Free Salesforce CRM Analytics and Einstein Discovery Consultant
Practice Questions

Question 1

Universal Containers uses the Sales Analytics templated app and wants its app dataflow to bring in 14 custom objects alongside the standard sales objects. What should the CRM Analytics consultant point out first?
A. Each templated app may use up to 100 custom objects, because its limit follows the data sync object limit.
B. Sales Analytics supports at most 10 custom objects and one dataflow per app, a contractual limit, so plan for it.
C. Custom objects in templated apps are fine, but each one needs its own dataflow, so plan for 14 new dataflows.
D. Templated apps cannot include any custom objects, so every custom object must go into a separate custom app.

Accepted Answer

Correct answer: B. Sales Analytics supports at most 10 custom objects and one dataflow per app, a contractual limit, so plan for it.
The limits page states the Sales Analytics and Service Analytics apps support a maximum of 10 custom objects and one dataflow per app, and that these limits are contractual, not technical, so 14 objects exceeds the entitlement. Templated apps can include custom objects up to that cap, so a total ban is wrong. The 100-object figure is the data sync object limit, which is a different limit. The app is limited to one dataflow, so adding a dataflow per object contradicts the limit.

Question 2

Cumulus Financial's analytics governance team wants an automated weekly report that shows, before any app is retired, which assets that app depends on, and that breaks down failed recipe runs node by node. Which two CRM Analytics REST API capabilities should the CRM Analytics consultant use? Choose 2 answers.
A. Retrieve the Bulk API batches used by each recipe in the past day
B. Retrieve the dataflow job nodes and the details of each node
C. Retrieve the list of dependencies for an application
D. Retrieve the previous security predicates set on every dataset
E. Retrieve the login history of users who opened each dashboard

Accepted Answer

Correct answer: B. Retrieve the dataflow job nodes and the details of each node | C. Retrieve the list of dependencies for an application
The REST API overview lists retrieving the dependencies for an application and retrieving dataflow job nodes with details for each node, which covers recipes as well as dataflows. User login history is standard Salesforce or Event Monitoring data, not a CRM Analytics REST API capability. The overview offers no resource for a history of security predicates, and the History API does not back up dataset XMD. Bulk API batch details belong to Salesforce's Bulk API monitoring, not to this API.

Question 3

At Bloomington Caregivers, a quality analyst has a custom permission set with Use CRM Analytics and the platform permission set licence. She can open Analytics Studio but cannot see the Care Outcomes app or any of its dashboards, which colleagues on the same permission set can see. What is the most likely cause?
A. She has not been given at least Viewer access on the Care Outcomes app through app sharing.
B. Her permission set lacks Create and Edit CRM Analytics Dashboards, which is needed to view dashboards.
C. Her permission set lacks Manage CRM Analytics, which every user needs before apps appear in the list.
D. Her permission set lacks Download CRM Analytics Data, which is needed before a dashboard can render.

Accepted Answer

Correct answer: A. She has not been given at least Viewer access on the Care Outcomes app through app sharing.
User permissions control what a user can do in CRM Analytics, while app sharing controls which assets the user can reach: even with Use CRM Analytics, a user needs Viewer access on an app to view its datasets, lenses and dashboards. Create and Edit CRM Analytics Dashboards is for building dashboards, not viewing them. Download CRM Analytics Data only controls exporting screenshots and tabular data. Manage CRM Analytics is an administrator-level permission that viewers do not need, and her colleagues see the app on the same permission set, which points to sharing.

Question 4

Cloud Kicks syncs a very large Amazon Redshift object and a very large local Salesforce object. On a night when both syncs run long, the Redshift sync is stopped after 12 hours while the Salesforce sync carries on and finishes after 15 hours. What explains the difference?
A. A data sync job can run for up to 24 hours for local objects but only up to 12 hours for remote objects.
B. The Redshift sync counts toward the run limit after two minutes, so it stops when its daily share is used up.
C. Remote syncs stop after 12 hours when the sync mode is Full Sync, while local syncs never have a time limit.
D. Only three data syncs can run at a time, so the Redshift sync is stopped whenever a local sync takes the slot.

Accepted Answer

Correct answer: A. A data sync job can run for up to 24 hours for local objects but only up to 12 hours for remote objects.
CRM Analytics Limits gives a maximum run time of 24 hours for each data sync job on local objects and 12 hours for remote objects, which matches a Redshift sync stopping at 12 hours while a local sync finishes at 15. The limit of three concurrent data sync runs makes extra jobs wait; it does not stop a running remote job to free a slot. Local syncs do have a time limit, 24 hours, and the 12-hour remote limit does not depend on the sync mode. Data sync jobs don't count toward the 24-hour run limit, so there is no daily share to use up.

Question 5

Cloud Kicks has two datasets, EMEA_Orders and AMER_Orders, with the same columns. The finance team wants one Global_Orders dataset that holds every order from both regions. What should the CRM Analytics consultant add to the recipe?
A. A Join node that matches the two inputs on the Order ID
B. Two output nodes that write to the same Global_Orders name
C. An Aggregate node that groups both inputs by their region
D. An Append node that adds the AMER rows below the EMEA input rows

Accepted Answer

Correct answer: D. An Append node that adds the AMER rows below the EMEA input rows
Append combines the rows of inputs that share columns into one set of rows, so an Append node followed by an output node builds Global_Orders. A Join on Order ID would try to match orders across regions and add columns, which is wrong when the two sets contain different orders. An Aggregate node rolls rows up into totals, losing the order-level detail. Two output nodes writing to the same dataset don't combine rows; one output's rows would replace the other's.

Question 6

A Get Cloudy Consulting consultant is about to replace a client's dataset XMD file with an edited version from the dataset's edit page. Which two steps should the consultant take before uploading the new file? Choose 2 answers.
A. Check that the file uses XMD 2.0 syntax and is no larger than 5 MB in size.
B. Remove every unchanged section, because the upload merges the file into the current XMD.
C. Download the current XMD file from the edit page as a backup of the existing settings.
D. Save the file in UTF-16 so that labels in every language show correctly in dashboards.
E. Run the recipe that builds the dataset, because XMD only applies to a freshly built version.

Accepted Answer

Correct answer: A. Check that the file uses XMD 2.0 syntax and is no larger than 5 MB in size. | C. Download the current XMD file from the edit page as a backup of the existing settings.
Help recommends downloading the current XMD file as a backup before replacing it, and states that an XMD file must use XMD 2.0 syntax and be no larger than 5 MB, or an error appears. The developer guide says to save the file in UTF-8, not UTF-16, so international characters display correctly. Uploads overwrite the existing customisations rather than merging, so unchanged sections must stay in the file. Nothing requires a fresh recipe run before an XMD upload.

Question 7

At Cloud Kicks, the SFDC_LOCAL connection syncs 35 objects every night. A merchandiser has just corrected thousands of Product2 records and needs the product dataset refreshed this morning, without re-syncing the other 34 objects. What should the CRM Analytics consultant do?
A. Use Run Data Sync on the Product2 object in the connection, then run the recipe that builds the product dataset.
B. Use Run Now on the SFDC_LOCAL connection, because a connection-level run only syncs objects that have changed.
C. Run the product recipe by itself, because a recipe run refreshes the synced copy of every object that it reads from.
D. Change the Product2 sync mode to Full Sync, because a mode change makes the object sync straight away on its own.

Accepted Answer

Correct answer: A. Use Run Data Sync on the Product2 object in the connection, then run the recipe that builds the product dataset.
Run Now on a connection syncs all of its objects, while Run Data Sync on a single object syncs only that object, after which the recipe can rebuild the dataset from fresh data. A connection-level run is not limited to changed objects, so it would re-sync all 35. Changing the connection mode only sets how future syncs extract rows; it does not start a sync. When a recipe uses SFDC_Local data, it uses the data saved during the last sync, so running the recipe alone would reuse yesterday's Product2 data.

Question 8

Universal Containers syncs Opportunity data from an acquired company's separate Salesforce org through an external Salesforce connection and builds an Acquired Pipeline dataset from it. Security wants the dataset to follow the opportunity sharing set up in the acquired org. What should the CRM Analytics consultant advise?
A. Select Opportunity as the sharing source, because inheritance reads sharing from the org the data came from.
B. Select Account as the sharing source instead, because external connections only support parent objects.
C. Enable sharing inheritance in the acquired org so the connection carries its sharing descriptors across.
D. Use a security predicate, because sharing inheritance works only from objects that are local to the org.

Accepted Answer

Correct answer: D. Use a security predicate, because sharing inheritance works only from objects that are local to the org.
The limits page says objects used for sharing inheritance must be local, so data synced from another Salesforce org through an external connection can't inherit that org's sharing and needs a security predicate. Inheritance doesn't read sharing from a remote org. No rule lets external connections inherit from parent objects. Settings in the acquired org don't send sharing descriptors through the connection.

Question 9

Cumulus Financial's analytics lead is a Manager of the old Retail Banking app and plans to delete it, because its dashboards have been rebuilt in the Consumer Insights app. The new dashboards still query the Deposits dataset, which is stored in Retail Banking. What should the CRM Analytics consultant advise before the app is deleted?
A. Move the Deposits dataset to an app that will remain, because deleting an app permanently removes its datasets.
B. Delete the app now, because deleting it removes only its dashboards and lenses and keeps its datasets in place.
C. Delete the app now, because datasets used by other apps' dashboards are moved to the Shared App automatically.
D. Remove every Viewer from the app first, because an app can't be deleted while it is still shared with users.

Accepted Answer

Correct answer: A. Move the Deposits dataset to an app that will remain, because deleting an app permanently removes its datasets.
Help says that deleting an app permanently removes all of its lenses, dashboards and datasets, so the Deposits dataset must first be moved, which the dataset's edit page allows through its App setting. Help describes no automatic move of datasets into the Shared App. Datasets are deleted along with the app, not kept. Help lists Manager access as the requirement for deleting an app and describes no rule that the app's sharing list must be emptied first.

Question 10

Cloud Kicks wants each regional sales director to create apps for their team, move the team's dashboards into them, and share them with team members. Directors must not get administrator-level CRM Analytics access or the ability to edit dataflows and recipes. Which user permission should the CRM Analytics consultant add to the directors' permission set?
A. Create CRM Analytics Apps
B. Edit CRM Analytics Dataflows
C. Manage CRM Analytics Templated Apps
D. Manage CRM Analytics

Accepted Answer

Correct answer: A. Create CRM Analytics Apps
Create CRM Analytics Apps lets users create, edit, delete and share CRM Analytics apps, which is exactly what the directors need. Manage CRM Analytics gives access to all CRM Analytics features at administrator level. Manage CRM Analytics Templated Apps is for apps based on CRM Analytics templates and also lets users edit dataflows and recipes. Edit CRM Analytics Dataflows is a data permission for connections, data sync, dataflows and recipes, and Help warns it exposes all data the Integration User can access.

Question 11

Cloud Kicks' Salesforce security team, which has Event Monitoring, wants prebuilt dashboards that help it spot suspicious user behaviour, slow page performance and poor user adoption, without building datasets itself. What should the CRM Analytics consultant recommend?
A. Create the Sales Analytics app and add login history as an extra object in the app's dataflow.
B. Build a custom dashboard from a smart template on a CSV export of the org's debug logs.
C. Create the Approval Analytics app, because it tracks who approved what and how long it took.
D. Create the Event Monitoring Analytics App, which explores event monitoring and setup audit trail data.

Accepted Answer

Correct answer: D. Create the Event Monitoring Analytics App, which explores event monitoring and setup audit trail data.
Help says the Event Monitoring Analytics App integrates with event monitoring and setup audit trail data, comes with prebuilt dashboards and datasets, and helps you identify suspicious behaviour, slow page performance and poor user adoption. Sales Analytics is built on Sales Cloud data and is not the app for event log data. Approval Analytics covers approval process history, not user and org behaviour. A custom dashboard on exported debug logs means building the datasets the team wants to avoid, while the templated app already provides them.

Question 12

Cloud Kicks' sales director must see at a glance which reps are already above their $1.5 million annual quota on a chart that ranks reps by total amount. What should the CRM Analytics consultant add to the chart?
A. A text widget above the chart that states the quota amount and lists the reps who passed it
B. A range filter on Amount set to 1,500,000, so that only the reps above the quota are shown
C. A reference line at 1,500,000 labelled with the quota, so bars that cross it stand out
D. A second chart widget beside the first one that lists each rep's quota as a separate bar

Accepted Answer

Correct answer: C. A reference line at 1,500,000 labelled with the quota, so bars that cross it stand out
Trailhead's dashboard module adds a reference line with the quota value and a label to the rep ranking chart, so viewers can see who is meeting quota against the line. A second chart of quotas makes users compare two widgets instead of seeing the quota on the ranking itself. A text widget listing reps duplicates the chart and goes stale as data changes. Filtering out reps below quota hides the people the director also needs to compare.

Question 13

Universal Containers' reps review a values table of open opportunities in a CRM Analytics dashboard and want to update an opportunity's stage from the row without leaving the dashboard. The Update Opportunity action already exists in Salesforce. Which two steps should the CRM Analytics consultant take? Choose 2 answers.
A. Turn on the global quick action version of Update Opportunity, because only global actions can be used.
B. Add the action to the User object's page layout, because CRM Analytics reads actions from that layout.
C. Select Perform Salesforce actions and choose the Update Opportunity action, or All actions, for that field.
D. Configure actions on the Opportunity Name field and pick the dataset field with the opportunity ID as the Record ID Field.
E. Configure actions on the Amount measure so that the action menu appears in every numeric table cell.

Accepted Answer

Correct answer: C. Select Perform Salesforce actions and choose the Update Opportunity action, or All actions, for that field. | D. Configure actions on the Opportunity Name field and pick the dataset field with the opportunity ID as the Record ID Field.
Actions are configured on a dataset field (or from the lens table view) by choosing the Record ID Field that identifies the record, so picking the opportunity ID makes the actions act on opportunities; then Perform Salesforce actions lets you choose specific actions or All actions. An action menu can be added to any dataset field except a measure, so Amount can't hold it. Global quick actions aren't supported; object-specific create, update and change owner actions are. Actions assigned to a page layout for the User object aren't supported.

Question 14

An AW Computing consultant is building a dashboard in the dashboard designer and can't find the Dashboard Inspector, although she has full access to the app. What should she do?
A. Open the dashboard as a lens with Explore, because the inspector belongs to the explorer
B. Preview the dashboard embedded on a Lightning page, where the inspector icon is shown
C. Save the dashboard and open it in view mode while browsing the app, then open the inspector
D. Ask the admin to turn on the Dashboard Inspector in the CRM Analytics settings in Setup

Accepted Answer

Correct answer: C. Save the dashboard and open it in view mode while browsing the app, then open the inspector
Help says to open the dashboard in view mode while browsing the app, and that the inspector isn't available while running the app, editing the dashboard, or previewing an embedded dashboard outside CRM Analytics. There is no Setup switch for the inspector. Previewing the dashboard embedded outside CRM Analytics is one of the places the inspector isn't available. The inspector is a dashboard tool, not part of lens exploration.

Question 15

Refer to this filter in a SAQL query on a Universal Containers dashboard:

q = filter q by {{cell(Stage_1.selection, 0, "StageName").asEquality('StageName')}};

Stage_1 is a single-select list widget's query, and it includes a row for opportunities with no stage, whose StageName value is null. A sales manager selects that row. What filter condition does the binding produce?
A. 'StageName' in all, so the query isn't filtered by stage and every opportunity is returned
B. 'StageName' == "", so only opportunities whose stage is an empty text value are returned
C. An interaction error, because asEquality can't serialize a null value from a selected row
D. 'StageName' is null, so only the opportunities whose stage is blank are returned

Accepted Answer

Correct answer: D. 'StageName' is null, so only the opportunities whose stage is blank are returned
The serialization reference notes that if the input to asEquality is null, the function returns <fieldName> is null, and gives the example of cell(step1.selection, 0, "column1") evaluating to null so that asEquality("field1") evaluates to 'field1' is null. The in all result, which applies no filter, is what the same note describes for a selection with no rows, not for a selected row holding a null value. A null input is handled by the function rather than raising an error. asEquality doesn't turn null into a comparison with an empty string.

Question 16

A Bloomington Caregivers dashboard builder edited a visit-hours query in the query editor to add a SAQL case expression. She now wants to add a Region grouping by clicking in the lens's chart view, but she can't add dimensions there. What should the CRM Analytics consultant tell her?
A. Switch the widget to a values table, because grouping is only available on table widget types
B. Clone the dataset and rebuild the query in chart view, because a query edited in SAQL can't be changed
C. Clear the browser cache and reopen the dashboard, because the chart view menus failed to load
D. Add the grouping in SAQL in the query editor; after an edit there, chart and table views can't add fields

Accepted Answer

Correct answer: D. Add the grouping in SAQL in the query editor; after an edit there, chart and table views can't add fields
Once a query is modified in the query editor, Help says you can no longer add dimensions, measures and filters in the table or chart view, although you can still change visualization parameters, so the grouping must be added in the SAQL. A cache problem doesn't explain this designed behaviour. The SAQL query can still be edited in the query editor, so cloning the dataset and starting over is unnecessary. Values tables have no groupings at all, so switching to one can't add a Region grouping.

Question 17

Get Cloudy Consulting deployed a binary model that predicts whether a lead will convert, mapped to the Lead object. Sales managers want to sort list views and build reports by the predicted score, and reps want to see why each lead scored as it did on the lead record page. What should the CRM Analytics consultant set up? Choose 2 answers.
A. A CRM Analytics dashboard embedded in the list view so managers can sort by the score
B. A writeback field configured to also store the top predictors and improvements as text
C. Automated prediction writeback to a prediction field, with field-level security assigned
D. An Einstein Prediction Builder prediction on Lead to populate a field for the reports
E. The Einstein Predictions component on the Lead record page with top predictors shown

Accepted Answer

Correct answer: C. Automated prediction writeback to a prediction field, with field-level security assigned | E. The Einstein Predictions component on the Lead record page with top predictors shown
Automated prediction writeback saves the score to a prediction field that can be added to list views and reports once field-level security is assigned, and the Einstein Predictions component shows real-time predictions with top predictors on the record page. Only the prediction value is written to the field, never the reasons or improvements, so a field cannot hold them. List views cannot embed a dashboard to sort records. Einstein Prediction Builder is a different product and would duplicate the Einstein Discovery model already deployed.

Question 18

For a proof of concept, Get Cloudy Consulting gives a client's analyst a CRM Analytics dataset with 350 closed opportunities and only two columns: Won (true or false) and Lead_Source. Einstein Discovery won't let the analyst create a model. What must change so the dataset meets Einstein Discovery's minimum requirements? Choose 2 answers.
A. Split the data into two datasets so one can act as a separate validation dataset
B. Include the open opportunities as well, because any row counts toward the row minimum
C. Change Won to a numeric 1 or 0 column, because binary outcomes need a numeric data type
D. Add at least one more explanatory column so the dataset has three or more columns
E. Add more closed opportunities so at least 400 rows have a known outcome value

Accepted Answer

Correct answer: D. Add at least one more explanatory column so the dataset has three or more columns | E. Add more closed opportunities so at least 400 rows have a known outcome value
Einstein Discovery needs a dataset with at least 3 columns (one outcome plus two explanatory variables) and at least 400 observations that have a value for the outcome variable, so both the row count and the column count must grow. Open opportunities without a known won or lost result are omitted from analysis, so adding them does not help reach the 400-row minimum. Binary outcomes are two-value text fields, so no conversion to a number is needed. Splitting the rows into a second dataset does nothing to satisfy the minimum requirements and leaves even fewer rows in the training dataset.

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