A 𝐒𝐚𝐥𝐞𝐬𝐟𝐨𝐫𝐜𝐞 𝐂𝐑𝐌 𝐀𝐧𝐚𝐥𝐲𝐭𝐢𝐜𝐬 Consultant created a dashboard that went through review. Some charts were added and removed in the process. The dashboard is now approved for production. Which best practice should be done before releasing the dashboard?
A 𝙎𝙖𝙡𝙚𝙨𝙛𝙤𝙧𝙘𝙚 𝘾𝙍𝙈 𝘼𝙣𝙖𝙡𝙮𝙩𝙞𝙘𝙨 Consultant has been asked to refactor a dashboard so that it loads more quickly. After some analysis, the consultant found that most of the dashboard steps run in less than five seconds; however, the Opportunities Table takes 30 seconds to run.
How can the consultant improve the performance of this dashboard?
The client is trying to create a SAQL step to predict the Annual Revenue in each Billing Country. They cannot get the query to return any results, but have identified that the error is in the time series statement. They have asked a Salesforce CRM Analytics Consultant to review the following query and fix any errors.
q = load "Account_Dataset_Recipe";
q = filter q by 'BillingCountry' != "India";
result = group q by ('CreatedDate_Year', 'CreatedDate_Month', 'BillingCountry');
result = foreach result generate q.'CreatedDate_Year' as 'CreatedDate_Year', 'BillingCountry', q.'CreatedDate_Month' as 'CreatedDate_Month', sum(q.'AnnualRevenue') as 'sum_AnnualRevenue';
result = timeseries result generate 'sum_AnnualRevenue' as 'Forecasted_AnnualRevenue' with (dateCols=('CreatedDate_Year', 'CreatedDate_Month', "Y-M"),partition='BillingCountry');
result = foreach result generate 'CreatedDate_Year' + "~~~" + 'CreatedDate_Month' as 'CreatedDate_Year~~~CreatedDate_Month', coalesce('sum_AnnualRevenue', 'Forecasted_AnnualRevenue') as 'Forecasted_AnnualRevenue';
result = order result by ('CreatedDate_Year~~~CreatedDate_Month' asc);
So, which timeseries statement will fix the query' :-
A.
result = timeseries result generate 'sum_AnnualRevenue' as 'Forecasted_AnnualRevenue' with (dateCols=('CreatedDate_Year', 'CreatedDate_Quarter', "Y-Q"), partition='BillingCountry', ignoreLast=true);
B.
result = timeseries result generate 'sum_AnnualRevenue' as 'Forecasted_AnnualRevenue' with (length = 12, dateCols=('CreatedDate_Year', 'CreatedDate_Month', "Y-M"),partition='BillingCountry');
C.
result = timeseries result generate 'sum_AnnualRevenue' as 'Forecasted_AnnualRevenue' with (dateCols=('CreatedDate_Year', 'CreatedDate_Quarter', "Y-Q"), partition='BillingCountry', seasonality=4);
D.
result = timeseries result generate 'sum_AnnualRevenue' as 'Forecasted_AnnualRevenue' with (dateCols=('CreatedDate_Year', 'CreatedDate_Quarter', "Y-Q"), partition='BillingCountry');
𝐬𝐟𝐝𝐜𝐃𝐢𝐠𝐞𝐬𝐭: This is our go-to node when we need to pull data from standard or custom objects within our Local Salesforce Organization. It is part of the initial data extraction process and allows us to specify fields, set filters, and choose between full or incremental sync options directly within the dataflow definition.
𝑵𝒐𝒕𝒆 :- Local Salesforce Organization means the org which contains and utilizes the Salesforce CRM Analytics license.
𝐃𝐢𝐠𝐞𝐬𝐭: Once we enable data sync and connections in CRM Analytics, data from external sources (or even our local Salesforce org via that sync mechanism) is staged. The Digest node pulls this already synced/staged data into the current dataflow for further processing. It's essentially accessing data that has already gone through the initial connection and sync phase.
𝐄𝐝𝐠𝐞𝐦𝐚𝐫𝐭: This node does not extract data from a source system like the others. Instead, it acts as a reference to a dataset that has already been fully created and registered in Salesforce CRM Analytics. This is useful for reusing a dataset created by a different dataflow or recipe, or for working with an uploaded CSV file that has been registered as a dataset, without having to re-extract or re-process the raw data.
Techie Avinash
𝐒𝐚𝐥𝐞𝐬𝐟𝐨𝐫𝐜𝐞 𝐂𝐑𝐌 𝐀𝐧𝐚𝐥𝐲𝐭𝐢𝐜𝐬 𝐐𝐮𝐞𝐬𝐭𝐢𝐨𝐧 𝟐𝟎𝟕:-
A customer wants to change the default blue color on a bar chart. What is the easiest way to change blue to another color?
#SalesforceEinsteinAnalytics #SalesforceCRMAnalytics #SalesforceEinsteinAnalyticsTraining #SalesforceCRMAnalyticsTraining
5 months ago | [YT] | 0
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Techie Avinash
𝐒𝐚𝐥𝐞𝐬𝐟𝐨𝐫𝐜𝐞 𝐂𝐑𝐌 𝐀𝐧𝐚𝐥𝐲𝐭𝐢𝐜𝐬 𝐐𝐮𝐞𝐬𝐭𝐢𝐨𝐧 𝟐𝟎𝟔:-
A 𝐒𝐚𝐥𝐞𝐬𝐟𝐨𝐫𝐜𝐞 𝐂𝐑𝐌 𝐀𝐧𝐚𝐥𝐲𝐭𝐢𝐜𝐬 Consultant created a dashboard that went through review. Some charts were added and removed in the process. The dashboard is now approved for production. Which best practice should be done before releasing the dashboard?
#SalesforceEinsteinAnalytics #SalesforceCRMAnalytics #SalesforceEinsteinAnalyticsTraining #SalesforceCRMAnalyticsTraining
5 months ago | [YT] | 1
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Techie Avinash
𝐒𝐚𝐥𝐞𝐬𝐟𝐨𝐫𝐜𝐞 𝐂𝐑𝐌 𝐀𝐧𝐚𝐥𝐲𝐭𝐢𝐜𝐬 𝐐𝐮𝐞𝐬𝐭𝐢𝐨𝐧 𝟐𝟎𝟓:-
A 𝙎𝙖𝙡𝙚𝙨𝙛𝙤𝙧𝙘𝙚 𝘾𝙍𝙈 𝘼𝙣𝙖𝙡𝙮𝙩𝙞𝙘𝙨 Consultant has been asked to refactor a dashboard so that it loads more quickly. After some analysis, the consultant found that most of the dashboard steps run in less than five seconds; however, the Opportunities Table takes 30 seconds to run.
How can the consultant improve the performance of this dashboard?
#SalesforceEinsteinAnalytics #SalesforceCRMAnalytics #SalesforceEinsteinAnalyticsTraining #SalesforceCRMAnalyticsTraining
6 months ago | [YT] | 0
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Techie Avinash
𝐒𝐚𝐥𝐞𝐬𝐟𝐨𝐫𝐜𝐞 𝐂𝐑𝐌 𝐀𝐧𝐚𝐥𝐲𝐭𝐢𝐜𝐬 𝐐𝐮𝐞𝐬𝐭𝐢𝐨𝐧 𝟐𝟎𝟒:-
What are the Two Types of Bindings in Salesforce CRM Analytics ?
#SalesforceEinsteinAnalytics #SalesforceCRMAnalytics #SalesforceEinsteinAnalyticsTraining #SalesforceCRMAnalyticsTraining
7 months ago | [YT] | 1
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Techie Avinash
𝐒𝐚𝐥𝐞𝐬𝐟𝐨𝐫𝐜𝐞 𝐂𝐑𝐌 𝐀𝐧𝐚𝐥𝐲𝐭𝐢𝐜𝐬 𝐐𝐮𝐞𝐬𝐭𝐢𝐨𝐧 𝟐𝟎𝟑:-
The client is trying to create a SAQL step to predict the Annual Revenue in each Billing Country. They cannot get the query to return any results, but have identified that the error is in the time series statement. They have asked a Salesforce CRM Analytics Consultant to review the following query and fix any errors.
q = load "Account_Dataset_Recipe";
q = filter q by 'BillingCountry' != "India";
result = group q by ('CreatedDate_Year', 'CreatedDate_Month', 'BillingCountry');
result = foreach result generate q.'CreatedDate_Year' as 'CreatedDate_Year', 'BillingCountry', q.'CreatedDate_Month' as 'CreatedDate_Month', sum(q.'AnnualRevenue') as 'sum_AnnualRevenue';
result = timeseries result generate 'sum_AnnualRevenue' as 'Forecasted_AnnualRevenue' with (dateCols=('CreatedDate_Year', 'CreatedDate_Month', "Y-M"),partition='BillingCountry');
result = foreach result generate 'CreatedDate_Year' + "~~~" + 'CreatedDate_Month' as 'CreatedDate_Year~~~CreatedDate_Month', coalesce('sum_AnnualRevenue', 'Forecasted_AnnualRevenue') as 'Forecasted_AnnualRevenue';
result = order result by ('CreatedDate_Year~~~CreatedDate_Month' asc);
So, which timeseries statement will fix the query' :-
A.
result = timeseries result generate 'sum_AnnualRevenue' as 'Forecasted_AnnualRevenue' with (dateCols=('CreatedDate_Year', 'CreatedDate_Quarter', "Y-Q"), partition='BillingCountry', ignoreLast=true);
B.
result = timeseries result generate 'sum_AnnualRevenue' as 'Forecasted_AnnualRevenue' with (length = 12, dateCols=('CreatedDate_Year', 'CreatedDate_Month', "Y-M"),partition='BillingCountry');
C.
result = timeseries result generate 'sum_AnnualRevenue' as 'Forecasted_AnnualRevenue' with (dateCols=('CreatedDate_Year', 'CreatedDate_Quarter', "Y-Q"), partition='BillingCountry', seasonality=4);
D.
result = timeseries result generate 'sum_AnnualRevenue' as 'Forecasted_AnnualRevenue' with (dateCols=('CreatedDate_Year', 'CreatedDate_Quarter', "Y-Q"), partition='BillingCountry');
Select the correct option.
#SalesforceEinsteinAnalytics #SalesforceCRMAnalytics #SalesforceEinsteinAnalyticsTraining #SalesforceCRMAnalyticsTraining
7 months ago | [YT] | 0
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Techie Avinash
𝐒𝐚𝐥𝐞𝐬𝐟𝐨𝐫𝐜𝐞 𝐂𝐑𝐌 𝐀𝐧𝐚𝐥𝐲𝐭𝐢𝐜𝐬 𝐐𝐮𝐞𝐬𝐭𝐢𝐨𝐧 𝟐𝟎𝟐:-
What are two main steps for creating a dataset?
#SalesforceEinsteinAnalytics #SalesforceCRMAnalytics #SalesforceEinsteinAnalyticsTraining #SalesforceCRMAnalyticsTraining
7 months ago | [YT] | 0
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Techie Avinash
𝐒𝐚𝐥𝐞𝐬𝐟𝐨𝐫𝐜𝐞 𝐂𝐑𝐌 𝐀𝐧𝐚𝐥𝐲𝐭𝐢𝐜𝐬 𝐒𝐞𝐬𝐬𝐢𝐨𝐧 𝟐𝟖 :-
𝘿𝙞𝙛𝙛𝙚𝙧𝙚𝙣𝙘𝙚 𝙗𝙚𝙩𝙬𝙚𝙚𝙣 𝙘𝙤𝙢𝙥𝙪𝙩𝙚𝙀𝙭𝙥𝙧𝙚𝙨𝙨𝙞𝙤𝙣 𝙉𝙤𝙙𝙚 & 𝙘𝙤𝙢𝙥𝙪𝙩𝙚𝙍𝙚𝙡𝙖𝙩𝙞𝙫𝙚 𝙉𝙤𝙙𝙚 𝙞𝙣 𝘿𝙖𝙩𝙖𝙛𝙡𝙤𝙬 :-
𝐜𝐨𝐦𝐩𝐮𝐭𝐞𝐄𝐱𝐩𝐫𝐞𝐬𝐬𝐢𝐨𝐧 :-
𝑭𝒐𝒄𝒖𝒔: Row-level calculations.
𝑰𝒏𝒑𝒖𝒕𝒔: Fields from the current row or other derived fields in that same row.
𝑷𝒖𝒓𝒑𝒐𝒔𝒆: To transform or derive new data points from existing data within a single record.
𝑬𝒙𝒂𝒎𝒑𝒍𝒆𝒔:
• Multiplying Sales_Amount by Tax_Rate to get Total_Tax.
• Concatenating First_Name and Last_Name to create Full_Name.
𝐜𝐨𝐦𝐩𝐮𝐭𝐞𝐑𝐞𝐥𝐚𝐭𝐢𝐯𝐞 :-
𝙁𝙤𝙘𝙪𝙨: Row-to-row (or other row) comparisons.
𝙄𝙣𝙥𝙪𝙩𝙨: Values from the same field but in different rows (previous, next, first, last), requiring partitioning and sorting.
𝙋𝙪𝙧𝙥𝙤𝙨𝙚: To analyze trends, changes, and trends over time or across ordered data.
𝙀𝙭𝙖𝙢𝙥𝙡𝙚𝙨:
• Calculating the difference in Opportunity_Amount between stages.
• Determining how long an opportunity has stayed in a specific stage (age).
• Calculating cumulative sums or running totals.
𝑨𝒏𝒂𝒍𝒐𝒈𝒚
𝐜𝐨𝐦𝐩𝐮𝐭𝐞𝐄𝐱𝐩𝐫𝐞𝐬𝐬𝐢𝐨𝐧 is like doing arithmetic with numbers on a single line of a spreadsheet.
𝐜𝐨𝐦𝐩𝐮𝐭𝐞𝐑𝐞𝐥𝐚𝐭𝐢𝐯𝐞 is like looking at several lines of a spreadsheet to see how a value changed from the line above to the line below.
#SalesforceCRMAnalytics #SalesforceEinsteinAnalytics #DataAnalytics #SalesforceCRMA #SalesforceCRMAnalyticsMentor #SalesforceEinsteinAnalyticsTrainer #computeExpressionNode #computeRelativeNode #Dataflow
7 months ago | [YT] | 1
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Techie Avinash
𝐒𝐚𝐥𝐞𝐬𝐟𝐨𝐫𝐜𝐞 𝐂𝐑𝐌 𝐀𝐧𝐚𝐥𝐲𝐭𝐢𝐜𝐬 𝐐𝐮𝐞𝐬𝐭𝐢𝐨𝐧 𝟐𝟎𝟏:-
Which of the following is true about the Service Analytics Overview dashboard?
A. It instantly provides key metrics on open cases, average time to close, first contact resolution, and customer satisfaction.
B. It lets you drill down to more detailed dashboards, like agent performance, channel review, and telephony metrics.
C. It's available on desktop and mobile.
D. All of the above.
Select the correct option from the above.
#SalesforceEinsteinAnalytics #SalesforceCRMAnalytics #SalesforceEinsteinAnalyticsTraining #SalesforceCRMAnalyticsTraining
7 months ago | [YT] | 0
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Techie Avinash
𝐒𝐚𝐥𝐞𝐬𝐟𝐨𝐫𝐜𝐞 𝐂𝐑𝐌 𝐀𝐧𝐚𝐥𝐲𝐭𝐢𝐜𝐬 𝐒𝐞𝐬𝐬𝐢𝐨𝐧 𝟐𝟕 :-
𝘿𝙞𝙛𝙛𝙚𝙧𝙚𝙣𝙘𝙚 𝙗𝙚𝙩𝙬𝙚𝙚𝙣 𝙨𝙛𝙙𝙘𝘿𝙞𝙜𝙚𝙨𝙩, 𝘿𝙞𝙜𝙚𝙨𝙩 & 𝙀𝙙𝙜𝙚𝙢𝙖𝙧𝙩 𝙉𝙤𝙙𝙚 𝙞𝙣 𝘿𝙖𝙩𝙖𝙛𝙡𝙤𝙬 :-
𝐬𝐟𝐝𝐜𝐃𝐢𝐠𝐞𝐬𝐭: This is our go-to node when we need to pull data from standard or custom objects within our Local Salesforce Organization. It is part of the initial data extraction process and allows us to specify fields, set filters, and choose between full or incremental sync options directly within the dataflow definition.
𝑵𝒐𝒕𝒆 :- Local Salesforce Organization means the org which contains and utilizes the Salesforce CRM Analytics license.
𝐃𝐢𝐠𝐞𝐬𝐭: Once we enable data sync and connections in CRM Analytics, data from external sources (or even our local Salesforce org via that sync mechanism) is staged. The Digest node pulls this already synced/staged data into the current dataflow for further processing. It's essentially accessing data that has already gone through the initial connection and sync phase.
𝐄𝐝𝐠𝐞𝐦𝐚𝐫𝐭: This node does not extract data from a source system like the others. Instead, it acts as a reference to a dataset that has already been fully created and registered in Salesforce CRM Analytics. This is useful for reusing a dataset created by a different dataflow or recipe, or for working with an uploaded CSV file that has been registered as a dataset, without having to re-extract or re-process the raw data.
#SalesforceCRMAnalytics #SalesforceEinsteinAnalytics #DataAnalytics #SalesforceCRMA #SalesforceCRMAnalyticsMentor #SalesforceEinsteinAnalyticsTrainer #sfdcDigest #Digest #Edgemart #Dataflow
7 months ago | [YT] | 0
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Techie Avinash
𝐒𝐚𝐥𝐞𝐬𝐟𝐨𝐫𝐜𝐞 𝐂𝐑𝐌 𝐀𝐧𝐚𝐥𝐲𝐭𝐢𝐜𝐬 𝐐𝐮𝐞𝐬𝐭𝐢𝐨𝐧 𝟐𝟎𝟎:-
When organizing information in a Salesforce CRM Analytics Dashboard, what does the "Progressive Disclosure" design principle mean ?
A. Only provide the user with the level of detail they need to see, with the option to drill down deeper into more details.
B. Utilize the latest templates for the most modern look and feel.
C. Intentionally omit specific details so that users can do ad-hoc exploration if needed for root-cause analysis.
D. Implement strict security predicates to minimize the amount of information displayed to users.
Select the correct option :-
#SalesforceEinsteinAnalytics #SalesforceCRMAnalytics #SalesforceEinsteinAnalyticsTraining #SalesforceCRMAnalyticsTraining
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