Analytics and Implementation

Question 1

A VP of Sales needs a dashboard where each rep sees ONLY their own data. What type of dashboard should be created?

Accepted Answer

Dynamic Dashboard with 'Run as: Logged-in User'

Answer

Dashboard with 'Run as: VP of Sales'

Answer

Static dashboard with manual filters

Answer

A different dashboard for each rep

Question 2

A company needs to migrate 2 million account records from a legacy CRM to Salesforce. Which tool should they use?

Accepted Answer

Data Loader

Answer

Data Import Wizard

Answer

Copy and paste in web interface

Answer

Salesforce Inspector

Question 3

A manager needs a report showing all their team's opportunities grouped by stage and rep. What report format should be used?

Accepted Answer

Matrix Report with Stage in rows and Owner in columns

Answer

Tabular Report

Answer

Summary Report grouping by Stage Name and Owner

Answer

Joined Report combining two blocks

Question 4

During data migration, some records failed with 'UNABLE_TO_LOCK_ROW' error. What are the most likely causes? (Select 2)

Accepted Answer

Answer

Active approval processes locking records

Answer

Storage limits exceeded

Answer

Workflows or Flows running concurrently

Answer

Insufficient user permissions

Question 5

A user exports a report with 5,000 records to Excel, but only sees 2,000 in the file. What is the most likely cause?

Accepted Answer

The export limit for the selected format was exceeded

Answer

Salesforce export bug

Answer

User doesn't have permissions to see all records

Answer

Excel has a 2,000 row limit

Question 6

A company needs to integrate Salesforce with their ERP to sync orders in real-time. Which integration options are appropriate? (Select 3)

Accepted Answer

Answer

Salesforce REST API

Answer

Platform Events for event-driven architecture

Answer

Data Import Wizard scheduled daily

Answer

Outbound Messages from workflows

Question 7

A dashboard shows blank components to certain users, even though the dashboard is shared with them. What is the most likely cause?

Accepted Answer

Users don't have access to the dashboard's source reports

Answer

The dashboard hasn't been refreshed recently

Answer

Users don't have the correct license

Answer

The dashboard is configured as dynamic

Question 8

During a go-live, it's discovered that production data has 50,000 duplicate contact records. What is the most appropriate strategy?

Accepted Answer

Enable Matching Rules and review/merge duplicates manually or with ETL tools

Answer

Use Duplicate Management to automatically merge all duplicates

Answer

Export the data, clean externally, and re-import

Answer

Delete all duplicate records with Data Loader

Question 9

A Summary report shows incorrect subtotals after grouping by two fields. What could be causing this?

Accepted Answer

Records are being counted multiple times due to many-to-many relationships

Answer

The subtotal formula has a syntax error

Answer

The report type doesn't support multiple groupings

Answer

The report filters are too restrictive

Question 10

A company uses Einstein Analytics (Tableau CRM). What considerations are important when designing dataflows? (Select 2)

Accepted Answer

Answer

Dataflows can run a maximum of 24 times per day

Answer

Data should be denormalized to optimize queries

Answer

Dataflows cannot access custom objects

Answer

Number of transformations should be minimized to improve performance