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Study Up on CRM Analytics Dashboard Implementation

Learning Objectives

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

  • Given business requirements, define lens visualizations, such as charts, to use and dimensions and measures to display.
  • Given customer business requirements, develop selection and results bindings with static steps.
  • Given business expectations, create a regression timeseries.
  • Given customer requirements, develop dynamic calculations using compare tables.
  • Given business requirements that are beyond the standard user interface (UI), use Salesforce Analytics Query Language (SAQL) to build lenses, configure joins, or connect data sources.

Key Topics

This unit prepares you for the CRM Analytics Dashboard Implementation section of the Salesforce CRM Analytics and Einstein Discovery Consultant exam, which makes up 18% of the overall exam. This section of the exam tests these topics.

  • Lens and charts design decisions
  • Dashboard data binding
  • Regression timeseries
  • Compare tables use case
  • Salesforce Analytics Query Language (SAQL)

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 Implementation 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 Implementation 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 button 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
To create a useful visualization for recurring discrete activities, read about Calendar Heat Map Charts.
Scenario 2
Study CRM Analytics SAQL Developer Guide: timeseries to learn how to use SAQL to predict future datapoints.  
Scenario 3
Learn how to calculate with compare tables by earning the CRM Analytics Desktop Exploration module.  

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 connect data together by reviewing Create Interactions with Clicks.
Flashcard 2
Study up on Salesforce Analytics Query Language (SAQL) to access data in Analytics datasets.
Flashcard 3
Review Configure Cross-Dataset Faceting with Connected Data Sources to learn how to facet across different datasets.

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