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Salesforce Certified CRM Analytics and Einstein Discovery Consultant Sample Questions:

1. Universal Containers has a well-defined role hierarchy in Salesforce where everyone is assigned to an appropriate node. The accounts within their instance are categorized by their demography.
An individual sales rep should be able to view all accounts that they own. In addition, sales reps should be able to see any accounts where the value of the account demography matches the demography defined on their user record. A user could have more than one demography defined on their user record.
To meet this requirement, the CRM Analytics consultant has set up a security predicate of the existing
'Account' dataset as follows:

This, however, does not seem to be working as expected.
What is causing the issue?

A) The Analytics Security User is not provided access permission on custom field Demographic_c on the User object.
B) The security predicate needs to be updated as 'Ownerld' == "sUser.id" || 'Demography' = "$User.
Demographic__c'.
C) The Sales Rep is not provided access permission on custom field Demographic__c on the User object.

2. 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) Flatten the role hierarchy in the recipe and set a backup securitypredicate based on opportunityowner and role path.
B) Set the organization-wide default for the Opportunity object to Public Read/Write.
C) Create a manual sharing rule to extend access to the VP of sales from the opportunity record.

3. Cloud Kicks (CK) wants to use CRM Analytics to analyze trends of its sales pipeline in order to accelerate the company's sales process. To do so, CK needs to know the average time an opportunity spends in each stage. The data can be found in the Opportunity History object, but the value is not pre- calculated in Salesforce, so a consultant recommends using a recipe to calculate it.
How should the consultant use a recipe to calculate the average time an opportunity spends in each stage?

A) An aggregate transformation with offset parameter to calculate the duration
B) Custom transformation with a multiple row formula to calculate the duration
C) Flatten transformation with offset expressions to calculate the duration

4. Universal Containers has a dashboard for sales managers. They need to visualize the percentage of their opportunities in the pipeline in a Gauge chart. They want to customize the chart to keep track if they are below or beyond the target.

Which widget parameters should a consultant use?

A) Range Values, Angle, Conditional Formatting
B) Reference Line, Angle, Range Values
C) Reference Line, Markers, Conditional Formatting

5. A company realizes it has a lot of rich information around its cases, but unfortunately, most of this isunstructured/textual data. Thecompany is exploring how to include some of this information in its case prioritization.
Which option within CRM Analytics should a consultant leverage?

A) Bucket transformation in Recipes
B) Detect Sentiment transformation in Recipes
C) Cluster transformation in Recipes

Solutions: