Data Enhancements, Sharing, and Analysis18% of the exam
Calculated, streaming and real-time insights
How to pick calculated, streaming or real-time insights for a metric, build them with Visual Builder or SQL (case-sensitive DMO names, TRY_CONVERT_CURRENCY, NOW and SECOND_ADD), and schedule, run, validate and history-track them.
Demonstrate how to enhance data and build insights on unified data.
~8 min read · 15 practice questions ·
What the exam expects
- Choose between a calculated, streaming and real-time insight from the latency, data source and downstream use (segment, activation, data action).
- Build a calculated insight with Visual Builder or SQL: joins to Unified Individual, measures and dimensions, case-sensitive DMO names, currency conversion and relative time windows.
- Schedule, manually run, validate and history-track a calculated insight, and name the permission set that creates one.
- Put a streaming insight into effect with a data action, and know why it can't drive a segment.
Key terms: calculated insight (batch multidimensional metric at profile, segment or population level), streaming insight (near real-time aggregation over a rolling window), real-time insight (metric computed in a real-time data graph in milliseconds), measure (aggregated metric), dimension (the field results are grouped by).
Key facts
Create or manage a calculated insight
- Detail
- Data Cloud Architect permission set
SQL length
- Detail
- 131,021 characters
Currency measures
- Detail
- Must use TRY_CONVERT_CURRENCY
Relative windows
- Detail
- NOW plus SECOND_ADD and SECOND_SUB
Schedule options
- Detail
- Every 1, 6, 12 or 24 hours, or Not Scheduled
Overrunning run
- Detail
- The next scheduled run is skipped
Streaming window
- Detail
- As small as 1 minute
Streaming primary DMO
- Detail
- Engagement DMO only
Streaming last run status
- Detail
- Always Processing
Before segment use
- Detail
- Validate the insight in Data Explorer
Sources for this section (7)
- Create a Calculated Insight Using SQLhelp.salesforce.com (opens in a new tab)
- Managing Insightshelp.salesforce.com (opens in a new tab)
- Define Relative Time-Window Metricshelp.salesforce.com (opens in a new tab)
- Schedule a Calculated Insight in Data 360help.salesforce.com (opens in a new tab)
- Enhance Data with Insightshelp.salesforce.com (opens in a new tab)
- Create a Streaming Insight Using SQLhelp.salesforce.com (opens in a new tab)
- Validate an Insight in Data 360help.salesforce.com (opens in a new tab)
- Why can't a streaming insight define a win-back segment?
- When does a scheduled calculated insight skip a run?
- Why does Visual Builder add the Unified Individual Link DMO when you join to Unified Individual?
- Which step of the Insights Builder is required after selecting objects?
- What does turning on history tracking create?
The questions are free to read. Answers with their sources and self-grading are included with the pack.
Keep reading with the Data 360 Consultant pack
- Core concepts
- Exam traps
- Worked scenario
The pack includes:
- All 22 lessons of the Data 360 Consultant guide, with reading progress
- Interactive decision walks and step-by-step sequence steppers
- Inline practice questions and one-click topic practice (15 questions for this lesson)
- An official source cited for every claim
- An AI tutor that answers from the guide
- Unlimited timed practice exams