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

SalesforceCertifiedCRM Analytics and Einstein Discovery Consultant Exam (SU24)

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Question # 1

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?

Options:

A.  

Position Alt Texts next to the KPIs to make itmore understandable.

B.  

Add up and down arrow next to the KPIs to make it more understandable.

C.  

Make the numbers bold to emphasize whether it is won or lost.

Discussion 0
Question # 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?

Options:

A.  

Overwrite

B.  

Update

C.  

Append

Discussion 0
Question # 3

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?

Options:

A.  

Create one app for each department, put common datasets in the shared app, and use roles to share apps.

B.  

Create one app for each department, put common datasets in the shared app, and use profiles to share apps.

C.  

Create one app for each department, put common datasets in the shared app, and use permission sets to share apps.

Discussion 0
Question # 4

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?

Options:

A.  

Trending dashboards cannot be created from joined reports.

B.  

The Salesforce report was filtered on quarterly data which meant it did not have enough data to trend on CRM Analytics.

C.  

The Analytics Integration user did not have permission to view the report on Salesforce.

Discussion 0
Question # 5

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?

Options:

A.  

Add the system permission "Manage Analytics Custom Maps" to the permission set used.

B.  

Enable Custom maps with GeoJSON"” in the analytics settings.

C.  

Upload the GeoJSON via the API because it is NOT a function in the UI.

Discussion 0
Question # 6

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?

Options:

A.  

configure a permission set license assignment with two different levels of access.

B.  

Clone the existing permission set with different system permissions.

C.  

Use a permission set license with two different levels of access.

Discussion 0
Question # 7

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?

Options:

A.  

Create the dashboard, insert in the account's record page, and apply a filter based on the opportunity's Id field.

B.  

Create the dashboard, insert in the account's record page, and apply a filter based on the account's Id field.

C.  

Create a dashboard, clone it and filter It for each account record, and embed them into the account's record pages accordingly.

Discussion 0
Question # 8

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?

Options:

A.  

Schedule the recipe to run as event-based and check the Salesforce external connection syncs checkbox.

B.  

Create 3 Salesforce flow to trigger the recipe to run once the connection sync has finished running.

C.  

Check the scheduled date/time of the sync and schedule the recipe to run 15 minutes after the start time of the sync.

Discussion 0
Question # 9

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?

Options:

A.  

Turn on data syne for the object, run the sync, and then add to recipe.

B.  

Clone the recipe, add the new object to the recipe, and run the recipe.

C.  

Create a new data sync connection, run the sync, and add to recipe.

Discussion 0
Question # 10

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?

Options:

A.  

Create a trigger on Case objectand use REST APIs to append the predictions intothe business process.

B.  

Use the Einstein Discovery flow action to make a prediction with the flow.

C.  

Write an Apex class with Einstein Discovery Predictions and append them to process.

Discussion 0
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