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Salesforce Certified CRM Analytics and Einstein Discovery Consultant Sample Questions:

1. Cloud Kicks (CK) has a dashboard that is still showing 10 former account managers. CK has since expanded, and some have moved from their former roles. CK wants the dashboard to reflect current account managers and stay up to date as new team members join.
How should the CRM Analytics developer accomplish this?

A) Create @ Watchlist and when the number of account manager updates, update the dashboard to reflect the same.
B) Build a report and get notified when a new account manager joins, and then edit the dashboard to add the account manager.
C) Use a Repeater Widget that updates automatically as the data flows through the system.

2. Universal Containers (UC) has a "Sales Manager" dashboard. UC has a compare table that has multiple groupings and columns added showing the Total and Subtotals of the numeric values. A consultant is asked to add additional groups to enhance details about UC's customers.
Which feature should the consultant use to make the navigation of the compare tables easier for the end user?

A) Scroll to the very end to see the details.
B) Create the table using SAQL query to accommodate this and make It user friendly.
C) Select the Enable Expand or Collapse option from the table properties.

3. Universal Containers plans to upload target data from an external tool to CRM Analytics so it can calculate the sales team target attainments.
The target data changes every month, so the datasets need to be updated on a monthly basis. The target data is a CSV file that contains the Salesforce ID of the sales rep, the target amount, and the month of the target. For each sales rep, the file contains a target for every month of the current year as well as all previous years.
Based on this information, which operation should a consultant use with the Analytics External Data API to upload the file?

A) Overwrite
B) Update
C) Append

4. A CRM Analytics consultant is working on Sales dashboards with multiple datasets and advanced queries in the Sales Analytics app.
Sales managers in the organization have been given Editor/Manager access to the app, whereas sales reps have been given Viewer access.
Some dashboards that are in progress are not ready to be rolled out to sales reps and should only be viewable by sales managers.
How should the consultant accomplish this?

A) Remove the dashboard from the 'Run App' navigation list so the sales reps cannot navigate to these dashboards.
B) Leverage the CRM Analytics asset visibility feature to hide the assets from the users.
C) Duplicate the dashboards and their respective datasets, and move the assets to a separate app for the sales rep.

5. A new picklist value was added for the Category field on the Account object. This field is already added as part of the Account object data sync and the respective recipe that uses this field.
The CRM Analytics team reports that when they start the recipe it runs successfully with no errors or warnings, but theyare unable to See this new valueson their existing dashboards.
What is the oridi4 of this issue?

A) The user who runs the dataflow/recipe does not have access to the field.
B) The Integration User profile does not have access to the field.
C) There are no records in Salesforce with this new plicklist value.

Solutions: