Question 1

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
rep should only be able to see their own commission dat
a.
Which option should a CRM Analytics consultant use to enforce this requirement?

Accepted Answer

B

Explanation: :

Question 2

A client has two datasets that are used across seven different dashboards. Three of these dashboards
are used by marketing and four are used by sales. The client requires that only marketing can
access the marketing dashboards and only sales can access the sales dashboards.
Which solution should a consultant recommend?

Accepted Answer

A

Explanation: :

Question 3

A CRM Analytics consultant has been tasked with providing access to CRM Analytics for a few users.
They should be able to view the data but unable to export it.
Which permission should the consultant make sure to NOT include?

Accepted Answer

B

Explanation: :

Question 4

consultant is reviewing a model that is set to maximize the daily sales quantity of consumer products in stores, and they see this recommendation. https://kxbjsyuhceggsyvxdkof.supabase.co/storage/v1/object/public/file-images/CRM-ANALYTICS-AND-EINSTEIN-DISCOVERY-CONSULTANT/page_6_img_1.jpg Which action should the consultant take?

Accepted Answer

A

Explanation: Upon reviewing the data model and noticing the high correlation alert between 'Store' and daily sales quantity, the appropriate action is to verify with the client their expectations regarding the influence of the Store field on daily sales. Here’s the rationale: Understanding the Role of 'Store' in the Model: Before making any changes to the model, it's crucial to understand whether the 'Store' field is expected to be a strong predictor based on the business context. If the client expects that different stores inherently have different sales volumes due to factors like location, size, or customer base, this correlation may be both meaningful and desired. Potential Data Leakage: High correlation warnings can sometimes indicate data leakage, where a predictor (like 'Store') might inadvertently include information about the outcome variable (daily sales quantity). It's essential to verify whether this correlation makes sense logically or if it's skewing the model predictions. Client Consultation: Consulting with the client helps ensure that any modeling decisions align with their business knowledge and expectations. It’s about validating the model against real-world expectations and ensuring it remains a useful tool for decision-making. By taking these steps, the consultant not only adheres to best practices in data science by validating model inputs and their implications but also ensures that the model aligns with the client’s business strategies and operational realities.

Question 5

CRM Analytics team is asked to build a Service Analytics dashboard for the service agents.
What are the main "Deep Design Thinking" principles the team should keep in mind during the
discovery sessions?

Accepted Answer

A

Explanation: :

Question 6

A system administrator and a CRM Analytics consultant are working together on deploying
arecipe/dataflow and a dataset to another org. Prior to this deployment, a package was deployed
with all the custom fields used in the dataflow and dataset.
While running the recipe/dataflow in the target environment, the consultant encounters multiple
errors related to these custom fields.
How should this be resolved?

Accepted Answer

B

Explanation: :

Question 7

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?

Accepted Answer

B

Explanation: 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 8

The CRM Analytics consultant at Universal Containers notices that some users have access to
sensitive data and dashboards they should not have access to in the Manager's app.
How should the consultant fix the problem?

Accepted Answer

C

Explanation: To address issues with unauthorized access to sensitive data and dashboards, the best practice is to create separate apps, datasets, and dashboards for different user groups and then manage their sharing settings appropriately. This allows you to maintain data security while ensuring that users only access the data and insights that are relevant to their roles. In this scenario, applying separate apps for managers with defined sharing rules will prevent users who shouldn’t have access from seeing sensitive data. Reference: Managing Data Access and Sharing in CRM Analytics

Question 9

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?

Accepted Answer

C

Explanation: :

Question 10

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?

Accepted Answer

B

Explanation: 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 11

A customer has a dataset consisting of over 300 unique product names. They request a prediction model with the product names included. Which action should the CRM Analytics consultant take?

Accepted Answer

A

Explanation: :

Question 12

Universal Containers’ sales team is looking to build a dashboard that shows the total revenue from
their top 10 accounts (based on revenue) and make it dynamic with the filters of the dashboard.
Which action is required to accomplish this?

Accepted Answer

A

Explanation: To create a dashboard showing the top 10 accounts by revenue dynamically, the best approach is to create a query that sorts the accounts in descending order by revenue and limits the results to the top 10. This query can then be used as the data source for the widget, ensuring that it dynamically adjusts based on the filters applied to the dashboard. This method efficiently handles the task because sorting by revenue and limiting the results to 10 ensures that only the top accounts are displayed, and it remains dynamic with dashboard filters. Reference: This approach is covered in the Building Lenses, Dashboards, and Apps in CRM Analytics module, where techniques for creating dynamic queries are discussed.

Question 13

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?

Accepted Answer

A

Explanation: 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. Reference: The role of permission sets and permission set licenses in managing different levels of access is outlined in Salesforce CRM Analytics user management and security documentation

Question 14

Universal Containers has a well-defined role hierarchy in Salesforce where everyone is assigned to an
appropriate node. The accounts within their instance are categorized by their demography.
An individual sales rep should be able to view all accounts that they own. In addition, sales reps
should be able to see any accounts where the value of the account demography matches the
demography defined on their user record. A user could have more than one demography defined on
their user record.
To meet this requirement, the CRM Analytics consultant has set up a security predicate of the
existing 'Account' dataset as follows:
CRM Analytics and Einstein Discovery Consultant practice exam questions

CRM Analytics and Einstein Discovery Consultant practice exam questions

This, however, does not seem to be working as expected.
What is causing the issue?

Accepted Answer

A

Explanation: The issue with the security predicate not functioning as expected likely stems from a permissions issue related to the custom field Demographic__c on the User object. Here's a detailed explanation: Field-Level Security: If the sales reps do not have access to the Demographic__c field, the security predicate which

Question 15

A team of CRM Analytics developers has been working on an existing recipe to add new derived
fields. The edited version has been failing ever since, and management is requesting that the
dashboard show refreshed data while they work on the edits.
How can the developers add new fields while keeping the dataset refreshed?

Accepted Answer

B

Explanation: When faced with the need to continue refreshing data while developing new features in a recipe, the best practice is: Clone the Existing Recipe: By cloning the recipe, developers can experiment with adding new fields and transformations without affecting the production data flow. This allows for testing and development in a sandbox-like environment. Roll Back to a Stable Version: Rolling back the original recipe to the last stable version ensures that the production dashboards continue to receive refreshed data, maintaining business operations without disruption. This approach not only ensures data continuity but also provides a safe environment to address any issues that may arise from new developments.

Free Salesforce CRM Analytics and Einstein Discovery Consultant Actual Exam Questions