Salesforce Certified CRM Analytics and Einstein Discovery Consultant (Analytics-Con-201) Exam Questions

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Total 115 questions
Question 1

A CRM Analytics consultant at Cloud Kicks wants to create a new dashboard that uses custom GeoJSON to display data; however, they are unable to upload the file via the user interface (UI).

Which action should the consultant take?



Answer : C

If a consultant at Cloud Kicks needs to use custom GeoJSON files for dashboard visualization and cannot upload the file via the CRM Analytics user interface (UI), the recommended action is to use the API for this purpose. Here's why this approach is suggested:

Functionality Limitation in UI: Currently, the CRM Analytics UI does not support direct uploads of GeoJSON files, which necessitates an alternative method.

API Flexibility: The API provides a more flexible route for uploading custom GeoJSON files, allowing consultants to integrate more complex or larger datasets that are not supported through standard UI functionalities.

Customization and Control: Using the API also offers greater control over how GeoJSON data is handled, processed, and utilized within CRM Analytics, catering to more advanced customization needs.

This method ensures that the consultant can fully utilize CRM Analytics' capabilities for creating highly customized geographic visualizations, thereby enhancing the analytical value of the dashboards.


Question 2

A model created with a GLM algorithm produced unsatisfactory results.

When re-running the model, which type of algorithm should the consultant use to improve the results?



Answer : C


Question 3

Cloud Kicks (CK) has a dashboard in CRM Analytics with forecasting dat

a. One widget is a compare table using the timeseries function showing the quarterly forecast. However, CK is interested in enhancing the dashboard with a weekly forecast per customer.

How should CK achieve this?



Answer : B

To create a weekly forecast per customer, an SAQL (Salesforce Analytics Query Language) query can be used. The timeseries function generates forecast data based on a specified date range. In this case, the forecast is customer-specific, meaning the partition should be based on Account Name to ensure that the forecast is generated for each customer. The date column (Date Cols) should be set to Y-M-W to aggregate the forecast data on a weekly basis.


Question 4

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?



Answer : C

In CRM Analytics, you can control the visibility of dashboards and other assets using the asset visibility feature. This allows the consultant to restrict access to specific assets (like dashboards) for certain groups of users, such as sales reps, without needing to duplicate datasets or move dashboards to another app. This is the most efficient way to manage access for dashboards in progress while allowing only sales managers to view the in-progress dashboards.


Question 5

In a dataset, there are multiple boolean fields. When displayed on any dashboard, the boolean fields should all be displayed in the same way: a value of true should result in the display of the word "Yes" in

green; a value of false should result in the display of the word "No" in red.

How should the consultant accomplish this?



Answer : B


Question 6

Cloud Kicks has informed CRM Analytics developers that they have two scenarios with restricted row-level security.

The parameters being:

1. Non-CXOs and VPs working in EMEA can have access to EMEA records only.

2. CXOs and VPs should have access to all data irrespective of the region (APAC, EMEA, etc.).

Which sharing method works for this scenario?



Answer : B

For Cloud Kicks' requirements regarding access to data based on roles and geographic regions, the most efficient and scalable approach is to implement row-level security using fields on the user record, like Department or Region. Here's the rationale for choosing this approach:

Scalability and Maintenance: By applying security rules based on user record fields, Cloud Kicks can manage access dynamically without needing to maintain multiple dashboards or datasets. This reduces administrative overhead and simplifies updates as roles or regional structures change.

Flexibility: Using a field on the user record to control access allows for easy expansion or modification of security policies as new regions or roles are added.

Simplicity: This method ensures a clear and straightforward security model that can be easily audited and understood by administrators and compliance teams.


Question 7

A project team member uploads a CSV file to CRM Analytics, and they notice a few records failed during the upload. The manager wants to view the error log generated so this can be fixed and uploaded again. The manager has the CRM Analytics administrator permission but is unable to download the error log details.

Why is the manager unable to download the log details?



Answer : C

In CRM Analytics, when a CSV file is uploaded and errors occur during the upload process, an error log is generated. However, only the user who uploaded the external data file can download the error log, even if other users have administrative permissions. This restriction ensures that only the user responsible for the data upload can access the details to resolve the issues.


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Total 115 questions