CRM Analytics and Einstein Discovery ConsultantPreview

A CRM Analytics team plans to enable data sync.
Which limit specific to data sync should the team consider before enabling the feature because it may impact existing jobs?

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?

Cloud Kicks (CK) has a dashboard that is still showing 10 former account managers. CK has since expanded, and some have moved on from their former roles. CK wants the dashboard to reflect current account managers and stay up to date as new team members join.
How should the CRM Analytics developer accomplish this?

A CRM Analytics consultant at Cloud Kicks wants to create a new dashboard that uses custom GeoJSON to display data; however, they are unable to upload the file via the user interface (UI).
Which action should the consultant take?

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?

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 the Opportunity 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?

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?

A CRM Analytics consultant is asked to help a company report on its sales activity. The company wants to train some users to create dashboards. The company also wants one other specific team to be able to use the dashboards.
What should the consultant do to address these requirements?

A CRM Analytics consultant is working on Sales dashboards with multiple datasets and advanced queries in the Sales Analytics app. Sales managers in the organization have been given Editor/Manager access to the app, whereas sales reps have been given Viewer access. Some dashboards that are in progress are not ready to be rolled out to sales reps and should only be viewable by sales managers.
How should the consultant accomplish this?

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

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?

Universal Containers’ CRM Analytics team is building a dashboard with two widgets.

1. List widget associated to the query “Type_2” and grouped by the dimension “Type” (multi-selection)
2. Donut chart widget associated to the query “Step_pie_3” and grouped by the dimension “Type”
   The team wants to use bindings/interactions so any selection in the List widget will filter the Donut chart. The queries use different datasets, and users should be able to choose more than one Type (multi-selection).
   What is the right syntax for the binding/interaction?

A consultant wants to understand what the important predictors are in a model.
Where is this information found?

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?

A system administrator and a CRM Analytics consultant are working together on deploying a recipe/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?

A CRM Analytics consultant has been asked to bring data from an external database as well as five external Salesforce environments into CRM Analytics. 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?

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

Universal Containers (UC) uses a Microsoft Azure SQL Data Warehouse to gather information about sales reps’ objectives. UC wants to use CRM Analytics to gain insights from this data and automatically load it into a CRM Analytics dataset daily. The data also needs to be transformed and merged with data from the company’s org.
Which CRM Analytics user interface features should be used to complete these requirements?

Which capability can a consultant use if “Deploy without connecting to a Salesforce Object” is selected while deploying the model?

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?

A CRM Analytics administrator is working on deploying a dashboard and a dataset from a developer sandbox to a full sandbox. They have deployed the dataset via change set and manually copy-pasted the dashboard JSON into the target org. However, they notice that the conditional formatting and the widget-specific number formats have been lost in the target environment.
What is causing this issue?

Universal Containers (UC) is rolling out CRM Analytics to its field sales that include dashboards with order data from an external source. UC has a well-defined role hierarchy where everyone is assigned to an appropriate node on the hierarchy. In addition, the order data has a reference to a Salesforce opportunity.
An individual sales rep should be able to view all orders that they own or as part of the account team or opportunity team. The sales manager should be able to view all orders for the entire sales team. Similarly, the VP of sales should be able to view orders for everyone who rolls up in that hierarchy.
The dataset has a field called OwnerId which represents the order owner.
Given this information, how should a CRM Analytics consultant implement the above requirements?

Cloud Kicks needs a CRM Analytics consultant to install the Appointment Analytics App. After installation, they realize the wrong field was picked and the app did not have access to a newly created field that should be used instead of the old one.
What is the first step the consultant should take to prevent erroneous dataset/dashboard creation?