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A versioning feature allows CRM Analytics users to be added as Publishers and make changes separately while a ‘Live’ version is still being usedby other users. Once the changes are complete, the user can then set their updated version as the Live version.
Which CRM Analytics item is this leveraged for?
Which statement best describes how to ensure CRM Analytics dashboards are easily used across both desktop and mobile devices?
Universal Containers plans to upload target data from an external tool to CRM Analytics so it can calculate the sales team target attainments.
The target data changes every month, so the datasets need to be updated on a monthly basis. The target data is a CSV file that contains the Salesforce ID of the sales rep, the target amount, and the month of the target. For each sales rep, the file contains a target for every month of the current year as well as all previous years.
Based on this information, which operation should a consultant use with the Analytics External Data API to upload the file?
After the initial creation of a model, the first model insight explains
93% of the variation of the outcome variable. This is unusually high.
What is the most likely reason for this?
ACRM Analytics consultant is reviewing results from an Einstein Discovery story with a business user. They agree with the findings but notice that none of the fields used in the story have a correlation value greater than 4%. The client is now concerned that the model
may not be good enough to deploy.
Which action should the consultant take?
A user is able to access the dashboards, lenses, and datasets of a particular app but is unable to change the name of the specific app.
What is causing the issue?
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?
Universal Containers has a dashboard for sales managers. They need the ability to visualize the number of Closed Won opportunities by month, quarter, or year, and then display the result in a single chart. A CRM Analytics consultant creates a custom query to display three values:
ClosedDate_month, ClosedDate_ quarter, and ClosedDate_year.
What should the consultant do next?
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?
Cloud Kicks needs a CRM Analytics consultant to install the Appointment Analytics App. After installation, they realize the wrong field was picked and the app did not have access to a newly created field that should be used instead of the old one.
What is the first step the consultant should take to prevent erroneous dataset/dashboard creation?
Universal Containers wants to create two dashboards and has two user groups. The 'Regional Performance’ dashboard should be accessible to sales reps and managers/executives to keep track of
how sales reps are performing in each region. Sales reps must only be able to see data pertaining to their respective region. The ‘National Performance’ dashboard is using the same data as the other
dashboard but should only be accessible to managers/executives to compare data across all regions.
In addition to row-level security to view only regional data, how should a consultant ensure that sales reps are unable to view the ‘National Performance’ dashboard?
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 CRM Analytics consultant is building a dashboard for Cloud Kicks that is embedded in a separate Lightning page called "Management Dashboard" using a CRM Analytics Dashboard Component. The system administrator and the contract manager should both have access. The system administrator is able to see the dashboard and the data, but the contract manager sees a blank Lightning page.
What is causing the issue?
A consultant wants to understand what the important predictors are in a model.
Where is this information found?
Universal Containers asks a CRM Analytics consultant to review the performance of its local data sync.
After removing unused objects and fields from connected data, what else should the consultant do to improve performance of the data sync?
A system administrator and a CRM Analytics consultant are working together on deploying arecipe/dataflow and a dataset to another org. Prior to this deployment, a package was deployed with all the custom fields used in the dataflow and dataset.
While running the recipe/dataflow in the target environment, the consultant encounters multiple errors related to these custom fields.
How should this be resolved?
Universal Containers' CRM Analytics team is building a dashboard with two widgets, and the queries use different datasets.
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 "Query_pie_3" and grouped by the dimension "Type"
The team wants any selection in the List widget to filter the Donut chart and vice versa. Users should be able to choose more than one Type (multi-selection).
What is the recommended way to accomplish the required filtering?
In Data Alerts, a field named Region is 96.5% North America. The consultant believes that this is an important field since the majority of sales is in the North American market.
What is the appropriate action?
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?
CRM Analytics uses permissions of the Integration User to extract data from Salesforce objects and fields when a dataflow/recipe job runs.
Why should a consultant be cautious while syncing objects and fields containing sensitive data?
consultant is tasked with creating an opportunity dataset for a new analytics app. One requirement is to make sure users only see the opportunities they have access to in Salesforce. Opportunity records are private but shared using the role hierarchy. The consultant runs
the sharing inheritance coverage assessment and finds that the VP of sales is not covered by the sharing inheritance. The consultant decides to proceed with using sharing inheritance for the dataset.
What else does the consultant need to do?
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 CRM Analytics consultant is performing column profiling on dimension column in a recipe. Newly-added rows are not being considered in the Results tab of theprofile even though a sync wasrun for that specific object.
What is causing the issue?
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?
Which recommended technique should a CRM Analytics consultant
use to access CRM Analytics data from a remote app or website?
A dashboard designer at Cloud Kicks creates a dashboard in CRM Analytics. The designer notices fields display on the dashboard with their APIlabels, 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?
Universal Containers is setting up a Sales Analytics app to track the sales performance across all regions. The role hierarchy is well-structured with separate branches for various global regions.
Viewer access has been provided to the regional sales reps based on the following roles.
* Regional Sales - APAC
* Regional Sales - EMEA
* Regional Sales - LATAM
* Regional Sales - NA
The CRM Analytics project team receives a request to extend Editor
access to the app to 20 'Superusers' across all regions.
What is the optimal solution?
TESTED 22 Dec 2024
