CRM-Analytics-and-Einstein-Discovery-Consultant Exam Dumps - SalesforceCertifiedCRM Analytics and Einstein Discovery Consultant Exam (SU24)
Universal Containers’ sales team is looking to build a dashboard that shows the total revenue from their top 10 accounts (based on revenue) and make it dynamic with the filters of the dashboard.
Which action is required 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?
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?
A consultant has been asked to build and embed a dashboard in a Lightning page. Users should only be able to change the dashboard contrast and open Analytics Studio from the header of
the dashboard.
How should the consultant achieve this?
CRM Analytics team is asked to build a Service Analytics dashboard for the service agents.
What are the main "Deep Design Thinking" principles the team should keep in mind during the discovery sessions?
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 prepared a CSV file to be uploaded to CRM Analytics. By mistake, one of the column headers is modified as random non-alphanumeric characters "*&**(&*(%", which went unnoticed prior to uploading the file.
What is the expected behavior of the uploaded CSV column?
A CRM Analytics consultant is working on Sales dashboards with multiple datasets and advanced queries in the Sales Analytics app.
Sales managers in the organization have been given Editor/Manager access to the app, whereas sales reps have been given Viewer access.
Some dashboards that are in progress are not ready to be rolled out to sales reps and should only be viewable by sales managers.
How should the consultant accomplish this?
The CRM Analytics consultant at Universal Containers has set data syncs and recipe runs back to back. However, they notice that the data syncs and recipe run jobs fail repeatedly. Upon investigation,
they realize the data syncs and recipes are tightly coupled which leads to too many runs being queued and eventually being canceled.
How should the consultant resolve this issue?
A CRM Analytics consultant is asked to make changes to the current sales dashboard at Cloud Kicks. The dashboard is crucial to track the daily sales performance of the company and needs to be
available for other users while the consultant works on the changes.
How should the consultant proceed to update the dashboard?
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?
CRM Analytics consultant receives a new project from a client that wants to implement CRM Analytics. They do not currently have CRM Analytics but want guidance on how to ensure their users have the correct access.
They have 1,000 users with a small team of three people who will build both datasets and dashboards. An additional 15 people should be able to only create dashboards. The remaining users should only be able to view dashboards.
Which recommendation should the consultant give the client?
Which recommendation should the consultant give the client?
The CRM Analytics consultant at Universal Containers notices that some users have access to sensitive data and dashboards they should not have access to in the Manager's app.
How should the consultant fix the problem?
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 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 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?
CRM Analytics team plans to enable data sync.
Which limit specific to data syne should the team consider before enabling the feature because it may impact existing jobs?
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?
A consultant is preparing a dataset to predict customer lifetime value and is collecting data from a questionnaire that asks for demographic information. A very small number of respondents fill in the Income box, but the consultant thinks that it is an informative column even though it only represents 1% of respondents.
What should the consultant do?
A CRM Analytics consultant is asked to make sure the new sales performance dashboard is accessible in the mobile app. They have created multiple mobile layouts for the same dashboard.
How is CRM Analytics expected to perform?
A customer has a dataset consisting of over 300 unique product names. They request a prediction model with the product names included.
Which action should the CRM Analytics consultant take?
A client has two datasets that are used across seven different dashboards. Three of these dashboards are used by marketing and four are used by sales. The client requires that only marketing can
access the marketing dashboards and only sales can access the sales dashboards.
Which solution should a consultant recommend?
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 (UC) creates a dataset, "Book11", containing a budget per region per month for the first 6 months of the year, as shown in the graphic below. Now, UC wants 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 should a CRM Analytics consultant help UC build this lens?
Which statement best describes how to ensure CRM Analytics dashboards are easily used across both desktop and mobile devices?
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?
Cloud Kicks (CK) wants to use CRM Analytics to analyze trends of its sales pipeline in order to accelerate the company's sales process. To do so, CK needs to know the average time an opportunity
spends in each stage. The data can be found in the Opportunity History object, but the value is not pre-calculated in Salesforce, so a consultant recommends using a recipe to calculate it.
How should the consultant use a recipe to calculate the average time an opportunity spends in each stage?
A CRM Analytics consultant is updating an existing recipe.
They are looking to add a few additional fields onto the Account dataset. One of the fields to be added is a multi-select picklist field that needs to be shown as text on the dashboard.
What should the consultant do to accomplish this?
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?