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所在平台: Udemy |
课程主页: https://www.udemy.com/course/salesforce-crm-analytics-and-einstein-discovery-consultant-questions/
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课程名称：Salesforce CRM Analytics 和 Einstein Discovery 顾问 课程概述：销售认证的 CRM Analytics 和 Einstein Discovery 顾问凭证验证了在大规模使用 CRM Analytics 和 Einstein Discovery 实施、管理和支持分析解决方案的能力。该认证专注于在 Salesforce Lightning 体验中设计、构建和优化数据驱动的应用程序、仪表板和预测洞察。 适合对象：这个认证面向以下专业人士： - 使用 CRM Analytics 和 Einstein Discovery 提供商业洞察的人员 - 设计和管理仪表板、数据集以及预测模型 - 在不同环境中实施安全性、访问控制和部署流程 - 构建有意义的数据可视化并使用 AI 驱动的建议支持决策 候选人通常具有至少 1 年的 CRM Analytics 和 Einstein Discovery 的实际经验。常见角色包括：分析顾问、数据分析师或 BI 专家、支持分析解决方案的 Salesforce 管理员或开发人员、CRM Analytics 解决方案设计师。 技能与知识领域： - 前端能力：选择和应用适合商业用例的可视化，利用 UX 原则构建仪表板，使用 SAQL、SOQL 和 SQL 进行查询等。 - 后端能力：使用数据流、配方和同步功能引入和准备数据，进行模型性能评估等。 考试详细信息： - 问题数量：60 道选择题 + 最多 5 道不计分的问题 - 时间限制：90 分钟 - 及格分数：65% - 费用：注册费 $200（含税），重考费 $100（含税） - 在线或现场监考考试 考试大纲包括： - 管理/配置（17%） - 数据层（23%） - 安全性（16%） - 分析仪表板设计（13%） - 分析仪表板实施（19%） - Einstein Discovery（12%） 此认证为希望在 Salesforce 环境中有效实施分析解决方案的专业人士提供专门知识，帮助他们设计和管理强大的数据可视化工具，以支持商业决策。
About the Salesforce Certified CRM Analytics and Einstein Discovery Consultant CredentialThe Salesforce CRM Analytics and Einstein Discovery Consultant credential validates the ability to implement, manage, and support analytics solutions at scale using CRM Analytics and Einstein Discovery. This certification focuses on designing, building, and optimizing data-driven apps, dashboards, and predictive insights within the Salesforce Lightning Experience.Who This Credential Is ForThis certification is intended for professionals who:Work with CRM Analytics and Einstein Discovery to deliver business insightsDesign and manage dashboards, datasets, and predictive modelsImplement security, access control, and deployment processes across environmentsBuild meaningful data visualizations and support decision-making using AI-driven recommendationsCandidates typically have at least 1 year of hands-on experience working with CRM Analytics and Einstein Discovery.Common roles include:Analytics ConsultantData Analyst or BI SpecialistSalesforce Admin or Developer supporting analytics solutionsCRM Analytics Solution DesignerSkills and Knowledge AreasFront-End CapabilitiesSelect and apply the right visualizations for business use casesBuild dashboards using UX principles, binding types (selection/result), and performance tools like Dashboard InspectorUse SAQL, SOQL, and SQL for queriesCustomize templates, embed dashboards, and prepare layouts for mobileConnect data sources and build dynamic content with pivot/compare tablesAdministrative TasksManage user provisioning, app permissions, and embedded dashboard componentsHandle deployments between environments and set up asset governanceUse security predicates and sharing rules to control dataset accessUnderstand the basics of the CRM Analytics API and Experience Cloud integrationsBack-End CapabilitiesIngest and prepare data using dataflows, recipes, and sync (replication)Add calculated fields and optimize dataflows within system limitsExport and prepare data for Einstein DiscoveryReview model performance and surface predictions in SalesforceEvaluate use cases for predictions and prescriptions with Model ManagerWhat's Not RequiredCandidates are not expected to have experience with:Apex or SDK developmentAPI usageSalesforce Data Pipelines or Data CloudCustom geoJSON maps or data scaffolding techniquesData backup or hierarchical security configurationsExam DetailsNumber of questions: 60 multiple-choice + up to 5 unscored questionsTime limit: 90 minutesPassing score: 65%Version: Based on Spring '24 releaseRegistration fee: $200 USD (plus taxes)Retake fee: $100 USD (plus taxes)Delivery: Online or onsite via proctored examMaterials allowed: None (closed book)Prerequisites: NoneNote: The exam may include up to 5 unscored questions that do not affect your score. These are included within the 90-minute time limit.Exam OutlineThe Salesforce Certified CRM Analytics and Einstein Discovery Consultant Exam measures a candidate's knowledge and skills related to the following objectives.Admin/Configuration: 17%Given business and access requirements, enable CRM Analytics along with its features, encompassing permission sets and licenses.Given a scenario, use CRM Analytics to design a solution that accommodates data sync/dataflows/recipes limits.Given a situation, demonstrate knowledge of what can be accomplished with the CRM Analytics API.Given business requirements, migrate between different environments for deployment.Data Layer: 23%Given data sources, use Data Manager to extract and load the data into the CRM Analytics application to create datasets.Given business needs and consolidated data, implement refreshes for data syncs and dataflows/recipes while keeping limits and considerations in mind.Given business/user requirements, perform data transformations in dataflows/recipes.Given user requirements or ease of use strategies, manage dataset extended metadata (XMD) by editing labels, values, and colors.Implement delivery management strategies in dataflows/recipes including versioning and conversion.Security: 16%Given governance and CRM Analytics asset security requirements, implement necessary security settings for users, groups, and profiles.Given row-based security requirements, implement the appropriate dataset security settings by using sharing inheritance and security predicates.Implement app sharing based on user and group requirements.Analytics Dashboard Design: 13%Given business requirements, scope, validate, and prioritize dashboard design requirements.Create appropriate dashboards to meet business requirements following CRM Analytics best practices and UX design principles.Identify the appropriate use and configuration of a standard CRM Analytics templated app to meet business requirements.Analytics Dashboard Implementation: 19%Given business requirements, configure dashboards using accurate query types and widget level parameters.Given business requirements, develop selection/result interactions with different types of queries.Given business requirements, use advanced functionality such as windowing and time series analysis within compare tables.Given business requirements, make dashboards actionable and accessible in Lightning pages.Given a scenario, monitor and optimize query performance using Dashboard Inspector.Implement delivery management strategies using versioning and/or Dashboard Publisher.Einstein Discovery: 12%Build a model by assessing data and selecting one of the three types of predictions (numeric, binary, multi-classification).Given business requirements, analyze the model results and propose data improvements to the customer.Given derived results and insights from the model, adjust data parameters and add/remove data or columns to improve the model.Enable prediction features on Lightning record pages across Salesforce and CRM Analytics.Monitor and interpret a Model Card to improve or maintain model performance.
