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Salesforce Certified CRM Analytics and Einstein Discovery Consultant Sample Questions:

1. 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

2. Universal Containers plans to upload target data from an external tool to CRM Analytics so it can calculate the sales team target attainments.
The target data changes every month, so the datasets need to be updated on a monthly basis. The target data is a CSV file that contains the Salesforce ID of the sales rep, the target amount, and the month of the target. For each sales rep, the file contains a target for every month of the current year as well as all previous years.
Based on this information, which operation should a consultant use with the Analytics External Data API to upload the file?

A) Overwrite
B) Update
C) Append

3. Cloud Kicks (CK) has a dashboard that is still showing 10 former account managers. CK has since expanded, and some have moved from their former roles. CK wants the dashboard to reflect current account managers and stay up to date as new team members join.
How should the CRM Analytics developer accomplish this?

A) Build a report and get notified when a new account manager joins, and then edit the dashboard to add the account manager.
B) Use a Repeater Widget that updates automatically as the data flows through the system.
C) Create @ Watchlist and when the number of account manager updates, update the dashboard to reflect the same.

4. The CRM Analytics consultant at Cloud Kicks is asked to a dashboard displaying Opportunities data on the account's record page. The dashboard should display only opportunity data related to the current account viewed.
How should the consultant accomplish this?

A) Create a dashboard, clone it and filter It for each account record, and embed them into the account's record pages accordingly.
B) Create the dashboard, insert in the account's record page, and apply a filter based on the opportunity's Id field.
C) Create the dashboard, insert in the account's record page, and apply a filter based on the account's Id field.

5. 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

Solutions: