upload the file via the user interface (UI).
Which action should the consultant take?
Answer: C
Explanation:
If a consultant at Cloud Kicks needs to use custom GeoJSON files for dashboard visualization and cannot upload the file via the CRM Analytics user interface (UI), the recommended action is to use the API for this purpose. Here's why this approach is suggested:
* Functionality Limitation in UI: Currently, the CRM Analytics UI does not support direct uploads of GeoJSON files, which necessitates an alternative method.
* API Flexibility: The API provides a more flexible route for uploading custom GeoJSON files, allowing consultants to integrate more complex or larger datasets that are not supported through standard UI functionalities.
* Customization and Control: Using the API also offers greater control over how GeoJSON data is handled, processed, and utilized within CRM Analytics, catering to more advanced customization needs.
This method ensures that the consultant can fully utilize CRM Analytics' capabilities for creating highly customized geographic visualizations, thereby enhancing the analytical value of the dashboards.
NEW QUESTION # 69
A CRM Analytics consultant is asked to help a company report on its sales activity. The company wants to train some users to create dashboards. The company also wants one other specific team to be able to use the dashboards.
What should the consultant do to address these requirements?
Answer: C
Explanation:
To meet the requirement of training some users to create dashboards while giving another team access to use (but not modify) those dashboards, the best approach is to configure a permission set license assignment with two different levels of access. You can assign specific permissions for dashboard creation to one group of users and viewing permissions to the other. This ensures the appropriate level of access based on the role without the need for duplicating permission sets or licenses unnecessarily.
Reference: The role of permission sets and permission set licenses in managing different levels of access is outlined inSalesforce CRM Analyticsuser management and security documentation
NEW QUESTION # 70
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?
Answer: C
NEW QUESTION # 71
A CRM Analytics consultant is asked to make changes to the current sales dashboard at Cloud Kicks. The dashboard is crucial to track the daily sales performance of the company and needs to be available for other users while the consultant works on the changes.
How should the consultant proceed to update the dashboard?
Answer: B
NEW QUESTION # 72
A CRM Analytics administrator is working on deploying a dashboard and a dataset from a developer sandbox to a full sandbox. They have deployed the dataset via change set and manually copy-pasted the dashboard JSON into the target org. However, they notice that the conditional formatting and the widget-specific number formats have been lost in the target environment.
What is causing this issue?
Answer: B
Explanation:
When deploying a dataset and dashboard between environments in CRM Analytics, it's essential to include theExtended Metadata (XMD)file, which controls aspects such as conditional formatting and number formatting. In this case, the administrator manually copied the dashboard JSON but did not deploy the Analytics Dataset XMD, which leads to the loss of conditional formatting and widget-specific number formats in the target environment. Including the XMD ensures that all formatting and metadata are transferred correctly.
NEW QUESTION # 73
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