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NEW QUESTION # 16
A CRM Analytics consultant has been asked to refactor a dashboard so that it loads quicker. After some analysis, the consultant found that most of the dashboard queries run in less than 5 seconds; however, the Opportunities Table takes more time to load when scrolled down from its initial view.
How should the consultant improve the performance of this dashboard?
- A. Create a Visualforce page and display a list view of the Opportunities on this new page.
- B. Create a second page on the dashboard and move the table to this new page.
- C. Create a second dashboard and move the table to this new dashboard.
Answer: B
Explanation:
In CRM Analytics, performance issues often arise when large tables or datasets are loaded on a single dashboard page, especially when the table contains a lot of data, as in the case of the Opportunities Table. One way to improve performance is to split the dashboard into multiple pages, moving resource-intensive components (like large tables) to a secondary page. By creating a second page and relocating the Opportunities Table, the initial dashboard page will load faster, and users can still access the table by navigating to the second page when needed. This practice ensures better overall performance and user experience.
Reference: CRM Analytics Dashboard Optimization
NEW QUESTION # 17
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 # 18
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. Deactivate the user and assign an active one to the app's manager role.
- B. Wait for the CRM Analytics app to auto-assign an active user as its manager.
- C. Assign an active user the app's manager role before the previous manager is deactivated.
Answer: C
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 # 19
What are predictive insights good for?
- A. Predicting outcomes that you don't actually have the right data for
- B. Drilling down into the underlying reasons behind a prediction
- C. Choosing between all possible outcomes for a single variable
- D. Exploring your existing data to see what already happened
Answer: B
NEW QUESTION # 20
An Einstein Consultant receives a new project from a client that wants to implement Einstein Analytics. They do not currently have Einstein Analytics, but want guidance around how to ensure that their users have correct access.
They have 1000 users with a small team of three people who will build datasets and dashboards. An additional 15 people should be able to create dashboards. The remaining users should only be able to view dashboards.
Which recommendation should the consultant give the client?
- A. Create and assign three new Salesforce profiles according to the three types of roles defined.
- B. Assign the app permissions "viewer/' "editor," and "manager" to the three types of roles defined.
- C. Assign "Einstein Analytics Explorer" licenses to users that should only view the dashboard, and assign "Einstein Analytics Developer" licenses to users that should be able to create datasets and dashboards.
- D. Create and assign Salesforce permission sets according to the three types of roles defined.
Answer: D
NEW QUESTION # 21
The Einstein Analytics team at a company created a clataset based on the Opportunity__c custom object. The VP of Sales reports seeing the message "No results found" when opening the dataset to explore it. Other users below the VP in the role hierarchy can see rows on the same dataset. Which two problems might be causing this issue?
- A. The dataset is inheriting sharing from Salesforce and the VP can see more than 3000 rows
- B. The Security Predicates set up at the dataset level are preventing the VP from seeing data
- C. The Salesforce profile for the VP does not have read permission on the Opportunity__c custom object
- D. The Salesforce profile for the VP does not have read permission on some fields of the Opportunity__c custom object
Answer: A,C
NEW QUESTION # 22
Universal Containers (UC) is looking to create a dashboard for whitespace analysis. UC wants to view a particular customer and see what similar customers have bought.
Which recipe transformation is helpful for the consultant to use while creating the dataset?
- A. Cluster
- B. Predict Missing Values
- C. Timeseries Forecasting
Answer: A
Explanation:
Cluster transformation is a powerful tool in CRM Analytics recipes used for grouping similar records together based on shared attributes. In this scenario, Universal Containers (UC) wants to perform whitespace analysis by viewing a particular customer and comparing their purchase history with similar customers. The Cluster transformation would help in identifying groups of customers who have made similar purchases. This can then be used to provide insights into what the viewed customer might also be interested in purchasing, based on similar customer behaviors.
Reference: CRM Analytics Recipes and Transformation
NEW QUESTION # 23
A customer displays a lot of data and wants a way to dynamically emphasize certain values on a bar chart in order to properly grab the user's attention.
What can an Einstein Consultant use to accomplish this task?
- A. XMD
- B. Compare Table
- C. Chart Markers
- D. Customize tooltip
Answer: C
Explanation:
https://help.salesforce.com/articleView?id=bi_chart_add_tooltips_markers_to_data_points.htm&type=5
NEW QUESTION # 24
A dashboard designer at Cloud Kicks creates a dashboard in CRM Analytics. The designer notices fields display on the dashboard with their API labels, such as "AccountId.Industry", and wants to change this behavior.
The designer also notices that the fields and their order appear to randomly change when a values table is created.
What should the CRM Analytics consultant explain to help the designer?
- A. The default fields In a values table and the field labels can be modified in the dataset explorer.
- B. The field labels can only be changed in the widget properties in the dashboard edit mode.
- C. The default fields in a values table can be changed by reordering how fields appear in the JSON of the value table.
Answer: A
Explanation:
For the scenario at Cloud Kicks where fields display with their API labels and the fields in a values table seem to change order randomly, the correct approach is to modify these settings in the dataset explorer within CRM Analytics. This allows for a more intuitive display and control over how data is presented in dashboards.
Here's how these adjustments help:
Modifying Field Labels: Changing the field labels from their API names to more user-friendly names enhances readability and user experience. This can be done directly in the dataset explorer, which affects how fields appear across all dashboards utilizing that dataset.
Controlling Field Order: The order of fields in a values table can seem random if not explicitly set. By using the dataset explorer, a designer can specify the order in which fields appear, which then reflects consistently in the dashboard's values table.
This functionality is part of CRM Analytics' aim to provide flexible and customizable data visualization tools. Training on these features is available through various Salesforce Trailhead modules that discuss dashboard and dataset customization techniques, providing practical insights and guided tutorials to enhance dashboard design and user interaction.
Both these explanations are consistent with best practices as outlined in Salesforce's CRM Analytics documentation and the Trailhead educational content, ensuring that users are well-equipped to leverage the full capabilities of CRM Analytics for effective data management and presentation.
NEW QUESTION # 25
Universal Containers has a dashboard for sales managers that want to visualize their win rate.
Which chart type should the consultant use to keep track of targets?
- A. Metric Radar
- B. Line
- C. Gauge
Answer: C
NEW QUESTION # 26
What are the two types of bindings? Choose 2:
- A. Description bindings
- B. Data bindings
- C. Results binding
- D. Selections bindings
Answer: C,D
NEW QUESTION # 27
Yasmine told Danielle she's interested in using the artificial intelligence provided by Einstein Discovery to enhance analysis Mosaic probably wouldn't have considered through their own means. How can Danielle use Einstein Analytics to load data into Einstein Discovery?
- A. It's not possible. Danielle will need to log into Einstein Discovery and import the data from there.
- B. Danielle needs a permission set containing the Upload External Data to Analytics permission, then she can log into Einstein Discovery and import the data from there.
- C. Data loaded into Einstein Analytics as datasets can then be used in Einstein Discovery without a separate load process.
- D. Danielle needs a permission set containing the Download Analytics Data permission, then she can use the Export node to load data into Einstein Discovery.
Answer: C
NEW QUESTION # 28
A dataset for building the Einstein Discovery story contains 72 fields that are potentially relevant predictors.
Which approach is considered best practice to assess the top predictors in order to get to a meaningful and robust model?
- A. Build the story with all the predictors and indicate that Einstein Discovery should show the top predictors.
- B. Build a story with a first set of predictors and assess which predictors are important to the story. Then drop the less important ones and add the predictors that were omitted in the first run and assess their impact.
- C. Go back to the data preparation and reduce the number of fields to less than 30 in order to produce a story.
- D. This dataset is too big and cannot be used in Einstein Discovery. Request a new dataset with fewer predictors.
Answer: B
Explanation:
https://medium.com/@kshannon565/ea-certification-study-guide-part-3-einstein-discovery-story-design-70ffbe4666c2
NEW QUESTION # 29
How do you post to Chatter from a Sales Wave dashboard?
- A. Open the Actions menu for an opportunity or account and select Post
- B. Select Post to Chatter from the Actions drop-down at the top of the dashboard
- C. Send an email to a team member with "chatter:" in the subject line
- D. Right click any bar and type your message
Answer: A
NEW QUESTION # 30
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. 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.
- B. 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,
- 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.
Answer: 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.
NEW QUESTION # 31
What happens if you first disable Analytics, and then you re-enable Analytics later? Select 2
- A. You must not define the permission sets again if Analytics is re-enabled.
- B. User permissions are removed from each defined permission set if Analytics is disabled. (Missed)
- C. User permissions are not removed from each defined permission set if Analytics is disabled.
- D. You must define the permission sets again if Analytics is re-enabled. (Missed)
Answer: B,D
Explanation:
Reference:
https://blog.bessereau.eu/assets/pdfs/bi_admin_guide_setup.pdf
NEW QUESTION # 32
An Einstein consultant created a dashboard that went through review. Some few charts were added and removed in the process. The dashboard is now approved for production.
Which best practice should be done before releasing the dashboard?
- A. Remove the redundant steps to ensure dashboard performance.
- B. Modify the XMD so all labels and values are user-friendly.
- C. Apply conditional formatting on the new charts.
- D. Rename all the steps to correspond with the defined naming convention.
Answer: A
Explanation:
https://help.salesforce.com/articleView?id=bi_dashboards_inspector.htm&type=5
NEW QUESTION # 33
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 = timeserles q generate 'sum_Sales' as 'Forecasted_Sales' with (length=12, dateCols=("Date_Year', 'Date_Month', "Y-M"), partition='Region');
- C. q = timeseries q generate 'sum_Sales' as 'Forecasted_Sales' with (dateCols= ('Date_Quarter', 'Date_Month', "Q-M"), partition='Region', ignoreLast=true);
Answer: B
NEW QUESTION # 34
Universal Containers (UC) uses a Microsoft Azure SQL Data Warehouse to gather information about sales reps' objectives. UC wants to use CRM Analytics to gain insights from this data and automatically load it into a CRM Analytics dataset daily. The data also needs to be transformed and merged with data from the company's org.
Which CRM Analytics user interface features should be used to complete these requirements?
- A. CRM Analytics Connector for Excel used in conjunction with dataflows/recipes
- B. Microsoft Azure SQL Data Warehouse Connector used in Conjuction with dataflows/recipes
- C. Analytics REST API used in conjunction with dataflows/recipes.
Answer: B
Explanation:
CRM Analytics provides out-of-the-box connectors for integrating external data sources like Microsoft Azure SQL Data Warehouse. To meet the requirement of daily automated data loading, the Microsoft Azure SQL Data Warehouse Connector can be used to pull data into CRM Analytics. Once the data is imported, dataflows or recipes can be used to transform and merge this data with the organization's Salesforce data. Recipes allow for merging datasets and applying any necessary transformations, ensuring the data from Azure is combined and transformed appropriately before analysis.
Reference: CRM Analytics Connectors and Dataflows
NEW QUESTION # 35
A story created has an AUC of .62.
What two things could be done to possible improve this AUC score?
Choose 2 answers
- A. Segment the training set.
- B. Run detect sentiment on the dataflow before creating the story.
- C. Change the order of the story insights to descending.
- D. Add more rows of relevant data.
Answer: B,C
NEW QUESTION # 36
Cloud Kicks' Salesforce org has multiple currencies enabled. This company's business intelligence team uses CRM Analytics to build a dataflow/recipe that creates a dataset, "OpportunityDataSet", which is populated with data extracted from Opportunity. One of the extracted fields is the standard field, Amount.
Which currency will the Amount values be shown in "OpportunityDataSet"?
- A. In the integration user's currency
- B. In the currency that Is set on the "currency" attribute.
- C. the connected user's currency
Answer: A
Explanation:
When a dataset like "OpportunityDataSet" is populated through a dataflow or recipe in CRM Analytics, the currency values (such as the standard field "Amount") will be displayed in the currency of the integration user unless there is specific currency conversion logic set up within the dataset or recipe. The integration user is the user whose credentials are used to run the dataflow and extract data, and their currency setting will dictate how numeric currency values are displayed unless overridden.
NEW QUESTION # 37
A client has two datasets that are used across seven different dashboards. Three of these dashboards are used by marketing and four are used by sales. The client requires that only marketing can access the marketing dashboards and only sales can access the sales dashboards.
Which solution should a consultant recommend?
- A. Create three custom apps: one for marketing dashboards with marketing as "viewer", one for sales dashboards with sales as "viewer", and one for datasets where marketing and sales are "viewer".
- B. Use two custom apps: one for marketing dashboards with marketing as "viewer" and one for sales dashboards with sales as "viewer". Add the datasets as references to both custom apps.
- C. Duplicate the datasets and create two custom apps: one for marketing dashboards and datasets with marketing as "editor" and one for sales dashboards and datasets with sales as "editor".
Answer: A
NEW QUESTION # 38
What kind of org should you use for checking challenges when you do Trailhead modules about Analytics?
- A. A Developer Edition org, because it's a free, safe environment where you can try things out
- B. An enterprise org, because that type of org is typically used by large companies
- C. A trial org, because you don't need to save anything
- D. A higher education org, because analytics requires advanced math
Answer: A
NEW QUESTION # 39
Creating an Einstein Discovery story involves:
- A. Copying text from company reports and pasting into Einstein Discovery
- B. Selecting a Dataset in Einstein Analytics, then clicking Create Story
- C. Uploading a Microsoft PowerPoint presentation
- D. Entering notes about the data
Answer: B
NEW QUESTION # 40
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