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Salesforce Certified CRM Analytics and Einstein Discovery Consultant Sample Questions:

1. consultant is tasked with creating an opportunity dataset for a new analytics app. One requirement is to make sure users only see the opportunities they have access to in Salesforce. Opportunity records are private but shared using the role hierarchy. The consultant runs the sharing inheritance coverage assessment and finds that the VP of sales is not covered by the sharing inheritance. The consultant decides to proceed with using sharing inheritance for the dataset.
What else does the consultant need to do?

A) Flatten the role hierarchy in the recipe and set a backup securitypredicate based on opportunityowner and role path.
B) Create a manual sharing rule to extend access to the VP of sales from the opportunity record.
C) Set the organization-wide default for the Opportunity object to Public Read/Write.

2. Cloud Kicks' Salesforce org has multiple currencies enabled. This company's business intelligence team uses CRM Analytics to build a dataflow/recipe that creates a dataset, "OpportunityDataSet", which is populated with data extracted from Opportunity. One of the extracted fields is the standard field, Amount.
Which currency will the Amount values be shown in "OpportunityDataSet"?

A) In the integration user's currency
B) the connected user's currency
C) In the currency that Is set on the "currency" attribute.

3. CRM Analytics consultant receives a new project from a client that wants to implement CRM Analytics. They do not currently have CRM Analytics but want guidance on how to ensure their users have the correct access.
They have 1,000 users with a small team of three people who will build both datasets and dashboards. An additional 15 people should be able to only create dashboards. The remaining users should only be able to view dashboards.
Which recommendation should the consultant give the client?
Which recommendation should the consultant give the client?

A) Create and assign three new Salesforce profiles according to the three types of roles defined.
B) Create and assign Salesforce permission sets according to the three types of roles defined.
C) Assign the app permissions "viewer", "editor", and "manager" to the three types of roles defined.

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) Self assign as a dashboard publisher and make the changes to the dashboard in draft mode while maintaining a previous version live.
C) Wait for a period of least usability or the dashboard to edit it.

5. A consultant runs the sharing inheritance coverage assessment for the Opportunity object and finds that some records exceed 400 sharing descriptors.
What should the consultant do?

A) Contact Salesforce Support to increase the sharing descriptor limit.
B) Use security predicates in CRM Analytics.
C) Increase the sharing descriptor limit in the analytics settings.

Solutions: