Salesforce

Analytics-Con-201
Salesforce Certified CRM Analytics and Einstein Discovery
Consultant
QUESTION & ANSWERS

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QUESTION: 1

What is an Einstein Discovery story?

Option A : An account of imaginary or real people and events told for entertainment
Option B : A collection of graphs, statistical analysis, and text that helps you understand the relationships
between multiple outcome variables and the factors that influence those variables
Option C : A collection of graphs, statistical analysis, and text that proves exactly what caused an
outcome
Option D : A collection of graphs, statistical analysis, and text that helps you understand the relationships
between a single outcome variable and the factors that influence that variable

Correct Answer: D

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QUESTION: 2

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 asingle 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?

Option A : Flatten

Option B : Custom Multiple row formula

Option C : Custom Formula

Correct Answer: C
Explanation/Reference:

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: 3

Mosaic recently hired a new development coordinator, Zoe. First, Danielle grants Zoe the Einstein Analytics
Platform license, but Zoe reports that she still can't access Einstein Analytics. What could be the problem?

Option A : An admin hasn't run a dataflow.

Option B : Danielle still needs to grant Zoe a permission set containing the Manage Analytics permission.
Option C : Danielle didn't share the Mosaic app with Zoe in Einstein Analytics.
Option D : Danielle still needs to grant Zoe a permission set containing the Use Analytics permission.

Correct Answer: D

QUESTION: 4
Exhibit

Universal Containers has a dashboard for sales managers to visualize the Year Over Year (YoY) growth of
their customers. The formula used is: YoY = [(This Year — Last Year) / Last Year] % Based on the graphic,
when there is not an account in the Last Year column, the YoY Growth shows null results. The sales
managers want to replace it with 100% value. What is the correct function to use?

Option A : substr()

Option B : coalesce()

Option C : replace()

Correct Answer: B

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QUESTION: 5

Which chart type is suitable for rendering five measures in a lens visualization?

Option A : Treemap chart

Option B : Scatter chart
Option C : Metric Radar chart
 Option D : Stacked Bar chart

Correct Answer: D

QUESTION: 6

Which three things can be done with the tableau CRM Dashboard Inspector? Choose 3 answers

Option A : Get a list of recommendations on how to improve the performance of the dashboard.
Option B : View the total time required to run all queries.
Option C : Automatically remove bottlenecks to make queries run faster.
Option D : View all queries and the time it took to run each one.
Option E : See the final query for each query along with query results.

Correct Answer: A,D

QUESTION: 7

To see predictive insights, what option do you select in the Story toolbar?

Option A : What Changed Over Time

Option B : How Can I Improve It
Option C : Predictions & Improvements
Option D : Why It Happened
Option E : What Happened

Correct Answer: C

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QUESTION: 8
AW Computing will start using Tableau Online to report on some of its Salesforce data to users who do NOT
have an SFDC license. What is the first step the CRM Analytics consultant should take?

Option A : Use MuleSoft to generate an API ta connect and push data from SFDC to Tableau.

Option B : Select the output connection in the “write to” option of the recipe.

Option C : Enable the Tableau output connection in the Analytics settings.

Correct Answer: C

QUESTION: 9

A company used Einstein Analytics to create two datasets: 1. "Opportunity With Account- dataset, which
contains data from the Opportunity standard object augmented by the Account data. 2. "Case with Account"
dataset. which contains data from the Case standard object augmented by the Account data. The company
wants to build a lens showing the total number of Opportunities and Cases per Account. How can a
consultant help them build this lens

Option A : Create a recipe to generate a new dataset from the "OpportunityWithAccount" and
"CaseWithAccount" datasets aggregated by Account, and use the generated dataset in a lens.
Option B : Use "Compare Table" to join the "OpportunityWithAccount" and "CaseWithAccount" datasets
using the "Accountld" and then aggregate by Account.
Option C : Set up Connect Data Sources in the UI between the "OpportunityWithAccount" and
"CaseWithAccount" datasets.
Option D : Set up Connect Data Sources in the UI between the "OpportunityWithAccount" and
"CaseWithAccount" datasets.

Correct Answer: D

QUESTION: 10

The Tableau CRM team at a company has created three [Link]: this dataflow tasks 2
hours to [Link]: this dataflow tasks 1 hours and 30 minutes to runmyDataflowOne: this
dataflow tasks 1 minute and 30 seconds to [Link] all three dataflows run, how many count towards the limit?

Option A : 3
Option B : 0
Option C : 1
Option D : 2

Correct Answer: A
QUESTION: 11

What do Analytics apps do?

Option A : Let you add new types of charts to Salesforce

Option B : Alert you when you need a visa for an upcoming trip
Option C : Use ready-made dashboards to tell easy-to-follow stories about your data
Option D : Let you create configuration wizards to make Analytics setup easier

Correct Answer: C
QUESTION: 12

In the Insights list, insights are ranked in what order?

Option A : Time
Option B : Geospatial
Option C : Statistical significance
Option D : Alphabetical
Option E : There is no order

Correct Answer: C

QUESTION: 13

What do you have to assign to users before they can access Analytics?

Option A : Analytics permission set license (PSL)

Option B : Permission set with at least one Analytics user permission
Option C : Username and password
Option D : A and B
Option E : B and C

Correct Answer: D

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QUESTION: 14
A consultant built an Einstein Analytics app for the Sales Operations team. The Sales Operations team wants
to share their app with other people at the company. The consultant recommends distributing the app as an
Einstein Analytics template app. A set of JSON files will be generated after a template is created from the
Sales Operations app. What is the name of the JSON file that manages template metadata and all other
template elements'

Option A : [Link]
Option B : [Link]
Option C : aster- info.j son
Option D : [Link]

Correct Answer: D

QUESTION: 15

An Einstein Analytics team wants to create a dashboard using two standard Salesforce objects. The
dashboard should display data from the Case object, along with related data from the Account object. Which
two processes can achieve this?
 Option A : Extract data from the case and account objects using 'sfdcDigest' transformation, Q use
'append' transformation to add case data with account data, store as a dataset, and then build a
dashboard using the generated dataset
Option B : Extract data from the case and account objects using an ETL tool, use the ETL tool to y/ Q join
account and case data, and then upload the data to Einstein Analytics. Build a dashboard using the ETL
generated dataset
Option C : Extract data from the case and account objects using 'sfdcDigest' transformation, y/ Q use
'augment' transformation to add case data with account data, store as a dataset, and then build a
dashboard using the generated dataset
Option D : Extract data from the case and account objects using 'dataloader', create a CSV file Q with
account and case data, and then upload the CSV as a dataset to Einstein Analytics. Build a dashboard
using that dataset

Correct Answer: B,C

QUESTION: 16

What does XMD stand for?

Option A : Configuring unsupported fields

Option B : Lenses Dataset Fields
Option C : Extended Metadata
Option D : Create a JSON

Correct Answer: C

QUESTION: 17

What happens if you first disable Analytics, and then you re-enable Analytics later? Select 2

Option A : User permissions are removed from each defined permission set if Analytics is disabled.
(Missed)
Option B : User permissions are not removed from each defined permission set if Analytics is disabled.
Option C : You must define the permission sets again if Analytics is re-enabled. (Missed)
Option D : You must not define the permission sets again if Analytics is re-enabled.

Correct Answer: A,C

Explanation/Reference:

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QUESTION: 18

Upper and lower limits on rows in discovery.

Option A : 1000 row minimum, 15,000,000 max

Option B : 3000 row minimum, 20,000,000 max
Option C : 00 row minimum, 20,000,000 max
Option D : 500 row minimum, 25,000,000 max

Correct Answer: C

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QUESTION: 19

Universal Containers (UC) builds three Einstein Discovery models in Salesforce to predict and maximize its
revenue per customer. The modelsare for every region UC has a business: EMEA, AMER, and APAC. How
should a consultant help UC deploy the three Einstein models to Salesforce?

Option A : Filter the account data per region and deploy the same model to all segments.

Option B : Segment the account data per region and deploy the appropriate model for each segment.

Option C : Deploy the same mode! to all accounts and use an Apex trigger to segment the prediction.

Correct Answer: B
Explanation/Reference:

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

[Link]: 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.

QUESTION: 20

An Einstein Consultant receives a new project from a client that wants to implement Einstein Analytics. They
do not currently have Einstein Analytics, but want guidance around how to ensure that their users have
correct access.
They have 1000 users with a small team of three people who will build datasets and dashboards. An
additional 15 people should be able to create dashboards. The remaining users should only be able to view
dashboards.
Which recommendation should the consultant give the client?

Option A : Create and assign Salesforce permission sets according to the three types of roles defined.
Option B : Assign the app permissions 'viewer/' 'editor,' and 'manager' to the three types of roles defined.
Option C : Create and assign three new Salesforce profiles according to the three types of roles defined.
Option D : Assign 'Einstein Analytics Explorer' licenses to users that should only view the dashboard, and
assign 'Einstein Analytics Developer' licenses to users that should be able to create datasets and
dashboards.

Correct Answer: A

QUESTION: 21

A client has two datasets that are used across seven different dashboards. Three of these dashboards are
used by marketing and four are used by sales. The client requires that only marketing can access the
marketing dashboards and only sales can access the sales dashboards. Which solution should a consultant
recommend?

Option A :

Create three custom apps: one for marketing dashboards with marketing as "viewer", one for sales
dashboards with sales as "viewer", and one for datasets where marketing and sales are "viewer".

Option B :

Duplicate the datasets and create two custom apps: one for marketing dashboards and datasets with
marketing as “editor” and one for sales dashboards and datasets with sales as "editor".

Option C :

Use two custom apps: one for marketing dashboards with marketing as "viewer" and one for sales
dashboards with sales as “viewer". Add the datasets as references to both custom apps.

Correct Answer: A

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QUESTION: 22

How do you open the Actions menu for a particular case shown in a dashboard?

Option A : Click the Actions bar from a bubble chart

 Option B : Hover over the case number column of the values table widget and click the arrow that
appears
Option C : Double-click the case number in the Actions widget
Option D : Simply @mention the case manager for that segment

Correct Answer: B

QUESTION: 23

In Einstein Analytics, which node is used in a dataflow to extract data from a registered dataset?

Option A : sfdcDigest
Option B : digest
Option C : export
Option D : edgemart

Correct Answer: D

QUESTION: 24

What does the Division is Naval section of the waterfall graph tell you?

Option A : How combinations of factors affect the CLV for Naval customers
Option B : How individual factors separately affect the outcome for Naval customers
Option C : What the relationship is between significant and insignificant factors as they impact CLV for
Naval customers
Option D : How the chosen variable is related to all other factors in the model for Naval customers

Correct Answer: A

Explanation/Reference:

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ppened_insights

QUESTION: 25

A CRM Analytics consultant has been asked to bring data from an external database as well as five external
Salesforce environments into CRMAnalytics. Twenty-five objects have been enabled from the local Salesforce
connector. The requirements are: * 10 objects should be enabled from an external database * 12 objects
each from three of the external Salesforce environments * 15 objects each from the remaining two external
Salesforce environments The consultant estimates each connector will, per object, bring between 1,000 and
1 million rows of data. Which limit will be exceeded?

Option A : Total number of enabled objects

Option B : Salesforce external connector number of synced rows

Option C : Storage rows of data

Correct Answer: A

Explanation/Reference:

In evaluating the scenario presented where multiple external sources and objects are being integrated into CRM Analytics, we

need to consider the total number of enabled objects across all connections. Here's a breakdown: 10 objects from an external

database 12 objects each from three external Salesforce environments, totaling 36 objects 15 objects each from two external

Salesforce environments, totaling 30 objects 25 objects already enabled from the local Salesforce connector This brings us to a

total of 101 objects enabled, which may exceed typical limits on the number of objects that can be enabled in a CRM Analytics

environment, depending on the specific Salesforce licensing and platform limits.

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QUESTION: 26

What is another name for the type of insight that examines how one variable explains variation of the
outcome variable?

Option A : Third-order analysis

Option B : Object-oriented analysis
Option C : Second-order analysis
Option D : First-order analysis
Option E : Spectrum analysis

Correct Answer: D
QUESTION: 27

The Universal Containers company uses Einstein Analytics to build dashboards for different departments:
Sales, Service, and Marketing. Users for 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 can an Einstein Consultant address this need?

Option A : Create one application for each department and use roles to share applications.
 Option B : Create one application for each department, put common datasets in the shared app, and use
profiles to share applications.
Option C : Create one application for each department, put common datasets in the shared app, and use
roles to share applications.
Option D : Create one application for each department, put common datasets in the shared app, and use
permission sets to share applications.

Correct Answer: C

QUESTION: 28

Which security option is not available in Einstein Analytics for securing datasets?

Option A : Inherited security

Option B : Row-level security with security predicates
Option C : Field-level security
Option D : App level security

Correct Answer: C

QUESTION: 29

A training dataset Is being prepared for a Einstein Discovery story. One skewed with outliers. at action should
the Einstein consultant take?

Option A : Remove the outlier rows.

Option B : Nothing, because the field is not the outcome variable.
Option C : Change the method of binning to fixed width.
Option D : Remove the field because it has bad data

Correct Answer: C

QUESTION: 30
How many groupings can you have in a Compare Table?

Option A : None
Option B : One
Option C : Infinite
Option D : Up to four

Correct Answer: D
QUESTION: 31

A CRM Analytics consultant has prepared a CSV file to be uploaded to CRM Analytics. By mistake, one of the
column headers is modified as random non-alphanumeric characters "*&**(&*(%", which went unnoticed
prior to uploading the file. What is the expected behavior of the uploaded CSV column?

Option A : The columnheaderis prefixed with "X" upon upload.

Option B : The column header is auto-updated to “Column” + column number.

Option C : The column header Is set to *&**(&*(%.

Correct Answer: A

Explanation/Reference:

When uploading CSV files into CRM Analytics, column headers must follow certain formatting rules. Headers containing non-

alphanumeric characters, such as "&**(&(%", will automatically be adjusted. Specifically, if the column header starts with non-

alphanumeric characters or contains such characters, CRM Analytics will prefix the header with "X" to ensure compatibility with

internal naming conventions. This behavior ensures that the column can be referenced in the platform without causing errors

or conflicts.

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QUESTION: 32
Exhibit:
Universal Containers has a Sales Manager dashboard. They need to build a table as shown in the graphic and
calculate the summary as the first line in a compare table. How can the summary be calculated'

Option A : Use the Show Summary option in the compare table.

Option B : Add a formula field to calculate the summary.
Option C : Use a SAQL query since the summary is not available in standard interface.
Option D : Create a computeExpression field in the Dataflow to calculate the summary.
 Correct Answer: A

QUESTION: 33

An Einstein Discovery team created a model to maximize the margin of their sales opportunities. They want
to deploy the model to the Opportunity object in order to predict the outcome of every newly created or
updated Opportunity.
What are the steps to accomplish this?

Option A : Create a trigger on Opportunity and use the Salesforce External Connector to get predictions
from Einstein Discovery.
Option B : Create an Apex batch on Opportunity and use the REST API to get predictions from Einstein
Discovery.
Option C : Create a trigger on Opportunity and install the Einstein Discovery Writeback managed package
from the AppExchange.
Option D : Create a trigger on Opportunity and use the REST API to get predictions from Einstein
Discovery.

Correct Answer: C

Explanation/Reference:

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QUESTION: 34

Exhibit:

A shipping company created a dataset. 'Bookll,' containing budget per region per month for the first six
months of 2018. The dataset is shown in the graphic. Now, they want to create a lens showing the total
budget for each region for each month. Every combination of region and month must be shown in the lens,
even if there is no data.
How can an Einstein Consultant help this company build this lens?
 Option A : Use a SAQL query leveraging the 'fill' statement with a 'partition' parameter.
Option B : Use a SAQL query to create fake rows for any data that is missing data from the dataset.
Option C : Use a 'Compare Table' and use the 'Show summary' option.
Option D : Use a 'Compare Table' and add a column leveraging the 'Running Total' function.

Correct Answer: A

QUESTION: 35

A company realizes it has a lot of rich information around its cases, but unfortunately, most of this
isunstructured/textual data. Thecompany is exploring how to include some of this information in its case
prioritization. Which option within CRM Analytics should a consultant leverage?

Option A : Bucket transformation in Recipes

Option B : Cluster transformation in Recipes

Option C : Detect Sentiment transformation in Recipes

Correct Answer: C

Explanation/Reference:

For a company with a wealth of unstructured textual data in their cases, the "Detect Sentiment" transformation within CRM

Analytics Recipes is a crucial tool. This transformation analyzes the sentiment of the text data— whether it's positive, neutral,

or negative—and this insight can be highly valuable in case prioritization processes. Here's why this transformation is useful:

Insight into Customer Sentiments: By detecting sentiment, the company can prioritize cases based on the urgency and

emotional tone expressed in the text, which might indicate customer dissatisfaction or urgency. Automation and Efficiency:

Automatically categorizing cases based on sentiment can streamline workflows and ensure that critical cases are handled

promptly. Enhanced Customer Service: Responding to negative sentiments swiftly can improve customer satisfaction and

potentially mitigate issues before they escalate.

QUESTION: 36

A consultant is working with a credit card company that needs help with ongoing fraudulent transactions.
The company provides a representative sample dataset for the consultant to analyze in Einstein Discovery.
The story's initial assessment shows that a third-party payment app is the source of these fraudulent
transactions. However, the company rejects this assessment outcome, stating they have not had a
partnership with this payment app long enough for it to be a concern.
What is the recommended next step to improve the story outcome?
Option A : Make adjustments to the story to better demonstrate that the third-party payment app is the
culprit.
Option B : Use the credit card company-s domain knowledge and exclude the third-party payment app
from the story.
Option C : Explain to the company that the story has returned unbiased results and the initial assessment
is accurate.
Option D : Ask the credit card company for a more comprehensive dataset to analyze.

Correct Answer: C

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