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Salesforce Certified CRM Analytics and Einstein Discovery Consultant Sample Questions:
1. Universal Containers wants to create two dashboards and has two user groups. The 'Regional Performance' dashboard should be accessible to sales reps and managers/executives to keep track of how sales reps are performing in each region. Sales reps must only be able to see data pertaining to their respective region. The 'National Performance' dashboard is using the same data as the other dashboard but should only be accessible to managers/executives to compare data across all regions.
In addition to row-level security to view only regional data, how should a consultant ensure that sales reps are unable to view the 'National Performance' dashboard?
A) Create two datasets, one app; store both 'Regional Performance' dashboard, 'National Performance' dashboard, and dataset in the app; and provide access to both user groups to this app.
B) Create one dataset, two apps; store 'Regional Performance' dashboard and dataset In one app; and provide access to both user groups to this app. Store 'National Performance' dashboard in another app and only provide access tomanagers/executives.
C) Create one dataset, one app; store both 'Regional Performance' dashboard, 'National Performance' dashboard, and dataset in the app; and provide access to both user groups to this app. Use row-level security to restrict sales repsfrom seeing data in 'National Performance' dashboard.
2. The sole manager of a CRM Analytics app at Cloud Kicks is leaving the company.
What should the CRM Analytics consultant do to ensure the app remains accessible?
A) Deactivate the user and assign an active one to the app's manager role.
B) Wait for the CRM Analytics app to auto-assign an active user as its manager.
C) Assign an active user the app's manager role before the previous manager is deactivated.
3. A CRM Analytics consultant is working on Sales dashboards with multiple datasets and advanced queries in the Sales Analytics app.
Sales managers in the organization have been given Editor/Manager access to the app, whereas sales reps have been given Viewer access.
Some dashboards that are in progress are not ready to be rolled out to sales reps and should only be viewable by sales managers.
How should the consultant accomplish this?
A) Duplicate the dashboards and their respective datasets, and move the assets to a separate app for the sales rep.
B) Remove the dashboard from the 'Run App' navigation list so the sales reps cannot navigate to these dashboards.
C) Leverage the CRM Analytics asset visibility feature to hide the assets from the users.
4. A CRM Analytics consultant has been tasked with providing access to CRM Analytics for a few users. They should be able to view the data but unable to export it.
Which permission should the consultant make sure to NOT include?
A) View CRM Analytics Assets
B) Export CRM Analytics data
C) Download CRM Analytics data
5. Exhibit.
Given that the queries are using different datasets, which change should a CRM Analytics consultant make to solve this issue?
A) Use "Connect Data Sources" and create a connection to connect the two widgets.
B) Use result binding/Interaction in the filters section of the query "Type 1".
C) Use "Connect Data Sources" and create a connection to connect the two datasets.
Solutions:
| Question # 1 Answer: B | Question # 2 Answer: C | Question # 3 Answer: C | Question # 4 Answer: C | Question # 5 Answer: C |



