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Salesforce Certified CRM Analytics and Einstein Discovery Consultant Sample Questions:

1. A CRM Analytics consultant is asked to make changes to the current sales dashboard at Cloud Kicks. The dashboard is crucial to track the daily sales performance of the company and needs to be available for other users while the consultant works on the changes.
How should the consultant proceed to update the dashboard?

A) Self assign as a dashboard publisher and make the changes to the dashboard in draft mode while maintaining a previous version live.
B) Clone the dashboard to a new one, apply the changes, share the new dashboard with the users, and delete the old one.
C) Wait for a period of least usability or the dashboard to edit it.

2. CRM Analytics team is asked to build a Service Analytics dashboard for the service agents.
What are the main "Deep Design Thinking" principles the team should keep in mind during the discovery sessions?

A) Clarity - Efficiency - Consistency
B) Priority - Logic - Level of Granularity
C) Purpose - Structure - Surface

3. The CRM Analytics consultant at Cloud Kicks is asked to a dashboard displaying Opportunities data on the account's record page. The dashboard should display only opportunity data related to the current account viewed.
How should the consultant accomplish this?

A) Create the dashboard, insert in the account's record page, and apply a filter based on the opportunity's Id field.
B) Create a dashboard, clone it and filter It for each account record, and embed them into the account's record pages accordingly.
C) Create the dashboard, insert in the account's record page, and apply a filter based on the account's Id field.

4. Universal Containers (UC) is looking to create a dashboard for whitespace analysis. UC wants to view a particularcustomer and see what similarcustomers have bought.
Which recipe transformation is helpful for the consultant to use while creating the dataset?

A) Predict Missing Values
B) Cluster
C) Timeseries Forecasting

5. A CRM Analytics consultant has been asked to add a custom object to existing recipe. When trying to locate the object, the consultant can see only Direct Data and NOT the SFDC Local data sync.
How should the consultant resolve this?

A) Clone the recipe, add the new object to the recipe, and run the recipe.
B) Turn on data syne for the object, run the sync, and then add to recipe.
C) Create a new data sync connection, run the sync, and add to recipe.

Solutions: