Salesforce Certified CRM Analytics and Einstein Discovery Consultant (Analytics-Con-201) Exam Questions 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 plans to upload target data from an external tool to CRM Analytics so it 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 rep, the target amount, and the month of the target. For each sales rep, 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?

AOverwrite

BUpdate

CAppend

Answer : A

For uploading target data that changes on a monthly basis and includes historical data (previous years' targets), the appropriate operation is 'Overwrite.' This ensures that each time the CSV file is uploaded, the existing data in the dataset is replaced with the new data. This is critical because the target data includes both current and historical data, and using 'Overwrite' will update the entire dataset while maintaining historical accuracy.

'Append' would add new data without replacing the old records, leading to duplication, and 'Update' is not suitable for completely replacing data in this context.

Question 3

An CRM Analytics consultant creates a model to maximize the satisfaction of cases. They want to deploy the mode! and further use the model and predictions in an existing automated business process

What is the most efficient way to accomplish this?

ACreate a trigger on Case object and use REST APIs to append the predictions into the business process.

BUse the Einstein Discovery flow action to make a prediction with the flow.

CWrite an Apex class with Einstein Discovery Predictions and append them to process.

Answer : B

Question 4

After getting approval for the dashboard layout design for a desktop, the CRM Analytics consultant is ready to start the design process for a mobile layout.

Which consideration should the consultant keep in mind?

ACreate a layout with the property ''phone'' to show the dashboard on the mobile app similar to creating a layout with the property ''dashboard'' to show on the desktop for the same dashboard,

BIf no layouts are eligible for the mobile device, an error message will be displayed but the dashboard will still be visible on the desktop without errors.

C''Tablet'' or ''Phone'' layout---where only minWidth and maxWidth have been set---may be displayed on a desktop if the dashboard is embedded in a small frame, or if the browser window is small.

Answer : C

When designing for different device types in CRM Analytics, particularly for mobile layouts, it's crucial to consider how the layout will respond not just on mobile devices but also under various display conditions on desktops. Here's the rationale for focusing on this consideration:

Responsiveness: Layouts designated for tablets or phones may also be triggered on desktop environments if conditions such as browser window size or embedded frame dimensions mimic those typical of smaller devices.

Design Flexibility: Understanding this behavior is essential for creating versatile dashboards that maintain functionality and visual integrity across all potential viewing scenarios.

User Experience: Ensuring that the dashboard behaves predictably across device types and sizes enhances user engagement and effectiveness, as it provides a consistent experience regardless of the access point.

This approach ensures that the dashboard remains functional and accessible no matter how or where it is being viewed, aligning with best practices for responsive and adaptive design in modern analytics environments.

Question 5

A data architect wants to use a recipe transformation to implement row level security based on role hierarchy in Salesforce.

Which transformation should the architect use to level the dataset hierarchy?

AAggregate

BFlatten

CJoin

Answer : B

Question 6

What can a consultant accomplish in the Predictions page of a model?

AIf it is decided to follow some of the Einstein Recommendations for model improvement, see what the new model metrics would be.

BEstimate the impacted business value of using Einstein Discovery.

CCreate predicted outcome value by manually selecting values for some of the predictor fields.

Answer : C

In the Predictions page of a model within CRM Analytics (formerly Einstein Discovery), users have the capability to interact with the model to see how different input values affect predictions. Here's a detailed look at what can be accomplished:

Manual Input of Predictor Values: Users can manually input or change values for predictor fields to see how these changes alter the predicted outcomes. This is especially useful for testing hypothetical scenarios and understanding how sensitive the model is to various inputs.

Real-Time Interaction: This functionality provides a hands-on way to explore the model's behavior, offering immediate feedback on how input variations impact predictions, which can help in refining the model or in training users on its application.

Scenario Analysis: By adjusting predictor values, users can conduct scenario analyses, which are crucial for strategic planning and decision-making.

Question 7

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?

AMetric Radar

BGauge

CLine

Answer : B