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Salesforce CRM Analytics and Einstein Discovery Consultant 시험

Salesforce Certified CRM Analytics and Einstein Discovery Consultant Exam 온라인 연습

최종 업데이트 시간: 2025년05월04일

당신은 온라인 연습 문제를 통해 Salesforce CRM Analytics and Einstein Discovery Consultant 시험지식에 대해 자신이 어떻게 알고 있는지 파악한 후 시험 참가 신청 여부를 결정할 수 있다.

시험을 100% 합격하고 시험 준비 시간을 35% 절약하기를 바라며 CRM Analytics and Einstein Discovery Consultant 덤프 (최신 실제 시험 문제)를 사용 선택하여 현재 최신 115개의 시험 문제와 답을 포함하십시오.

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Question No : 1


A CRM Analytics consultant has been asked to refactor a dashboard so that it loads quicker. After some analysis, the consultant found that most of the dashboard queries run in less than 5 seconds; however, the Opportunities Table takes more time to load when scrolled down from its initial view.
How should the consultant improve the performance of this dashboard?

정답:
Explanation:
In CRM Analytics, performance issues often arise when large tables or datasets are loaded on a single dashboard page, especially when the table contains a lot of data, as in the case of the Opportunities Table. One way to improve performance is to split the dashboard into multiple pages, moving resource-intensive components (like large tables) to a secondary page. By creating a second page and relocating the Opportunities Table, the initial dashboard page will load faster, and users can still access the table by navigating to the second page when needed. This practice ensures better overall performance and user experience.
Reference: CRM Analytics Dashboard Optimization

Question No : 2


Universal Containers (UC) is using CRM Analytics to create two datasets.
* Dataset A: Contains a list of activities with an "activityID" dimension and a "userID" dimension
* Dataset B: Contains a list of users with a "userID" dimension
UC wants to delete all activities from Dataset A related to users in Dataset B.
How should the CRM Analytics consultant help UC achieve this?

정답:
Explanation:
In CRM Analytics, when dealing with two datasets, such as Dataset A (activities) and Dataset B (users), and you want to delete records from Dataset A based on the users listed in Dataset B, you would typically use a combination of a join and filter transformation in a recipe. The join transformation allows you to combine data from both datasets based on the shared userID dimension, and the filter transformation would then be used to delete or exclude any activities from Dataset A that are associated with the users from Dataset B. This approach ensures that only relevant activities remain in Dataset A after filtering out the unwanted ones.
Reference: CRM Analytics Recipes: Join and Filter Transformations

Question No : 3


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?

정답:

Question No : 4


The sole manager of a CRM Analytics app at Cloud Kicks is leaving the company.
What should the CRM Analytics consultant do to ensure the app remains accessible?

정답:
Explanation:
To ensure continuity in managing a CRM Analytics app at Cloud Kicks after the current manager leaves, it is critical to proactively assign a new manager. Here’s why this is the best approach: Role Transition: Assigning a new manager before the current manager’s account is deactivated ensures there is no gap in app management, maintaining access and administrative continuity. Avoid Disruption: Waiting for an automatic reassignment (which does not typically occur in CRM Analytics) or post-deactivation reassignment could disrupt the management and operation of the app, potentially leading to access issues or administrative challenges.
Proactive Management: This approach is in line with best practices for CRM system management, where critical roles and responsibilities are transitioned smoothly to avoid any operational disruptions.

Question No : 5


An CRM Analytics consultant is working with Ursa Major Solar to build a dashboard to understand customer renewals. Each subscription is captured as a Closed Won Opportunity within Salesforce and a single Account should only have one active subscription. The consultant notices the Opportunity record does NOT specify whether it is a renewal or a net new subscription.
Which data transformation should the consultant use to determine if a subscription is new or a renewal?

정답:
Explanation:
To determine whether a subscription is new or a renewal from the Opportunity records in Salesforce, the consultant should utilize a Custom Formula in the data transformation process. Here’s the rationale:
Custom Formula Usage: By employing a custom formula, the consultant can create a logical expression that checks the historical data associated with each account. If an account has previous closed-won opportunities, any new opportunities can be labeled as renewals; otherwise, they are considered new subscriptions.
Data Insight: This method provides a straightforward way to derive new insights (new vs. renewal) directly from existing data without altering the data structure itself, making it a non-invasive and efficient solution.
Implementation: The custom formula can be applied in a recipe or directly within a dataflow in CRM Analytics, offering flexibility in how and where the transformation is executed.

Question No : 6


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?

정답:
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 No : 7


A consultant is preparing a dataset to predict customer lifetime value and is collecting data from a questionnaire that asks for demographic information. A very small number of respondents fill in the Income box, but the consultant thinks that it is an informative column even though it only represents 1% of respondents.
What should the consultant do?

정답:
Explanation:
In CRM Analytics, when dealing with incomplete data, specifically when certain respondents have not filled out fields like income, the Predict Missing Values transformation in a recipe is highly effective. This transformation allows you to predict values for missing fields based on patterns from the existing data. Since the consultant finds this field informative despite having data from only 1% of respondents, applying this transformation can estimate these missing values, which ensures that the dataset remains useful for predictive purposes without discarding important variables.
Reference: CRM Analytics Recipes and Predict Missing Values

Question No : 8


Universal Containers (UC) is looking to create a dashboard for whitespace analysis. UC wants to view a particular customer and see what similar customers have bought.
Which recipe transformation is helpful for the consultant to use while creating the dataset?

정답:
Explanation:
Cluster transformation is a powerful tool in CRM Analytics recipes used for grouping similar records together based on shared attributes. In this scenario, Universal Containers (UC) wants to perform whitespace analysis by viewing a particular customer and comparing their purchase history with similar customers. The Cluster transformation would help in identifying groups of customers who have made similar purchases. This can then be used to provide insights into what the viewed customer might also be interested in purchasing, based on similar customer behaviors.
Reference: CRM Analytics Recipes and Transformation

Question No : 9


A CRM Analytics consultant is building a dashboard for Cloud Kicks that is embedded in a separate Lightning page called "Management Dashboard" using a CRM Analytics Dashboard Component. The system administrator and the contract manager should both have access. The system administrator is able to see the dashboard and the data, but the contract manager sees a blank Lightning page.
What is causing the issue?

정답:
Explanation:
When embedding a CRM Analytics dashboard in a Lightning page using a CRM Analytics Dashboard Component, you must configure the component’s visibility settings correctly to ensure that all relevant users have access. In this case, the issue arises because the system administrator can see the dashboard, but the contract manager cannot. The most likely cause is that the consultant has set the component visibility to display only for system administrators, which would prevent the contract manager from seeing the content. To resolve this issue, the consultant must modify the component visibility settings to include both the system administrator and contract manager profiles.
Reference: CRM Analytics and Lightning Components

Question No : 10


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?

정답:
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.

Question No : 11


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:



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

정답:
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 references this field cannot execute properly as the system cannot evaluate the predicate without accessing the field.
Permission Settings: Ensuring that the sales reps have the necessary permissions to view and use the Demographic__c field is crucial for the security predicate to function correctly.
Data Visibility: The security model in CRM Analytics relies heavily on the underlying data permissions in Salesforce. If these permissions are not correctly configured, the expected data visibility through CRM Analytics will not be achieved.

Question No : 12


Which statement best describes how to ensure CRM Analytics dashboards are easily used across both desktop and mobile devices?

정답:
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.

Question No : 13


The below image shows a numeric outcome being deployed (Regression).



Which metric is used to calculate the performance of the model in production, specifically in the Model Manager?

정답:
Explanation:
In the context of a regression model being deployed, the performance metrics used to evaluate its effectiveness in production typically include:
Root Mean Square Error (RMSE): This metric provides a measure of the average magnitude of the errors between predicted values by the model and the actual values, giving a sense of how accurately the model predicts the outcome.
Minimum Square Error: While less commonly referenced as "Minimum Square Error", metrics like Mean Squared Error (MSE) are often used to quantify the average of the squares of the errors― essentially, the average squared difference between the estimated values and what is estimated. These metrics are crucial for assessing the performance of regression models in CRM Analytics, as they directly reflect the accuracy and reliability of the model’s predictions in real-world applications.

Question No : 14


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?

정답:
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.

Question No : 15


Increase the dashboard granularity via columns, and use blank columns.
B. Use the "Fine" row height option in layout properties, and use blank rows, Use the "With Spacing” row height property.
C. 1. Increase the dashboard granularity via columns, and use blank columns. Use pages to break content into multiple tabs.

정답: A
Explanation:
Incorporating blank space into a CRM Analytics dashboard can be achieved effectively through the following methods:
Cell Spacing Layout Property: This allows for consistent spacing between cells, helping to create a visually organized and less cluttered dashboard.
Increasing Dashboard Granularity via Columns: Using blank columns as a method to create deliberate space can help in visually separating different dashboard elements, enhancing readability and focus. These methods ensure that the dashboard is not only functional but also aesthetically pleasing and easy to navigate.

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