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| Section | Objectives |
|---|---|
| Topic 1: Data Management and Preparation | - Data transformation and dataflows - Dataset creation and configuration in CRM Analytics |
| Topic 2: Security and Access | - Row-level security and sharing rules - App and dataset permissions |
| Topic 3: Einstein Discovery | - Insights interpretation and recommendations - Model building and predictions |
| Topic 4: Data Integration and Connectivity | - Connecting external data sources - Data synchronization and refresh strategies |
| Topic 5: Dashboard and App Development | - Lens creation and dashboard design - Interactive filters and user experience optimization |
Question 1
Universal Containers (UC) is using CRM Analytics to create two datasets.
* Dataset A: Contains a list of activities with an "activityID" dimension and a "userID" dimension
* Dataset B: Contains a list of users with a "userID" dimension
UC wants to delete all activities from Dataset A related to users in Dataset B.
How should the CRM Analytics consultant help UC achieve this?
A. Use the combination of recipe transformations: "join" and "filter".
B. Use the recipe node "delete" and set "userID" as the deletion ID.
C. Use the "update" transformation and utilize the "filter" node.
Question 2
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. Make the numbers bold to emphasize whether it is won or lost.
C. Add up and down arrow next to the KPIs to make it more understandable.
Question 3
Cloud Kicks has a dashboard that displays accounts and opportunities data in a table that contains actions to open the records in Salesforce. Since the company has allowed several accounts to be created with the same names, when users try to perform actions, they are prompted with only a record ID to select, leaving the users confused and unable to act.
How should the CRM Analytics consultant solve this problem?
A. Ask the admin to start applying duplicate rules based on the account's Name field.
B. Discuss with the stakeholders If the action Is really necessary for the table.
C. Insert more fields in the dataset action "Display Fields" so the users know which account they are acting on.
Question 4
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. Custom transformation with a multiple row formula to calculate the duration
C. Flatten transformation with offset expressions to calculate the duration
Question 5
Cloud Kicks (CK) has a dashboard in CRM Analytics with forecasting data. One widget is a compare table using the timeseries function showing the quarterly forecast. However, CK is interested in enhancing the dashboard with a weekly forecast per customer.
How should CK achieve this?
A. An SAQL query with a timeseries statement specifying Account Name as the partition and Y-M-W as the Date Cols
B. An SAQL query with a timeseries statement specifying Opportunity Name as the partition and Y-M-W as the Date Cols
C. An SAQL query with @ timeseries statement specifying Account Name as the partition and Y-M-D as the Date Cols
Solutions:
| Question 1 Answer: A | Question 2 Answer: C | Question 3 Answer: C | Question 4 Answer: B | Question 5 Answer: A |
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