[UPDATED Sep-2025] Best Value Available Preparation Guide for CRM-Analytics-and-Einstein-Discovery-Consultant Exam
1 Full CRM-Analytics-and-Einstein-Discovery-Consultant Practice Test and 117 Unique Questions, Get it Now!
Salesforce CRM-Analytics-and-Einstein-Discovery-Consultant Exam Syllabus Topics:
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NEW QUESTION # 55
How can you restrict access to Analytics data at the row level?
- A. Remove restricted rows from the JSON file.
- B. Manually add a flag to each row to prevent access.
- C. Use a security predicate to filter which rows are returned.
- D. Use subtle thought control.
Answer: C
Explanation:
Predicate is a name for a filter condition that defines row-level access to records in a dataset Example: "rowLevelSecurityFilter":"'AccountOwner' == \"$User.Name\""
NEW QUESTION # 56
What is an Einstein Discovery story?
- A. A collection of graphs, statistical analysis, and text that proves exactly what caused an outcome
- B. A collection of graphs, statistical analysis, and text that helps you understand the relationships between multiple outcome variables and the factors that influence those variables
- C. An account of imaginary or real people and events told for entertainment
- D. A collection of graphs, statistical analysis, and text that helps you understand the relationships between a single outcome variable and the factors that influence that variable
Answer: D
NEW QUESTION # 57
An Einstein Analytics team created a funnel chart to show the number of opportunities in each stage. The managers who use the chart report that the funnel shows stages in alphabetical order instead of sales cycle order.
In which two ways can a consultant help them address this issue? Choose 2 answers
- A. Use a dataflow to rename the stages with a preceding number.
- B. Use a dashboard JSON to rename stages.
- C. Use a dataflow to sort the stages by their internal name.
- D. Use a dataset XMD to rename stages.
Answer: A,D
NEW QUESTION # 58
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. Drop the field as it will be difficult to get future respondents.
- C. Apply the predict missing values transformation in recipe nodes.
Answer: C
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
NEW QUESTION # 59
After getting approval of the dashboard layout design for a desktop, the Einstein Analytics consultant is ready to start the design process for a mobile layout.
What are three considerations that the consultant should keep in mind when developing the layout? Choose 3 answers
- A. If more than one layout is eligible, the one with the most device properties set is used. If there is a tie, the most recently defined layout is used. (Missed)
- B. If no layouts are eligible for the mobile device, the first defined layout is used. (Missed)
- C. If no layouts are eligible for the mobile device, an error message will be displayed.
- D. There are widgets that cannot be displayed on mobile layouts.
- E. A layout for mobile is eligible for use when the device meets all the device properties set in the Layout panel.
Answer: A,B,E
Explanation:
https://trailhead.salesforce.com/en/content/learn/modules/wave_dashboard_designer_basics/wave_take_analytics_on_the_go
NEW QUESTION # 60
A customer wants to change the default blue color on a bar chart. What is the easiest way to change blue to another color?
- A. Create a compare table formula to specify a hidden metric for coloring purposes.
- B. Use conditional formatting under the bar chart widget properties by selecting the dimension.
- C. Use conditional formatting under the bar chart widget properties by selecting the measure.
- D. Use bindings to specify a color per bar.
Answer: C
NEW QUESTION # 61
Why are insights in the Unrelated category important?
- A. They aren't important. Hence the name, Unrelated.
- B. They explain everything about the outcome.
- C. The outcome might not have much to do with related variables. It might have more to do with global effects.
- D. They explain how interaction terms affect the outcome.
Answer: C
NEW QUESTION # 62
The Vice President of Sales wants to create a "Pipeline Trending" dashboard in Einstein Analytics that displays specific colors depending on the values of the fields.
Which two techniques can a consultant use to help address this requirement? Choose 2 answers
- A. Use an XMD file and assign colors to each field value.
- B. Use a compute Expression to calculate a color field and assign it to each field value.
- C. Use the "fields" menu when exploring the dataset and assign colors to each field value.
- D. Use SAQL queries to calculate a color field and assign it to each field value.
Answer: A,C
NEW QUESTION # 63
What happens if the ui.json file is empty?
- A. The template will not include a configuration wizard.
- B. The dataflow fails.
- C. You create a text-only version of an app.
- D. B and D
- E. The app includes all possible dashboards by default.
Answer: A
Explanation:
Reference:
https://trailhead.salesforce.com/en/content/learn/modules/wave_analytics_templates_intro/wave_analytics_templates_structure
NEW QUESTION # 64
A manager at Cloud Kicks asks for data in a dashboard to be refreshed after the sync of an external connection to Google BigQuery.
How should the consultant accomplish this?
- A. Create 3 Salesforce flow to trigger the recipe to run once the connection sync has finished running.
- B. Schedule the recipe to run as event-based and check the Salesforce external connection syncs checkbox.
- C. Check the scheduled date/time of the sync and schedule the recipe to run 15 minutes after the start time of the sync.
Answer: B
Explanation:
For Cloud Kicks' requirement to refresh dashboard data synchronously with the sync of an external connection to Google BigQuery, the most efficient method is:
* Event-Based Triggers: Using CRM Analytics, you can set up recipes to run on an event-based trigger.
This ensures that the recipe (which processes the data for the dashboard) only runs after the external data sync is completed.
* Salesforce External Connection Syncs: By specifically targeting the synchronization event of the Salesforce external connection with Google BigQuery, the recipe ensures data consistency and timeliness without manual intervention.
* Automation and Efficiency: This approach minimizes latency and maximizes data freshness, aligning data processing closely with data availability, thus enhancing dashboard accuracy.
NEW QUESTION # 65
Concurrent queries per user?
- A. 0
- B. 1
- C. 2
- D. 3
Answer: C
NEW QUESTION # 66
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. Open the Lightning page, remove the dashboard component, reinsert it, and save the page.
- C. Check the Analytics Studio app to see if user's access has been removed.
Answer: C
NEW QUESTION # 67
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. Drop the field as it will be difficult to get future respondents.
- C. Apply the predict missing values transformation in recipe nodes.
Answer: C
NEW QUESTION # 68
The Universal Containers Einstein Analytics team built a dashboard with two widgets:
1. List widget associated to the step "Type_2" and grouped by the dimension "Type" (multi-selection)
2. Pie chart widget associated to the step "Step_pie_3" and grouped by the dimension "Type" The team wants to use bindings so any selection in the List widget will filter the Pie chart.
Additional notes:
* The steps use different datasets.
* Users should be able to choose more than one Type (multi-selection).
What is the right syntax for the binding?
- A.
- B.
- C.
- D.
Answer: B
NEW QUESTION # 69
Which of the following are included in the template object?
- A. A,B and C
- B. variables.json
- C. app.json
- D. ui.json
- E. A,C
Answer: E
Explanation:
* template-info.json manages all elements of your template, including metadata information about the template, the Analytics objects that define dashboards and lenses, and the other files that are part of the template.
* ui.json manages the configuration wizard that drives app creation. It defines the number of wizard pages, the order of wizard questions, and any messages you want the user to see.
* variables.json contains all template variables, including text for wizard questions and specifications for the answers. Variables also define conditional questions. For example, you may want some questions to appear in the wizard only if an org contains certain data. Or you might want to add more specific questions based on the answers to more general wizard questions.
* template-to-app-rules.json defines the rules the template follows. For example, you could define a rule that specifies that if an org doesn't use certain Salesforce objects, the app won't refer to them in dashboards or include them in the dataflow. Rules also define how variables are handled. For example, if the wizard asks which fields to include in filters for accounts, template-to-app-rules.json determines how that choice is reflected in dashboards.
NEW QUESTION # 70
An Einstein Consultant is reviewing the "Why it Happened" Insights provided by Einstein Discovery with the customer. The customer would like to validate the results. Which action should the consultant take?
- A. Check the p-values and standard deviation
- B. Use the Share and Export feature to help the customer determine if the findings make logical sense
- C. Consult with a Data Scientist to validate the findings
- D. Show the customer how to export and review the R-Code model validation results
Answer: B
NEW QUESTION # 71
Cloud Kicks has informed CRM Analytics developers that they have two scenarios with restricted row-level security.
The parameters being:
1. Non-CXOs and VPs working in EMEA can have access to EMEA records only.
2. CXOs and VPs should have access to all data irrespective of the region (APAC, EMEA, etc.).
Which sharing method works for this scenario?
- A. Create two separate datasets; one for EMEA, and one for CXOs and VPs.
- B. Use a field on the user record like Department/Region, and apply row-level security based on that field.
- C. Create two sets of dashboards; one for EMEA, and one for CXOs and VPs while filtering the dashboard on the region.
Answer: B
Explanation:
For Cloud Kicks' requirements regarding access to data based on roles and geographic regions, the most efficient and scalable approach is to implement row-level security using fields on the user record, like Department or Region. Here's the rationale for choosing this approach:
Scalability and Maintenance: By applying security rules based on user record fields, Cloud Kicks can manage access dynamically without needing to maintain multiple dashboards or datasets. This reduces administrative overhead and simplifies updates as roles or regional structures change.
Flexibility: Using a field on the user record to control access allows for easy expansion or modification of security policies as new regions or roles are added.
Simplicity: This method ensures a clear and straightforward security model that can be easily audited and understood by administrators and compliance teams.
NEW QUESTION # 72
The CRM Analytics project team at Universal Containers is creating an app with dashboards, datasets, and lenses. The app has been shared with multiple users with Viewer, Editor, and/or Manager access.
One end user is unable to view the dashboard watchlist that was previously set up. They are receiving a
"Resource not found" error while trying to access the dashboard. The team confirms that the end user has Viewer access to the app but the project team is able to view the dashboard.
What is the reason for this error?
- A. The dashboard has been hidden by a user with Manager access to the App.
- B. The dashboard is deleted by a user with Manager access to the App.
- C. The dashboard or App permission needs to be updated to Editor.
Answer: A
NEW QUESTION # 73
Can you share data from a widget?
- A. Only with the proper Einstein Analytics Platform license.
- B. No, you can't share data from a widget.
- C. Select the step of the widget and share data.
- D. Select "Share" icon, click on "Download", and select "Download in .png, .XLS, or CSV" format.
Answer: D
NEW QUESTION # 74
In Einstein Analytics, which node is used in a dataflow to extract data from a registered dataset?
- A. sfdcDigest
- B. export
- C. digest
- D. edgemart
Answer: D
NEW QUESTION # 75
A new field called "CardBalance" is added to the standard object. Account. The team wants to add this new field to an Einstein Analytics dataset that sources the Account object; however, the team needs to limit the users who are able to view that field's data in the dataset.
How can an Einstein Consultant help them implement this new requirement?
- A. Add the new field to the existing dataset and activate "Sharing inheritance" in the Account object so only users who have access to the field in Salesforce will have access in Einstein Analytics.
- B. Create a new Account dataset containing the new field and give access to this dataset only to users who should be able to see the new field.
- C. Add the new field to the existing dataset and use the XMO file parameters to hide the new field from users who should not have access to it.
- D. Add the new field to the existing dataset and use "Security Predicates' to hide it from users who should not access it.
Answer: B
NEW QUESTION # 76
The Universal Containers company built three Einstein Discovery stories that they want to use in Salesforce to predict and maximize their revenue per customer. The stories are for every region where they have business: EMEA, AMER, and APAC.
How can a consultant help them deploy the three Einstein models to Salesforce?
- A. Segment the account data per region and deploy the same model to all segments.
- B. Deploy the same model to all accounts and use an Apex trigger to call the appropriate prediction.
- C. Segment the account data per region and deploy the appropriate model for each segment.
- D. Deploy the same model to all accounts and set the region field as an actionable variable.
Answer: C
Explanation:
https://help.salesforce.com/articleView?id=bi_edd_model_deploy_filter.htm&type=5
NEW QUESTION # 77
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