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Salesforce CRM-Analytics-and-Einstein-Discovery-Consultant Exam Questions

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Salesforce Certified CRM Analytics and Einstein Discovery Consultant Exam (SP25)

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Salesforce CRM-Analytics-and-Einstein-Discovery-Consultant Sample Questions – Free Practice Test & Real Exam Prep

Question #1

Cloud Kicks needs a CRM Analytics consultant to install the Appointment Analytics App. After installation, they realize the wrong field was picked and the app did not have access to a newly created field that should be used instead of the old one. What is the first step the consultant should take to prevent erroneous dataset/dashboard creation?

  • A. Cancel running installations from Setup
  • B. Stop the recipe from running in Data Manager.
  • C. Update the app with the new field after installation.
Answer: B
Explanation: If the wrong field is selected in the initial setup of an app or dataset, it is important to stop any data processing activities (like recipe executions) to prevent erroneous data from being loaded into datasets and dashboards. In this case, stopping the recipe from running in Data Manager is the correct first step. Once the recipe is stopped, the consultant can update the field selection or make other necessary corrections before restarting the process. Reference: TheData Managersection in CRM Analytics outlines how recipes and data flows are managed, including how to stop or pause recipes.
Question #2

A data architect wants to use a recipe transformation to implement row level security based on role hierarchy in Salesforce. Which transformation should the architect use to level the dataset hierarchy?

  • A. Aggregate
  • B. Flatten
  • C. Join
Answer: B
Question #3

Universal Containers uses CRM Analytics to build dashboards for different departments: Sales, Service, and Marketing. Users in the samedepartment have the same role and need to have access to the same dashboards. Dashboards for different departments use some common datasets with the same row-level security. How should a CRM Analytics consultant address this need?

  • A. Create one app for each department, put common datasets in the shared app, and use roles to share apps.
  • B. Create one app for each department, put common datasets in the shared app, and use profiles to share apps.
  • C. Create one app for each department, put common datasets in the shared app, and use permission sets to share apps.
Answer: C
Explanation:
For managing access to department-specific dashboards while leveraging common datasets, the best approach involves the use of apps and permission sets. Here’s why: App Segregation: Creating a separate app for each department (Sales, Service, Marketing) allows for tailored dashboards and datasets to be grouped by
department, facilitating easier management and navigation. Shared Common Datasets: Placing common datasets in a shared app ensures that all departments can access necessary data without duplication, maintaining consistency and reducing storage requirements. Use of Permission Sets: Leveraging permission sets to control access to these apps is a flexible and scalable approach. Permission sets can be finely tuned to
grant or restrict access based on user roles within the organization, and they can be easily adjusted as roles or organizational structures change. This structure not only ensures data security and appropriate access but also enhances the efficiency of managing CRM Analytics resources across different departments.
Question #4

Universal Containers (UC) builds three Einstein Discovery models in Salesforce to predict and maximize its revenue per customer. The modelsare for every region UC has a business: EMEA, AMER, and APAC. How should a consultant help UC deploy the three Einstein models to Salesforce? 

  • A. Filter the account data per region and deploy the same model to all segments.
  • B. Segment the account data per region and deploy the appropriate model for each segment.
  • C. Deploy the same mode! to all accounts and use an Apex trigger to segment the prediction.
Answer: B
Explanation: In deploying Einstein Discovery models that are tailored to different regions (EMEA, AMER, and APAC), the best approach is to segment the account data by region and apply the specific model designed for each segment. This method ensures the following: Relevance and Accuracy: Each model can be specialized to understand and
predict based on regional dynamics, which may differ significantly across geographies in terms of market behavior, customer preferences, and economic conditions. Efficiency: Deploying region-specific models avoids the dilution of predictive power that might occur if a single model were used across all regions, which could lead to less accurate predictions. Scalability: This approach is scalable as UC can further refine each model as more
regional data becomes available or as regional market conditions evolve.
Question #5

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?

  • A. Use result binding/interaction to update the grouping in the chart.
  • B. Use selection binding/interaction to update the grouping In the chart.
  • C. Use selection binding/interaction to update the measure In the chart.
Answer: B
Question #6

An CRM Analytics consultant creates a model to maximize the satisfaction of cases. They want to deploy the mode! and further use the model and predictions in an existing automated business process powered by Salesforce Flow. What is the most efficient way to accomplish this?

  • A. Create a trigger on Case objectand use REST APIs to append the predictions intothe business process.
  • B. Use the Einstein Discovery flow action to make a prediction with the flow.
  • C. Write an Apex class with Einstein Discovery Predictions and append them to process.
Answer: B
Question #7

Universal Containers (UC) has a "Sales Manager” dashboard. UC has a compare table that has multiple groupings and columns added showing the Total and Subtotals of the numeric values. A consultant is asked to add additional groups to enhance details about UC's customers. Which feature should the consultant use to make the navigation of the compare tables easier for the end user?

  • A. Create the table using SAQL query to accommodate this and make It user friendly.
  • B. Select the Enable Expand or Collapse option from the table properties.
  • C. Scroll to the very end to see the details.
Answer: B
Question #8

A CRM Analytics consultant is asked to make sure the new sales performance dashboard is accessible in the mobile app. They have created multiple mobile layouts for the same dashboard. How is CRM Analytics expected to perform?

  • A. If more than one layout is eligible, the one with the most global filters is used.
  • B. If more than one layout Is eligible, the one with the most widgets is used.
  • C. If more than one layout is eligible, the one with the most device properties set is used.
Answer: C
Question #9

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 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\\,
  • B. 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’ == "$User.Id".
  • C. As part of the recipe, use a multi row formula on the Roleld field to create an attribute called 'ParentRoleIDs' on the dataset, and apply the following security predicate:“$User.UserRoleld” || ‘Ownerld’ == “$User.Id".
Answer: B
Explanation: In addressing the requirements of Universal Containers to ensure proper visibility of order data across different levels of the sales hierarchy, the use of a security predicate based on role hierarchies is paramount. Here’s why Option B is the ideal approach: Flatten Operation on Role Hierarchy: This operation is essential as it allows for the creation of a simplified or "flattened" view of the hierarchical relationships within the organization. This flattened view enables the dataset to understand and respect the hierarchical structure in security implementations. Creating a Multi-value Attribute ('ParentRoleIDs'): By creating this attribute, the recipe can hold multiple role IDs that a particular user has visibility permissions for. This is crucial in a hierarchical organization like UC where data visibility needs to cascade down the hierarchy. Security Predicate: The predicate ('ParentRoleIDs' == "$User.UserRoleld" || 'TeamMember.Id' == '$User.Id' || 'Ownerld' == "$User.Id") effectively enforces that: This approach aligns with best practices for implementing row-level security in CRM Analytics, ensuring data visibility is managed correctly according to the defined organizational hierarchy and individual data ownership.
Question #10

A consultant is building a CRM Analytics dashboard for Universal Containers. The consultant has enabled data sync to increase the speed of datasets refreshing. How often will the data on the dashboard be refreshed

  • A. When dataflow/recipe runs to completion, and then data syne runs to completion
  • B. When the dashboard viewer clicks the Refresh button
  • C. When data sync runs to completion, and then dataflow/recipe runs to completion
Answer: C
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