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Salesforce Certified CRM Analytics and Einstein Discovery Consultant Sample Questions:

1. Which statement best describes how to ensure CRM Analytics dashboards are easily used across both desktop and mobile devices?

A) Create multiple layouts, ensure the layout selectors match the device, and resize/hide widgets to ensure the content is appropriate for the device screen size.
B) Create multiple layouts and allow CRM Analytics to automatically select and organize dashboard contents to be optimal for the device type.
C) Create multiple layouts and reorder all the widgets so that they fit nicely within the new default width

2. Universal Containers (UC) is rolling out CRM Analytics to its field sales that include dashboards withorder data from an external source.
UC has a well-defined role hierarchy where everyone is assigned to an appropriate node on the hierarchy. In addition, the order data has a reference to a Salesforce opportunity.
An individual sales rep should be able to view all orders that they own or as part of the account team or opportunity team. The sales manager should be able to view all orders for the entire sales team. Similarly, the VP of sales should be able to view orders for everyone who rolls up in that hierarchy.
The dataset has a field called Ownerld which represents the order owner.
Given this information, how should a CRM Analytics consultant implement the above requirements?

A) As part of the recipe, use the flatten operation on the role hierarchy, create a multi-value attribute called
'ParentRoleIDs' on the dataset, and apply the following security predicate: 'ParentRoleIDs' == "$User.
UserRoleld" || 'TeamMember.Id' '$User, Id" || 'Ownerld' == "$User.Id".
B) As part of the recipe, use a multi row formula on the Roleld field to create an attribute called
'ParentRoleIDs' on the dataset, and apply the following security predicate:"$User.UserRoleld" ||
'Ownerld' == "$User.Id".
C) As part of the recipe, use a formula on the Roleid fildto create an attribute called 'ParentRolelDs' on the dataset, and apply the following security predicate: 'ParentRolelDs' ==''$UserRoleId'' || Owned\ ==
'$User,id\\,

3. 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 device properties set is used.
C) If more than one layout Is eligible, the one with the most widgets is used.

4. 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) Clone the dashboard to a new one, apply the changes, share the new dashboard with the users, and delete the old one.
B) Wait for a period of least usability or the dashboard to edit it.
C) Self assign as a dashboard publisher and make the changes to the dashboard in draft mode while maintaining a previous version live.

5. CRM Analytics users at Cloud Kicks are granted access to an app with specific dashboards. When trying to download a specific widget, they are unable to do so.

A) The dashboard has been created for internal use and theusers have a view only license.
B) The permission set for the users is missing the download data permission.
C) The users have access to the dashboard but not the dataset.

Solutions: