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Salesforce Certified CRM Analytics and Einstein Discovery Consultant Sample Questions:

1. Universal Containers (UC) is rolling out CRM Analytics to its field sales that include dashboards withorder data from an external source.
UC has a well-defined role hierarchy where everyone is assigned to an appropriate node on the hierarchy. In addition, the order data has a reference to a Salesforce opportunity.
An individual sales rep should be able to view all orders that they own or as part of the account team or opportunity team. The sales manager should be able to view all orders for the entire sales team. Similarly, the VP of sales should be able to view orders for everyone who rolls up in that hierarchy.
The dataset has a field called Ownerld which represents the order owner.
Given this information, how should a CRM Analytics consultant implement the above requirements?

A) As part of the recipe, use a formula on the Roleid fildto create an attribute called 'ParentRolelDs' on the dataset, and apply the following security predicate: 'ParentRolelDs' ==''$UserRoleId'' || Owned\ ==
'$User,id\\,
B) As part of the recipe, use a multi row formula on the Roleld field to create an attribute called
'ParentRoleIDs' on the dataset, and apply the following security predicate:"$User.UserRoleld" ||
'Ownerld' == "$User.Id".
C) As part of the recipe, use the flatten operation on the role hierarchy, create a multi-value attribute called
'ParentRoleIDs' on the dataset, and apply the following security predicate: 'ParentRoleIDs' == "$User.
UserRoleld" || 'TeamMember.Id' '$User, Id" || 'Ownerld' == "$User.Id".

2. Which statement best describes how to ensure CRM Analytics dashboards are easily used across both desktop and mobile devices?

A) Create multiple layouts, ensure the layout selectors match the device, and resize/hide widgets to ensure the content is appropriate for the device screen size.
B) Create multiple layouts and reorder all the widgets so that they fit nicely within the new default width
C) Create multiple layouts and allow CRM Analytics to automatically select and organize dashboard contents to be optimal for the device type.

3. 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) 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.

4. Universal Containers has a single dataset that contains the attainment and commission fields for all sales reps.
Each sales rep should be able view the attainment data for each rep in their division. Each repshould only be able to see their own commission data.
Which option should a CRM Analytics consultant use to enforce this requirement?

A) Add the sales organization to the attainment dataset access list to be able to view commission data.
B) Utilize a single dataset and apply security predicates and/or sharing inheritance.
C) Create separate datasets for attainment and commission, and apply security Predicates and/or sharing inheritance.

5. 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.

Solutions: