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| Section | Weight | Objectives |
|---|
| Topic 1: Data Layer | 23% | - Data Management & Optimization
- 1. Implement data modeling and relationships
- 2. Resolve data sync and refresh issues
- 3. Optimize dataset performance
- Data Sources & Integration
- 1. Use Dataflows and Recipes for transformation
- 2. Define datasets and map Salesforce objects
- 3. Extract, load, and prepare data using Data Manager
|
| Topic 2: Einstein Discovery | 22% | - Deployment & Usage
- 1. Monitor and maintain model performance
- 2. Interpret results and recommendations
- 3. Embed predictions in dashboards and Lightning pages
- Model Building & Configuration
- 1. Prepare and assess data for modeling
- 2. Select prediction type: numeric, binary, multi-class
- 3. Train, evaluate, and refine models
|
| Topic 3: Dashboard Design & Development | 25% | - Design Principles
- 1. Apply best practices for usability and performance
- 2. Design for mobile and Lightning compatibility
- Build & Configure Dashboards
- 1. Implement bindings, filters, and interactions
- 2. Use SAQL for advanced queries
- 3. Create lenses, steps, and visualizations
|
| Topic 4: Security & Access | 12% | - Sharing & Permissions
- 1. Manage user and group access
- 2. Configure app, dataset, and field-level security
- 3. Implement row-level security and inheritance
|
| Topic 5: Analytics Administration & Deployment | 18% | - Implementation & Maintenance
- 1. Manage versioning and deployment
- 2. Use Dashboard Inspector and Publisher
- 3. Monitor and optimize query performance
|
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Salesforce Certified CRM Analytics and Einstein Discovery Consultant Sample Questions (Q91-Q96):
NEW QUESTION # 91
Cloud Kicks' Salesforce org has multiple currencies enabled. This company's business intelligence team uses CRM Analytics to build a dataflow/recipe that creates a dataset, "OpportunityDataSet", which is populated with data extracted from Opportunity. One of the extracted fields is the standard field, Amount.
Which currency will the Amount values be shown in "OpportunityDataSet"?
- A. the connected user's currency
- B. In the currency that Is set on the "currency" attribute.
- C. In the integration user's currency
Answer: C
Explanation:
When a dataset like "OpportunityDataSet" is populated through a dataflow or recipe in CRM Analytics, thecurrency values(such as the standard field "Amount") will be displayed in the currency of theintegration userunless there is specific currency conversion logic set up within the dataset or recipe. The integration user is the user whose credentials are used to run the dataflow and extract data, and their currency setting will dictate how numeric currency values are displayed unless overridden.
NEW QUESTION # 92
A dashboard designer at Cloud Kicks creates a dashboard in CRM Analytics. The designer notices fields display on the dashboard with their APIlabels, such as "AccountId.Industry", and wants to change this behavior.
The designer also notices that the fields and their order appear to randomly change when a values table is created.
What should the CRM Analytics consultant explain to help the designer?
- A. The field labels can only be changed in the widget properties in the dashboard edit mode.
- B. The default fields In a values table and the field labels can be modified in the dataset explorer.
- C. The default fields in a values table can be changed by reordering how fields appear in the JSON of the value table.
Answer: B
Explanation:
For the scenario at Cloud Kicks where fields display with their API labels and the fields in a values table seem to change order randomly, the correct approach is to modify these settings in the dataset explorer within CRM Analytics. This allows for a more intuitive display and control over how data is presented in dashboards.
Here's how these adjustments help:
* Modifying Field Labels: Changing the field labels from their API names to more user-friendly names enhances readability and user experience. This can be done directly in the dataset explorer, which affects how fields appear across all dashboards utilizing that dataset.
* Controlling Field Order: The order of fields in a values table can seem random if not explicitly set. By using the dataset explorer, a designer can specify the order in which fields appear, which then reflects consistently in the dashboard's values table.
This functionality is part of CRM Analytics' aim to provide flexible and customizable data visualization tools.
Training on these features is available through various Salesforce Trailhead modules that discuss dashboard and dataset customization techniques, providing practical insights and guided tutorials to enhance dashboard design and user interaction.
Both these explanations are consistent with best practices as outlined in Salesforce's CRM Analytics documentation and the Trailhead educational content, ensuring that users are well-equipped to leverage the full capabilities of CRM Analytics for effective data management and presentation.
NEW QUESTION # 93
Universal Containers wants to create two dashboards and has two user groups. The 'Regional Performance' dashboard should be accessible to sales reps and managers/executives to keep track of how sales reps are performing in each region. Sales reps must only be able to see data pertaining to their respective region. The 'National Performance' dashboard is using the same data as the other dashboard but should only be accessible to managers/executives to compare data across all regions.
In addition to row-level security to view only regional data, how should a consultant ensure that sales reps are unable to view the 'National Performance' dashboard?
- A. Create one dataset, one app; store both 'Regional Performance' dashboard, 'National Performance' dashboard, and dataset in the app; and provide access to both user groups to this app. Use row-level security to restrict sales repsfrom seeing data in 'National Performance' dashboard.
- B. Create one dataset, two apps; store 'Regional Performance' dashboard and dataset In one app; and provide access to both user groups to this app. Store 'National Performance' dashboard in another app and only provide access tomanagers/executives.
- C. Create two datasets, one app; store both 'Regional Performance' dashboard, 'National Performance' dashboard, and dataset in the app; and provide access to both user groups to this app.
Answer: B
NEW QUESTION # 94
The CRM Analytics project team at Universal Containers is creating an app with dashboards, datasets, and lenses. The app has been shared with multiple users with Viewer, Editor, and/or Manager access.
One end user is unable to view the dashboard watchlist that was previously set up. They are receiving a
"Resource not found" error while trying to access the dashboard. The team confirms that the end user has Viewer access to the app but the project team is able to view the dashboard.
What is the reason for this error?
- A. The dashboard or App permission needs to be updated to Editor.
- B. The dashboard is deleted by a user with Manager access to the App.
- C. The dashboard has been hidden by a user with Manager access to the App.
Answer: C
NEW QUESTION # 95
Cloud Kicks uses CRM Analytics for its sales reporting. A new manager needs access to CRM Analytics to see specific dashboards.
How should the system administrator give access to the Analytics
Studio app in the App Launcher?
- A. Assign the CRM Analytics User permission set to the manager's user.
- B. Share the Analytics Studio app to the user's profile.
- C. Change the profile of the user to one that has access to the Analytics Studio.
Answer: A
NEW QUESTION # 96
......
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