Salesforce ANC-201 Building Lenses, Dashboards, and Apps in CRM Analytics Exam Practice Test

Answer : C

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.

Answer : A

To improve the performance of local data sync in Universal Containers, evaluating the connection mode for each connected object is a practical approach. Here's the rationale:

Optimization of Resources: Different connection modes (e.g., Full Sync, Incremental Sync) use different amounts of resources. Choosing the right mode for each object based on how frequently its data changes can optimize the sync process and reduce load times.

Efficient Data Handling: By tailoring the connection mode to the needs of specific data objects, the overall efficiency of the data sync process is improved, leading to faster refresh rates and more timely data availability.

Cost and Performance Balance: Evaluating and selecting the appropriate connection mode can also help balance performance needs with cost constraints, as some modes may consume more compute resources than others.

Answer : C

To address issues with unauthorized access to sensitive data and dashboards, the best practice is to create separate apps, datasets, and dashboards for different user groups and then manage their sharing settings appropriately. This allows you to maintain data security while ensuring that users only access the data and insights that are relevant to their roles. In this scenario, applying separate apps for managers with defined sharing rules will prevent users who shouldn't have access from seeing sensitive data. Reference: Managing Data Access and Sharing in CRM Analytics

Answer : C

In the context of a regression model being deployed, the performance metrics used to evaluate its effectiveness in production typically include:

Root Mean Square Error (RMSE): This metric provides a measure of the average magnitude of the errors between predicted values by the model and the actual values, giving a sense of how accurately the model predicts the outcome.

Minimum Square Error: While less commonly referenced as 'Minimum Square Error', metrics like Mean Squared Error (MSE) are often used to quantify the average of the squares of the errors---essentially, the average squared difference between the estimated values and what is estimated.

These metrics are crucial for assessing the performance of regression models in CRM Analytics, as they directly reflect the accuracy and reliability of the model's predictions in real-world applications.

Answer : C

For ensuring that the security settings on the Opportunity object are appropriately replicated in the CRM Analytics environment, running the Sharing Inheritance Coverage Assessment is an effective strategy. Here's why:

Assessment of Inheritance Feasibility: This tool assesses whether sharing rules on the Opportunity object can be effectively inherited in the analytics environment, ensuring that the organization-wide defaults and role hierarchy are maintained.

Identification of Limitations: The assessment will identify any potential issues or limitations with inheriting sharing settings due to the large number of records (up to 20,000 for the VP of Sales), providing clear insights on how to proceed.

Guided Decision Making: Based on the outcome of the assessment, the consultant can make informed decisions about whether to directly inherit sharing or consider alternative strategies like flattening the role hierarchy or using security predicates.

Answer : A

The issue with the security predicate not functioning as expected likely stems from a permissions issue related to the custom field Demographic__c on the User object. Here's a detailed explanation:

Field-Level Security: If the sales reps do not have access to the Demographic__c field, the security predicate which references this field cannot execute properly as the system cannot evaluate the predicate without accessing the field.

Permission Settings: Ensuring that the sales reps have the necessary permissions to view and use the Demographic__c field is crucial for the security predicate to function correctly.

Data Visibility: The security model in CRM Analytics relies heavily on the underlying data permissions in Salesforce. If these permissions are not correctly configured, the expected data visibility through CRM Analytics will not be achieved.

Answer : C

To determine whether a subscription is new or a renewal from the Opportunity records in Salesforce, the consultant should utilize a Custom Formula in the data transformation process. Here's the rationale:

Custom Formula Usage: By employing a custom formula, the consultant can create a logical expression that checks the historical data associated with each account. If an account has previous closed-won opportunities, any new opportunities can be labeled as renewals; otherwise, they are considered new subscriptions.

Data Insight: This method provides a straightforward way to derive new insights (new vs. renewal) directly from existing data without altering the data structure itself, making it a non-invasive and efficient solution.

Implementation: The custom formula can be applied in a recipe or directly within a dataflow in CRM Analytics, offering flexibility in how and where the transformation is executed.