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NEW QUESTION # 18
A CRM Analytics consultant is asked to make changes to the current sales dashboard at Cloud Kicks. The dashboard is crucial to track the daily sales performance of the company and needs to be available for other users while the consultant works on the changes.
How should the consultant proceed to update the dashboard?
- A. Wait for a period of least usability or the dashboard to edit it.
- B. Clone the dashboard to a new one, apply the changes, share the new dashboard with the users, and delete the old one.
- C. Self assign as a dashboard publisher and make the changes to the dashboard in draft mode while maintaining a previous version live.
Answer: C
NEW QUESTION # 19
A data architect wants to use a recipe transformation to implement row level security based on role hierarchy in Salesforce.
Which transformation should the architect use to level the dataset hierarchy?
- A. Join
- B. Aggregate
- C. Flatten
Answer: C
NEW QUESTION # 20
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. Create separate apps, datasets, and dashboards, and share them with the proper users.
- B. Develop separate dashboards and datasets and put them in the Manager's app.
- C. Apply data encryption using Salesforce Shield.
Answer: A
NEW QUESTION # 21
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. Priority - Logic - Level of Granularity
- B. Clarity - Efficiency - Consistency
- C. Purpose - Structure - Surface
Answer: C
NEW QUESTION # 22
A CRM Analytics consultant is adding direct data into an existing recipe. When trying to click on the input node, data preview is taking a long time to show any results.
How should the consultant resolve this?
- A. Update the Sample Size under Data Preview Sampling to 5,000 rows.
- B. Register the Salesforce object and use Filtered Rows under Data Preview Sampling.
- C. Use the Filtered Rows sampling mode under Data Preview Sampling to filter records.
Answer: C
NEW QUESTION # 23
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. Make sure the dashboard automatically is optimized for mobile viewing.
- B. Enable mobile optimization in the analytics settings under Setup.
- C. A Set the optimal Dashboard width for the Phone layout to get a more accurate preview.
Answer: C
NEW QUESTION # 24 
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 = timeseries q generate 'sum_Sales' as 'Forecasted_Sales' with (dateCols=('Date_Quarter',
'Date_Month', "Q-M"), partition='Region', ignoreLast=true); - C. q = timeserles q generate 'sum_Sales' as 'Forecasted_Sales' with (length=12,dateCols=("Date_Year',
'Date_Month', "Y-M"), partition='Region');
Answer: C
NEW QUESTION # 25
Universal Containers' CRM Analytics team is building a dashboard with two widgets.
1. List widget associated to the query "Type_2" and grouped by the dimension "Type" (multi-selection)
2. Donut chart widget associated to the query "Step_pie_3" and grouped by the dimension "Type" The team wants to use bindings/interactions so any selection in the List widget will filter the Donut chart. The queries use different datasets, and users should be able to choose more than one Type (multi-selection).
What is the right syntax for the binding/interaction?
- A.

- B.

- C.

Answer: C
Explanation:
For the given requirement where a selection in a list widget needs to filter data displayed on a donut chart, and considering the list allows for multi-selection of the 'Type', the correct binding/interaction would be to use a syntax that captures the multi-select aspect and passes it appropriately. The right syntax, as indicated in Option A, looks like this:
"{{column(Type_2.selection, [\"Type\"]).asObject()}}"
This syntax ensures:
* Multi-selection: The column() function in combination with .asObject() ensures that multiple selected values from the 'Type_2' query can be passed as an object, which the donut chart can utilize to filter its content.
* Correct Data Type Handling: By using .asObject(), the binding ensures the data passed between widgets maintains the correct structure expected by the CRM Analytics dashboard, thereby ensuring accurate filtering.
NEW QUESTION # 26
Universal Containers has a dashboard for sales managers. They need to visualize the percentage of their opportunities in the pipeline in a Gauge chart. They want to customize the chart to keep track if they are below or beyond the target.
Which widget parameters should a consultant use?
- A. Reference Line, Angle, Range Values
- B. Reference Line, Markers, Conditional Formatting
- C. Range Values, Angle, Conditional Formatting
Answer: B
Explanation:
In the scenario described, the sales managers at Universal Containers require a Gauge chart that not only shows the current percentage of opportunities in their pipeline but also indicates whether they arebelow or beyond their set targets. The appropriate widget parameters to achieve this visualization in Salesforce CRM Analytics (formerly known as Einstein Analytics) are:
* Reference Line: This parameter is crucial for defining a specific target value on the gauge chart. It visually marks a point that represents the target goal, providing an immediate visual cue as to whether the current percentage is below or above this point.
* Markers: Markers are used to represent and highlight specific values on the gauge chart. They can be utilized to emphasize the current percentage level of the pipeline, making it instantly visible how close or far the current value is from the reference line or target.
* Conditional Formatting: This feature allows the chart to change color or style based on whether the current values meet, exceed, or fall below the target. It is a critical visual tool for quickly communicating performance against targets. Conditional formatting can be set to alter the appearance of the gauge's fill color based on whether the values are above, equal to, or below the reference line, thereby providing an intuitive visual representation of performance relative to targets.
The combination of these three parameters enables a highly effective visualization for sales managers to monitor their performance against key metrics and targets directly on their dashboards. This setup is aligned with Salesforce's best practices for creating meaningful and actionable insights within CRM dashboards, ensuring that users can easily interpret and react to the data presented.
For more details on configuring these parameters, you can refer to Salesforce documentation and specific Trailhead modules that cover dashboard creation and customization:
* Wave Analytics Explorer
* Building Lenses, Dashboards, and Apps in CRM Analytics
These resources provide in-depth training and examples to help users effectively use Salesforce CRM Analytics for a wide range of data visualization needs.
NEW QUESTION # 27
An CRM Analytics consultant creates a model to maximize the satisfaction of cases. They want to deploy the mode! and further use the model and predictions in an existing automated business process powered by Salesforce Flow.
What is the most efficient way to accomplish this?
- A. Use the Einstein Discovery flow action to make a prediction with the flow.
- B. Create a trigger on Case objectand use REST APIs to append the predictions intothe business process.
- C. Write an Apex class with Einstein Discovery Predictions and append them to process.
Answer: A
NEW QUESTION # 28
Universal Containers (UC) builds three Einstein Discovery models in Salesforce to predict and maximize its revenue per customer. The modelsare for every region UC has a business: EMEA, AMER, and APAC.
How should a consultant help UC deploy the three Einstein models to Salesforce?
- A. Filter the account data per region and deploy the same model to all segments.
- B. Deploy the same mode! to all accounts and use an Apex trigger to segment the prediction.
- C. Segment the account data per region and deploy the appropriate model for each segment.
Answer: C
Explanation:
In deploying Einstein Discovery models that are tailored to different regions (EMEA, AMER, and APAC), the best approach is to segment the account data by region and apply the specific model designed for each segment. This method ensures the following:
* Relevance and Accuracy: Each model can be specialized to understand and predict based on regional dynamics, which may differ significantly across geographies in terms of market behavior, customer preferences, and economic conditions.
* Efficiency: Deploying region-specific models avoids the dilution of predictive power that might occur if a single model were used across all regions, which could lead to less accurate predictions.
* Scalability: This approach is scalable as UC can further refine each model as more regional data becomes available or as regional market conditions evolve.
NEW QUESTION # 29
What is the purpose of the CRM Analytics Dashboard Inspector?
- A. To see the final query for each widget along with the results.
- B. To automatically remove bottlenecks to make queries run faster.
- C. To view the total time required to run all queries.
Answer: A
Explanation:
The CRM Analytics Dashboard Inspector is a powerful tool used to troubleshoot and optimize dashboards. Its primary function is to display the underlying SAQL (Salesforce Analytics Query Language) query executed for each widget. It helps users see the final query that is run and the corresponding results. This feature allows CRM Analytics consultants and developers to diagnose issues, optimize performance, and understand how data is being processed in the dashboard.
While the Inspector helps view execution times and identify bottlenecks, it does not automatically resolve performance issues (which is why option B is incorrect). It simply provides visibility into query performance and execution details, allowing the user to make manual optimizations.
NEW QUESTION # 30
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. Make the numbers bold to emphasize whether it is won or lost.
- B. Position Alt Texts next to the KPIs to make itmore understandable.
- C. Add up and down arrow next to the KPIs to make it more understandable.
Answer: C
Explanation:
Enhancing accessibility, especially for users with color vision challenges, is critical. Adding up and down arrows next to the KPIs:
* Visual Cues: Provides a non-color dependent method to indicate whether metrics are positive (up arrow) or negative (down arrow).
* Accessibility: Improves understanding for users with color vision deficiencies, ensuring that the dashboard is inclusive.
* User Experience: Enhances the overall usability of the dashboard by making the interpretation of data straightforward and less reliant on color.
NEW QUESTION # 31
A consultant is tasked with creating a dataset and a dashboard for a sales team. During the requirements gathering, it was highlighted that security of the data is important.
It was noted that the Opportunity object has organization-wide defaults set to Private with access via the role hierarchy. Sales wants to keep this security in place for the dashboard. Looking at theOpportunity data, the consultant sees that the VP of sales can have access to up to 20,000 records and is unsure if sharing inheritance can be used.
Which approach ensures data security for the new Opportunity dataset?
- A. Enable Inherit Sharing from Salesforce in the analytics settings and set Opportunity as the source on the dataset.
- B. Flatten the role hierarchy in the dataflow recipe and set a security predicate based on Opportunity owner and role path.
- C. Run the Sharing Inheritance Coverage Assessment for the Opportunity object in the analytics settings.
Answer: C
Explanation:
For ensuring that the security settings on the Opportunity object are appropriately replicated in the CRM Analytics environment, running the Sharing Inheritance Coverage Assessment is an effective strategy. Here's why:
* Assessment of Inheritance Feasibility: This tool assesses whether sharing rules on the Opportunity object can be effectively inherited in the analytics environment, ensuring that the organization-wide defaults and role hierarchy are maintained.
* Identification of Limitations: The assessment will identify any potential issues or limitations with inheriting sharing settings due to the large number of records (up to 20,000 for the VP of Sales), providing clear insights on how to proceed.
* Guided Decision Making: Based on the outcome of the assessment, the consultant can make informed decisions about whether to directly inherit sharing or consider alternative strategies like flattening the role hierarchy or using security predicates.
NEW QUESTION # 32
The marketing team at Cloud Kicks has five dashboards in an app. Four widgets are replicas of each other in three of the dashboards.
What is the best way to maintain these widgets?
- A. Create/Edit a component for the widgets.
- B. Create/Edit a lens and add each dashboard.
- C. Create/Edit the widgets individually on each dashboard.
Answer: A
Explanation:
To maintain consistency and ease of updates across multiple dashboards, creating or editing a component for the widgets is the most effective method. This approach:
Efficiency in Updates: Allows changes to be made in one place, which automatically propagates to all instances where the component is used across dashboards.
Consistency: Ensures uniformity in the appearance and functionality of the widgets across different dashboards.
Simplicity: Reduces the need for redundant work, where each widget would otherwise need to be updated individually.
NEW QUESTION # 33
The sole manager of a CRM Analytics app at Cloud Kicks is leaving the company.
What should the CRM Analytics consultant do to ensure the app remains accessible?
- A. Wait for the CRM Analytics app to auto-assign an active user as its manager.
- B. Assign an active user the app's manager role before the previous manager is deactivated.
- C. Deactivate the user and assign an active one to the app's manager role.
Answer: B
Explanation:
To ensure continuity in managing a CRM Analytics app at Cloud Kicks after the current manager leaves, it is critical to proactively assign a new manager. Here's why this is the best approach:
* Role Transition: Assigning a new manager before the current manager's account is deactivated ensures there is no gap in app management, maintaining access and administrative continuity.
* Avoid Disruption: Waiting for an automatic reassignment (which does not typically occur in CRM Analytics) or post-deactivation reassignment could disrupt the management and operation of the app, potentially leading to access issues or administrative challenges.
* Proactive Management: This approach is in line with best practices for CRM system management, where critical roles and responsibilities are transitioned smoothly to avoid any operational disruptions.
NEW QUESTION # 34
Universal Containers has a single dataset that contains the attainment and commission fields for all sales reps.
Each sales rep should be able view the attainment data for each rep in their division. Each repshould only be able to see their own commission data.
Which option should a CRM Analytics consultant use to enforce this requirement?
- A. Add the sales organization to the attainment dataset access list to be able to view commission data.
- B. Utilize a single dataset and apply security predicates and/or sharing inheritance.
- C. Create separate datasets for attainment and commission, and apply security Predicates and/or sharing inheritance.
Answer: C
NEW QUESTION # 35
A CRM Analytics consultant is asked to make sure the new sales performance dashboard is accessible in the mobile app. They have created multiple mobile layouts for the same dashboard.
How is CRM Analytics expected to perform?
- A. If more than one layout Is eligible, the one with the most widgets is used.
- B. If more than one layout is eligible, the one with the most global filters is used.
- C. If more than one layout is eligible, the one with the most device properties set is used.
Answer: C
NEW QUESTION # 36
CRM Analytics users at Cloud Kicks are granted access to an app with specific dashboards. When trying to download a specific widget, they are unable to do so.
What is causing the issue?
- A. The permission set for the users Is missing the download data permission.
- B. The users have access to the dashboard but not the dataset.
- C. The dashboard has been created for internal use and the users have a view only license.
Answer: A
Explanation:
As in the previous question, the issue is related to permissions. Users can be granted access to dashboards and apps, but if their permission set does not explicitly allow the "Download Data" action, they will not be able to download the widget data. This is a common issue encountered when users have restricted permissions, especially in environments where security and data access are tightly controlled.
NEW QUESTION # 37
A CRM Analytics administrator is working on deploying a dashboard and a dataset from a developer sandbox to a full sandbox. They have deployed the dataset via change set and manually copy-pasted the dashboard JSON into the target org. However, they notice that the conditional formatting and the widget-specific number formats have been lost in the target environment.
What is causing this issue?
- A. Analytics Dataset XMD was NOT included as part of the deployment package,
- B. The recipe that generated the dataset also needs to be included as part of the package.
- C. Analytics Dashboard XMD was NOT included as part of the deployment package.
Answer: A
Explanation:
When deploying a dataset and dashboard between environments in CRM Analytics, it's essential to include theExtended Metadata (XMD)file, which controls aspects such as conditional formatting and number formatting. In this case, the administrator manually copied the dashboard JSON but did not deploy the Analytics Dataset XMD, which leads to the loss of conditional formatting and widget-specific number formats in the target environment. Including the XMD ensures that all formatting and metadata are transferred correctly.
NEW QUESTION # 38
A CRM Analytics consultant wants to move a dataflow to a recipe in order to use aggregation nodes. To do so, they use the Dataflow to Recipe convertor and the recipe runs successfully.
However, they are unable to see the aggregated data in the dataset.
What is causing the issue?
- A. The dataflow has to be turned off and only the recipe should run.
- B. The recipe has to be turned off and only the dataflow should run.
- C. The convertor has created a new dataset with a new ID.
Answer: C
NEW QUESTION # 39
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