Study Up on CRM Analytics Dashboard Design

Learning Objectives

After completing this unit, you'll be able to:

Given a customer situation, determine and define the customer's dashboarding needs.
Given customer requirements, create meaningful and relevant dashboards through the application of user experience (UX) design principles and CRM Analytics best practices.
Given business requirements, customize existing CRM Analytics template apps to meet the business needs.

Key Topics

This unit prepares you for the CRM Analytics Dashboard Design section of the Salesforce CRM Analytics and Einstein Discovery Consultant exam, which makes up 19% of the overall exam. This section of the exam tests these topics.

Dashboard creation
Dashboard design
CRM Analytics app and dashboard templates

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 CRM Analytics Dashboard Design section of the Salesforce 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 CRM Analytics Dashboard Design 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 Expand 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	Review Bar Charts to learn how to group values across one or more categories.
Scenario 2	Study Deploy CRM Analytics Prebuilt Apps to learn about the advantages of using templates in CRM Analytics.
Scenario 3	Learn what requirements you need to implement an Approval Analytics Template.

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	Learn how to use the Event Monitoring Analytics App to gain insights into your user and org behavior.
Flashcard 2	Review Best Practices for Building Your Own CRM Analytics Dashboard before you begin building your dashboard.

Looking for more information? Explore these related badges and resources.

Badge	Content Type
CRM Analytics Dashboard Building Basics	Module
CRM Analytics for Sales App	Module
CRM Analytics for Service App	Module
CRM Analytics App Design	Module
CRM Analytics App Template Development	Module
Salesforce Einstein Basics	Module
Quick Start: CRM Analytics	Project