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Salesforce Certified CRM Analytics and Einstein Discovery Consultant Sample Questions:

1. A consultant creates a CRM Analytics dashboard in a sandbox and it needs to be migrated into production.
What should the consultant use to complete the migration?

A) Analytics External Data API
B) Analytics dashboard connector
C) Change sets

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

3. A CRM Analytics consultant is asked to help a company report on its sales activity. The company wants to train some users to create dashboards. The company also wants one other specific team to be able to use the dashboards.
What should the consultant do to address these requirements?

A) Clone the existing permission set with different system permissions.
B) configure a permission set license assignment with two different levels of access.
C) Use a permission set license with two different levels of access.

4. A manager at Cloud Kicks wants to separate and analyze accounts based on numeric information of its opportunity records. The data includes things like amount, quantity of products, contacts, and quotes.
How should the CRM Analytics consultant accomplish this?

A) Aggregate to summarize related data to account level.
B) Bucket for each measure and then use a global bucket to segment accounts.
C) Cluster in the recipes and select the metrics used for clusterization.

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

Solutions: