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Salesforce Certified CRM Analytics and Einstein Discovery Consultant Sample Questions:

1. Universal Containers has a well-defined role hierarchy in Salesforce where everyone is assigned to an appropriate node. The accounts within their instance are categorized by their demography.
An individual sales rep should be able to view all accounts that they own. In addition, sales reps should be able to see any accounts where the value of the account demography matches the demography defined on their user record. A user could have more than one demography defined on their user record.
To meet this requirement, the CRM Analytics consultant has set up a security predicate of the existing
'Account' dataset as follows:

This, however, does not seem to be working as expected.
What is causing the issue?

A) The Analytics Security User is not provided access permission on custom field Demographic_c on the User object.
B) The security predicate needs to be updated as 'Ownerld' == "sUser.id" || 'Demography' = "$User.
Demographic__c'.
C) The Sales Rep is not provided access permission on custom field Demographic__c on the User object.

2. A customer has a dataset consisting of over 300 unique product names. They request a prediction model with the product names included.
Which action should the CRM Analytics consultant take?

A) Run the model using the default variables in the Product object.
B) Split the analysis into multiple models with each having fewer products.
C) Use SKU numbers rather than product names to increase clarity.

3. 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.

4. A data architect wants to use a recipe transformation to implement row level security based on role hierarchy in Salesforce.
Which transformation should the architect use to level the dataset hierarchy?

A) Flatten
B) Join
C) Aggregate

5. Cloud Kicks needs a CRM Analytics consultant to install the Appointment Analytics App. After installation, they realize the wrong field was picked and the app did not have access to a newly created field that should be used instead of the old one.
What is the first step the consultant should take to prevent erroneous dataset/dashboard creation?

A) Update the app with the new field after installation.
B) Cancel running installations from Setup
C) Stop the recipe from running in Data Manager.

Solutions: