Analytics Dashboard Implementation19% of the exam

Faceting, selection and results interactions

When faceting is enough and when to write a selection or results interaction, how Data Source Connections extend faceting across datasets, the data selection and serialization functions that shape a binding, and how to trace a binding that returns the wrong result.

Official exam objective
Given business requirements, develop selection/result interactions with different types of queries.

~7 min read · 10 practice questions ·

What the exam expects

  • Decide whether faceting, a selection interaction or a results interaction meets a filtering requirement, including across datasets and SOQL queries.
  • Configure faceting per receiving query (All, Include, Exclude, None) and connect data sources for cross-dataset faceting.
  • Write an interaction with the right source, data selection function and serialization function for the target query form.
  • Predict what a binding produces for multiple, null or empty selections, and bind initial selections, groupings, measures and limits.
  • Use Show Details and View Query Details to trace a binding.

Key terms: faceting (selections in one widget automatically filter other queries); selection interaction (.selection, evaluated each time the user selects); results interaction (.result, driven by another query's results, no trigger); data selection function (cell, column or row, which picks data from a source); serialization function (asObject, asString, asEquality and others, which format that data for the target query); Data Source Connections (common-field links that let queries on different sources facet).

Key facts

Default faceting
Detail
Queries from the same dataset facet each other
Where faceting is set
Detail
On the receiving query
Broadcast selections as facets
Detail
On by default; read only for soql and apex (and for aggregate, grain, static, which use isFacet)
Multi-dataset query
Detail
Facets on the first dataset in datasets
Unconnectable sources
Detail
Custom queries with date or measure ranges
Initial-selection bindings
Detail
Only staticflex, saql or soql queries
Bound measure or grouping in a chart
Detail
Replace columnMap with an empty columns array
Row index
Detail
Starts at 0
asGrouping with null
Detail
group by all
Bindings trace
Detail
Read from the bottom; final result at the top
Sources for this section (7)
  • What does asGrouping produce when its input is null?
  • Why might a query built on two datasets broadcast only part of what users select?
  • When does a data selection function raise an interaction error?
  • When does a list widget hide its Show Details option?

The questions are free to read. Answers with their sources and self-grading are included with the pack.

Keep reading with the CRM Analytics and Einstein Discovery Consultant pack

  • Core concepts
  • Exam traps
  • Worked scenario

The pack includes:

  • All 26 lessons of the CRM Analytics and Einstein Discovery Consultant guide, with reading progress
  • Interactive decision walks and step-by-step sequence steppers
  • Practice exams purchase adds inline bank questions and topic practice (10 questions for this lesson)
  • An official source cited for every claim
  • An AI tutor that answers from the guide
  • Choose guide-only, practice-only, or save $4 with both

Practice for the CRM Analytics and Einstein Discovery Consultant exam