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Salesforce Certified CRM Analytics and Einstein Discovery Consultant Sample Questions:
1. A system administrator at Cloud Kicks creates a joined report to showcase the new business deals closing in the current quarter, which was well received by the business stakeholders. A manager wants to visualize this report on CRM Analytics.
The CRM Analytics consultant determines the report can be trended on CRM Analytics, but it's not working as expected.
What is causing the issue?
A) The Analytics Integration user did not have permission to view the report on Salesforce.
B) The Salesforce report was filtered on quarterly data which meant it did not have enough data to trend on CRM Analytics.
C) Trending dashboards cannot be created from joined reports.
2. Cloud Kicks (CK) wants to use CRM Analytics to analyze trends of its sales pipeline in order to accelerate the company's sales process. To do so, CK needs to know the average time an opportunity spends in each stage. The data can be found in the Opportunity History object, but the value is not pre- calculated in Salesforce, so a consultant recommends using a recipe to calculate it.
How should the consultant use a recipe to calculate the average time an opportunity spends in each stage?
A) Flatten transformation with offset expressions to calculate the duration
B) An aggregate transformation with offset parameter to calculate the duration
C) Custom transformation with a multiple row formula to calculate the duration
3. CRM Analytics consultant receives a new project from a client that wants to implement CRM Analytics. They do not currently have CRM Analytics but want guidance on how to ensure their users have the correct access.
They have 1,000 users with a small team of three people who will build both datasets and dashboards. An additional 15 people should be able to only create dashboards. The remaining users should only be able to view dashboards.
Which recommendation should the consultant give the client?
Which recommendation should the consultant give the client?
A) Create and assign Salesforce permission sets according to the three types of roles defined.
B) Create and assign three new Salesforce profiles according to the three types of roles defined.
C) Assign the app permissions "viewer", "editor", and "manager" to the three types of roles defined.
4. A CRM Analytics consultant has enabled data sync manually in an org that uses dataflows/recipes. The client says that the dataflow/recipe fails each time it starts running.
What is causing the dataflow/recipe to fail?
A) Dataflowsysrecipes with computeExpression nodes fail until syne has run for the first time.
B) Dataflows/recipes with sfdcDigest nodes fail until sync has run for the first time.
C) Dataflows/recipes with Augment nodes fail until sync has run for the first time.
5. 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' == "$User.Id".
B) As part of the recipe, use a formula on the Roleid fildto create an attribute called 'ParentRolelDs' on the dataset, and apply the following security predicate: 'ParentRolelDs' ==''$UserRoleId'' || Owned\ ==
'$User,id\\,
C) As part of the recipe, use a multi row formula on the Roleld field to create an attribute called
'ParentRoleIDs' on the dataset, and apply the following security predicate:"$User.UserRoleld" ||
'Ownerld' == "$User.Id".
Solutions:
Question # 1 Answer: C | Question # 2 Answer: C | Question # 3 Answer: A | Question # 4 Answer: B | Question # 5 Answer: A |