Refresh Your Admin Skills
Learning Objectives
After completing this unit, you'll be able to:
- Manage migration from sandbox to production orgs.
- Manage dataset extended metadata (XMD) by affecting labels, values, and colors.
- Improve dashboard performance by restructuring the dataset and data using lenses, pages, and filters.
- Enable CRM Analytics, options, and access as expected.
Key Topics
This unit prepares you for the Admin section of the Salesforce CRM Analytics and Einstein Discovery Consultant exam, which makes up 9% of the overall exam. This section of the exam tests these topics.
- Metadata migration from sandbox to production
- Dataset extended metadata (XMD)
- Dashboard performance improvement
- CRM Analytics enablement and access
This unit provides a number of interactive, real-world, scenario-based questions that are a lot like the ones you can encounter as a Salesforce CRM Analytics and Einstein Discovery Consultant. Looking at these scenarios helps prepare you to take the Admin section of the CRM Analytics and Einstein Discovery Consultant exam. As you tackle the practice questions, you get immediate feedback on your answers, along with detailed information on why your answers are correct (or incorrect).
The unit also contains interactive flashcards centered around study topics that help you prepare for the Admin section of the exam.
Exam Practice Questions
Ready to jump in? The sample tool below is not scored—it's just an easy way to quiz yourself. To use it, read the scenario, then click the answer you think is correct. Some questions may have more than one correct answer. Click Submit to learn whether the answer you chose is correct or incorrect, and why. If there's a longer explanation, click 
and then click anywhere in the window to close it. When you reach the end, you can review the answers or retake the questions.
Did you get a scenario wrong? Check out the table below for related study material.
Scenario 1 |
Learn how to change attributes within a dataset by reviewing Format Measures and Display Elements with CRM Analytics Extended Metadata (XMD). |
|---|---|
Scenario 2 |
Understand the value of running optimization checks on dashboards and queries by studying Optimize Dashboard Performance. |
Exam Topic Flashcards
Use these interactive flashcards to brush up on some of the key topics you'll find on this part of the exam. Read the question or term on each card, then click the card to reveal the correct answer. Click the right-facing arrow to move to the next card, and the left-facing arrow to return to the previous card.
Did you get a flashcard wrong? Check out the table below for related study material.
Flashcard 1 |
Study Migrate CRM Analytics Assets with Change Sets to learn how to move customized CRM Analytics assets. |
|---|---|
Flashcard 2 |
Review Learn About CRM Analytics Permission Set Licenses and User Permissions to learn what permissions are needed for admin-level access in CRM Analytics. |
Related Badges
Looking for more information? Explore these related badges and resources.
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Trail |
Resources
- Salesforce Help: Set Up the CRM Analytics Platform
- Salesforce Help: Deploy CRM Analytics Prebuilt Apps
- Salesforce Help: CRM Analytics Encryption
- Salesforce Help: Deploy Your Changes
- Salesforce Help: CRM Analytics Distribution and Packaging
- Salesforce Help: CRM Analytics Limitations
- Salesforce Help: Verify the Incremental Sync Settings for Salesforce Data
- Salesforce Release Notes: Avoid Data Drift with Periodic Full Sync
- Analytics Templates Developer Guide: Introducing Analytics Templates