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Salesforce CRM-Analytics-and-Einstein-Discovery-Consultant Frequently Asked Questions
Question # 1
The CRM Analytics consultant at Universal Containers notices that some users have access to sensitive data and dashboards they should not have access to in the Manager's app. How should the consultant fix the problem?
A. Develop separate dashboards and datasets and put them in the Manager's app.
B. Apply data encryption using Salesforce Shield.
C. Create separate apps, datasets, and dashboards, and share them with the proper users.
Question # 2
The CRM Analytics consultant at Universal Containers notices that some users have access to sensitive data and dashboards they should not have access to in the Manager's app. How should the consultant fix the problem?
A. Develop separate dashboards and datasets and put them in the Manager's app.
B. Apply data encryption using Salesforce Shield.
C. Create separate apps, datasets, and dashboards, and share them with the proper users.
Question # 3
Which timeseries statement will fix the query?
A. q= timeseries q generate 'sum_Sales' as ‘Forecasted_Sales' with (dateCols= (‘Date_Year’, ‘Date Quarter’, "Y-Q"), partition='Region', seasonality=4);
B. q = timeserles q generate 'sum_Sales’ as 'Forecasted_Sales’ with (length=12, dateCols=("Date_Year', ‘Date_Month', "Y-M"), partition='Region');
C. q = timeseries q generate 'sum_Sales' as 'Forecasted_Sales' with (dateCols= (‘Date_Quarter’, 'Date_Month’, "Q-M"), partition='Region’, ignoreLast=true);
Question # 4
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 sets of dashboards; one for EMEA, and one for CXOs and VPs while filtering the dashboard on the region.
B. Use a field on the user record like Department/Region, and apply row-level security based on that field.
C. Create two separate datasets; one for EMEA, and one for CXOs and VPs.
Question # 5
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 opportunityspends in each stage?
A. An aggregate transformation with offset parameter to calculate the duration
B. Flatten transformation with offset expressions to calculate the duration
C. Custom transformation with a multiple row formula to calculate the duration
Question # 6
A CRM Analytics consultant has prepared a CSV file to be uploaded to CRM Analytics. By mistake, one of the column headers is modified as random non-alphanumeric characters "*&**(&*(%", which went unnoticed prior to uploading the file.What is the expected behavior of the uploaded CSV column?
A. The columnheaderis prefixed with "X" upon upload.
B. The column header is auto-updated to “Column” + column number.
C. The column header Is set to *&**(&*(%.
Question # 7
A manager at Cloud Kicks asks for data in a dashboard to be refreshed after the sync of an external connection to Google BigQuery. How should the consultant accomplish this?
A. Schedule the recipe to run as event-based and check the Salesforce external connection syncs checkbox.
B. Create 3 Salesforce flow to trigger the recipe to run once the connection sync has finished running.
C. Check the scheduled date/time of the sync and schedule the recipe to run 15 minutes after the start time of the sync.
Question # 8
Which capability can a consultant use if “Deploy without connecting to a Salesforce Object” is selected while deploying the model?
A. Einstein Predictions Component score
B. Predict Function in Salesforce flows
C. No-Code Writeback to SFDC objects
Question # 9
A manager at Cloud Kicks wants to separate and analyze accounts based on numeric information of its opportunity records. The data includes things like amount, quantity of products, contacts, and quotes. How should the CRM Analytics consultant accomplish this?
A. Bucket for each measure and then use a global bucket to segment accounts.
B. Aggregate to summarize related data to account level.
C. Cluster in the recipes and select the metrics used for clusterization.
Question # 10
A client has two datasets that are used across seven different dashboards. Three of these dashboards are used by marketing and four are used by sales. The client requires that only marketing can access the marketing dashboards and only sales can access the sales dashboards. Which solution should a consultant recommend?
A. Create three custom apps: one for marketing dashboards with marketing as "viewer", one for sales dashboards with sales as "viewer", and one for datasets where marketing and sales are "viewer".
B. Duplicate the datasets and create two custom apps: one for marketing dashboards and datasets with marketing as “editor” and one for sales dashboards and datasets with sales as "editor".
C. Use two custom apps: one for marketing dashboards with marketing as "viewer" and one for sales dashboards with sales as “viewer". Add the datasets as references to both custom apps.
Question # 11
Acompany wants to create a timeline chart to visualize the evolution of its Closed Won opportunities. What are the required parameters to build a lens that displays output similar to the image shown?
A. 1 measure, 0 groupings if trellis Is disabled, or 0-2 groupings If trellis is enabled
B. 1 measure, 1-2 groupings if trellis is disabled, or 1-4 groupings if trellis is enabled
C. 1 measure, 1 grouping by a date field, and either 0-1 groupings groupings by a dimensionif trellis is disabled, or 0-2groupings if trellis is enabled
Question # 12
Universal Containers builds a new sales dashboard and wants to makesure account managers can access the dashboard while traveling. What should the consultant consider doing in this process?
A. A Set the optimal Dashboard width for the Phone layout to get a more accurate preview.
B. Make sure the dashboard automatically is optimized for mobile viewing.
C. Enable mobile optimization in the analytics settings under Setup.
Question # 13
A system administrator and a CRM Analytics consultant are working together on deploying arecipe/dataflow and a dataset to another org. Prior to this deployment, a package was deployed with all the custom fields used in the dataflow and dataset. While running the recipe/dataflow in the target environment, the consultant encounters multiple errors related to these custom fields. How should this be resolved?
A. Check whether the system administrator has been provided access to these custom fields on the target org.
B. Check whether the Analytics Integration user has been provided access to these custom fields on the target org.
C. Check whether the consultant has been provided access to these custom fields on the target org.
Question # 14
What is the purpose of the CRM Analytics Dashboard Inspector?
A. To view the total time required to run all queries.
B. To automatically remove bottlenecks to make queries run faster.
C. To see the final query for each widget along with the results.
Question # 15
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?
A. Position Alt Texts next to the KPIs to make itmore understandable.
B. Add up and down arrow next to the KPIs to make it more understandable.
C. Make the numbers bold to emphasize whether it is won or lost.
Question # 16
A company realizes it has a lot of rich information around its cases, but unfortunately, most of this isunstructured/textual data. Thecompany is exploring how to include some of this information in its case prioritization. Which option within CRM Analytics should a consultant leverage?
A. Bucket transformation in Recipes
B. Cluster transformation in Recipes
C. Detect Sentiment transformation in Recipes
Question # 17
What can a consultant accomplish in the Predictions page of a model?
A. If it is decided to follow some of the Einstein Recommendations for model improvement, see what the new model metrics would be.
B. Estimate the impacted business value of using Einstein Discovery.
C. Create predicted outcome value by manually selecting values for some of the predictor fields.
Question # 18
CRM Analytics uses permissions of the Integration User to extract data from Salesforce objects and fields when a dataflow/recipe job runs. Why should a consultant be cautious while syncing objects and fields containing sensitive data?
A. The Integration User has Create and Modify All Data access.
B. The Integration User has Modify All Data access.
C. The Integration User has View All Data access.
Question # 19
The CRM Analytics consultant at Cloud Kicks is asked to a dashboard displaying Opportunities data on the account's record page. The dashboard should display only opportunity data related to the current account viewed. How should the consultant accomplish this?
A. Create the dashboard, insert in the account's record page, and apply a filter based on the opportunity's Id field.
B. Create the dashboard, insert in the account's record page, and apply a filter based on the account's Id field.
C. Create a dashboard, clone it and filter It for each account record, and embed them into the account's record pages accordingly.
Question # 20
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?
A. Flatten
B. Custom Multiple row formula
C. Custom Formula
Question # 21
A consultant creates a CRM Analytics dashboard in a sandbox and it needs to be migrated into production.What should the consultant use to complete the migration?
A. Analytics dashboard connector
B. Change sets
C. Analytics External Data API
Question # 22
The below image shows a numeric outcome being deployed (Regression). Which metric is used to calculate the performance of the model in production, specifically in the Model Manager?The below image shows a numeric outcome being deployed (Regression). Which metric is used to calculate the performance of the model in production, specifically in the Model Manager?
A. Area Under Curve, R2 (R-squared)
B. Area Under Curve, Confusion Matrix
C. Root Mean Square Error, Minimum Square Error
Question # 23
The administrator at Cloud Kicks has been asked to sync data from an external object created in Salesforce into CRM Analytics. What should the administrator keep in mind?
A. Salesforce external objects are unsupported in RM Analytics recipes digest transformations.
B. Using a custom connector to connect to the external objects will load it into CRM Analytics.
C. Loading the external object data into CRM Analytics will help joinobjects in the recipes.
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