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1. Describe how Salesforce security is applied in CRM Analytics
2. Implement row-level security
Data Layer
25%
- Identify the right data sources and data flows for CRM Analytics
1. Describe use cases for Data Prep (Dataflows and Recipes)
2. Define datasets
3. Describe how Salesforce objects map to CRM Analytics
- Implement and configure the right data transformations
1. Use Data Prep actions
2. Identify and resolve data sync issues
Analytics Dashboard Design
20%
- Design and build CRM Analytics dashboards
1. Describe the use cases for Visualforce and Lightning components
2. Use Lenses and Dashboards
3. Apply design best practices
Einstein Discovery
20%
- Describe Einstein Discovery concepts
1. Interpret model results
2. Identify the use cases for Einstein Discovery
3. Explain the model building process
- Implement Einstein Discovery
1. Configure and deploy Einstein Discovery models
2. Integrate predictions into CRM Analytics dashboards
Salesforce Certified CRM Analytics and Einstein Discovery Consultant Sample Questions:
A manager at Cloud Kicks wants to separate and analyze accounts based on numeric information of its opportunity records. The data includes things like amount, quantity of products, contacts, and quotes. How should the CRM Analytics consultant accomplish this?
A. Aggregate to summarize related data to account level.
B. Cluster in the recipes and select the metrics used for clusterization.
C. Bucket for each measure and then use a global bucket to segment accounts.
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.
A. The users have access to the dashboard but not the dataset.
B. The permission set for the users is missing the download data permission.
C. The dashboard has been created for internal use and theusers have a view only license.
Explanation: Only visible for ExamBoosts members. You can sign-up / login (it's free).
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. Run the Sharing Inheritance Coverage Assessment for the Opportunity object in the analytics settings.
B. Flatten the role hierarchy in the dataflow recipe and set a security predicate based on Opportunity owner and role path.
C. Enable Inherit Sharing from Salesforce in the analytics settings and set Opportunity as the source on the dataset.
Explanation: Only visible for ExamBoosts members. You can sign-up / login (it's free).
Universal Containers (UC) recently activated data sync in the CRM Analytics data manager. After running the sync, UC notices that the aggregate sum of a field within the company's dataset is different than what they manually calculated by summing the same data in the Salesforce object. What is causing the issue with the newly synced data?
A CRM Analytics consultant has been asked to bring data from an external database as well as five external Salesforce environments into CRMAnalytics. Twenty-five objects have been enabled from the local Salesforce connector. The requirements are: * 10 objects should be enabled from an external database * 12 objects each from three of the external Salesforce environments * 15 objects each from the remaining two external Salesforce environments The consultant estimates each connector will, per object, bring between 1,000 and 1 million rows of data. Which limit will be exceeded?
A. Salesforce external connector number of synced rows
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