Salesforce CRM Analytics and Einstein Discovery Consultant Practice Exams
Last updated on Oct 22,2026- 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 22,2026
Cloud Kicks uses CRM Analytics for its sales reporting. A new manager needs access to CRM Analytics to see specific dashboards.
How should the system administrator give access to the Analytics Studio app in the App Launcher?
- A . Assign the CRM Analytics User permission set to the manager’s user.
- B . Share the Analytics Studio app to the user’s profile.
- C . Change the profile of the user to one that has access to the Analytics Studio.
A consultant is preparing a dataset to predict customer lifetime value and is collecting data from a questionnaire that asks for demographic information. A very small number of respondents fill in the Income box, but the consultant thinks that it is an informative column even though it only represents 1% of respondents.
What should the consultant do?
- A . Fill in the missing data with an average of all incomes.
- B . Apply the predict missing values transformation in recipe nodes.
- C . Drop the field as it will be difficult to get future respondents.
B
Explanation:
In CRM Analytics, when dealing with incomplete data, specifically when certain respondents have not filled out fields like income, the Predict Missing Values transformation in a recipe is highly effective. This transformation allows you to predict values for missing fields based on patterns from the existing data. Since the consultant finds this field informative despite having data from only 1% of respondents, applying this transformation can estimate these missing values, which ensures that the dataset remains useful for predictive purposes without discarding important variables.
Reference: CRM Analytics Recipes and Predict Missing Values
Several users are complaining they are unable to see a specific dashboard on a Salesforce Lightning page anymore. The CRM Analytics consultant logs in as one of the users and sees an error page once the dashboard is opened.
How should the consultant solve this issue?
- A . Clone the dashboard and replace the existing one on the Lightning page with the new one
- B . Check the Analytics Studio app to see if user’s access has been removed.
- C . Open the Lightning page, remove the dashboard component, reinsert it, and save the page.
A system administrator at Cloud Kicks creates a joined report to showcase the new business deals closing in the current quarter, which was well received by the business stakeholders. A manager wants to visualize this report on CRM Analytics.
The CRM Analytics consultant determines the report can be trended on CRM Analytics, but it’s not
working as expected.
What is causing the issue?
- A . Trending dashboards cannot be created from joined reports.
- B . The Salesforce report was filtered on quarterly data which meant it did not have enough data to trend on CRM Analytics.
- C . The Analytics Integration user did not have permission to view the report on Salesforce.
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.
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.
A CRM Analytics consultant has been asked to add a custom object to existing recipe. When trying to locate the object, the consultant can see only Direct Data and NOT the SFDC Local data sync.
How should the consultant resolve this?
- A . Turn on data syne for the object, run the sync, and then add to recipe.
- B . Clone the recipe, add the new object to the recipe, and run the recipe.
- C . Create a new data sync connection, run the sync, and add to recipe.
Cloud Kicks has a dashboard that displays accounts and opportunities data in a table that contains
actions to open the records in Salesforce. Since the company has allowed several accounts to be created with the same names, when users try to perform actions, they are prompted with only a record ID to select, leaving the users confused and unable to act.
How should the CRM Analytics consultant solve this problem?
- A . Insert more fields in the dataset action "Display Fields" so the users know which account they are acting on.
- B . Discuss with the stakeholders If the action Is really necessary for the table.
- C . Ask the admin to start applying duplicate rules based on the account’s Name field.
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 . Set the organization-wide default for the Opportunity object to Public Read/Write.
- B . Create a manual sharing rule to extend access to the VP of sales from the opportunity record.
- C . Flatten the role hierarchy in the recipe and set a backup security predicate based on opportunity owner and role path.
Increase the dashboard granularity via columns, and use blank columns.
B. Use the "Fine" row height option in layout properties, and use blank rows, Use the "With Spacing” row height property.
C. 1. Increase the dashboard granularity via columns, and use blank columns. Use pages to break content into multiple tabs.
Explanation:
Incorporating blank space into a CRM Analytics dashboard can be achieved effectively through the following methods:
Cell Spacing Layout Property: This allows for consistent spacing between cells, helping to create a visually organized and less cluttered dashboard.
Increasing Dashboard Granularity via Columns: Using blank columns as a method to create deliberate space can help in visually separating different dashboard elements, enhancing readability and focus. These methods ensure that the dashboard is not only functional but also aesthetically pleasing and easy to navigate.