CRM-Analytics-and-Einstein-Discovery-Consultant Practice Exam Questions and Answers

At Universal Containers, a dashboard is built to track sales metrics. The Opportunity amount field has conditional formatting added — it turns green for closed won and red for closed lost.

How should a CRM Analytics consultant enhance the dashboard design to become more accessible to users with color vision challenges?

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?

Universal Containers uses CRM Analytics to build dashboards for different departments: Sales, Service, and Marketing. Users in the samedepartment have the same role and need to have access to the same dashboards. Dashboards for different departments use some common datasets with the same row-level security.

How should a CRM Analytics consultant address this need?

A system administrator at Cloud Kicks creates a joined report to showcase the new business deals closing in the current quarter, which was well received by the business stakeholders. A manager wants to visualize this report on CRM Analytics.

The CRM Analytics consultant determines the report can be trended on CRM Analytics, but it's not working as expected.

What is causing the issue?

A CRM Analytics consultant at Cloud Kicks wants to create a new dashboard that uses custom GeoJSON to display data; however, they are unable to upload the file via the user interface (UI).

Which action should the consultant take?

A CRM Analytics consultant is asked to help a company report on its sales activity. The company wants to train some users to create dashboards. The company also wants one other specific team to be able to use the dashboards.

What should the consultant do to address these requirements?

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 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 CRM Analytics consultant has been asked to add a custom object to existing recipe. When trying to locate the object, the consultant can see only Direct Data and NOT the SFDC Local data sync.

How should the consultant resolve this?

An CRM Analytics consultant creates a model to maximize the satisfaction of cases. They want to deploy the mode! and further use the model and predictions in an existing automated business process

powered by Salesforce Flow.

What is the most efficient way to accomplish this?