View all detail and faqs for the CRM-Analytics-and-Einstein-Discovery-Consultant exam
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 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 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?
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?
After getting approval for the dashboard layout design for a desktop, the CRM Analytics consultant is ready to start the design process for a mobile layout.
Which consideration should the consultant keep in mind?
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 versioning feature allows CRM Analytics users to be added as Publishers and make changes separately while a ‘Live’ version is still being usedby other users. Once the changes are complete, the user can then set their updated version as the Live version.
Which CRM Analytics item is this leveraged for?
Which recommended technique should a CRM Analytics consultant
use to access CRM Analytics data from a remote app or website?
A CRM Analytics consultant is updating an existing recipe.
They are looking to add a few additional fields onto the Account dataset. One of the fields to be added is a multi-select picklist field that needs to be shown as text on the dashboard.
What should the consultant do to accomplish this?
Universal Containers has a single dataset that contains the attainment and commission fields for all sales reps. Each sales rep should be able view the attainment data for each rep in their division. Each repshould only be able to see their own commission data.
Which option should a CRM Analytics consultant use to enforce this requirement?