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Salesforce Certified CRM Analytics and Einstein Discovery Consultant Sample Questions:
1. 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?
A) Create and assign three new Salesforce profiles according to the three types of roles defined.
B) Create and assign Salesforce permission sets according to the three types of roles defined.
C) Assign the app permissions "viewer", "editor", and "manager" to the three types of roles defined.
2. Universal Containers has a dashboard for sales managers that want to visualize their win rate.
Which chart type should the consultant use to keep track of targets?
A) Gauge
B) Metric Radar
C) Line
3. 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?
A) Use a "Compare Table" and use the "Show Totals" option.
B) Use a "fill" statement in SAQL query with a "partition" parameter.
C) Use a "Compare Table" and add a column leveraging the "Running Total" function.
4. 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) Apply the predict missing values transformation in recipe nodes.
B) Fill in the missing data with an average of all incomes.
C) Drop the field as it will be difficult to get future respondents.
5. 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?
A) Wait for a period of least usability or the dashboard to edit it.
B) Self assign as a dashboard publisher and make the changes to the dashboard in draft mode while maintaining a previous version live.
C) Clone the dashboard to a new one, apply the changes, share the new dashboard with the users, and delete the old one.
Solutions:
| Question # 1 Answer: B | Question # 2 Answer: A | Question # 3 Answer: C | Question # 4 Answer: A | Question # 5 Answer: B |
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