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Salesforce Analytics-Con-201 Exam Syllabus Topics:
| Section | Objectives |
|---|---|
| Topic 1: Einstein Discovery | - Insights interpretation and recommendations - Model building and predictions |
| Topic 2: Security and Access | - Row-level security and sharing rules - App and dataset permissions |
| Topic 3: Data Integration and Connectivity | - Data synchronization and refresh strategies - Connecting external data sources |
| Topic 4: Data Management and Preparation | - Dataset creation and configuration in CRM Analytics - Data transformation and dataflows |
| Topic 5: Dashboard and App Development | - Interactive filters and user experience optimization - Lens creation and dashboard design |
Salesforce Certified CRM Analytics and Einstein Discovery Consultant Sample Questions:
Universal Containers wants to create two dashboards and has two user groups. The 'Regional Performance' dashboard should be accessible to sales reps and managers/executives to keep track of how sales reps are performing in each region. Sales reps must only be able to see data pertaining to their respective region. The 'National Performance' dashboard is using the same data as the other dashboard but should only be accessible to managers/executives to compare data across all regions.
In addition to row-level security to view only regional data, how should a consultant ensure that sales reps are unable to view the 'National Performance' dashboard?
- A. Create two datasets, one app; store both 'Regional Performance' dashboard, 'National Performance' dashboard, and dataset in the app; and provide access to both user groups to this app.
- B. Create one dataset, two apps; store 'Regional Performance' dashboard and dataset In one app; and provide access to both user groups to this app. Store 'National Performance' dashboard in another app and only provide access tomanagers/executives.
- C. Create one dataset, one app; store both 'Regional Performance' dashboard, 'National Performance' dashboard, and dataset in the app; and provide access to both user groups to this app. Use row-level security to restrict sales repsfrom seeing data in 'National Performance' dashboard.
Correct Answer: B 🗳️
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?
- A. Clone the existing permission set with different system permissions.
- B. Use a permission set license with two different levels of access.
- C. configure a permission set license assignment with two different levels of access.
Correct Answer: C 🗳️
Explanation: Only visible for BootcampPDF members. You can sign-up / login (it's free).
Universal Containers has a single dataset that contains the attainment and commission fields for all sales reps.
Each sales rep should be able view the attainment data for each rep in their division. Each repshould only be able to see their own commission data.
Which option should a CRM Analytics consultant use to enforce this requirement?
- A. Utilize a single dataset and apply security predicates and/or sharing inheritance.
- B. Add the sales organization to the attainment dataset access list to be able to view commission data.
- C. Create separate datasets for attainment and commission, and apply security Predicates and/or sharing inheritance.
Correct Answer: C 🗳️
The sole manager of a CRM Analytics app at Cloud Kicks is leaving the company.
What should the CRM Analytics consultant do to ensure the app remains accessible?
- A. Wait for the CRM Analytics app to auto-assign an active user as its manager.
- B. Deactivate the user and assign an active one to the app's manager role.
- C. Assign an active user the app's manager role before the previous manager is deactivated.
Correct Answer: C 🗳️
Explanation: Only visible for BootcampPDF members. You can sign-up / login (it's free).
CRM Analytics users at Cloud Kicks are granted access to an app with specific dashboards. When trying to download a specific widget, they are unable to do so.
- A. The permission set for the users is missing the download data permission.
- B. The users have access to the dashboard but not the dataset.
- C. The dashboard has been created for internal use and theusers have a view only license.
Correct Answer: A 🗳️
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