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

Question # 1

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.

Answer

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.

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Question # 2

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 # 3

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?

A. Create two sets of dashboards; one for EMEA, and one for CXOs and VPs while filtering the dashboard on the region.

B. Use a field on the user record like Department/Region, and apply row-level security based on that field.

C. Create two separate datasets; one for EMEA, and one for CXOs and VPs.

Answer

B. Use a field on the user record like Department/Region, and apply row-level security based on that field.

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.

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Question # 4

Cloud Kicks' Salesforce org has multiple currencies enabled. This company's business intelligence team uses CRM Analytics to build a dataflow/recipe that creates a dataset, "OpportunityDataSet", which is populated with data extracted from Opportunity. One of the extracted fields is the standard field, Amount. Which currency will the Amount values be shown in "OpportunityDataSet"?

A. the connected user's currency

B. In the integration user's currency

C. In the currency that Is set on the “currency” attribute.

Answer

B. In the integration user's currency

When a dataset like "OpportunityDataSet" is populated through a dataflow or recipe in CRM Analytics, thecurrency values(such as the standard field "Amount") will be displayed in the currency of theintegration userunless there is specific currency conversion logic set up within the dataset or recipe. The integration user is the user whose credentials are used to run the dataflow and extract data, and their currency setting will dictate how numeric currency values are displayed unless overridden.

Reference:
Salesforce’s documentation on multi-currency environments inCRM Analytics explains how the integration user's currency affects the display of numeric values.

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Question # 5

Universal Containers (UC) recently activated data sync in the CRM Analytics data manager. After running the sync, UC notices that the aggregate sum of a field within the company's dataset is different than what they manually calculated by summing the same data in the Salesforce object. What is causing the issue with the newly synced data?

A. Differences involving flow-updated fields

B. Differences involving formula fields

C. Differences involving trigger-updated fields

Answer

B. Differences involving formula fields

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