CRM-Analytics-and-Einstein-Discovery-Consultant Question Includes: Single Choice Questions: 115,
CRM Analytics users at Cloud Kicks are granted access to an app with specific dashboards. When trying to download a specific widget, they are unable to do so.
What is causing the issue?
Cloud Kicks (CK) has a dashboard in CRM Analytics with forecasting data. One widget is a compare table using the timeseries function showing the quarterly forecast. However, CK is interested in enhancing the dashboard with a weekly forecast per customer.
How should CK achieve this?
Universal Containers (UC) recently activated data sync in the CRM Analytics data manager. After running the sync, UC notices that the aggregate sum of a field within the company's dataset is different
than what they manually calculated by summing the same data in the Salesforce object.
What is causing the issue with the newly synced data?
An CRM Analytics consultant is working with Ursa Major Solar to build a dashboard to understand customer renewals. Each subscription is captured as a Closed Won Opportunity within Salesforce and asingle Account should only have one active subscription. The consultant notices the Opportunity record does NOT specify whether it is a renewal or a net new subscription.
Which data transformation should the consultant use to determine if a subscription is new or a renewal?
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?
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The Salesforce CRM Analytics and Einstein Discovery Consultant Exam validates your expertise in implementing CRM Analytics and Einstein Discovery solutions. It measures your ability to design dashboards, manage data integration, apply security, and leverage predictive insights for business decision-making.
The exam focuses on four domains:
Data Layer (preparation, integration, modeling)
Security (user access, sharing, governance)
Implementation (dashboard design, best practices)
Einstein Discovery (predictive analytics, recommendations, insights)
This exam is ideal for Salesforce professionals, consultants, and analysts who want to demonstrate advanced skills in CRM Analytics, predictive modeling, and data-driven decision-making.
The exam consists of multiple-choice/multiple-select questions, with a passing score of 65%. The duration is 90 minutes, and it is delivered online or at a testing center.
Einstein Discovery plays a key role by enabling predictive analytics and AI-driven insights. Candidates must understand how to create stories, interpret predictions, and apply recommendations to business use cases. It helps organizations make data-driven decisions with greater accuracy.
Yes, Salesforce recommends that candidates have hands-on experience with CRM Analytics and Einstein Discovery. Practical experience in data modeling, dashboard creation, and analytics implementation will significantly increase your chances of passing the exam.
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