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Salesforce Certified CRM Analytics and Einstein Discovery Consultant Sample Questions:
1. Universal Containers has a dashboard for sales managers. They need the ability to visualize the number of Closed Won opportunities by month, quarter, or year, and then display the result in a single chart. A CRM Analytics consultant creates a custom query to display three values:
ClosedDate_month, ClosedDate_ quarter, and ClosedDate_year.
What should the consultant do next?
A) Use result binding/interaction to update the grouping in the chart.
B) Use selection binding/interaction to update the measure In the chart.
C) Use selection binding/interaction to update the grouping In the chart.
2. A consultant is tasked with creating a dataset and a dashboard for a sales team. During the requirements gathering, it was highlighted that security of the data is important.
It was noted that the Opportunity object has organization-wide defaults set to Private with access via the role hierarchy. Sales wants to keep this security in place for the dashboard. Looking at theOpportunity data, the consultant sees that the VP of sales can have access to up to 20,000 records and is unsure if sharing inheritance can be used.
Which approach ensures data security for the new Opportunity dataset?
A) Run the Sharing Inheritance Coverage Assessment for the Opportunity object in the analytics settings.
B) Enable Inherit Sharing from Salesforce in the analytics settings and set Opportunity as the source on the dataset.
C) Flatten the role hierarchy in the dataflow recipe and set a security predicate based on Opportunity owner and role path.
3. ACRM Analytics consultant is reviewing results from an Einstein Discovery story with a business user. They agree with the findings but notice that none of the fields used in the story have a correlation value greater than
4%. The client is now concerned that the model
may not be good enough to deploy.
Which action should the consultant take?
A) A Identify additional data that may have a stronger relationship with the outcome variable.
B) Edit the model accuracy settings and rerun it to evaluate the correlation.
C) Use the appropriate algorithm and update the model.
4. Universal Containers' sales team is looking to build a dashboard that shows the total revenue from their top
10 accounts (based on revenue) and make it dynamic with the filters of the dashboard.
Which action is required to accomplish this?
A) Create a query and sort descending by revenue and limit it to 10 results.
B) Create a query with a results based interaction as a filter using the limit query to pass in the 10 Account IDs.
C) Create 2 query with a selection based interaction asa filter using the limit query to pass in the 10 Account IDs.
5. Universal Containers has a dashboard for sales managers that want to visualize their win rate.
Which chart type should the consultant use to keep track of targets?
A) Gauge
B) Metric Radar
C) Line
Solutions:
| Question # 1 Answer: C | Question # 2 Answer: A | Question # 3 Answer: A | Question # 4 Answer: A | Question # 5 Answer: A |




