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Salesforce Certified CRM Analytics and Einstein Discovery Consultant Sample Questions:

1. Cloud Kicks has a dashboard that displays accounts and opportunities data in a table that contains actions to open the records in Salesforce. Since the company has allowed several accounts to be created with the same names, when users try to perform actions, they are prompted with only a record ID to select, leaving the users confused and unable to act.
How should the CRM Analytics consultant solve this problem?

A) Ask the admin to start applying duplicate rules based on the account's Name field.
B) Insert more fields in the dataset action "Display Fields" so the users know which account they are acting on.
C) Discuss with the stakeholders If the action Is really necessary for the table.

2. A manager at Cloud Kicks asks for data in a dashboard to be refreshed after the sync of an external connection to Google BigQuery.
How should the consultant accomplish this?

A) Schedule the recipe to run as event-based and check the Salesforce external connection syncs checkbox.
B) Create 3 Salesforce flow to trigger the recipe to run once the connection sync has finished running.
C) Check the scheduled date/time of the sync and schedule the recipe to run 15 minutes after the start time of the sync.

3. Universal Containers (UC) recently activated data sync in the CRM Analytics data manager. After running the sync, UC notices that the aggregate sum of a field within the company's dataset is different than what they manually calculated by summing the same data in the Salesforce object.
What is causing the issue with the newly synced data?

A) Differences involving trigger-updated fields
B) Differences involving formula fields
C) Differences involving flow-updated fields

4. A CRM Analytics consultant is asked to make sure the new sales performance dashboard is accessible in the mobile app. They have created multiple mobile layouts for the same dashboard.
How is CRM Analytics expected to perform?

A) If more than one layout Is eligible, the one with the most widgets is used.
B) If more than one layout is eligible, the one with the most device properties set is used.
C) If more than one layout is eligible, the one with the most global filters is used.

5. A user is able to access the dashboards, lenses, and datasets of a particular app but is unable to change the name of the specific app.
What is causing the issue?

A) The app name cannot be changed once created.
B) The user does not have Editor access for that app.
C) The user does not have Manager access for that app.

Solutions: