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Updated: Jul 10, 2026

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Salesforce Certified CRM Analytics and Einstein Discovery Consultant Sample Questions:

1. What are various ways to incorporate blank space in a CRM Analytics dashboard?

A) 1. Use the "Cell Spacing" layout property.2. Increase the dashboard granularity via columns, and use blank columns.
B) Use the "Fine" row height option in layout properties, and use blank rows,Use the "With Spacing" row height property.
C) 1. Increase the dashboard granularity via columns, and use blank columns.Use pages to break content into multiple tabs.


2. What can a consultant accomplish in the Predictions page of a model?

A) Estimate the impacted business value of using Einstein Discovery.
B) If it is decided to follow some of the Einstein Recommendations for model improvement, see what the new model metrics would be.
C) Create predicted outcome value by manually selecting values for some of the predictor fields.


3. A CRM Analytics consultant has prepared a CSV file to be uploaded to CRM Analytics. By mistake, one of the column headers is modified as random non-alphanumeric characters "*&**(&*(%", which went unnoticed prior to uploading the file.
What is the expected behavior of the uploaded CSV column?

A) The column header Is set to *&**(&*(%.
B) The columnheaderis prefixed with "X" upon upload.
C) The column header is auto-updated to "Column" + column number.


4. A CRM Analytics consultant wants to move a dataflow to a recipe in order to use aggregation nodes. To do so, they use the Dataflow to Recipe convertor and the recipe runs successfully.
However, they are unable to see the aggregated data in the dataset.
What is causing the issue?

A) The recipe has to be turned off and only the dataflow should run.
B) The dataflow has to be turned off and only the recipe should run.
C) The convertor has created a new dataset with a new ID.


5. Universal Containers (UC) is rolling out CRM Analytics to its field sales that include dashboards withorder data from an external source.
UC has a well-defined role hierarchy where everyone is assigned to an appropriate node on the hierarchy. In addition, the order data has a reference to a Salesforce opportunity.
An individual sales rep should be able to view all orders that they own or as part of the account team or opportunity team. The sales manager should be able to view all orders for the entire sales team. Similarly, the VP of sales should be able to view orders for everyone who rolls up in that hierarchy.
The dataset has a field called Ownerld which represents the order owner.
Given this information, how should a CRM Analytics consultant implement the above requirements?

A) As part of the recipe, use a multi row formula on the Roleld field to create an attribute called
'ParentRoleIDs' on the dataset, and apply the following security predicate:"$User.UserRoleld" ||
'Ownerld' == "$User.Id".
B) As part of the recipe, use the flatten operation on the role hierarchy, create a multi-value attribute called
'ParentRoleIDs' on the dataset, and apply the following security predicate: 'ParentRoleIDs' == "$User.
UserRoleld" || 'TeamMember.Id' '$User, Id" || 'Ownerld' == "$User.Id".
C) As part of the recipe, use a formula on the Roleid fildto create an attribute called 'ParentRolelDs' on the dataset, and apply the following security predicate: 'ParentRolelDs' ==''$UserRoleId'' || Owned\ ==
'$User,id\\,


Solutions:

Question # 1
Answer: A
Question # 2
Answer: C
Question # 3
Answer: B
Question # 4
Answer: C
Question # 5
Answer: B

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