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Salesforce Certified CRM Analytics and Einstein Discovery Consultant Sample Questions:

1. A consultant sets up a Sales Analytics templated app that is very useful for sales operations at Universal Containers (UC). UC wants to make sure all of the data assets associated with the app, including:
recipes, dataflows, connectors, Einstein Discovery models, and prediction definitions are refreshedeveryday at
6:00 AM EST.
How should the consultant proceed?

A) Use the App Install History under Analytics Settings and schedule the app to run at 6:00 AM EST.
B) Use the Data Manager and schedule the recipes/dataflows to run at 6:00 AM EST based on 'Time-based Scheduling'.
C) Use the Data Manager and schedule each item to run at 6:00 AM EST based on 'Time-based Scheduling'.

2. 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) Remove the dashboard from the 'Run App' navigation list so the sales reps cannot navigate to these dashboards.
B) Leverage the CRM Analytics asset visibility feature to hide the assets from the users.
C) Duplicate the dashboards and their respective datasets, and move the assets to a separate app for the sales rep.

3. Universal Containers is setting up a Sales Analytics app to track the sales performance across all regions. The role hierarchy is well-structured with separate branches for various global regions.
Viewer access has been provided to the regional sales reps based on the following roles.
* Regional Sales - APAC
* Regional Sales - EMEA
* Regional Sales - LATAM
* Regional Sales - NA
The CRM Analytics project team receives a request to extend Editor
access to the app to 20 'Superusers' across all regions.
What is the optimal solution?

A) Create a new public group with these users and assign it the Editor app access.
B) Create new roles for these users and assign them the Editor app access.
C) Create a new sharing rule for these users and assign it the Editor app access.

4. A CRM Analytics consultant has been asked to refactor a dashboard so that it loads quicker. After some analysis, the consultant found that most of the dashboard queries run in less than 5 seconds; however, the Opportunities Table takes more time to load when scrolled down from its initial view.
How should the consultant improve the performance of this dashboard?

A) Create a second page on the dashboard and move the table to this new page.
B) Create a Visualforce page and display a list view of the Opportunities on this new page.
C) Create a second dashboard and move the table to this new dashboard.

5. In Data Alerts, a field named Region is 96.5% North America. The consultant believes that this is an important field since the majority of sales is in the North American market.
What is the appropriate action?

A) Choose the recommended action "keep only North America" and exclude all of the other rows.
B) Append more rows of data with "other values of Region" to balance the dataset properly.
C) Understand if client should only "focus on North America" or drop the field, as it does not have valuable information.

Solutions: