CRM Analytics and Einstein Discovery Consultant Intermediate Practice Exam: Medium Difficulty 2025

A sales operations team is building a CRM Analytics dataset from Opportunities and OpportunityLineItems. They need the dataset to contain one row per Opportunity with rollups for total product revenue and total quantity. The source data has multiple line items per Opportunity. What should the consultant recommend to ensure correct grain and rollups in the dataset?

A company loads Account and Case data into CRM Analytics. Users report that some Accounts appear duplicated in dashboards because the same Account can be loaded from two upstream systems with different external IDs. The business wants a single Account record per real-world account and needs a repeatable approach that can be maintained by admins. Which approach best addresses this requirement?

A global services team needs a dataset that supports trending case volume by week while respecting each region’s local time zone. The source Case.CreatedDate is stored in UTC. Dashboards should show week boundaries based on each viewer’s time zone. What is the best approach?

A dashboard contains multiple charts sourced from the same dataset. Users want a single selection (e.g., clicking a bar for "Enterprise") to filter all relevant widgets and also display the selected value in a text widget. Which dashboard feature best meets this requirement?

An executive dashboard needs to show a KPI for "Open Pipeline" that should always reflect the latest data, but a separate section must show a month-end pipeline value that should not change after the month closes. What design best supports both needs?

A dashboard page contains a table with thousands of rows and several charts. Users complain about slow load times. The team wants to improve performance without changing the meaning of the metrics. Which action is the best first step?

A company wants to use Einstein Discovery to predict Opportunity win likelihood. They also want business users to understand the main drivers and receive recommended actions in the context of a CRM Analytics dashboard. Which implementation approach best meets these requirements?

After deploying an Einstein Discovery model, users report that predictions look inconsistent between the dashboard and a record-level prediction display because some fields are blank on the record but present in the training data. What should the consultant recommend to improve prediction consistency and reliability?

A consultant is validating an Einstein Discovery model for case escalation risk. The business wants confidence the model generalizes well and is not overfitting. Which evaluation approach is most appropriate?

A healthcare analytics team must ensure that only users assigned to a given region can see patient-related records in CRM Analytics. They also need dashboards to be shareable broadly without creating separate dashboards per region. Which solution best meets the requirement?