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 consultant has been asked to build and embed a dashboard in a Lightning page. Users should only be able to change the dashboard contrast and open Analytics Studio from the header of the dashboard.
How should the consultant achieve this?
- A . Deselect the "Show Share Icon" and “Enable Subscriptions” buttons.
- B . Deselect the “Enable Notifications" and “Enable Subscriptions" buttons.
- C . Deselect the “Enable Notifications” and “Enable Email” buttons.
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 the same 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 a small frame, or if the browser window is small.
C
Explanation:
When designing for different device types in CRM Analytics, particularly for mobile layouts, it’s crucial to consider how the layout will respond not just on mobile devices but also under various display conditions on desktops. Here’s the rationale for focusing on this consideration:
Responsiveness: Layouts designated for tablets or phones may also be triggered on desktop environments if conditions such as browser window size or embedded frame dimensions mimic those typical of smaller devices.
Design Flexibility: Understanding this behavior is essential for creating versatile dashboards that maintain functionality and visual integrity across all potential viewing scenarios.
User Experience: Ensuring that the dashboard behaves predictably across device types and sizes enhances user engagement and effectiveness, as it provides a consistent experience regardless of the access point.
This approach ensures that the dashboard remains functional and accessible no matter how or where it is being viewed, aligning with best practices for responsive and adaptive design in modern analytics environments.
The sole manager of a CRM Analytics app at Cloud Kicks is leaving the company.
What should the CRM Analytics consultant do to ensure the app remains accessible?
- A . Assign an active user the app’s manager role before the previous manager is deactivated.
- B . Deactivate the user and assign an active one to the app’s manager role.
- C . Wait for the CRM Analytics app to auto-assign an active user as its manager.
A
Explanation:
To ensure continuity in managing a CRM Analytics app at Cloud Kicks after the current manager leaves, it is critical to proactively assign a new manager. Here’s why this is the best approach: Role Transition: Assigning a new manager before the current manager’s account is deactivated ensures there is no gap in app management, maintaining access and administrative continuity. Avoid Disruption: Waiting for an automatic reassignment (which does not typically occur in CRM Analytics) or post-deactivation reassignment could disrupt the management and operation of the app, potentially leading to access issues or administrative challenges.
Proactive Management: This approach is in line with best practices for CRM system management, where critical roles and responsibilities are transitioned smoothly to avoid any operational disruptions.
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 . Use security predicates in CRM Analytics.
- B . Contact Salesforce Support to increase the sharing descriptor limit.
- C . Increase the sharing descriptor limit in the analytics settings.
A
Explanation:
When a record exceeds 400 sharing descriptors, it can cause performance issues or sharing rule complications in CRM Analytics. In such cases, the recommended solution is to use security predicates, which allow fine-tuned control over which data is visible to users based on their sharing rules and permissions. Security predicates reduce the number of sharing descriptors by enforcing security at the dataset level rather than relying solely on record-sharing mechanisms.
Increasing the sharing descriptor limit is not an available option, and Salesforce Support does not typically increase this limit, making the use of security predicates the best approach.
Reference: Security predicates and their use to optimize data visibility and sharing within CRM Analytics are explained in the CRM Analytics documentation related to security and performance.
The CRM Analytics consultant at Universal Containers has set data syncs and recipe runs back to back. However, they notice that the data syncs and recipe run jobs fail repeatedly. Upon investigation, they realize the data syncs and recipes are tightly coupled which leads to too many runs being queued and eventually being canceled.
How should the consultant resolve this issue?
- A . Raise a case with Salesforce Support to help Increase the concurrency limits of the org.
- B . Set up failure notifications so that the CRM Analytics consultant gets notified when this happens and can fix the Issue.
- C . Enable priority scheduling to automatically queue shorter or smaller runs before longer or larger ones.
A CRM Analytics consultant has enabled data sync manually in an org that uses dataflows/recipes.
The client says that the dataflow/recipe fails each time it starts running.
What is causing the dataflow/recipe to fail?
- A . Dataflowsysrecipes with computeExpression nodes fail until syne has run for the first time.
- B . Dataflows/recipes with Augment nodes fail until sync has run for the first time.
- C . Dataflows/recipes with sfdcDigest nodes fail until sync has run for the first time.
What can a consultant accomplish in the Predictions page of a model?
- A . If it is decided to follow some of the Einstein Recommendations for model improvement, see what the new model metrics would be.
- B . Estimate the impacted business value of using Einstein Discovery.
- C . Create predicted outcome value by manually selecting values for some of the predictor fields.
C
Explanation:
In the Predictions page of a model within CRM Analytics (formerly Einstein Discovery), users have the capability to interact with the model to see how different input values affect predictions.
Here’s a detailed look at what can be accomplished:
Manual Input of Predictor Values: Users can manually input or change values for predictor fields to see how these changes alter the predicted outcomes. This is especially useful for testing hypothetical scenarios and understanding how sensitive the model is to various inputs.
Real-Time Interaction: This functionality provides a hands-on way to explore the model’s behavior, offering immediate feedback on how input variations impact predictions, which can help in refining the model or in training users on its application.
Scenario Analysis: By adjusting predictor values, users can conduct scenario analyses, which are crucial for strategic planning and decision-making.
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.
The CRM Analytics consultant at Cloud Kicks (CK) notices that a specific dashboard is showing a different date and time from their locale. Upon investigating, they find that the recipe and datasets were created from a locale with a PST time zone while CK is in the CET time zone.
What led to this problem?
- A . The developer turned off dynamic time zone in CRM Analytics settings.
- B . Data within datasets is modified for localization or internationalization.
- C . The dataset metadata locale Is not overridden by Individual user locale settings.
The CRM Analytics consultant at Universal Containers notices that some users have access to sensitive data and dashboards they should not have access to in the Manager’s app.
How should the consultant fix the problem?
- A . Develop separate dashboards and datasets and put them in the Manager’s app.
- B . Apply data encryption using Salesforce Shield.
- C . Create separate apps, datasets, and dashboards, and share them with the proper users.
C
Explanation:
To address issues with unauthorized access to sensitive data and dashboards, the best practice is to create separate apps, datasets, and dashboards for different user groups and then manage their sharing settings appropriately. This allows you to maintain data security while ensuring that users only access the data and insights that are relevant to their roles. In this scenario, applying separate apps for managers with defined sharing rules will prevent users who shouldn’t have access from seeing sensitive data.
Reference: Managing Data Access and Sharing in CRM Analytics