Practice Free CRM Analytics and Einstein Discovery Consultant Exam Online Questions
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?
- A . Trending dashboards cannot be created from joined reports.
- B . The Salesforce report was filtered on quarterly data which meant it did not have enough data to trend on CRM Analytics.
- C . The Analytics Integration user did not have permission to view the report on Salesforce.
CRM Analytics team is asked to build a Service Analytics dashboard for the service agents.
What are the main "Deep Design Thinking" principles the team should keep in mind during the discovery sessions?
- A . Purpose – Structure – Surface
- B . Priority – Logic – Level of Granularity
- C . Clarity – Efficiency – Consistency
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
C
Explanation:
In the context of a regression model being deployed, the performance metrics used to evaluate its effectiveness in production typically include:
Root Mean Square Error (RMSE): This metric provides a measure of the average magnitude of the errors between predicted values by the model and the actual values, giving a sense of how accurately the model predicts the outcome.
Minimum Square Error: While less commonly referenced as "Minimum Square Error", metrics like Mean Squared Error (MSE) are often used to quantify the average of the squares of the errors― essentially, the average squared difference between the estimated values and what is estimated. These metrics are crucial for assessing the performance of regression models in CRM Analytics, as they directly reflect the accuracy and reliability of the model’s predictions in real-world applications.
After getting approval for the dashboard layout design for a desktop, the CRM Analytics consultant is ready to start the design process for a mobile layout.
Which consideration should the consultant keep in mind?
- A . Create a layout with the property “phone” to show the dashboard on the mobile app similar to creating a layout with the property “dashboard” to show on the desktop for the same dashboard,
- B . If no layouts are eligible for the mobile device, an error message will be displayed but the dashboard will still be visible on the desktop without errors.
- C . “Tablet” or “Phone” layout―where only minWidth and maxWidth have been set―may be displayed on a desktop if the dashboard is embedded in a small frame, or if the browser window is small.
C
Explanation:
When designing for different device types in CRM Analytics, particularly for mobile layouts, it’s crucial to consider how the layout will respond not just on mobile devices but also under various display conditions on desktops. Here’s the rationale for focusing on this consideration:
Responsiveness: Layouts designated for tablets or phones may also be triggered on desktop environments if conditions such as browser window size or embedded frame dimensions mimic those typical of smaller devices.
Design Flexibility: Understanding this behavior is essential for creating versatile dashboards that maintain functionality and visual integrity across all potential viewing scenarios.
User Experience: Ensuring that the dashboard behaves predictably across device types and sizes enhances user engagement and effectiveness, as it provides a consistent experience regardless of the access point.
This approach ensures that the dashboard remains functional and accessible no matter how or where it is being viewed, aligning with best practices for responsive and adaptive design in modern analytics environments.
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?
- A . configure a permission set license assignment with two different levels of access.
- B . Clone the existing permission set with different system permissions.
- C . Use a permission set license with two different levels of access.
A
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 in Salesforce CRM Analytics user management and security documentation
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 join objects in the recipes.
A new picklist value was added for the Category field on the Account object. This field is already added as part of the Account object data sync and the respective recipe that uses this field.
The CRM Analytics team reports that when they start the recipe it runs successfully with no errors or warnings, but they are unable to See this new values on their existing dashboards.
What is the oridi4 of this issue?
- A . The user who runs the dataflow/recipe does not have access to the field.
- B . The Integration User profile does not have access to the field.
- C . There are no records in Salesforce with this new plicklist value.
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.
C
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.
Universal Containers builds a new sales dashboard and wants to make sure 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.
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 is deleted by a user with Manager access to the App.
- B . The dashboard has been hidden by a user with Manager access to the App.
- C . The dashboard or App permission needs to be updated to Editor.