What’s the primary tool for CRM Analytics?
Tableau CRM (formerly Einstein Analytics)
What’s an Einstein Discovery outcome?
A predictive insight or recommendation
What’s a Dataset in CRM Analytics?
A structured data source for dashboards
How do you create a Lens?
Explore a Dataset and save a visualization
What’s the purpose of a Dataflow?
To transform and load data into Datasets
What does SAQL stand for?
Salesforce Analytics Query Language
What’s the benefit of Einstein Predictions?
AI-driven forecasts from Discovery models
How many questions are in the exam?
60
What’s a Dashboard Binding?
Links widgets for interactive filtering
What’s the passing score for this exam?
65%
What’s the time limit for the exam?
105 minutes
What’s a Recipe in CRM Analytics?
A declarative tool to transform data
How do you schedule a Dataflow?
Setup > Data Manager > Schedule
What’s the purpose of a Dashboard?
Visualize KPIs and trends
What’s a Data Prep step?
Transforms raw data for analysis
What’s the benefit of SAQL?
Advanced custom queries
How do you share a Dashboard?
Via app permissions or folders
What’s an Einstein Discovery model?
AI model for predictions and insights
What’s a Widget in a Dashboard?
A chart, table, or metric
How do you import data into CRM Analytics?
Via CSV upload or connectors
What’s a Facet in a Dashboard?
Interactive filter across widgets
What’s the benefit of Recipes?
No-code data transformation
What’s a Data Connector?
Links external data to CRM Analytics
How do you deploy a Dashboard?
Use Change Sets or packages
What’s the purpose of a Lens Explorer?
Ad-hoc data exploration
What’s a Prediction Definition?
Rules for Einstein predictions
What’s the benefit of Dynamic Dashboards?
Personalizes data per user
How do you test a Dataflow?
Run it in a sandbox first
What’s a Transformation Node?
Step in a Dataflow (e.g., Filter)
What’s the purpose of a Story?
Einstein Discovery analysis output
How do you enable Einstein Discovery?
Setup > Einstein Discovery > Enable
What’s a Bar Chart used for?
Compare categories (e.g., Sales by Region)
What’s the benefit of a Line Chart?
Shows trends over time
What’s a Data Source?
Raw data input (e.g., Salesforce object)
How do you optimize a Dataflow?
Minimize nodes and filters
What’s a KPI in CRM Analytics?
Key metric (e.g., Revenue, CSAT)
What’s the benefit of a Pie Chart?
Shows proportions (e.g., Case Types)
How do you create a Story?
Upload data and run Einstein Discovery
What’s a Filter in a Lens?
Limits data (e.g., Date = This Year)
What’s the purpose of a Number Widget?
Displays a single metric
How do you debug a Dataflow?
Check logs in Data Manager
What’s a Join in a Dataflow?
Combines data from multiple sources
What’s the benefit of a Scatter Plot?
Shows correlations (e.g., Sales vs. Time)
What’s a Goal in Einstein Discovery?
Target variable to predict
How do you export a Dataset?
Data Manager > Export as CSV
What’s a Dashboard Template?
Prebuilt layout for quick setup
What’s the benefit of a Table Widget?
Detailed data view
How do you secure a Dataset?
Apply row-level security
What’s a Prediction in CRM Analytics?
AI forecast embedded in dashboards
What’s the purpose of a Gauge Widget?
Shows progress toward a target
How do you monitor Dataflows?
Data Manager > Job History
What’s a Dimension in a Dataset?
Qualitative field (e.g., Region)
What’s a Measure in a Dataset?
Quantitative field (e.g., Revenue)
What’s the benefit of a Funnel Chart?
Visualizes process stages
How do you create a Recipe?
Data Prep > New Recipe
What’s a Variable in Einstein Discovery?
Data field for analysis
What’s the purpose of a Sync?
Keeps Datasets current with source
How do you embed Predictions?
Add to objects via Prediction Definition
What’s a Dashboard Filter?
Limits data across widgets
What’s the benefit of a Heat Map?
Shows data density
How do you profile data?
Use Lens Explorer for insights
What’s a Dataflow Limit?
100 nodes per flow
What’s the purpose of a Group?
Aggregates data in a Lens
What’s a Story Insight?
Key finding from Einstein Discovery
How do you schedule a Dashboard?
Subscribe with a refresh interval
What’s a Connector Limit?
Depends on edition (e.g., 10)
What’s the benefit of a Box Plot?
Shows data distribution
How do you validate a Story?
Check model accuracy metrics
What’s a Dataflow Trigger?
Event to start a Dataflow
What’s the purpose of a Pivot?
Rotates data for analysis
How do you share a Lens?
Save to an app or dashboard
What’s a Correlation in a Story?
Relationship between variables
What’s the benefit of a Donut Chart?
Highlights proportions with a hole
How do you refresh a Dataset?
Run Dataflow or sync manually
What’s a Prediction Score?
Likelihood of an outcome
What’s the purpose of a Sort?
Orders data in a Lens
How do you create a KPI Widget?
Add a Number Widget with a measure
What’s a Dataflow Error?
Failure in a transformation step
What’s the benefit of a Stacked Bar?
Shows subcategories within bars
How do you train Einstein Discovery?
Provide clean, relevant data
What’s a Dashboard Refresh?
Updates data in widgets
What’s a Recipe Output?
New Dataset from transformations
What’s the purpose of a Trend Line?
Shows data direction
How do you limit Dashboard access?
Set app or folder permissions
What’s a Prediction Action?
Workflow based on prediction
What’s the benefit of a Combo Chart?
Combines bars and lines
How do you clone a Dashboard?
Save As in Dashboard Editor
What’s a Dataflow Schedule?
Runs transformations automatically
What’s a Story Recommendation?
Actionable insight from analysis
What’s the purpose of a Waterfall Chart?
Shows incremental changes
How do you audit a Dataset?
Check metadata in Data Manager
What’s a Dataflow Dependency?
Relies on prior data sources
What’s the benefit of a Bubble Chart?
Shows three dimensions of data
How do you improve Story accuracy?
Clean data and add variables
What’s a Dashboard Layout?
Arrangement of widgets
What’s a Recipe Join?
Merges Datasets in Data Prep
What’s the purpose of a Histogram?
Shows frequency distribution
How do you embed a Dashboard?
Add to Lightning page
What’s a Dataflow Run?
Executes transformations
What’s the benefit of CRM Analytics?
Drives data-driven decisions