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- Creating dashboards following CRM Analytics best practices and UX design principles
- Identifying appropriate use and configuration of standard CRM Analytics templated apps
- Scoping, validating, and prioritizing dashboard design requirements
Topic 2: Administration
16%
- Embedding analytics in Salesforce
- Understanding recipes (Data Prep) for visual ETL interface
- Managing CRM Analytics environment and configurations
- SAQL query language for dashboard JSON and lens queries
Topic 3: Einstein Discovery
12%
- Enabling prediction features on Lightning record pages across Salesforce and CRM Analytics
- Adjusting data parameters and adding/removing data or columns to improve models
- Monitoring and interpreting Model Cards to improve or maintain model performance
- Analyzing model results and proposing data improvements
- Building models by assessing data and selecting prediction types (numeric, binary, multi-classification)
Topic 4: Data Layer
24%
- Incremental sync configuration
- Data transformation and loading into Einstein datasets
- Dataflow configuration for multi-object scenarios
- Data extraction from sources
- Troubleshooting failed dataflow jobs
- Understanding denormalized sequential datasets
Topic 5: Analytics Dashboard Implementation
19%
- Making dashboards actionable and accessible in Lightning pages
- Developing selection/result interactions with different query types
- Monitoring and optimizing query performance using Dashboard Inspector
- Configuring dashboards using accurate query types and widget-level parameters
- Using advanced functionality such as windowing and time series analysis in compare tables
- Implementing delivery management strategies using versioning and/or Dashboard Publisher
Topic 6: Security
16%
- Implementing security settings for users, groups, and profiles
- App sharing based on user and group requirements
- Dataset security settings using sharing inheritance and security predicates
Salesforce Tableau CRM Einstein Discovery Consultant Sample Questions:
A large company is rolling out Einstein Analytics to their field sales. They have a well-defined role hierarchy where everyone is assigned to an appropriate node on the hierarchy. An individual Sales rep should be able to view all opportunities that she/he owns or as part of the account team or opportunity team. The Sales Manager should be able to view all opportunities for the entire Sales team. Similarly, the Sales Vice President should be able to view opportunities for everyone who rolls up in that hierarchy. The opportunity dataset has a field called 'Ownerld' which represents the opportunity owner. Given this information, how can an Einstein Consultant implement the above requirements?
A. As part of the dataflow, use computeExpression on the Roleld field to create an attribute called 'ParentRolelDs' on the opportunity dataset and apply following security predicate: 'ParentRolelDs' == "$User.UserRoleId" || 'Ownerld' == "$User.Id".
B. As part of the dataflow, use computeRelative on the Roleld field to create an attribute called 'ParentRolelDs' on the opportunity dataset and apply following security predicate: 'ParentRolelDs' == "$User.UserRoleId" || 'Ownerld' == "$User.Id".
C. As part of the dataflow, use the flatten operation on the role hierarchy and create a multivalue attribute called 'ParentRolelDs' on the opportunity dataset and apply following security predicate: 'ParentRolelDs' == "$User.UserRoleId" || TeamMember.Id' == "$User. Id" || 'Ownerld' == "SUser.Id".
D. As part of the dataflow, use the flatten operation on the role hierarchy and create a multivalue attribute called 'ParentRolelDs' on the opportunity dataset and apply following security predicate: 'ParentRolelDs' == "$User.UserRoleId" && 'Ownerld' == "SUser.Id".
An Einstein Consultant receives a request from the Marketing department to help them understand lead conversion. Presently, they are unaware of the percentage of leads that get converted to sales. They hope to view results by account manager, value, and quarter. The data is there, so the consultant can add it to the marketing dashboard. How should this metric be calculated?
A. Create a formula field on the lead object in Salesforce and add it to the dataset.
B. Create a new step in the dashboard using a compare table and the running total function.
C. Create a computeExpression in the dataflow.
D. Create a new step in the dashboard using a compare table and define a formula.
The Universal Containers company used Einstein Analytics to create two datasets: Dataset A: contains a list of activities with an "activitylD" dimension and a "userlD" dimension Dataset B: contains a list of users with a "userlD" dimension The team wants to delete from Dataset A all activities related to users in Dataset B. How can an Einstein Consultant help them achieve this?
A. Use an external ETL tool to extract both datasets and delete records.
B. Use a combination of dataflow transformations: "augment" and "filter."
C. Use the dataflow transformation "delete" and set "userlD" as the deletion ID.
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A consultant wants to understand what the important predictors are in the story. What are two places where this information can be found? Choose 2 answers
A. In the Story Settings, where the strength of predictor fields is calculated and visualized. The consultant can sort the list of predictor fields accordingly.
B. In the Model Deployment Wizard while selecting the actionable fields
C. In the Einstein Recommendations for story improvement. If there are no recommendation to remove strongest predictors, the story doesn't hold any Important predictors but only weak (probably unrelated) terms.
D. In the Model Metrics section, where the top predictors are listed
An Einstein Analytics consultant is notified of a performance issue with data sync (replication). The consultant researches the issue and determines that unnecessary data is being synced. Which solution should the consultant implement to help improve data sync (replication) performance?
A. Modify dataflows to exclude unused fields and include a filter to extract relevant data.
B. Update the existing data sync (replication) process by removing unused fields with a filter to extract relevant data.
C. Scale down the number of datasets to help improve data sync (replication) performance.
D. Start over again with new dataflows that exclude unused fields with a filter to extract relevant data.
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