Salesforce CRM Analytics and Einstein Discovery Consultant Exam Practice Test Instant Access

Question 1

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 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?

AK-Nearest Neighbors

BSupport Vector Machines

CXGBoost

Answer : C

Question 3

A manager at Cloud Kicks asks for data in a dashboard to be refreshed after the sync of an external connection to Google BigQuery.

How should the consultant accomplish this?

ASchedule the recipe to run as event-based and check the Salesforce external connection syncs checkbox.

BCreate 3 Salesforce flow to trigger the recipe to run once the connection sync has finished running.

CCheck the scheduled date/time of the sync and schedule the recipe to run 15 minutes after the start time of the sync.

Answer : A

For Cloud Kicks' requirement to refresh dashboard data synchronously with the sync of an external connection to Google BigQuery, the most efficient method is:

Event-Based Triggers: Using CRM Analytics, you can set up recipes to run on an event-based trigger. This ensures that the recipe (which processes the data for the dashboard) only runs after the external data sync is completed.

Salesforce External Connection Syncs: By specifically targeting the synchronization event of the Salesforce external connection with Google BigQuery, the recipe ensures data consistency and timeliness without manual intervention.

Automation and Efficiency: This approach minimizes latency and maximizes data freshness, aligning data processing closely with data availability, thus enhancing dashboard accuracy.

Question 4

The CRM Analytics consultant at Cloud Kicks is asked to a dashboard displaying Opportunities data on the account's record page. The dashboard should display only opportunity data related to the current account viewed.

How should the consultant accomplish this?

ACreate the dashboard, insert in the account's record page, and apply a filter based on the opportunity's Id field.

BCreate the dashboard, insert in the account's record page, and apply a filter based on the account's Id field.

CCreate a dashboard, clone it and filter It for each account record, and embed them into the account's record pages accordingly.

Answer : B

Question 5

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?

AAssign the app permissions 'viewer', 'editor', and 'manager' to the three types of roles defined.

BCreate and assign three new Salesforce profiles according to the three types of roles defined.

CCreate and assign Salesforce permission sets according to the three types of roles defined.

Answer : C

For a client implementing CRM Analytics with a variety of user roles, creating and assigning Salesforce permission sets is the most flexible and scalable solution. Here's why:

Flexibility and Customization: Permission sets allow for specific access rights to be compiled and assigned based on user roles without altering their existing profiles.

Scalability: As the organization grows or roles change, permission sets can be easily adjusted or reassigned to accommodate new requirements or users.

Simplified Management: Managing access via permission sets simplifies the administration of user rights, making it easier to ensure that each group has the appropriate level of access.

Question 6

A company realizes it has a lot of rich information around its cases, but unfortunately, most of this is unstructured/textual dat

a. The company is exploring how to include some of this information in its case prioritization.

Which option within CRM Analytics should a consultant leverage?

ABucket transformation in Recipes

BCluster transformation in Recipes

CDetect Sentiment transformation in Recipes

Answer : C

For a company with a wealth of unstructured textual data in their cases, the 'Detect Sentiment' transformation within CRM Analytics Recipes is a crucial tool. This transformation analyzes the sentiment of the text data---whether it's positive, neutral, or negative---and this insight can be highly valuable in case prioritization processes. Here's why this transformation is useful:

Insight into Customer Sentiments: By detecting sentiment, the company can prioritize cases based on the urgency and emotional tone expressed in the text, which might indicate customer dissatisfaction or urgency.

Automation and Efficiency: Automatically categorizing cases based on sentiment can streamline workflows and ensure that critical cases are handled promptly.

Enhanced Customer Service: Responding to negative sentiments swiftly can improve customer satisfaction and potentially mitigate issues before they escalate.

Question 7

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?

ACreate two sets of dashboards; one for EMEA, and one for CXOs and VPs while filtering the dashboard on the region.

BUse a field on the user record like Department/Region, and apply row-level security based on that field.

CCreate two separate datasets; one for EMEA, and one for CXOs and VPs.

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.

Salesforce CRM Analytics and Einstein Discovery Consultant Salesforce Certified CRM Analytics and Einstein Discovery Consultant Exam Practice Test