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Salesforce CRM-Analytics-and-Einstein-Discovery-Consultant Exam Syllabus Topics:
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NEW QUESTION # 65
When you assign any Analytics permission set to users in your org, Salesforce auto-assigns the Analytics Platform permission set license to that user.
- A. True
- B. False
Answer: A
NEW QUESTION # 66
Universal Containers uses CRM Analytics to build dashboards for different departments: Sales, Service, and Marketing. Users in the samedepartment have the same role and need to have access to the same dashboards.
Dashboards for different departments use some common datasets with the same row-level security.
How should a CRM Analytics consultant address this need?
- A. Create one app for each department, put common datasets in the shared app, and use roles to share apps.
- B. Create one app for each department, put common datasets in the shared app, and use permission sets to share apps.
- C. Create one app for each department, put common datasets in the shared app, and use profiles to share apps.
Answer: B
Explanation:
For managing access to department-specific dashboards while leveraging common datasets, the best approach involves the use of apps and permission sets. Here's why:
* App Segregation: Creating a separate app for each department (Sales, Service, Marketing) allows for tailored dashboards and datasets to be grouped by department, facilitating easier management and navigation.
* Shared Common Datasets: Placing common datasets in a shared app ensures that all departments can access necessary data without duplication, maintaining consistency and reducing storage requirements.
* Use of Permission Sets: Leveraging permission sets to control access to these apps is a flexible and scalable approach. Permission sets can be finely tuned to grant or restrict access based on user roles within the organization, and they can be easily adjusted as roles or organizational structures change.
This structure not only ensures data security and appropriate access but also enhances the efficiency of managing CRM Analytics resources across different departments.
NEW QUESTION # 67
A dashboard dataset is growing and the Einstein Analytics consultant notices an impact on performance. The consultant needs to make a few adjustments.
Which three actions can the consultant take to improve dashboard performance? Choose 3 answers
- A. Move calculations to a dataflow.
- B. Use SAQL code to join datasets at runtime.
- C. Reorganize the dashboard widgets.
- D. Replace separate step filters with a global filter.
- E. Distribute steps among separate pages.
Answer: A,D,E
NEW QUESTION # 68
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?
- A. Update the Sample Size under Data Preview Sampling to 5,000 rows.
- B. Register the Salesforce object and use Filtered Rows under Data Preview Sampling.
- C. Use the Filtered Rows sampling mode under Data Preview Sampling to filter records.
Answer: C
NEW QUESTION # 69
In Data Alerts, a field named Region is 96.5% North Americ
a. 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?
- A. Understand if client should only "focus on North America" or drop the field, as it does not have valuable information.
- B. Choose the recommended action "keep only North America" and exclude all of the other rows.
- C. Append more rows of data with "other values of Region" to balance the dataset properly.
Answer: A
NEW QUESTION # 70
Which of these is not a method for controlling record-level access?
- A. Organization-Wide Defaults
- B. Role Hierarchy
- C. Profiles
- D. Sharing Rules
Answer: C
Explanation:
Reference:
https://help.salesforce.com/articleView?id=bi_security_datasets_row_level.htm
https://help.salesforce.com/articleView?id=managing_the_sharing_model.htm&type=5
NEW QUESTION # 71
A new picklist value was added for the Category field on the Account object. This field is already added as part of the Account object data sync and the respective recipe that uses this field.
The CRM Analytics team reports that when they start the recipe it runs successfully with no errors or warnings, but they are unable to See this new values on their existing dashboards.
What is the oridi4 of this issue?
- A. The user who runs the dataflow/recipe does not have access to the field.
- B. The Integration User profile does not have access to the field.
- C. There are no records in Salesforce with this new plicklist value.
Answer: C
NEW QUESTION # 72
Universal Containers reports that any selection in the List widget is not affecting the Pie chart in one of their Einstein Analytics dashboards. The step options associated with the List widget and Pie chart are shown in the graphic.
Given that the steps are using different datasets. which two changes can an Einstein Consultant make to solve this issue' Choose 2 answers
- A. Use 'Connect Data Sources" and create a connection to connect the two datasets.
- B. Use "Connect Data Sources" and create a connection to connect the two widgets.
- C. Use selection binding in the filters section of Che step "Step_pie_2."
- D. Use selection binding in the filters section of the step "Type_l."
Answer: A,C
NEW QUESTION # 73
The CRM Analytics consultant at Universal Containers (UC) has set up data sync for the Salesforce Opportunity object with the Amount currency field added. This is being used in multiple datasets and dashboards, as UC is a multi-currency organization.
The currency used in Salesforce records is set up in GBP but the data on the dashboard is converting to USD. Conversion logic is not set up on any of the recipes.
Why is the currency converting?
- A. The org corporate currency is set up as USD.
- B. The Integration User currency is set up as USD.
- C. The ANS local currency is set up as USD.
Answer: A
Explanation:
In Salesforce CRM Analytics, when dealing with multi-currency environments, the system relies on the organization's corporate currency setting for reporting, unless explicitly overridden. In this case, even though the Opportunity data is stored in GBP in Salesforce, the dashboards are showing USD because the corporate currency for the org is set to USD. This behavior is expected unless currency conversion logic is implemented in the datasets or recipes.
The corporate currency serves as the default for currency fields in datasets and dashboards unless configured otherwise. This can be confirmed under the "Manage Currencies" settings in Salesforce.
NEW QUESTION # 74
A consultant is asked to configure a user to view a dashboard, within a designated app, without the ability to create and save lenses. After adding the user to the app, which action should the consultant take to implement this requirement?
- A. Assign the Manager role to the user.
- B. Assign the Editor role to the user.
- C. Ensure the user has the Use Analytics permission.
- D. Assign the Viewer role to the user.
Answer: C
NEW QUESTION # 75
Which security option is not available in Einstein Analytics for securing datasets?
- A. App level security
- B. Row-level security with security predicates
- C. Field-level security
- D. Inherited security
Answer: C
NEW QUESTION # 76
The Universal Containers company plans to upload target data from an external tool to Einstein Analytics so they 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 representative, the target amount, and the month of the target. For each sales representative, 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. Upsert
- B. Overwrite
- C. Append
- D. Update
Answer: B
NEW QUESTION # 77
What kind of org should you use for checking challenges when you do Trailhead modules about Analytics?
- A. A Developer Edition org, because it's a free, safe environment where you can try things out
- B. An enterprise org, because that type of org is typically used by large companies
- C. A trial org, because you don't need to save anything
- D. A higher education org, because analytics requires advanced math
Answer: A
NEW QUESTION # 78
A customer wants to change the default blue color on a bar chart. What is the easiest way to change blue to another color?
- A. Use conditional formatting under the bar chart widget properties by selecting the dimension.
- B. Use bindings to specify a color per bar.
- C. Use conditional formatting under the bar chart widget properties by selecting the measure.
- D. Create a compare table formula to specify a hidden metric for coloring purposes.
Answer: C
NEW QUESTION # 79
Why is it important to select the right root object when you use the dataset builder?
- A. The root object determines who can see the dataset.
- B. Only data from the root object can be included in the dataset.
- C. The root object determines what app the dataset is saved in.
- D. The root object determines what related objects you can add to the dataset.
Answer: D
NEW QUESTION # 80
Exhibit:
A shipping company created a dataset. "Bookll," containing budget per region per month for the first six months of 2018. The dataset is shown in the graphic. Now, they want 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 can an Einstein Consultant help this company build this lens?
- A. Use a "Compare Table" and use the "Show summary" option.
- B. Use a "Compare Table" and add a column leveraging the "Running Total" function.
- C. Use a SAQL query leveraging the "fill" statement with a "partition" parameter.
- D. Use a SAQL query to create fake rows for any data that is missing data from the dataset.
Answer: C
NEW QUESTION # 81
Where can you view the status of a CSV upload in Analytics?
- A. The data manager
- B. The Analytics home page
- C. The Setup menu
- D. The Create Dataset page
Answer: A
NEW QUESTION # 82
What are two benefits of designing using the "Progressive Disclosure" principle? Choose 2 answers
- A. Better dashboard performance
- B. Discounted EA licenses when growth is achieved
- C. improved ease of use for end users
- D. Automatic conditional formatting
Answer: A,C
Explanation:
https://developer.salesforce.com/blogs/developer-relations/2017/04/lightning-components-performance-best-practices.html
NEW QUESTION # 83
A CRM Analytics consultant wants to move a dataflow to a recipe in order to use aggregation nodes. To do so, they use the Dataflow to Recipe convertor and the recipe runs successfully.
However, they are unable to see the aggregated data in the dataset.
What is causing the issue?
- A. The convertor has created a new dataset with a new ID.
- B. The dataflow has to be turned off and only the recipe should run.
- C. The recipe has to be turned off and only the dataflow should run.
Answer: A
NEW QUESTION # 84
Your sales team requests that datasets for their dashboards are refreshed every hour. You agree to investigate if this is possible and find that the dashboards use A datasets created from two recipes. The first recipe takes 43 min to run and the second recipe takes 25 min to run.
Is it possible to refresh data every hour?
- A. No, the number of recipe runs exceed the limit of 40 in a 24 hour rolling period.
- B. No, the total duration of the recipe jobs exceeds one hour.
- C. Yes, with the concurrent recipe runs the duration is less than hour.
- D. Yes, the number of recipe runs does not exceed the limit of 60 in a 24 hour rolling period.
Answer: A
NEW QUESTION # 85
Universal Containers' CRM Analytics team is building a dashboard with two widgets.
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 "Step_pie_3" and grouped by the dimension "Type" The team wants to use bindings/interactions so any selection in the List widget will filter the Donut chart. The queries use different datasets, and users should be able to choose more than one Type (multi-selection).
What is the right syntax for the binding/interaction?
- A.

- B.

- C.

Answer: A
Explanation:
For the given requirement where a selection in a list widget needs to filter data displayed on a donut chart, and considering the list allows for multi-selection of the 'Type', the correct binding/interaction would be to use a syntax that captures the multi-select aspect and passes it appropriately. The right syntax, as indicated in Option A, looks like this:
"{{column(Type_2.selection, [\"Type\"]).asObject()}}"
This syntax ensures:
Multi-selection: The column() function in combination with .asObject() ensures that multiple selected values from the 'Type_2' query can be passed as an object, which the donut chart can utilize to filter its content.
Correct Data Type Handling: By using .asObject(), the binding ensures the data passed between widgets maintains the correct structure expected by the CRM Analytics dashboard, thereby ensuring accurate filtering.
NEW QUESTION # 86
A versioning feature allows CRM Analytics users to be added as Publishers and make changes separately while a 'Live' version is still being used by 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?
- A. App
- B. goats
- C. Dataset
Answer: A
Explanation:
In CRM Analytics, the versioning feature described is typically leveraged for Apps. This feature allows:
Parallel Development: Users can work on changes in a separate version without affecting the live version being accessed by others.
Controlled Publishing: Once changes are finalized, the user can then promote their version to be the new live version, ensuring seamless updates without disrupting ongoing usage.
Collaborative Workflows: Facilitates teamwork by allowing multiple users to propose and test changes in a controlled environment before making those changes live.
This approach ensures that CRM Analytics apps remain dynamic and can evolve over time while maintaining stability and continuity for end-users.
NEW QUESTION # 87
In the list of insights, the first insights that you see are the ones that explain, statistically, the most variation in the outcome variable. The insights that appear later, as you scroll through the story, explain variables that, statistically, account for less of the variation in the outcome variable.
When you select one variable, what are you comparing?
- A. Selected variable with a different variable
- B. Selected variable average with the filtered average
- C. Selected variable with CLV
- D. Selected variable with all story data
- E. Selected variable average with the mean
Answer: D
NEW QUESTION # 88
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