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Cert++

Resource Pack
ยทStudy Checklist

CRM Analytics and Einstein Discovery Consultant

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Given business and access requirements, enable CRM Analytics along with its features, encompassing permission sets and licenses. 0/7

Given a scenario, use CRM Analytics to design a solution that accommodates data sync/dataflows/recipes limits. 0/6

Given a situation, demonstrate knowledge of what can be accomplished with the CRM Analytics API. 0/4

Given business requirements, migrate between different environments for deployment. 0/5

Given data sources, use Data Manager to extract and load the data into the CRM Analytics application to create datasets. 0/11

Given business needs and consolidated data, implement refreshes for data syncs and dataflows/recipes while keeping limits and considerations in mind. 0/9

Given business/user requirements, perform data transformations in dataflows/recipes. 0/14

Given user requirements or ease of use strategies, manage dataset extended metadata (XMD) by editing labels, values, and colors. 0/5

Implement delivery management strategies in dataflows/recipes including versioning and conversion. 0/4

Given governance and CRM Analytics asset security requirements, implement necessary security settings for users, groups, and profiles. 0/7

Given row-based security requirements, implement the appropriate dataset security settings by using sharing inheritance and security predicates. 0/12

Implement app sharing based on user and group requirements. 0/5

Given business requirements, scope, validate, and prioritize dashboard design requirements. 0/4

Create appropriate dashboards to meet business requirements following CRM Analytics best practices and UX design principles. 0/9

Identify the appropriate use and configuration of a standard CRM Analytics templated app to meet business requirements. 0/8

Given business requirements, configure dashboards using accurate query types and widget level parameters. 0/11

Given business requirements, develop selection/result interactions with different types of queries. 0/9

Given business requirements, use advanced functionality such as windowing and time series analysis within compare tables. 0/7

Given business requirements, make dashboards actionable and accessible in Lightning pages. 0/8

Given a scenario, monitor and optimize query performance using Dashboard Inspector. 0/7

Implement delivery management strategies using versioning and/or Dashboard Publisher. 0/7

Build a model by assessing data and selecting one of the three types of predictions (numeric, binary, multi-classification). 0/11

Given business requirements, analyze the model results and propose data improvements to the customer. 0/8

Given derived results and insights from the model, adjust data parameters and add/remove data or columns to improve the model. 0/6

Enable prediction features on Lightning record pages across Salesforce and CRM Analytics. 0/7

Monitor and interpret a Model Card to improve or maintain model performance. 0/9