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?
A. An SAQL query with a timeseries statement specifying Opportunity Name as the partition and Y-M-W as the Date Cols
B. An SAQL query with a timeseries statement specifying Account Name as the partition and Y-M-W as the Date Cols
C. An SAQL query with @ timeseries statement specifying Account Name as the partition and Y-M-D as the Date Cols
Explanation:
To create a weekly forecast per customer, anSAQL (Salesforce Analytics Query Language)query can be used. The timeseries function generates forecast data based on a specified date range. In this case, the forecast is customer-specific, meaning the partition should be based onAccount Nameto ensure that the forecast is generated for each customer. The date column (Date Cols) should be set to Y-M-W to aggregate the forecast data on a weekly basis.
[Reference: The use ofSAQL and timeseries functionsis covered in theWave Analytics ExplorerandAdvanced SAQLmodules, where partitioning and date-based aggregations are explained in detail., ]
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?
A. Total number of enabled objects
B. Salesforce external connector number of synced rows
C. Storage rows of data
Explanation:
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.
The CRM Analytics consultant at Cloud Kicks is asked to make sure the data on the CRM Analytics dashboard be as real-time as possible. It was agreed to set the sync refresh time to 5 minutes for one of the local connections. The org has a CRM Analytics Plus license but users are noticing that the earliest available time is 1 hour. The minutes option is not visible to the user. What is causing the issue?
A. The consultant does not have the Edit CRM Analytics Dataflows permission assigned.
B. Setting up the schedule to 5 minutes feature is not available in sandbox orgs.
C. The earliest available time is 1 hour for CRM Analytics Plus license.
Explanation:
In the scenario where Cloud Kicks wants to set the sync refresh time to 5 minutes but finds that the minimum available time is 1 hour, the limitation is due to the licensing and feature availability in CRM Analytics Plus. Here’s the detailed explanation:
License Restrictions: The CRM Analytics Plus license typically sets the minimum refresh interval at 1 hour. This is a built-in restriction that reflects the platform's capabilities and resource allocation norms.
Platform Capabilities: While more frequent refreshes would be ideal for achieving near-real-time data synchronization, such capabilities might require additional customization or advanced setup, potentially involving higher tiers of service or additional Salesforce products.
Operational Considerations: Frequent data refreshes, especially in shorter intervals like 5 minutes, can significantly impact system performance and resource utilization. Therefore, such options are generally restricted or managed tightly within Salesforce environments.
This understanding aligns with Salesforce's documentation and product specifications, which outline what features and capabilities are available under different licensing agreements.
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?
A. Utilize a single dataset and apply security predicates and/or sharing inheritance.
B. Create separate datasets for attainment and commission, and apply security Predicates and/or sharing inheritance.
C. Add the sales organization to the attainment dataset access list to be able to view commission data.
Which statement best describes how to ensure CRM Analytics dashboards are easily used across both desktop and mobile devices?
A. Create multiple layouts and reorder all the widgets so that they fit nicely within the new default width
B. Create multiple layouts and allow CRM Analytics to automatically select and organize dashboard contents to be optimal for the device type.
C. Create multiple layouts, ensure the layout selectors match the device, and resize/hide widgets to ensure the content is appropriate for the device screen size.
Explanation:
To ensure that CRM Analytics dashboards are optimally usable on both desktop and mobile devices, creating multiple layouts tailored to each device type is crucial. Here's why Option C is the best approach:
Device-Specific Layouts: By creating specific layouts for each device type, you ensure that the dashboard contents are presented in a manner best suited to the screen size and interaction model of the device.
Layout Selectors: These are used to automatically display the appropriate layout based on the device accessing the dashboard, enhancing user experience without manual intervention.
Widget Customization: Resizing or hiding certain widgets for specific device layouts ensures that the dashboard remains clean, uncluttered, and easy to navigate, regardless of the device used.
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?
A. Use the array_join multivalue runcuen co convert this field to a text prior to registering the dataset.
B. Use the array multivalue function to convert this field to a text prior to registering the dataset.
C. Use the string multivalue function to convert this field to a text prior to registering the dataset.
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?
A. App
B. Dataset
C. goats
Explanation:
In CRM Analytics, the versioning feature described is typically leveraged for Apps. This feature allows:
Parallel Development: Users can work on changes in a separate version without affecting the live version being accessed by others.
Controlled Publishing: Once changes are finalized, the user can then promote their version to be the new live version, ensuring seamless updates without disrupting ongoing usage.
Collaborative Workflows: Facilitates teamwork by allowing multiple users to propose and test changes in a controlled environment before making those changes live.
This approach ensures that CRM Analytics apps remain dynamic and can evolve over time while maintaining stability and continuity for end-users.
Universal Containers has a dashboard for sales managers that want to visualize their win rate. Which chart type should the consultant use to keep track of targets?
A. Metric Radar
B. Gauge
C. Line
A CRM Analytics consultant has enabled data sync manually in an org that uses dataflows/recipes. The client says that the dataflow/recipe fails each time it starts running. What is causing the dataflow/recipe to fail?
A. Dataflowsysrecipes with computeExpression nodes fail until syne has run for the first time.
B. Dataflows/recipes with Augment nodes fail until sync has run for the first time.
C. Dataflows/recipes with sfdcDigest nodes fail until sync has run for the first time.
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. Create two sets of dashboards; one for EMEA, and one for CXOs and VPs while filtering the dashboard on the region.
B. Use a field on the user record like Department/Region, and apply row-level security based on that field.
C. Create two separate datasets; one for EMEA, and one for CXOs and VPs.
Explanation:
For Cloud Kicks' requirements regarding access to data based on roles and geographic regions, the most efficient and scalable approach is to implement row-level security using fields on the user record, like Department or Region. Here's the rationale for choosing this approach:
Scalability and Maintenance: By applying security rules based on user record fields, Cloud Kicks can manage access dynamically without needing to maintain multiple dashboards or datasets. This reduces administrative overhead and simplifies updates as roles or regional structures change.
Flexibility: Using a field on the user record to control access allows for easy expansion or modification of security policies as new regions or roles are added.
Simplicity: This method ensures a clear and straightforward security model that can be easily audited and understood by administrators and compliance teams.
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