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

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Total 115 questions
Question 1

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?



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 2

The CRM Analytics consultant at Cloud Kicks is asked to make sure the data on the CRM Analytics dashboard be as real-time as possible.

It was agreed to set the sync refresh time to 5 minutes for one of the local connections. The org has a CRM Analytics Plus license but users are noticing that the earliest available time is 1 hour. The minutes option is not visible to the user.

What is causing the issue?



Answer : C

In the scenario where Cloud Kicks wants to set the sync refresh time to 5 minutes but finds that the minimum available time is 1 hour, the limitation is due to the licensing and feature availability in CRM Analytics Plus. Here's the detailed explanation:

License Restrictions: The CRM Analytics Plus license typically sets the minimum refresh interval at 1 hour. This is a built-in restriction that reflects the platform's capabilities and resource allocation norms.

Platform Capabilities: While more frequent refreshes would be ideal for achieving near-real-time data synchronization, such capabilities might require additional customization or advanced setup, potentially involving higher tiers of service or additional Salesforce products.

Operational Considerations: Frequent data refreshes, especially in shorter intervals like 5 minutes, can significantly impact system performance and resource utilization. Therefore, such options are generally restricted or managed tightly within Salesforce environments.

This understanding aligns with Salesforce's documentation and product specifications, which outline what features and capabilities are available under different licensing agreements.


Question 3

Universal Containers builds a new sales dashboard and wants to make sure account managers can access the dashboard while traveling.

What should the consultant consider doing in this process?



Answer : A


Question 4

A CRM Analytics consultant is asked to help a company report on its sales activity. The company wants to train some users to create dashboards. The company also wants one other specific team to be able to use the dashboards.

What should the consultant do to address these requirements?



Answer : A

To meet the requirement of training some users to create dashboards while giving another team access to use (but not modify) those dashboards, the best approach is to configure a permission set license assignment with two different levels of access. You can assign specific permissions for dashboard creation to one group of users and viewing permissions to the other. This ensures the appropriate level of access based on the role without the need for duplicating permission sets or licenses unnecessarily.


Question 5

A consultant is building a CRM Analytics dashboard for Universal

Containers. The consultant has enabled data sync to increase the

speed of datasets refreshing.

How often will the data on the dashboard be refreshed?



Answer : C


Question 6

Universal Containers (UC) uses a Microsoft Azure SQL Data Warehouse to gather information about sales reps' objectives. UC wants to use CRM Analytics to gain insights from this data and automatically load it into a CRM Analytics dataset daily. The data also needs to be transformed and merged with data from the company's org.

Which CRM Analytics user interface features should be used to complete these requirements?



Answer : B

CRM Analytics provides out-of-the-box connectors for integrating external data sources like Microsoft Azure SQL Data Warehouse. To meet the requirement of daily automated data loading, the Microsoft Azure SQL Data Warehouse Connector can be used to pull data into CRM Analytics. Once the data is imported, dataflows or recipes can be used to transform and merge this data with the organization's Salesforce data. Recipes allow for merging datasets and applying any necessary transformations, ensuring the data from Azure is combined and transformed appropriately before analysis. Reference: CRM Analytics Connectors and Dataflows


Question 7

A CRM Analytics consultant has enabled data sync manually in an org that uses dataflows/recipes. The client says that the dataflow/recipe fails each time it starts running.

What is causing the dataflow/recipe to fail?



Answer : C


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Total 115 questions