Salesforce CRM Analytics and Einstein Discovery Consultant Practice Exams
Last updated on Oct 21,2026- Exam Code: CRM Analytics and Einstein Discovery Consultant
- Exam Name: Salesforce Certified CRM Analytics and Einstein Discovery Consultant Exam
- Certification Provider: Salesforce
- Latest update: Oct 21,2026
A manager at Cloud Kicks asks for data in a dashboard to be refreshed after the sync of an external connection to Google BigQuery.
How should the consultant accomplish this?
- A . Schedule the recipe to run as event-based and check the Salesforce external connection syncs checkbox.
- B . Create 3 Salesforce flow to trigger the recipe to run once the connection sync has finished running.
- C . Check the scheduled date/time of the sync and schedule the recipe to run 15 minutes after the
start time of the sync.
A
Explanation:
For Cloud Kicks’ requirement to refresh dashboard data synchronously with the sync of an external connection to Google BigQuery, the most efficient method is:
Event-Based Triggers: Using CRM Analytics, you can set up recipes to run on an event-based trigger. This ensures that the recipe (which processes the data for the dashboard) only runs after the external data sync is completed.
Salesforce External Connection Syncs: By specifically targeting the synchronization event of the Salesforce external connection with Google BigQuery, the recipe ensures data consistency and timeliness without manual intervention.
Automation and Efficiency: This approach minimizes latency and maximizes data freshness, aligning data processing closely with data availability, thus enhancing dashboard accuracy.
The CRM Analytics consultant at AW Computing is designing dashboard. They want to add a rate between two metrics and display it in a new chart. They are finding that the new chart seems to prejudice the design of other charts.
What should the consultant do to resolve this?
- A . Create a component with the rate chart and insert it in one of the tooltips.
- B . Clone the dashboard and replace one of the charts with the new rate chart.
- C . Adjust the dashboard widgets to accommodate the rate chart.
Universal Containers has a dashboard for sales managers that want to visualize their win rate.
Which chart type should the consultant use to keep track of targets?
- A . Metric Radar
- B . Gauge
- C . Line
A CRM Analytics consultant is asked to make changes to the current sales dashboard at Cloud Kicks. The dashboard is crucial to track the daily sales performance of the company and needs to be available for other users while the consultant works on the changes.
How should the consultant proceed to update the dashboard?
- A . Wait for a period of least usability or the dashboard to edit it.
- B . Self assign as a dashboard publisher and make the changes to the dashboard in draft mode while maintaining a previous version live.
- C . Clone the dashboard to a new one, apply the changes, share the new dashboard with the users, and delete the old one.
A CRM Analytics consultant is asked to make changes to the current sales dashboard at Cloud Kicks. The dashboard is crucial to track the daily sales performance of the company and needs to be available for other users while the consultant works on the changes.
How should the consultant proceed to update the dashboard?
- A . Wait for a period of least usability or the dashboard to edit it.
- B . Self assign as a dashboard publisher and make the changes to the dashboard in draft mode while maintaining a previous version live.
- C . Clone the dashboard to a new one, apply the changes, share the new dashboard with the users, and delete the old one.
A CRM Analytics consultant is asked to make changes to the current sales dashboard at Cloud Kicks. The dashboard is crucial to track the daily sales performance of the company and needs to be available for other users while the consultant works on the changes.
How should the consultant proceed to update the dashboard?
- A . Wait for a period of least usability or the dashboard to edit it.
- B . Self assign as a dashboard publisher and make the changes to the dashboard in draft mode while maintaining a previous version live.
- C . Clone the dashboard to a new one, apply the changes, share the new dashboard with the users, and delete the old one.
Which recommended technique should a CRM Analytics consultant use to access CRM Analytics data from a remote app or website?
- A . Use HTTPS to call the /wave/query API, supplying an encoded SAQL query as a parameter.
- B . Use an iFrame to embed the Salesforce page in a remote site.
- C . Export the data to a CSV file and load it on the remote site.
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?
- A . Purpose – Structure – Surface
- B . Priority – Logic – Level of Granularity
- C . Clarity – Efficiency – Consistency
After the initial creation of a model, the first model insight explains 93% of the variation of the outcome variable. This is unusually high.
What is the most likely reason for this?
- A . The dataset contains multiple dominant values.
- B . The model contains too many outlier values.
- C . The outcome variable may be causing data leakage.
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?
- A . The user does not have Manager access for that app.
- B . The app name cannot be changed once created.
- C . The user does not have Editor access for that app.
A
Explanation:
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.