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CRM-Analytics-and-Einstein-Discovery-Consultant Practice Questions

Question # 1
The marketing team at Cloud Kicks has five dashboards in an app. Four widgets are replicas of each other in three of the dashboards. What is the best way to maintain these widgets?
A. Create/Edit a lens and add each dashboard.
B. Create/Edit the widgets individually on each dashboard.
C. Create/Edit a component for the widgets.


C. Create/Edit a component for the widgets.

Explanation:

To maintain consistency and ease of updates across multiple dashboards, creating or editing a component for the widgets is the most effective method. This approach:

Efficiency in Updates: Allows changes to be made in one place, which automatically propagates to all instances where the component is used across dashboards.

Consistency: Ensures uniformity in the appearance and functionality of the widgets across different dashboards.

Simplicity: Reduces the need for redundant work, where each widget would otherwise need to be updated individually.


Question # 2
Which statement best describes how to ensure CRM Analytics dashboards are easily used across both desktop and mobile devices?
A. Create multiple layouts and reorder all the widgets so that they fit nicely within the new default width
B. Create multiple layouts and allow CRM Analytics to automatically select and organize dashboard contents to be optimal for the device type.
C. Create multiple layouts, ensure the layout selectors match the device, and resize/hide widgets to ensure the content is appropriate for the device screen size.


C. Create multiple layouts, ensure the layout selectors match the device, and resize/hide widgets to ensure the content is appropriate for the device screen size.

Explanation:

To ensure that CRM Analytics dashboards are optimally usable on both desktop and mobile devices, creating multiple layouts tailored to each device type is crucial. Here's why Option C is the best approach:

Device-Specific Layouts: By creating specific layouts for each device type, you ensure that the dashboard contents are presented in a manner best suited to the screen size and interaction model of the device.

Layout Selectors: These are used to automatically display the appropriate layout based on the device accessing the dashboard, enhancing user experience without manual intervention.

Widget Customization: Resizing or hiding certain widgets for specific device layouts ensures that the dashboard remains clean, uncluttered, and easy to navigate, regardless of the device used.


Question # 3
Several users are complaining they are unable to see a specific dashboard on a Salesforce Lightning page anymore. The CRM Analytics consultant logs in as one of the users and sees an error page once the dashboard is opened. How should the consultant solve this issue?
A. Clone the dashboard and replace the existing one on the Lightning page with the new one
B. Check the Analytics Studio app to see if user's access has been removed.
C. Open the Lightning page, remove the dashboard component, reinsert it, and save the page.


B. Check the Analytics Studio app to see if user's access has been removed.


Question # 4
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 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 to managers/executives.
B. 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.
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.


A. 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 to managers/executives.


Question # 5
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?
A. Remove the dashboard from the ‘Run App’ navigation list so the sales reps cannot navigate to these dashboards.
B. Duplicate the dashboards and their respective datasets, and move the assets to a separate app for the sales rep.
C. Leverage the CRM Analytics asset visibility feature to hide the assets from the users.


C. Leverage the CRM Analytics asset visibility feature to hide the assets from the users.

Explanation:

In CRM Analytics, you can control the visibility of dashboards and other assets using theasset visibilityfeature. 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.

[Reference: TheCRM Analytics asset visibilityfeature is described in detail in theBuilding Lenses, Dashboards, and Appsmodule, where different user access levels are explained., ]


Question # 6
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?
A. Create 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 thesame dashboard,
B. If 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 asmall frame, or if the browserwindow is small.


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 asmall frame, or if the browserwindow is small.

Explanation:

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 # 7
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. Create separate datasets for attainment and commission, and apply security Predicates and/or sharing inheritance.
C. Add the sales organization to the attainment dataset access list to be able to view commission data.


B. Create separate datasets for attainment and commission, and apply security Predicates and/or sharing inheritance.


Question # 8
A consultant sets up a Sales Analytics templated app that is very useful for sales operations at Universal Containers (UC). UC wants to make sure all of the data assets associated with the app, including:

recipes, dataflows, connectors, Einstein Discovery models, and prediction definitions are refreshedeveryday at 6:00 AM EST.

How should the consultant proceed?

A. Use the Data Manager and schedule each item to run at 6:00 AM EST based on ‘Time-based Scheduling’.
B. Use the Data Manager and schedule the recipes/dataflows to run at 6:00 AM EST based on 'Time-based Scheduling’.
C. Use the App Install History under Analytics Settings and schedule the app to run at 6:00 AM EST.


C. Use the App Install History under Analytics Settings and schedule the app to run at 6:00 AM EST.


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Salesforce CRM-Analytics-and-Einstein-Discovery-Consultant Exam Dumps

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