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NEW QUESTION # 38
How do you open the Actions menu for a particular case shown in a dashboard?
- A. Click the Actions bar from a bubble chart
- B. Simply @mention the case manager for that segment
- C. Hover over the case number column of the values table widget and click the arrow that appears
- D. Double-click the case number in the Actions widget
Answer: C
NEW QUESTION # 39
Why would you use the Actions menu in a chart?
- A. To create workout plan for you and your team
- B. To expand the time period shown in a dashboard
- C. To rearrange widgets in dashboards
- D. To post to Chatter
Answer: D
NEW QUESTION # 40
CRM Analytics team plans to enable data sync.
Which limit specific to data syne should the team consider before enabling the feature because it may impact existing jobs?
- A. Maximum number of Full Sync connection mode enabled
- B. Maximum number of objects that can be enabled for data sync
- C. Maximum number of data sync jobs cannot exceed the limit
Answer: B
Explanation:
In CRM Analytics, when planning to enable data sync, one of the critical considerations is the limit on the number of objects that can be enabled for data sync. This limit is essential because it determines how many different Salesforce objects (like Accounts, Opportunities, etc.) can be synchronized concurrently. Exceeding this limit could impact the performance of existing sync jobs or prevent new sync jobs from being configured.
Key points to consider include:
Performance Impact: Syncing too many objects simultaneously can lead to increased load times and potential delays in data availability, impacting users' ability to access up-to-date information.
Resource Allocation: CRM Analytics allocates resources based on the number of objects being synchronized, and there are practical limits to these resources to ensure stable and efficient operation.
For a more detailed understanding and to manage these limits effectively, Salesforce provides documentation and guidelines within the CRM Analytics resources, which can be further explored in the Trailhead modules specifically focusing on data management and synchronization practices.
NEW QUESTION # 41
Which of the following is true about the Service Analytics Overview dashboard?
- A. It's a great place to start your analysis.
- B. It's available on desktop and mobile.
- C. All of the above.
- D. It lets you drill down to more detailed dashboards, like agent performance, channel review, and telephony metrics.
- E. It instantly provides key metrics on open cases, average time to close, first contact resolution, and customer satisfaction.
Answer: C
NEW QUESTION # 42
Max story creations per org per day:
- A. 20 per org per clay
- B. 40 per org
- C. 20 per org
- D. 40 per org per clay
Answer: A
NEW QUESTION # 43
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. Create and assign Salesforce permission sets according to the three types of roles defined.
- B. Create and assign three new Salesforce profiles according to the three types of roles defined.
- C. Assign the app permissions "viewer", "editor", and "manager" to the three types of roles defined.
Answer: A
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.
NEW QUESTION # 44
A consultant is asked to configure a user to view a dashboard, within a designated app, without the ability to create and save lenses. After adding the user to the app, which action should the consultant take to implement this requirement?
- A. Assign the Manager role to the user.
- B. Assign the Viewer role to the user.
- C. Ensure the user has the Use Analytics permission.
- D. Assign the Editor role to the user.
Answer: C
NEW QUESTION # 45
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?
- A. Create a query and sort descending by revenue and limit it to 10 results.
- B. Create a query with a results based interaction as a filter using the limit query to pass in the 10 Account IDs.
- C. Create 2 query with a selection based interaction as a filter using the limit query to pass in the 10 Account IDs.
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.
NEW QUESTION # 46
Max of objects that can be enabled for Data Sync
- A. 0
- B. 1
- C. 2
- D. 3
Answer: B
NEW QUESTION # 47
An Einstein Consultant receives a request from the Marketing department to help them understand lead conversion. Presently, they are unaware of the percentage of leads that get converted to sales. They hope to view results by account manager, value, and quarter. The data is there, so the consultant can add it to the marketing dashboard.
How should this metric be calculated?
- A. Create a new step in the dashboard using a compare table and define a formula.
- B. Create a computeExpression in the dataflow.
- C. Create a formula field on the lead object in Salesforce and add it to the dataset.
- D. Create a new step in the dashboard using a compare table and the running total function.
Answer: B
NEW QUESTION # 48
A project team member uploads a CSV file to CRM Analytics, and they notice a few records failed during the upload. The manager wants to view the error log generated so this can be fixed and uploaded again. The manager has the CRM Analytics administrator permission but is unable to download the error log details.
Why is the manager unable to download the log details?
- A. They do not have the Upload External Data to CRM Analytics permission enabled.
- B. Only the user who uploaded the external data file can download the error log.
- C. They do not have the Download CRM Analytics Data permission enabled.
Answer: B
Explanation:
In CRM Analytics, when a CSV file is uploaded and errors occur during the upload process, an error log is generated. However, only the user who uploaded the external data file can download the error log, even if other users have administrative permissions. This restriction ensures that only the user responsible for the data upload can access the details to resolve the issues.
NEW QUESTION # 49
A training dataset Is being prepared for a Einstein Discovery story. One skewed with outliers. at action should the Einstein consultant take?
- A. Change the method of binning to fixed width.
- B. Remove the outlier rows.
- C. Nothing, because the field is not the outcome variable.
- D. Remove the field because it has bad data
Answer: A
NEW QUESTION # 50
What are the steps in the data exploration process?
- A. View, Explore, Refine, Save, Share
- B. Download, View, Refine, Save, Share
- C. View, Explore, Reduce, Save, Share
Answer: A
NEW QUESTION # 51
Using the Setup menu, the Universal Containers company activated data sync (replication) in the Einstein Analytics settings. After running the sync, they notice that the aggregate sum of a field within their dataset is different than what they manually calculated by summing the same data in the Salesforce object from which the dataset was populated.
Which two differences in the newly synced data can explain this? Choose 2 answers
- A. Differences involving trigger-updated fields
- B. Differences involving formula fields
- C. Differences involving permanently deleted records
- D. Differences involving workflow-updated fields
Answer: B,C
Explanation:
https://help.salesforce.com/articleView?id=000314272&type=1&mode=1
NEW QUESTION # 52
Universal Containers reports that nay selection in the List widget is not affecting the pie chart in one of their tableau CRM dashboard. They query options associated with the List widget and Pie chart are shown in the graphic Which change can a Tableau CRM Consultant implement to solve this issues, given that the queries are using the same dataset?
- A. Set faceting to All instead of None in the query "Step_pie_1."
- B. Use selection binding/interaction in the filters section of the query "Region_1."
- C. Set faceting to all instead of None in the query "Region_1."
- D. Use result binding/interaction in the filters section of the query "Step_pie_1."
Answer: A
NEW QUESTION # 53
Universal Containers uses CRM Analytics to build dashboards for different departments: Sales, Service, and Marketing. Users in the same department have the same role and need to have access to the same dashboards. Dashboards for different departments use some common datasets with the same row-level security.
How should a CRM Analytics consultant address this need?
- A. Create one app for each department, put common datasets in the shared app, and use profiles to share apps.
- B. Create one app for each department, put common datasets in the shared app, and use permission sets to share apps.
- C. Create one app for each department, put common datasets in the shared app, and use roles to share apps.
Answer: B
Explanation:
For managing access to department-specific dashboards while leveraging common datasets, the best approach involves the use of apps and permission sets. Here's why:
App Segregation: Creating a separate app for each department (Sales, Service, Marketing) allows for tailored dashboards and datasets to be grouped by department, facilitating easier management and navigation.
Shared Common Datasets: Placing common datasets in a shared app ensures that all departments can access necessary data without duplication, maintaining consistency and reducing storage requirements.
Use of Permission Sets: Leveraging permission sets to control access to these apps is a flexible and scalable approach. Permission sets can be finely tuned to grant or restrict access based on user roles within the organization, and they can be easily adjusted as roles or organizational structures change.
This structure not only ensures data security and appropriate access but also enhances the efficiency of managing CRM Analytics resources across different departments.
NEW QUESTION # 54
Universal Containers (UC) builds three Einstein Discovery models in Salesforce to predict and maximize its revenue per customer. The models are for every region UC has a business: EMEA, AMER, and APAC.
How should a consultant help UC deploy the three Einstein models to Salesforce?
- A. Segment the account data per region and deploy the appropriate model for each segment.
- B. Deploy the same mode! to all accounts and use an Apex trigger to segment the prediction.
- C. Filter the account data per region and deploy the same model to all segments.
Answer: A
Explanation:
In deploying Einstein Discovery models that are tailored to different regions (EMEA, AMER, and APAC), the best approach is to segment the account data by region and apply the specific model designed for each segment. This method ensures the following:
Relevance and Accuracy: Each model can be specialized to understand and predict based on regional dynamics, which may differ significantly across geographies in terms of market behavior, customer preferences, and economic conditions.
Efficiency: Deploying region-specific models avoids the dilution of predictive power that might occur if a single model were used across all regions, which could lead to less accurate predictions.
Scalability: This approach is scalable as UC can further refine each model as more regional data becomes available or as regional market conditions evolve.
NEW QUESTION # 55
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