Salesforce Certified CRM Analytics and Einstein Discovery Consultant (Analytics-Con-201) Exam Practice Test Instant Access

Question 1

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 the Opportunity 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?

AEnable Inherit Sharing from Salesforce in the analytics settings and set Opportunity as the source on the dataset.

BFlatten the role hierarchy in the dataflow recipe and set a security predicate based on Opportunity owner and role path.

CRun the Sharing Inheritance Coverage Assessment for the Opportunity object in the analytics settings.

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.

Question 2

Universal Containers has a dashboard for sales managers. They need to visualize the percentage of their opportunities in the pipeline in a Gauge chart. They want to customize the chart to keep track if they are below or beyond the target.

Which widget parameters should a consultant use?

ARange Values, Angle, Conditional Formatting

BReference Line, Angle, Range Values

CReference Line, Markers, Conditional Formatting

Answer : C

In the scenario described, the sales managers at Universal Containers require a Gauge chart that not only shows the current percentage of opportunities in their pipeline but also indicates whether they are below or beyond their set targets. The appropriate widget parameters to achieve this visualization in Salesforce CRM Analytics (formerly known as Einstein Analytics) are:

Reference Line: This parameter is crucial for defining a specific target value on the gauge chart. It visually marks a point that represents the target goal, providing an immediate visual cue as to whether the current percentage is below or above this point.

Markers: Markers are used to represent and highlight specific values on the gauge chart. They can be utilized to emphasize the current percentage level of the pipeline, making it instantly visible how close or far the current value is from the reference line or target.

Conditional Formatting: This feature allows the chart to change color or style based on whether the current values meet, exceed, or fall below the target. It is a critical visual tool for quickly communicating performance against targets. Conditional formatting can be set to alter the appearance of the gauge's fill color based on whether the values are above, equal to, or below the reference line, thereby providing an intuitive visual representation of performance relative to targets.

The combination of these three parameters enables a highly effective visualization for sales managers to monitor their performance against key metrics and targets directly on their dashboards. This setup is aligned with Salesforce's best practices for creating meaningful and actionable insights within CRM dashboards, ensuring that users can easily interpret and react to the data presented.

For more details on configuring these parameters, you can refer to Salesforce documentation and specific Trailhead modules that cover dashboard creation and customization:

Wave Analytics Explorer

Building Lenses, Dashboards, and Apps in CRM Analytics

These resources provide in-depth training and examples to help users effectively use Salesforce CRM Analytics for a wide range of data visualization needs.

Question 3

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?

AThe dataset contains multiple dominant values.

BThe model contains too many outlier values.

CThe outcome variable may be causing data leakage.

Answer : C

Question 4

Universal Containers (UC) has a "Sales Manager'' dashboard. UC has a compare table that has multiple groupings and columns added showing the Total and Subtotals of the numeric values. A consultant is

asked to add additional groups to enhance details about UC's customers.

Which feature should the consultant use to make the navigation of the compare tables easier for the end user?

ACreate the table using SAQL query to accommodate this and make It user friendly.

BSelect the Enable Expand or Collapse option from the table properties.

CScroll to the very end to see the details.

Answer : B

Question 5

The CRM Analytics consultant at AW Computing is designing dashboard. They want to add a rate between two metrics and display it in a new chart. They are finding that the new chart seems to prejudice the design of other charts.

What should the consultant do to resolve this?

ACreate a component with the rate chart and insert it in one of the tooltips.

BClone the dashboard and replace one of the charts with the new rate chart.

CAdjust the dashboard widgets to accommodate the rate chart.

Answer : A

Question 6

A consultant creates a CRM Analytics dashboard in a sandbox and it needs to be migrated into production.

What should the consultant use to complete the migration?

AAnalytics dashboard connector

BChange sets

CAnalytics External Data API

Answer : B

Question 7

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?

AThe consultant has set up component visibility for the dashboard for system administrators only.

BThe consultant has set up a dashboard filter condition for data to be visible to system administrators only.

CThe consultant has set up/enabled a 'Hide on Error' feature for the dashboard while embedding it.

Answer : A

When embedding a CRM Analytics dashboard in a Lightning page using a CRM Analytics Dashboard Component, you must configure the component's visibility settings correctly to ensure that all relevant users have access. In this case, the issue arises because the system administrator can see the dashboard, but the contract manager cannot. The most likely cause is that the consultant has set the component visibility to display only for system administrators, which would prevent the contract manager from seeing the content. To resolve this issue, the consultant must modify the component visibility settings to include both the system administrator and contract manager profiles. Reference: CRM Analytics and Lightning Components