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Salesforce CRM-Analytics-and-Einstein-Discovery-Consultant Exam Sample Questions

Question # 1

The administrator at Cloud Kicks has been asked to sync data from an external object created in Salesforce into CRM Analytics. What should the administrator keep in mind?

A. Salesforce external objects are unsupported in RM Analytics recipes digest transformations.

B. Using a custom connector to connect to the external objects will load it into CRM Analytics.

C. Loading the external object data into CRM Analytics will help joinobjects in the recipes.

Answer

A. Salesforce external objects are unsupported in RM Analytics recipes digest transformations.

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Question # 2

Cloud Kicks (CK) wants to use CRM Analytics to analyze trends of its sales pipeline in order to accelerate the company's sales process. To do so, CK needs to know the average time an opportunity spends in each stage. The data can be found in the Opportunity History object, but the value is not pre-calculated in Salesforce, so a consultant recommends using a recipe to calculate it. How should the consultant use a recipe to calculate the average time an opportunity spends in each stage?

A. An aggregate transformation with offset parameter to calculate the duration

B. Flatten transformation with offset expressions to calculate the duration

C. Custom transformation with a multiple row formula to calculate the duration

Answer

C. Custom transformation with a multiple row formula to calculate the duration

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Question # 3

Several users are complaining they are unable to see a specific dashboard on a Salesforce Lightning page anymore. The CRM Analytics consultant logs in as one of the users and sees an error page once the dashboard is opened. How should the consultant solve this issue?

A. Clone the dashboard and replace the existing one on the Lightning page with the new one

B. Check the Analytics Studio app to see if user's access has been removed.

C. Open the Lightning page, remove the dashboard component, reinsert it, and save the page.

Answer

B. Check the Analytics Studio app to see if user's access has been removed.

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Question # 4

The CRM Analytics consultant at Universal Containers (UC) has set up data sync for the Salesforce Opportunity object with the Amount currency field added. This is being used in multiple datasets and dashboards, as UC is a multi-currency organization. The currency used in Salesforce records is set up in GBP but the data on the dashboard is converting to USD. Conversion logic is not set up on any of the recipes. Why is the currency converting?

A. The ANS local currency is set up as USD.

B. The Integration User currency is set up as USD.

C. The org corporate currency is set up as USD.

Answer

C. The org corporate currency is set up as USD.

Explanation:

In Salesforce CRM Analytics, when dealing with multi-currency environments, the system relies on the organization’s corporate currency setting for reporting, unless explicitly overridden. In this case, even though the Opportunity data is stored in GBP in Salesforce, the dashboards are showing USD because the corporate currency for the org is set to USD. This behavior is expected unless currency conversion logic is implemented in the datasets or recipes.

The corporate currency serves as the default for currency fields in datasets and dashboards unless configured otherwise. This can be confirmed under the "Manage Currencies" settings in Salesforce.

[Reference: The currency handling rules in CRM Analytics, including how the corporate currency affects reporting, are detailed inSalesforce documentation on multi-currency organizationsand theEinstein Discoverytraining materials., , ]

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Question # 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. Use security predicates in CRM Analytics.

B. Contact Salesforce Support to increase the sharing descriptor limit.

C. Increase the sharing descriptor limit in the analytics settings.

Answer

A. Use security predicates in CRM Analytics.

Explanation:

When a record exceeds 400 sharing descriptors, it can cause performance issues or sharing rule complications in CRM Analytics. In such cases, the recommended solution is to usesecurity predicates, which allow fine-tuned control over which data is visible to users based on their sharing rules and permissions. Security predicates reduce the number of sharing descriptors by enforcing security at the dataset level rather than relying solely on record-sharing mechanisms.

Increasing the sharing descriptor limit is not an available option, and Salesforce Support does not typically increase this limit, making the use of security predicates the best approach.

[Reference:Security predicatesand their use to optimize data visibility and sharing within CRM Analytics are explained in theCRM Analyticsdocumentation related to security and performance., ]

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