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Salesforce Analytics-Con-201 Exam Syllabus Topics:
| Section | Weight | Objectives |
|---|---|---|
| Data Layer | 25% | - Identify the right data sources and data flows for CRM Analytics
|
| Einstein Discovery | 20% | - Describe Einstein Discovery concepts
|
| Analytics Dashboard Design | 20% | - Design and build CRM Analytics dashboards
|
| Security | 10% | - Determine security and sharing settings
|
| Analytics Dashboard Configuration | 25% | - Configure dashboards
|
Salesforce Certified CRM Analytics and Einstein Discovery Consultant Sample Questions:
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. coalesce()
- B. substr()
- C. replace()
Correct Answer: A 🗳️
A manager at Cloud Kicks asks for data in a dashboard to be refreshed after the sync of an external connection to Google BigQuery.
How should the consultant accomplish this?
- A. Create 3 Salesforce flow to trigger the recipe to run once the connection sync has finished running.
- B. Check the scheduled date/time of the sync and schedule the recipe to run 15 minutes after the start time of the sync.
- C. Schedule the recipe to run as event-based and check the Salesforce external connection syncs checkbox.
Correct Answer: C 🗳️
Explanation: Only visible for NewPassLeader members. You can sign-up / login (it's free).
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 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' == "$User.Id". - B. As part of the recipe, use a formula on the Roleid fildto create an attribute called 'ParentRolelDs' on the dataset, and apply the following security predicate: 'ParentRolelDs' ==''$UserRoleId'' || Owned\ ==
'$User,id\\, - C. As part of the recipe, use a multi row formula on the Roleld field to create an attribute called
'ParentRoleIDs' on the dataset, and apply the following security predicate:"$User.UserRoleld" ||
'Ownerld' == "$User.Id".
Correct Answer: A 🗳️
Explanation: Only visible for NewPassLeader members. You can sign-up / login (it's free).
Universal Containers (UC) creates a dataset, "Book11", containing a budget per region per month for the first
6 months of the year, as shown in the graphic below. Now, UC wants to create a lens showing the total budget for each region for each month. Every combination of region and month must be shown in the lens, even if there is no data.
How should a CRM Analytics consultant help UC build this lens?
- A. Use a "Compare Table" and use the "Show Totals" option.
- B. Use a "fill" statement in SAQL query with a "partition" parameter.
- C. Use a "Compare Table" and add a column leveraging the "Running Total" function.
Correct Answer: C 🗳️
Acompany wants to create a timeline chart to visualize the evolution of its Closed Won opportunities.
What are the required parameters to build a lens that displays output similar to the image shown?
- A. 1 measure, 1-2 groupings if trellis is disabled, or 1-4 groupings if trellis is enabled
- B. 1 measure, 0 groupings if trellis Is disabled, or 0-2 groupings If trellis is enabled
- C. 1 measure, 1 grouping by a date field, and either 0-1 groupings groupings by a dimensionif trellis is disabled, or 0-2groupings if trellis is enabled
Correct Answer: C 🗳️
Explanation: Only visible for NewPassLeader members. You can sign-up / login (it's free).
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