CRM Analytics and Einstein Discovery Consultant Practice Exam 2025: Latest Questions

A consultant needs to bring Salesforce Opportunity data into CRM Analytics every night and keep it up to date with minimal transformation. Which approach is recommended?

A dashboard audience includes regional managers who only want to see records for their region. The company already enforces region-based access in Salesforce with sharing rules. What is the best way to ensure CRM Analytics respects this access in dashboards?

A dashboard designer wants a single KPI tile that shows current quarter revenue and indicates whether it is up or down compared to last quarter. Which visualization is best suited for this requirement?

A consultant is building an Einstein Discovery model to predict whether a lead will convert. Which field type is most appropriate for the model’s outcome variable?

A company needs to blend Opportunity data with a monthly targets file maintained in a spreadsheet. The spreadsheet includes Region, Month, and TargetAmount. What is the most maintainable approach in CRM Analytics?

A dashboard has multiple pages. Users complain that selecting a value in a chart doesn’t update the other widgets on the same page. What setting should the designer verify first?

An Einstein Discovery model shows very high accuracy, but stakeholders suspect it is learning from fields that would not be available at prediction time (for example, a field populated only after an Opportunity closes). What should the consultant do?

A consultant needs to ensure that only members of the "Executive" group can access a sensitive dataset and all dashboards built on it, regardless of dashboard sharing settings. What is the best approach?

A company has 200M rows of web clickstream data and 5M CRM Account records. They want to analyze clickstream behavior and relate it to Accounts. Performance is a concern, and the clickstream data arrives daily. What architecture is most appropriate for CRM Analytics?

A consultant needs to deploy an Einstein Discovery model so that users can get predictions directly in Salesforce on Lead records and also use the same predictions in CRM Analytics dashboards. Which approach best meets this requirement?

A CRM Analytics dataset has an Opportunity Amount field loaded as text because the source system stores values with currency symbols (for example, "$12,500"). Users need to aggregate Amount in dashboards. What is the best approach?

A consultant is building an executive dashboard. The VP wants to quickly see whether key metrics are improving or declining compared to the prior period, without reading detailed charts. Which visualization best meets this requirement?

A consultant needs to ensure only users in the EMEA Sales role can see EMEA pipeline data in CRM Analytics dashboards, even if the dashboard is shared broadly. What is the recommended control to enforce this?

A recipe joins a large Orders dataset to a Products dataset on ProductId. After the join, the output dataset row count increases significantly beyond the Orders record count. What is the most likely cause?

A dashboard includes a date filter for "Close Date" and multiple charts that use both Close Date and Created Date. Users report that changing the dashboard date filter unexpectedly changes charts that should be based on Created Date. What is the best way to prevent this?

An Einstein Discovery story predicts "Likelihood to Renew". During review, the business finds the model heavily relies on a variable that should not influence renewal decisions (for example, internal rep ID). What should the consultant do first?

A consultant wants to write Einstein Discovery predictions back to Salesforce so they can be used in reports and automation. Which approach is recommended?

A company has users in multiple business units. They want one dashboard with a consistent layout, but each business unit should see only their data and should not be able to infer other units’ totals through aggregates. Which design best meets the requirement?

An Einstein Discovery story is built from a dataset where the outcome variable is calculated using information that becomes available only after the event being predicted (for example, using future cancellations to label "Renewed"). The model shows extremely high accuracy but performs poorly when deployed. What issue is most likely occurring?

A recipe outputs a dataset used by several dashboards. During an incremental load, late-arriving updates to historical records are not reflected, causing KPIs to be incorrect. The source system provides a reliable "LastModifiedDate" for all records. What is the best architecture change?

A CRM Analytics consultant is designing a dataset for Opportunity analytics. The source system provides a multi-select picklist field (e.g., "Competitors") and users want to filter dashboards by individual competitor values. What is the recommended approach during data preparation?

A user can view a CRM Analytics dashboard but sees an error indicating they don’t have access to the underlying dataset. The consultant confirms the user has the Analytics license and the dashboard is shared with them. What is the most likely cause?

A dashboard contains 12 charts and takes a long time to load. Most charts use the same dataset and identical filters. What design change most improves performance while maintaining interactivity?

A consultant built an Einstein Discovery story to predict Case Escalation. After deployment, users report the story is not refreshing and predictions seem outdated. The dataset updates nightly. Which configuration should the consultant verify first to ensure predictions refresh with the updated data?

A global sales team needs row-level security in CRM Analytics so that reps only see Opportunities they own, managers see their team’s Opportunities, and executives see all data. The dataset is built from Salesforce Opportunity data. What is the best approach?