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Last Updated: Aug 25, 2026
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| Section | Weight | Objectives |
|---|---|---|
| Topic 1: Analytics Dashboard Design | 13% | - Creating dashboards following CRM Analytics best practices and UX design principles - Scoping, validating, and prioritizing dashboard design requirements - Identifying appropriate use and configuration of standard CRM Analytics templated apps |
| Topic 2: Administration | 16% | - Managing CRM Analytics environment and configurations - Embedding analytics in Salesforce - SAQL query language for dashboard JSON and lens queries - Understanding recipes (Data Prep) for visual ETL interface |
| Topic 3: Data Layer | 24% | - Data extraction from sources - Understanding denormalized sequential datasets - Data transformation and loading into Einstein datasets - Dataflow configuration for multi-object scenarios - Troubleshooting failed dataflow jobs - Incremental sync configuration |
| Topic 4: Analytics Dashboard Implementation | 19% | - Implementing delivery management strategies using versioning and/or Dashboard Publisher - Configuring dashboards using accurate query types and widget-level parameters - Using advanced functionality such as windowing and time series analysis in compare tables - Developing selection/result interactions with different query types - Making dashboards actionable and accessible in Lightning pages - Monitoring and optimizing query performance using Dashboard Inspector |
| Topic 5: Einstein Discovery | 12% | - Analyzing model results and proposing data improvements - Adjusting data parameters and adding/removing data or columns to improve models - Monitoring and interpreting Model Cards to improve or maintain model performance - Building models by assessing data and selecting prediction types (numeric, binary, multi-classification) - Enabling prediction features on Lightning record pages across Salesforce and CRM Analytics |
| Topic 6: Security | 16% | - App sharing based on user and group requirements - Implementing security settings for users, groups, and profiles - Dataset security settings using sharing inheritance and security predicates |
1. Universal Containers has a Sales Manager dashboard- They have a compare table that displays the count of Customers and the Sum of Annual Revenue per year and per Account type. A consultant is asked to add more groupings to enhance details about their customers.
What is the maximum number of grouping columns that the consultant must be aware of in order to continue using a compare table versus creating the query using SAQL?
A) 10
B) 8
C) 4
D) unlimited
2. Universal Containers is evaluating the connection mode for the objects in their local Salesforce connector. They want to only sync updated and new records from the Order object, but they have some formula fields on the object and want to ensure those are updated weekly.
which
Which connection mode is best suited for this purpose?
A) Incremental Sync
B) Full Sync
C) periodic Incremental Sync
D) Periodic Full Sync
3. Refer to the exhibit.
Universal Containers has a dashboard for Sales Managers to visualize the YoY Growth of their customers- The formula used is: YoY = [(This Year - Last Year) / Last Year] % Based on the graphic, when there is no 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?
A) substr()
B) coalesce()
C) replace()
D) number_to_string()
4. How do you open the Actions menu for a particular case shown in a dashboard?
A) Click the Actions bar from a bubble chart
B) Hover over the case number column of the values table widget and click the arrow that appears
C) Double-click the case number in the Actions widget
D) Simply @mention the case manager for that segment
5. Trending data limits: Maximum number of trended datasets per user and rows per snapshot:
A) 5 per user, 200,000 per snapshot
B) 5 per user, 100,000 per snapshot
C) 10 per user, 200,000 per snapshot
D) 10 per user, 100,000 per snapshot
Solutions:
| Question # 1 Answer: C | Question # 2 Answer: C | Question # 3 Answer: B | Question # 4 Answer: B | Question # 5 Answer: B |
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