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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?

  1. Analytics REST API used in conjunction with dataflows/recipes.
  2. Microsoft Azure SQL Data Warehouse Connector used in Conjuction with dataflows/recipes
  3. CRM Analytics Connector for Excel used in conjunction with dataflows/recipes

Answer(s): B

Explanation:

CRM Analytics provides out-of-the-box connectors for integrating external data sources like Microsoft Azure SQL Data Warehouse. To meet the requirement of daily automated data loading, the Microsoft Azure SQL Data Warehouse Connector can be used to pull data into CRM Analytics. Once the data is imported, dataflows or recipes can be used to transform and merge this data with the organization's Salesforce data. Recipes allow for merging datasets and applying any necessary transformations, ensuring the data from Azure is combined and transformed appropriately before analysis.


Reference:

CRM Analytics Connectors and Dataflows



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?

  1. The column header is prefixed with "X" upon upload.
  2. The column header is auto-updated to "Column" + column number.
  3. The column header Is set to *&**(&*(%.

Answer(s): A

Explanation:

When uploading CSV files into CRM Analytics, column headers must follow certain formatting rules. Headers containing non-alphanumeric characters, such as "&**(&(%", will automatically be adjusted. Specifically, if the column header starts with non-alphanumeric characters or contains such characters, CRM Analytics will prefix the header with "X" to ensure compatibility with internal naming conventions. This behavior ensures that the column can be referenced in the platform without causing errors or conflicts.


Reference:

You can find the CSV upload rules, including naming conventions and auto-formatting behaviors, outlined in the Salesforce CRM Analytics documentation provided during training, particularly under the module "Wave Analytics Explorer."



What is the purpose of the CRM Analytics Dashboard Inspector?

  1. To view the total time required to run all queries.
  2. To automatically remove bottlenecks to make queries run faster.
  3. To see the final query for each widget along with the results.

Answer(s): C

Explanation:

The CRM Analytics Dashboard Inspector is a powerful tool used to troubleshoot and optimize dashboards. Its primary function is to display the underlying SAQL (Salesforce Analytics Query Language) query executed for each widget. It helps users see the final query that is run and the corresponding results. This feature allows CRM Analytics consultants and developers to diagnose issues, optimize performance, and understand how data is being processed in the dashboard.
While the Inspector helps view execution times and identify bottlenecks, it does not automatically resolve performance issues (which is why option B is incorrect). It simply provides visibility into query performance and execution details, allowing the user to make manual optimizations.


Reference:

Detailed information on the Dashboard Inspector tool can be found under the "Building Lenses, Dashboards, and Apps in CRM Analytics" module and the Einstein Discovery training content within Salesforce documentation.



CRM Analytics users at Cloud Kicks are granted access to an app with specific dashboards.
When trying to download a specific widget, they are unable to do so.

  1. The users have access to the dashboard but not the dataset.
  2. The dashboard has been created for internal use and the users have a view only license.
  3. The permission set for the users is missing the download data permission.

Answer(s): C

Explanation:

In CRM Analytics, even if users are granted access to view an app and its dashboards, their ability to download data is controlled by permissions assigned via permission sets. Specifically, users need the "Download Data" permission to download data from widgets or dashboards. If this permission is missing from their permission set, they will be unable to download the specific widget, even though they can view the data.


Reference:

The role of permission sets in granting access to data features, such as downloading data, is detailed in Salesforce's CRM Analytics permissions documentation and is emphasized in the module "Building Lenses, Dashboards, and Apps in CRM Analytics."






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