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Salesforce Certified CRM Analytics and Einstein Discovery Consultant Sample Questions:

1. 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.

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.

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

3. A project team member uploads a CSV file to CRM Analytics, and they notice a few records failed during the upload. The manager wants to view the error log generated so this can be fixed and uploaded again. The manager has the CRM Analytics administrator permissionbut is unable to download the error log details.
Why is the manager unable to download the log details?

A) They do not have the Download CRM Analytics Data permission enabled.
B) They do not have the Upload External Data to CRM Analytics permission enabled.
C) Only the user who uploaded the external data file can download the error log.

4. Cloud Kicks (CK) has a dashboard in CRM Analytics with forecasting data. One widget is a compare table using the timeseries function showing the quarterly forecast. However, CK is interested in enhancing the dashboard with a weekly forecast per customer.
How should CK achieve this?

A) An SAQL query with a timeseries statement specifying Account Name as the partition and Y-M-W as the Date Cols
B) An SAQL query with a timeseries statement specifying Opportunity Name as the partition and Y-M-W as the Date Cols
C) An SAQL query with @ timeseries statement specifying Account Name as the partition and Y-M-D as the Date Cols

5. After getting approval for the dashboard layout design for a desktop, the CRM Analytics consultant is ready to start the design process for a mobile layout.
Which consideration should the consultant keep in mind?

A) Create a layout with the property "phone" to show the dashboard on the mobile app similar to creating a layout with the property "dashboard"to show on the desktop for thesame dashboard,
B) If no layouts are eligible for the mobile device, an error message will be displayed but the dashboard will still be visible on the desktop without errors.
C) "Tablet" or "Phone" layout-where only minWidth and maxWidth have been set-may be displayed on a desktop if the dashboard is embedded in asmall frame, or if the browserwindow is small.

Solutions: