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Salesforce CRM-Analytics-and-Einstein-Discovery-Consultant Exam Sample Questions

Question # 1

A CRM Analytics consultant is updating an existing recipe. They are looking to add a few additional fields onto the Account dataset. One of the fields to be added is a multi-select picklist field that needs to be shown as text on the dashboard. What should the consultant do to accomplish this?

A. Use the array_join multivalue runcuen co convert this field to a text prior to registering the dataset.

B. Use the array multivalue function to convert this field to a text prior to registering the dataset.

C. Use the string multivalue function to convert this field to a text prior to registering the dataset.

Answer

A. Use the array_join multivalue runcuen co convert this field to a text prior to registering the dataset.

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Question # 2

A consultant runs the sharing inheritance coverage assessment for the Opportunity object and finds that some records exceed 400 sharing descriptors. What should the consultant do?

A. Use security predicates in CRM Analytics.

B. Contact Salesforce Support to increase the sharing descriptor limit.

C. Increase the sharing descriptor limit in the analytics settings.

Answer

A. Use security predicates in CRM Analytics.

Explanation:

When a record exceeds 400 sharing descriptors, it can cause performance issues or sharing rule complications in CRM Analytics. In such cases, the recommended solution is to usesecurity predicates, which allow fine-tuned control over which data is visible to users based on their sharing rules and permissions. Security predicates reduce the number of sharing descriptors by enforcing security at the dataset level rather than relying solely on record-sharing mechanisms.

Increasing the sharing descriptor limit is not an available option, and Salesforce Support does not typically increase this limit, making the use of security predicates the best approach.

[Reference:Security predicatesand their use to optimize data visibility and sharing within CRM Analytics are explained in theCRM Analyticsdocumentation related to security and performance., ]

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Question # 3

A consultant is tasked with creating a dataset and a dashboard for a sales team. During the requirements gathering, it was highlighted that security of the data is important. It was noted that the Opportunity object has organization-wide defaults set to Private with access via the role hierarchy. Sales wants to keep this security in place for the dashboard. Looking at theOpportunity data, the consultant sees that the VP of sales can have access to up to 20,000 records and is unsure if sharing inheritance can be used. Which approach ensures data security for the new Opportunity dataset?

A. Enable Inherit Sharing from Salesforce in the analytics settings and set Opportunity as the source on the dataset.

B. Flatten the role hierarchy in the dataflow recipe and set a security predicate based on Opportunity owner and role path.

C. Run the Sharing Inheritance Coverage Assessment for the Opportunity object in the analytics settings.

Explanation:

For ensuring that the security settings on the Opportunity object are appropriately replicated in the CRM Analytics environment, running the Sharing Inheritance Coverage Assessment is an effective strategy. Here’s why:

Assessment of Inheritance Feasibility: This tool assesses whether sharing rules on the Opportunity object can be effectively inherited in the analytics environment, ensuring that the organization-wide defaults and role hierarchy are maintained.

Identification of Limitations: The assessment will identify any potential issues or limitations with inheriting sharing settings due to the large number of records (up to 20,000 for the VP of Sales), providing clear insights on how to proceed.

Guided Decision Making: Based on the outcome of the assessment, the consultant can make informed decisions about whether to directly inherit sharing or consider alternative strategies like flattening the role hierarchy or using security predicates.

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Question # 4

CRM Analytics consultant receives a new project from a client that wants to implement CRM Analytics. They do not currently have CRM Analytics but want guidance on how to ensure their users have the correct access. They have 1,000 users with a small team of three people who will build both datasets and dashboards. An additional 15 people should be able to only create dashboards. The remaining users should only be able to view dashboards. Which recommendation should the consultant give the client? Which recommendation should the consultant give the client?

A. Assign the app permissions "viewer", "editor", and "manager" to the three types of roles defined.

B. Create and assign three new Salesforce profiles according to the three types of roles defined.

C. Create and assign Salesforce permission sets according to the three types of roles defined.

Answer

C. Create and assign Salesforce permission sets according to the three types of roles defined.

Explanation:

For a client implementing CRM Analytics with a variety of user roles, creating and assigning Salesforce permission sets is the most flexible and scalable solution. Here’s why:

Flexibility and Customization: Permission sets allow for specific access rights to be compiled and assigned based on user roles without altering their existing profiles.

Scalability: As the organization grows or roles change, permission sets can be easily adjusted or reassigned to accommodate new requirements or users.

Simplified Management: Managing access via permission sets simplifies the administration of user rights, making it easier to ensure that each group has the appropriate level of access.

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Question # 5

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.

Answer

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.

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