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| Section | Objectives |
|---|---|
| Topic 1: Data Management and Preparation | - Dataset creation and configuration in CRM Analytics - Data transformation and dataflows |
| Topic 2: Data Integration and Connectivity | - Data synchronization and refresh strategies - Connecting external data sources |
| Topic 3: Dashboard and App Development | - Lens creation and dashboard design - Interactive filters and user experience optimization |
| Topic 4: Einstein Discovery | - Insights interpretation and recommendations - Model building and predictions |
| Topic 5: Security and Access | - App and dataset permissions - Row-level security and sharing rules |
1. 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) The consultant has set up a dashboard filter condition for data to be visible to system administrators only.
B) The consultant has set up/enabled a 'Hide on Error' feature for the dashboard while embedding it.
C) The consultant has set up component visibility for the dashboard for system administrators only.
2. A company realizes it has a lot of rich information around its cases, but unfortunately, most of this isunstructured/textual data. Thecompany is exploring how to include some of this information in its case prioritization.
Which option within CRM Analytics should a consultant leverage?
A) Detect Sentiment transformation in Recipes
B) Bucket transformation in Recipes
C) Cluster transformation in Recipes
3. 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.
What is causing the issue?
A) The dashboard has been created for internal use and the users have a view only license.
B) The permission set for the users Is missing the download data permission.
C) The users have access to the dashboard but not the dataset.
4. 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?
A) Overwrite
B) Append
C) Update
5. 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) Flatten the role hierarchy in the dataflow recipe and set a security predicate based on Opportunity owner and role path.
B) Enable Inherit Sharing from Salesforce in the analytics settings and set Opportunity as the source on the dataset.
C) Run the Sharing Inheritance Coverage Assessment for the Opportunity object in the analytics settings.
Solutions:
| Question # 1 Answer: C | Question # 2 Answer: A | Question # 3 Answer: B | Question # 4 Answer: A | Question # 5 Answer: C |
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