Free Preparation Discussions
MENU
Salesforce Certified CRM Analytics and Einstein Discovery Consultant (Analytics-Con-201) Exam - Topic 5 Question 32 Discussion
Topic #: 5
An CRM Analytics consultant is working with Ursa Major Solar to build a dashboard to understand customer renewals. Each subscription is captured as a Closed Won Opportunity within Salesforce and a single Account should only have one active subscription. The consultant notices the Opportunity record does NOT specify whether it is a renewal or a net new subscription.
Which data transformation should the consultant use to determine if a subscription is new or a renewal?
To determine whether a subscription is new or a renewal from the Opportunity records in Salesforce, the consultant should utilize a Custom Formula in the data transformation process. Here's the rationale:
Custom Formula Usage: By employing a custom formula, the consultant can create a logical expression that checks the historical data associated with each account. If an account has previous closed-won opportunities, any new opportunities can be labeled as renewals; otherwise, they are considered new subscriptions.
Data Insight: This method provides a straightforward way to derive new insights (new vs. renewal) directly from existing data without altering the data structure itself, making it a non-invasive and efficient solution.
Implementation: The custom formula can be applied in a recipe or directly within a dataflow in CRM Analytics, offering flexibility in how and where the transformation is executed.
Cherri
29 days agoGoldie
1 month agoDanica
1 month agoShantay
2 months agoMelvin
2 months agoCheryl
2 months agoRex
2 months agoAmos
2 months agoSean
2 months agoBritt
3 months agoRuthann
3 months agoDaniel
3 months agoFabiola
4 months agoTijuana
4 months agoCarline
4 months agoCathrine
4 months agoEmmanuel
4 months agoAlecia
4 months agoValentin
5 months agoPamella
5 months agoDesirae
5 months agoBarney
5 months agoLayla
5 months agoLouvenia
24 days ago