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Salesforce Certified CRM Analytics and Einstein Discovery Consultant Sample Questions:

1. Universal Containers plans to upload target data from an external tool to CRM Analytics so it can calculate the sales team target attainments.
The target data changes every month, so the datasets need to be updated on a monthly basis. The target data is a CSV file that contains the Salesforce ID of the sales rep, the target amount, and the month of the target. For each sales rep, the file contains a target for every month of the current year as well as all previous years.
Based on this information, which operation should a consultant use with the Analytics External Data API to upload the file?

A) Overwrite
B) Append
C) Update

2. 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.
What is causing the issue?

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

3. Universal Containers (UC) recently activated data sync in the CRM Analytics data manager. After running the sync, UC notices that the aggregate sum of a field within the company's dataset is different than what they manually calculated by summing the same data in the Salesforce object.
What is causing the issue with the newly synced data?

A) Differences involving trigger-updated fields
B) Differences involving flow-updated fields
C) Differences involving formula fields

4. A CRM Analytics consultant is building a dashboard for Cloud Kicks that is embedded in a separate Lightning page called "Management Dashboard" using a CRM Analytics Dashboard Component. The system administrator and the contract manager should both have access. The system administrator is able to see the dashboard and the data, but the contract manager sees a blank Lightning page.
What is causing the issue?

A) The consultant has set up a dashboard filter condition for data to be visible to system administrators only.
B) The consultant has set up component visibility for the dashboard for system administrators only.
C) The consultant has set up/enabled a 'Hide on Error' feature for the dashboard while embedding it.

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

Solutions: