Question # 1
Cloud Kicks (CK) wants to use CRM Analytics to analyze trends of its sales pipeline in order to accelerate the company's sales process. To do so, CK needs to know the average time an opportunity
spends in each stage. The data can be found in the Opportunity History object, but the value is not pre-calculated in Salesforce, so a consultant recommends using a recipe to calculate it.
How should the consultant use a recipe to calculate the average time an opportunity spends in each stage? | A. An aggregate transformation with offset parameter to calculate the duration | B. Flatten transformation with offset expressions to calculate the duration | C. Custom transformation with a multiple row formula to calculate the duration |
C. Custom transformation with a multiple row formula to calculate the duration
Question # 2
A CRM Analytics consultant at Cloud Kicks wants to create a new dashboard that uses custom GeoJSON to display data; however, they are unable to upload the file via the user interface (UI).
Which action should the consultant take? | A. Add the system permission "Manage Analytics Custom Maps" to the permission set used. | B. Enable Custom maps with GeoJSON"” in the analytics settings. | C. Upload the GeoJSON via the API because it is NOT a function in the UI. |
C. Upload the GeoJSON via the API because it is NOT a function in the UI.
Explanation:
If a consultant at Cloud Kicks needs to use custom GeoJSON files for dashboard visualization and cannot upload the file via the CRM Analytics user interface (UI), the recommended action is to use the API for this purpose. Here’s why this approach is suggested:
Functionality Limitation in UI: Currently, the CRM Analytics UI does not support direct uploads of GeoJSON files, which necessitates an alternative method.
API Flexibility: The API provides a more flexible route for uploading custom GeoJSON files, allowing consultants to integrate more complex or larger datasets that are not supported through standard UI functionalities.
Customization and Control: Using the API also offers greater control over how GeoJSON data is handled, processed, and utilized within CRM Analytics, catering to more advanced customization needs.
This method ensures that the consultant can fully utilize CRM Analytics’ capabilities for creating highly customized geographic visualizations, thereby enhancing the analytical value of the dashboards.
Question # 3
A dashboard designer at Cloud Kicks creates a dashboard in CRM Analytics. The designer notices fields display on the dashboard with their APIlabels, such as "AccountId.Industry", and wants to change this behavior.
The designer also notices that the fields and their order appear to randomly change when a values table is created.
What should the CRM Analytics consultant explain to help the designer? | A. The default fields in a values table can be changed by reordering how fields appear in the JSON of the value table. | B. The default fields In a values table and the field labels can be modified in the dataset explorer. | C. The field labels can only be changed in the widget properties in the dashboard edit mode. |
B. The default fields In a values table and the field labels can be modified in the dataset explorer.
Explanation:
For the scenario at Cloud Kicks where fields display with their API labels and the fields in a values table seem to change order randomly, the correct approach is to modify these settings in the dataset explorer within CRM Analytics. This allows for a more intuitive display and control over how data is presented in dashboards.
Here’s how these adjustments help:
Modifying Field Labels: Changing the field labels from their API names to more user-friendly names enhances readability and user experience. This can be done directly in the dataset explorer, which affects how fields appear across all dashboards utilizing that dataset.
Controlling Field Order: The order of fields in a values table can seem random if not explicitly set. By using the dataset explorer, a designer can specify the order in which fields appear, which then reflects consistently in the dashboard’s values table.
This functionality is part of CRM Analytics' aim to provide flexible and customizable data visualization tools. Training on these features is available through various Salesforce Trailhead modules that discuss dashboard and dataset customization techniques, providing practical insights and guided tutorials to enhance dashboard design and user interaction.
Both these explanations are consistent with best practices as outlined in Salesforce’s CRM Analytics documentation and the Trailhead educational content, ensuring that users are well-equipped to leverage the full capabilities of CRM Analytics for effective data management and presentation.
Question # 4
Universal Containers (UC) has a "Sales Manager” dashboard. UC has a compare table that has multiple groupings and columns added showing the Total and Subtotals of the numeric values. A consultant is
asked to add additional groups to enhance details about UC's customers.
Which feature should the consultant use to make the navigation of the compare tables easier for the end user? | A. Create the table using SAQL query to accommodate this and make It user friendly. | B. Select the Enable Expand or Collapse option from the table properties. | C. Scroll to the very end to see the details. |
B. Select the Enable Expand or Collapse option from the table properties.
Question # 5
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.
Question # 6
consultant is tasked with creating an opportunity dataset for a new analytics app. One requirement is to make sure users only see the opportunities they have access to in Salesforce. Opportunity records are private but shared using the role hierarchy. The consultant runs
the sharing inheritance coverage assessment and finds that the VP of sales is not covered by the sharing inheritance. The consultant decides to proceed with using sharing inheritance for the dataset.
What else does the consultant need to do? | A. Set the organization-wide default for the Opportunity object to Public Read/Write. | B. Create a manual sharing rule to extend access to the VP of sales from the opportunity record. | C. Flatten the role hierarchy in the recipe and set a backup securitypredicate based on opportunityowner and role path. |
C. Flatten the role hierarchy in the recipe and set a backup securitypredicate based on opportunityowner and role path.
Question # 7
A versioning feature allows CRM Analytics users to be added as Publishers and make changes separately while a ‘Live’ version is still being usedby other users. Once the changes are complete, the user can then set their updated version as the Live version.
Which CRM Analytics item is this leveraged for? | A. App | B. Dataset | C. goats |
A. App
Explanation:
In CRM Analytics, the versioning feature described is typically leveraged for Apps. This feature allows:
Parallel Development: Users can work on changes in a separate version without affecting the live version being accessed by others.
Controlled Publishing: Once changes are finalized, the user can then promote their version to be the new live version, ensuring seamless updates without disrupting ongoing usage.
Collaborative Workflows: Facilitates teamwork by allowing multiple users to propose and test changes in a controlled environment before making those changes live.
This approach ensures that CRM Analytics apps remain dynamic and can evolve over time while maintaining stability and continuity for end-users.
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