[2025] CRM-Analytics-and-Einstein-Discovery-Consultant All-in-One Exam Guide Practice To your CRM-Analytics-and-Einstein-Discovery-Consultant Exam! [Q24-Q42]

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[2025] CRM-Analytics-and-Einstein-Discovery-Consultant All-in-One Exam Guide Practice To your CRM-Analytics-and-Einstein-Discovery-Consultant Exam!

Preparations of CRM-Analytics-and-Einstein-Discovery-Consultant Exam 2025 Salesforce Consultant Unlimited 117 Questions

NEW QUESTION 24
What is the purpose of the CRM Analytics Dashboard Inspector?

To view the total time required to run all queries.

To automatically remove bottlenecks to make queries run faster.

To see the final query for each widget along with the results.

The CRM Analytics Dashboard Inspector is a powerful tool used to troubleshoot and optimize dashboards. Its primary function is to display the underlying SAQL (Salesforce Analytics Query Language) query executed for each widget. It helps users see the final query that is run and the corresponding results. This feature allows CRM Analytics consultants and developers to diagnose issues, optimize performance, and understand how data is being processed in the dashboard.
While the Inspector helps view execution times and identify bottlenecks, it does not automatically resolve performance issues (which is why option B is incorrect). It simply provides visibility into query performance and execution details, allowing the user to make manual optimizations.

NEW QUESTION 25
How do you post to Chatter from a Sales Wave dashboard?

Open the Actions menu for an opportunity or account and select Post

Select Post to Chatter from the Actions drop-down at the top of the dashboard

Right click any bar and type your message

Send an email to a team member with “chatter:” in the subject line

NEW QUESTION 26
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.

The users have access to the dashboard but not the dataset.

The dashboard has been created for internal use and the users have a view only license.

The permission set for the users is missing the download data permission.

In CRM Analytics, even if users are granted access to view an app and its dashboards, their ability to download data is controlled by permissions assigned via permission sets. Specifically, users need the “Download Data” permission to download data from widgets or dashboards. If this permission is missing from their permission set, they will be unable to download the specific widget, even though they can view the data.

NEW QUESTION 27
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?

Create the dashboard, insert in the account’s record page, and apply a filter based on the opportunity’s Id field.

Create the dashboard, insert in the account’s record page, and apply a filter based on the account’s Id field.

Create a dashboard, clone it and filter It for each account record, and embed them into the account’s record pages accordingly.

NEW QUESTION 28
In what order does Einstein Discovery present the insights that it uncovers?

Alphabetical, in ascending order

Alphabetical, in descending order

Insights that explain the most variation in the outcome variable, in ascending order

Insights that explain the most variation in the outcome variable, in descending order

NEW QUESTION 29
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?

Use result binding/interaction to update the grouping in the chart.

Use selection binding/interaction to update the grouping In the chart.

Use selection binding/interaction to update the measure In the chart.

NEW QUESTION 30
Can you share data from a widget?

No, you can’t share data from a widget.

Select the step of the widget and share data.

Select “Share” icon, click on “Download”, and select “Download in .png, .XLS, or CSV” format.

Only with the proper Einstein Analytics Platform license.

NEW QUESTION 31
What can you do in a dataset recipe?

Extract external data into Analytics

Build a dashboard

Combine data from different datasets

Make a data chili

NEW QUESTION 32
A CRM Analytics administrator is working on deploying a dashboard and a dataset from a developer sandbox to a full sandbox. They have deployed the dataset via change set and manually copy-pasted the dashboard JSON into the target org. However, they notice that the conditional formatting and the widget-specific number formats have been lost in the target environment.
What is causing this issue?

Analytics Dataset XMD was NOT included as part of the deployment package,

The recipe that generated the dataset also needs to be included as part of the package.

Analytics Dashboard XMD was NOT included as part of the deployment package.

When deploying a dataset and dashboard between environments in CRM Analytics, it’s essential to include the Extended Metadata (XMD) file, which controls aspects such as conditional formatting and number formatting. In this case, the administrator manually copied the dashboard JSON but did not deploy the Analytics Dataset XMD, which leads to the loss of conditional formatting and widget-specific number formats in the target environment. Including the XMD ensures that all formatting and metadata are transferred correctly.

NEW QUESTION 33
A user is able to access the dashboards, lenses, and datasets of a particular app but is unable to change the name of the specific app.
What is causing the issue?

The user does not have Manager access for that app.

The app name cannot be changed once created.

The user does not have Editor access for that app.

In CRM Analytics, the ability to modify the name of an app or make other significant changes typically requires Manager access. This level of access is distinct from Editor or Viewer permissions, which may allow for modifications to contents within the app but not to the app’s core properties like its name. Here’s the reasoning:
Access Restrictions: Manager access is specifically designed to control structural changes within the app, including renaming the app, which is considered a higher privilege operation.
Role-Based Access Control: This ensures that only users with the necessary permissions can make significant changes, protecting the integrity and configuration of the app.
Ensuring users have the appropriate level of access based on their responsibilities is a fundamental aspect of managing security and functionality in CRM Analytics.

NEW QUESTION 34
The edgemart transformation gives the dataflow access to an existing, registered dataset that can contain Salesforce data, external data, or a combination of both.
Where is an edgemart transformation specified?

Dataflow Editor

Recipes Editor

Step Editor

Settings

https://help.salesforce.com/articleView?id=bi_integrate_edgemart_transformation.htm&type=5

NEW QUESTION 35
After loading data to Einstein Discovery and creating a story, the client asks the Einstein Consultant to explain the “Unexplained Bar” in the “Why it Happened” chart.
Which explanation is correct?

It should always be 0 or the model should not be used.

It shows the difference between the predicted outcome and the observed outcome.

It displays the difference between the analyzed data and the data not reviewed.

It only appears for outcomes that do not have an explanation.

NEW QUESTION 36
How many stories can you create in Analytics Plus?

5,000

1,000, but more can be purchased

75, but more can be purchased

500, but more can be purchased

NEW QUESTION 37
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?

configure a permission set license assignment with two different levels of access.

Clone the existing permission set with different system permissions.

Use a permission set license with two different levels of access.

To meet the requirement of training some users to create dashboards while giving another team access to use (but not modify) those dashboards, the best approach is to configure a permission set license assignment with two different levels of access. You can assign specific permissions for dashboard creation to one group of users and viewing permissions to the other. This ensures the appropriate level of access based on the role without the need for duplicating permission sets or licenses unnecessarily.

NEW QUESTION 38
In the Insights list, insights are ranked in what order?

Time

Geospatial

Statistical significance

Alphabetical

There is no order

NEW QUESTION 39
What kind of org should you use for checking challenges when you do Trailhead modules about Analytics?

An enterprise org, because that type of org is typically used by large companies

A trial org, because you don’t need to save anything

A Developer Edition org, because it’s a free, safe environment where you can try things out

A higher education org, because analytics requires advanced math

NEW QUESTION 40
An Einstein Consultant receives a request from the Marketing department to help them understand lead conversion. Presently, they are unaware of the percentage of leads that get converted to sales. They hope to view results by account manager, value, and quarter. The data is there, so the consultant can add it to the marketing dashboard.
How should this metric be calculated?

Create a new step in the dashboard using a compare table and define a formula.

Create a formula field on the lead object in Salesforce and add it to the dataset.

Create a computeExpression in the dataflow.

Create a new step in the dashboard using a compare table and the running total function.

NEW QUESTION 41
What are predictive insights good for?

Predicting outcomes that you don’t actually have the right data for

Exploring your existing data to see what already happened

Drilling down into the underlying reasons behind a prediction

Choosing between all possible outcomes for a single variable

NEW QUESTION 42
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?

Purpose – Structure – Surface

Priority – Logic – Level of Granularity

Clarity – Efficiency – Consistency

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Salesforce CRM-Analytics-and-Einstein-Discovery-Consultant Exam Syllabus Topics:

Topic	Details
Topic 1	Data Layer: In this comprehensive section, Salesforce consultants delve into the heart of data extraction and loading. It’s all about showcasing a deep understanding of implementing refreshes for data syncs, performing data transformations, and implementing delivery management strategies in dataflows.
Topic 2	Einstein Discovery: This section unveils the magic of AI-driven insights and candidates’ ability to analyze and choose one of the three types of predictions. It involves leveraging Einstein’s advanced analytics capabilities to adjust data parameters, add or remove data and columns for the improvement of the model.
Topic 3	Security: Consultants stepping into this section will showcase their prowess in implementing necessary security settings. It covers critical aspects such as suitable dataset security settings, and the ability to implement app sharing.
Topic 4	Admin Configuration: This topic takes Salesforce consultants on a journey through the enablement of CRM Analytics. It tests their ability to design a solution that is suitable for data sync dataflows recipes limits.