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Salesforce Certified CRM Analytics and Einstein Discovery Consultant Sample Questions:

1. consultant is tasked with creating an opportunity dataset for a new analytics app. One requirement is to make sure users only see the opportunities they have access to in Salesforce. Opportunity records are private but shared using the role hierarchy. The consultant runs the sharing inheritance coverage assessment and finds that the VP of sales is not covered by the sharing inheritance. The consultant decides to proceed with using sharing inheritance for the dataset.
What else does the consultant need to do?

A) Flatten the role hierarchy in the recipe and set a backup securitypredicate based on opportunityowner and role path.
B) Create a manual sharing rule to extend access to the VP of sales from the opportunity record.
C) Set the organization-wide default for the Opportunity object to Public Read/Write.

2. A consultant runs the sharing inheritance coverage assessment for the Opportunity object and finds that some records exceed 400 sharing descriptors.
What should the consultant do?

A) Contact Salesforce Support to increase the sharing descriptor limit.
B) Increase the sharing descriptor limit in the analytics settings.
C) Use security predicates in CRM Analytics.

3. A team of CRM Analytics developers has been working on an existing recipe to add new derived fields. The edited version has been failing ever since, and management is requesting that the dashboard show refreshed data while they work on the edits.
How can the developers add new fields while keeping the dataset refreshed?

A) A recipe for the new fields and when that is successful, add it to the existing recipe as a join node.
B) Clone the existing recipe to add fields and roll back the original recipe to the last working version.
C) Refresh the dataset after working hours to avoid the edited version from failing.

4. A CRM Analytics consultant is working on Sales dashboards with multiple datasets and advanced queries in the Sales Analytics app.
Sales managers in the organization have been given Editor/Manager access to the app, whereas sales reps have been given Viewer access.
Some dashboards that are in progress are not ready to be rolled out to sales reps and should only be viewable by sales managers.
How should the consultant accomplish this?

A) Leverage the CRM Analytics asset visibility feature to hide the assets from the users.
B) Duplicate the dashboards and their respective datasets, and move the assets to a separate app for the sales rep.
C) Remove the dashboard from the 'Run App' navigation list so the sales reps cannot navigate to these dashboards.

5. A dashboard designer at Cloud Kicks creates a dashboard in CRM Analytics. The designer notices fields display on the dashboard with their APIlabels, such as "AccountId.Industry", and wants to change this behavior.
The designer also notices that the fields and their order appear to randomly change when a values table is created.
What should the CRM Analytics consultant explain to help the designer?

A) The default fields In a values table and the field labels can be modified in the dataset explorer.
B) The field labels can only be changed in the widget properties in the dashboard edit mode.
C) The default fields in a values table can be changed by reordering how fields appear in the JSON of the value table.

Solutions: