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Salesforce Certified CRM Analytics and Einstein Discovery Consultant Sample Questions:

1. Universal Containers (UC) uses a Microsoft Azure SQL Data Warehouse to gather information about sales reps' objectives. UC wants to use CRM Analytics to gain insights from this data and automatically load it into a CRM Analytics dataset daily. The data also needs to be transformed and merged with data from the company's org.
Which CRM Analytics user interface features should be used to complete these requirements?

A) CRM Analytics Connector for Excel used in conjunction with dataflows/recipes
B) Analytics REST API used in conjunction with dataflows/recipes.
C) Microsoft Azure SQL Data Warehouse Connector used in Conjuction with dataflows/recipes

2. Cloud Kicks has a dashboard that displays accounts and opportunities data in a table that contains actions to open the records in Salesforce. Since the company has allowed several accounts to be created with the same names, when users try to perform actions, they are prompted with only a record ID to select, leaving the users confused and unable to act.
How should the CRM Analytics consultant solve this problem?

A) Discuss with the stakeholders If the action Is really necessary for the table.
B) Ask the admin to start applying duplicate rules based on the account's Name field.
C) Insert more fields in the dataset action "Display Fields" so the users know which account they are acting on.

3. A team of CRM Analytics developers has been working on an existing recipe to add new derived fields. The edited version has been failing ever since, and management is requesting that the dashboard show refreshed data while they work on the edits.
How can the developers add new fields while keeping the dataset refreshed?

A) Refresh the dataset after working hours to avoid the edited version from failing.
B) A recipe for the new fields and when that is successful, add it to the existing recipe as a join node.
C) Clone the existing recipe to add fields and roll back the original recipe to the last working version.

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 org corporate currency is set up as USD.
B) The ANS local currency is set up as USD.
C) The Integration User currency is set up as USD.

5. A consultant is preparing a dataset to predict customer lifetime value and is collecting data from a questionnaire that asks for demographic information. A very small number of respondents fill in the Income box, but the consultant thinks that it is an informative column even though it only represents 1% of respondents.
What should the consultant do?

A) Apply the predict missing values transformation in recipe nodes.
B) Fill in the missing data with an average of all incomes.
C) Drop the field as it will be difficult to get future respondents.

Solutions: