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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.
What is causing the issue?

  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:

As in the previous question, the issue is related to permissions. Users can be granted access to dashboards and apps, but if their permission set does not explicitly allow the "Download Data" action, they will not be able to download the widget data. This is a common issue encountered when users have restricted permissions, especially in environments where security and data access are tightly controlled.


Reference:

The role of permission sets and the "Download Data" permission is covered in Salesforce CRM Analytics training, particularly in relation to managing user access and security in the platform.



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?

  1. The ANS local currency is set up as USD.
  2. The Integration User currency is set up as USD.
  3. The org corporate currency is set up as USD.

Answer(s): C

Explanation:

In Salesforce CRM Analytics, when dealing with multi-currency environments, the system relies on the organization's corporate currency setting for reporting, unless explicitly overridden. In this case, even though the Opportunity data is stored in GBP in Salesforce, the dashboards are showing USD because the corporate currency for the org is set to USD. This behavior is expected unless currency conversion logic is implemented in the datasets or recipes. The corporate currency serves as the default for currency fields in datasets and dashboards unless configured otherwise. This can be confirmed under the "Manage Currencies" settings in Salesforce.


Reference:

The currency handling rules in CRM Analytics, including how the corporate currency affects reporting, are detailed in Salesforce documentation on multi-currency organizations and the Einstein Discovery training materials.



Universal Containers' sales team is looking to build a dashboard that shows the total revenue from their top 10 accounts (based on revenue) and make it dynamic with the filters of the dashboard.
Which action is required to accomplish this?

  1. Create a query and sort descending by revenue and limit it to 10 results.
  2. Create a query with a results based interaction as a filter using the limit query to pass in the 10 Account IDs.
  3. Create 2 query with a selection based interaction as a filter using the limit query to pass in the 10 Account IDs.

Answer(s): A

Explanation:

To create a dashboard showing the top 10 accounts by revenue dynamically, the best approach is to create a query that sorts the accounts in descending order by revenue and limits the results to the top 10. This query can then be used as the data source for the widget, ensuring that it dynamically adjusts based on the filters applied to the dashboard. This method efficiently handles the task because sorting by revenue and limiting the results to 10 ensures that only the top accounts are displayed, and it remains dynamic with dashboard filters.


Reference:

This approach is covered in the Building Lenses, Dashboards, and Apps in CRM Analytics module, where techniques for creating dynamic queries are discussed.



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?

  1. The number of concurrent recipe runs can exceed the limit of two in a 24-hour rolling period.
  2. The total duration of the recipe runtimes can exceed the limit of 1 hour.
  3. The number of concurrent recipe run limits that are associated with the org.

Answer(s): B

Explanation:

In CRM Analytics, recipes are used to prepare and combine data for datasets. The total duration of the recipe runtime is an important consideration when scheduling dataset refreshes. In this case, the combined runtime for both recipes (43 minutes + 25 minutes = 68 minutes) exceeds 1 hour. Since dataset refreshes cannot be scheduled more frequently than the total recipe runtime, it would be impossible to refresh the datasets every hour. This limitation must be considered when managing dataset refresh schedules.


Reference:

Recipe runtime limits and considerations for scheduling refreshes are discussed in the CRM Analytics documentation related to recipes and dataflow optimizations.






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