A consultant sets up a Sales Analytics templated app that is very useful for sales operations at Universal Containers (UC). UC wants to make sure all of the data assets associated with the app, including:

recipes, dataflows, connectors, Einstein Discovery models, and prediction definitions are refreshedeveryday at 6:00 AM EST.

How should the consultant proceed?

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?

Which recommended technique should a CRM Analytics consultant

use to access CRM Analytics data from a remote app or website?

The administrator at Cloud Kicks has been asked to sync data from an external object created in Salesforce into CRM Analytics.

What should the administrator keep in mind?

A manager at Cloud Kicks asks for data in a dashboard to be refreshed after the sync of an external connection to Google BigQuery.

How should the consultant accomplish this?

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?

Universal Containers (UC) has a "Sales Manager” dashboard. UC has a compare table that has multiple groupings and columns added showing the Total and Subtotals of the numeric values. A consultant is

asked to add additional groups to enhance details about UC's customers.

Which feature should the consultant use to make the navigation of the compare tables easier for the end user?

The CRM Analytics consultant at AW Computing is designing dashboard. They want to add a rate between two metrics and display it in a new chart. They are finding that the new chart seems to prejudice the design of other charts.

What should the consultant do to resolve this?

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?

consultant is tasked with creating an opportunity dataset for a new analytics app. One requirement is to make sure users only see the opportunities they have access to in Salesforce. Opportunity records are private but shared using the role hierarchy. The consultant runs

the sharing inheritance coverage assessment and finds that the VP of sales is not covered by the sharing inheritance. The consultant decides to proceed with using sharing inheritance for the dataset.

What else does the consultant need to do?

Cloud Kicks (CK) has a dashboard in CRM Analytics with forecasting data. One widget is a compare table using the timeseries function showing the quarterly forecast. However, CK is interested in enhancing the dashboard with a weekly forecast per customer.

How should CK achieve this?

Universal Containers wants to create two dashboards and has two user groups. The 'Regional Performance’ dashboard should be accessible to sales reps and managers/executives to keep track of

how sales reps are performing in each region. Sales reps must only be able to see data pertaining to their respective region. The ‘National Performance’ dashboard is using the same data as the other

dashboard but should only be accessible to managers/executives to compare data across all regions.

In addition to row-level security to view only regional data, how should a consultant ensure that sales reps are unable to view the ‘National Performance’ dashboard?

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?

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?

A CRM Analytics consultant has been asked to add a custom object to existing recipe. When trying to locate the object, the consultant can see only Direct Data and NOT the SFDC Local data sync.

How should the consultant resolve this?

The marketing team at Cloud Kicks has five dashboards in an app. Four widgets are replicas of each other in three of the dashboards.

What is the best way to maintain these widgets?

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?

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 system administrator at Cloud Kicks creates a joined report to showcase the new business deals closing in the current quarter, which was well received by the business stakeholders. A manager wants to visualize this report on CRM Analytics.

The CRM Analytics consultant determines the report can be trended on CRM Analytics, but it's not working as expected.

What is causing the issue?

A CRM Analytics consultant is performing column profiling on dimension column in a recipe. Newly-added rows are not being considered in the Results tab of theprofile even though a sync wasrun for that specific object.

What is causing the issue?

A customer has a dataset consisting of over 300 unique product names. They request a prediction model with the product names included.

Which action should the CRM Analytics consultant take?

A user is able to access the dashboards, lenses, and datasets of a particular app but is unable to change the name of the specific app.

What is causing the issue?

The CRM Analytics consultant at Universal Containers (UC) has set up data sync for the Salesforce Opportunity object with the Amount currency field added. This is being used in multiple datasets and dashboards, as UC is a multi-currency organization.

The currency used in Salesforce records is set up in GBP but the data on the dashboard is converting to USD. Conversion logic is not set up on any of the recipes.

Why is the currency converting?

Universal Containers uses CRM Analytics to build dashboards for different departments: Sales, Service, and Marketing. Users in the samedepartment 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 (UC) is rolling out CRM Analytics to its field sales that include dashboards withorder 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 Ownerld which represents the order owner.

Given this information, how should a CRM Analytics consultant implement the above requirements?

A CRM Analytics consultant is asked to make changes to the current sales dashboard at Cloud Kicks. The dashboard is crucial to track the daily sales performance of the company and needs to be

available for other users while the consultant works on the changes.

How should the consultant proceed to update the dashboard?

A CRM Analytics consultant is asked to make sure the new sales performance dashboard is accessible in the mobile app. They have created multiple mobile layouts for the same dashboard.

How is CRM Analytics expected to perform?

The sales team at Cloud Kicks is requesting that datasets for their dashboards be refreshed every hour. The CRM Analytics consultant investigates if this is possible and finds that the dashboards use five datasets created from two recipes. The first recipe takes 43 minutes to run and the second recipe takes 25 minutes to run.

Which consideration should the consultant keep in mind?

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 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?

Universal Containers' CRM Analytics team is building a dashboard with two widgets, and the queries use different datasets.

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 "Query_pie_3" and grouped by the dimension "Type"

The team wants any selection in the List widget to filter the Donut chart and vice versa. Users should be able to choose more than one Type (multi-selection).

What is the recommended way to accomplish the required filtering?