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Salesforce Analytics-Con-201 Exam Syllabus Topics:

SectionWeightObjectives
Analytics Dashboard Configuration25%- Configure dashboards
  • 1. Set up dynamic dashboards
  • 2. Apply query filters
  • 3. Configure bindings
Analytics Dashboard Design20%- 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
Einstein Discovery20%- Implement Einstein Discovery
  • 1. Integrate predictions into CRM Analytics dashboards
  • 2. Configure and deploy Einstein Discovery models
- Describe Einstein Discovery concepts
  • 1. Identify the use cases for Einstein Discovery
  • 2. Explain the model building process
  • 3. Interpret model results
Security10%- Determine security and sharing settings
  • 1. Describe how Salesforce security is applied in CRM Analytics
  • 2. Implement row-level security
Data Layer25%- 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. Describe use cases for Data Prep (Dataflows and Recipes)
  • 3. Define datasets

Salesforce Certified CRM Analytics and Einstein Discovery Consultant Sample Questions:

1. AW Computing will start using Tableau Online to report on some of its Salesforce data to users who do NOT have an SFDC license.
What is the first step the CRM Analytics consultant should take?

A) Enable the Tableau output connection in the Analytics settings.
B) Use MuleSoft to generate an API ta connect and push data from SFDC to Tableau.
C) Select the output connection in the "write to" option of the recipe.


2. Universal Containers (UC) recently activated data sync in the CRM Analytics data manager. After running the sync, UC notices that the aggregate sum of a field within the company's dataset is different than what they manually calculated by summing the same data in the Salesforce object.
What is causing the issue with the newly synced data?

A) Differences involving flow-updated fields
B) Differences involving formula fields
C) Differences involving trigger-updated fields


3. A consultant sets up a Sales Analytics templated app that is very useful for sales operations at Universal Containers (UC). UC wants to make sure all of the data assets associated with the app, including:
recipes, dataflows, connectors, Einstein Discovery models, and prediction definitions are refreshedeveryday at
6:00 AM EST.
How should the consultant proceed?

A) Use the App Install History under Analytics Settings and schedule the app to run at 6:00 AM EST.
B) Use the Data Manager and schedule the recipes/dataflows to run at 6:00 AM EST based on 'Time-based Scheduling'.
C) Use the Data Manager and schedule each item to run at 6:00 AM EST based on 'Time-based Scheduling'.


4. Universal Containers has a dashboard for sales managers. They need the ability to visualize the number of Closed Won opportunities by month, quarter, or year, and then display the result in a single chart. A CRM Analytics consultant creates a custom query to display three values:
ClosedDate_month, ClosedDate_ quarter, and ClosedDate_year.
What should the consultant do next?

A) Use selection binding/interaction to update the grouping In the chart.
B) Use result binding/interaction to update the grouping in the chart.
C) Use selection binding/interaction to update the measure In the chart.


5. Universal Containers has a well-defined role hierarchy in Salesforce where everyone is assigned to an appropriate node. The accounts within their instance are categorized by their demography.
An individual sales rep should be able to view all accounts that they own. In addition, sales reps should be able to see any accounts where the value of the account demography matches the demography defined on their user record. A user could have more than one demography defined on their user record.
To meet this requirement, the CRM Analytics consultant has set up a security predicate of the existing
'Account' dataset as follows:

This, however, does not seem to be working as expected.
What is causing the issue?

A) The Analytics Security User is not provided access permission on custom field Demographic_c on the User object.
B) The security predicate needs to be updated as 'Ownerld' == "sUser.id" || 'Demography' = "$User.
Demographic__c'.
C) The Sales Rep is not provided access permission on custom field Demographic__c on the User object.


Solutions:

Question # 1
Answer: A
Question # 2
Answer: B
Question # 3
Answer: A
Question # 4
Answer: A
Question # 5
Answer: C

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