Practice Free CRM Analytics and Einstein Discovery Consultant Exam Online Questions
A CRM Analytics administrator is working on deploying a dataflow and a dataset (generated by this dataflow) to another org.
While creating a change set, they notice that the components are NOT visible to be included in the change set.
What is the reason for this?
- A . The administrator does NOT have system administrator permission to include the assets In the change set,
- B . Assets are kept in the Private App and are unavailable to include in the change set.
- C . The administrator does NOT have access to the assets on CRM Analytics.
Universal Containers (UC) is rolling out CRM Analytics to its field sales that include dashboards withorder data from an external source.
UC has a well-defined role hierarchy where everyone is assigned to an appropriate node on the hierarchy. In addition, the order data has a reference to a Salesforce opportunity.
An individual sales rep should be able to view all orders that they own or as part of the account team or opportunity team. The sales manager should be able to view all orders for the entire sales team. Similarly, the VP of sales should be able to view orders for everyone who rolls up in that hierarchy. The dataset has a field called Ownerld which represents the order owner.
Given this information, how should a CRM Analytics consultant implement the above requirements?
- A . As part of the recipe, use a formula on the Roleid fild to create an attribute called ‘ParentRolelDs’ on the dataset, and apply the following security predicate: ‘ParentRolelDs’ == ‘’$UserRoleId’’ || Owned == ‘$User,id\,
- B . As part of the recipe, use the flatten operation on the role hierarchy, create a multi-value attribute called ‘ParentRoleIDs’ on the dataset, and apply the following security predicate: ‘ParentRoleIDs’ == "$User.UserRoleld" || ‘TeamMember.Id’ ‘$User, Id" || ‘Ownerld’ == "$User.Id".
- C . As part of the recipe, use a multi row formula on the Roleld field to create an attribute called ‘ParentRoleIDs’ on the dataset, and apply the following security predicate: “$User.UserRoleld” || ‘Ownerld’ == “$User.Id".
B
Explanation:
In addressing the requirements of Universal Containers to ensure proper visibility of order data across different levels of the sales hierarchy, the use of a security predicate based on role hierarchies is paramount. Here’s why Option B is the ideal approach:
Flatten Operation on Role Hierarchy: This operation is essential as it allows for the creation of a simplified or "flattened" view of the hierarchical relationships within the organization. This flattened view enables the dataset to understand and respect the hierarchical structure in security implementations.
Creating a Multi-value Attribute (‘ParentRoleIDs’): By creating this attribute, the recipe can hold multiple role IDs that a particular user has visibility permissions for. This is crucial in a hierarchical organization like UC where data visibility needs to cascade down the hierarchy.
Security Predicate: The predicate (‘ParentRoleIDs’ == "$User.UserRoleld" || ‘TeamMember.Id’ == ‘$User.Id’ || ‘Ownerld’ == "$User.Id") effectively enforces that:
A user can see all orders where their role matches any of the role IDs in the ‘ParentRoleIDs’ list (hierarchical visibility).
A user can see all orders where they are specifically listed as a team member.
A user can see all orders where they are the owner.
This approach aligns with best practices for implementing row-level security in CRM Analytics, ensuring data visibility is managed correctly according to the defined organizational hierarchy and individual data ownership.
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
Increase the dashboard granularity via columns, and use blank columns.
B. Use the "Fine" row height option in layout properties, and use blank rows, Use the "With Spacing” row height property.
C. 1. Increase the dashboard granularity via columns, and use blank columns. Use pages to break content into multiple tabs.
Explanation:
Incorporating blank space into a CRM Analytics dashboard can be achieved effectively through the following methods:
Cell Spacing Layout Property: This allows for consistent spacing between cells, helping to create a visually organized and less cluttered dashboard.
Increasing Dashboard Granularity via Columns: Using blank columns as a method to create deliberate space can help in visually separating different dashboard elements, enhancing readability and focus. These methods ensure that the dashboard is not only functional but also aesthetically pleasing and easy to navigate.
Which recommended technique should a CRM Analytics consultant use to access CRM Analytics data from a remote app or website?
- A . Use HTTPS to call the /wave/query API, supplying an encoded SAQL query as a parameter.
- B . Use an iFrame to embed the Salesforce page in a remote site.
- C . Export the data to a CSV file and load it on the remote site.
Which recommended technique should a CRM Analytics consultant use to access CRM Analytics data from a remote app or website?
- A . Use HTTPS to call the /wave/query API, supplying an encoded SAQL query as a parameter.
- B . Use an iFrame to embed the Salesforce page in a remote site.
- C . Export the data to a CSV file and load it on the remote site.
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 opportunity spends 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
Exhibit.
Universal Containers has a dashboard for sales managers to visualize the Year Over Year (YoY) growth of their customers.
The formula used is:
YoY = [(This Year ― Last Year) / Last Year] %
Based on the graphic, when there is not an account in the Last Year column, the YoY Growth shows null results. The sales managers want to replace it with 100% value.
What is the correct function to use?
- A . substr()
- B . coalesce()
- C . replace()
A consultant wants to understand what the important predictors are in a model.
Where is this information found?
- A . Einstein Recommendations
- B . Model Settings
- C . Model Deployment Wizard
B
Explanation:
The important predictors of a model in CRM Analytics can typically be found under the Model Settings. This area provides detailed information about the configuration and the inputs (predictors) used to train the model. Insights into which predictors have the most significant impact on the model’s outcomes can be gleaned from this section, enabling a deeper understanding of the model’s internal workings and the factors driving predictions.
Universal Containers (UC) has a "Sales Manager” dashboard. UC has a compare table that has multiple groupings and columns added showing the Total and Subtotals of the numeric values. A consultant is asked to add additional groups to enhance details about UC’s customers.
Which feature should the consultant use to make the navigation of the compare tables easier for the end user?
- A . Create the table using SAQL query to accommodate this and make It user friendly.
- B . Select the Enable Expand or Collapse option from the table properties.
- C . Scroll to the very end to see the details.