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Salesforce Certified CRM Analytics and Einstein Discovery Consultant Sample Questions:

1. 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 asingle 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?

A) Custom Multiple row formula
B) Custom Formula
C) Flatten

2. The CRM Analytics consultant at Universal Containers has set data syncs and recipe runs back to back.
However, they notice that the data syncs and recipe run jobs fail repeatedly. Upon investigation, they realize the data syncs and recipes are tightly coupled which leads to too many runs being queued and eventually being canceled.
How should the consultant resolve this issue?

A) Enable priority scheduling to automatically queue shorter or smaller runs before longer or larger ones.
B) Set up failure notifications so that the CRM Analytics consultant gets notified when this happens and can fix the Issue.
C) Raise a case with Salesforce Support to help Increase the concurrency limits of the org.

3. CRM Analytics users at Cloud Kicks are granted access to an app with specific dashboards. When trying to download a specific widget, they are unable to do so.

A) The users have access to the dashboard but not the dataset.
B) The dashboard has been created for internal use and theusers have a view only license.
C) The permission set for the users is missing the download data permission.

4. Universal Containers (UC) is rolling out CRM Analytics to its field sales that include dashboards withorder data from an external source.
UC has a well-defined role hierarchy where everyone is assigned to an appropriate node on the hierarchy. In addition, the order data has a reference to a Salesforce opportunity.
An individual sales rep should be able to view all orders that they own or as part of the account team or opportunity team. The sales manager should be able to view all orders for the entire sales team. Similarly, the VP of sales should be able to view orders for everyone who rolls up in that hierarchy.
The dataset has a field called Ownerld which represents the order owner.
Given this information, how should a CRM Analytics consultant implement the above requirements?

A) As part of the recipe, use the flatten operation on the role hierarchy, create a multi-value attribute called
'ParentRoleIDs' on the dataset, and apply the following security predicate: 'ParentRoleIDs' == "$User.
UserRoleld" || 'TeamMember.Id' '$User, Id" || 'Ownerld' == "$User.Id".
B) As part of the recipe, use a multi row formula on the Roleld field to create an attribute called
'ParentRoleIDs' on the dataset, and apply the following security predicate:"$User.UserRoleld" ||
'Ownerld' == "$User.Id".
C) As part of the recipe, use a formula on the Roleid fildto create an attribute called 'ParentRolelDs' on the dataset, and apply the following security predicate: 'ParentRolelDs' ==''$UserRoleId'' || Owned\ ==
'$User,id\\,

5. A client has two datasets that are used across seven different dashboards. Three of these dashboards are used by marketing and four are used by sales. The client requires that only marketing can access the marketing dashboards and only sales can access the sales dashboards.
Which solution should a consultant recommend?

A) Use two custom apps: one for marketing dashboards with marketing as "viewer" and one for sales dashboards with sales as "viewer". Add the datasets as references to both custom apps.
B) Create three custom apps: one for marketing dashboards with marketing as "viewer", one for sales dashboards with sales as "viewer", and one for datasets where marketing and sales are "viewer".
C) Duplicate the datasets and create two custom apps: one for marketing dashboards and datasets with marketing as "editor" and one for sales dashboards and datasets with sales as "editor".

Solutions: