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Certified CRM Analytics and Einstein Discovery Consultant

Here you have the best Salesforce CRM Analytics and Einstein Discovery Consultant practice exam questions

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  • These questions were last updated on May 13, 2026
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Question 1 of 60

Universal Containers (UC) uses a Microsoft Azure SQL Data Warehouse to gather information about sales reps’ objectives. UC wants to use CRM Analytics to gain insights from this data and automatically load it into a CRM Analytics dataset daily. The data also needs to be transformed and merged with data from the company’s org.

Which CRM Analytics user interface features should be used to complete these requirements?

Answer

Suggested Answer

The suggested answer is C.

Question 2 of 60

The CRM Analytics consultant at Cloud Kicks is asked to make sure the data on the CRM Analytics dashboard be as real-time as possible.

It was agreed to set the sync refresh time to 5 minutes for one of the local connections. The org has a CRM Analytics Plus license but users are noticing that the earliest available time is 1 hour. The minutes option is not visible to the user.

What is causing the issue?

Answer

Suggested Answer

The suggested answer is A.

Question 3 of 60

Universal Containers’ CRM Analytics team is building a dashboard with two widgets.

  1. List widget associated to the query “Type_2” and grouped by the dimension “Type” (multi-selection)
  2. Donut chart widget associated to the query “Step_pie_3” and grouped by the dimension “Type”

The team wants to use bindings/interactions so any selection in the List widget will filter the Donut chart. The queries use different datasets, and users should be able to choose more than one Type (multi-selection).What is the right syntax for the binding/interaction?

Answer

Suggested Answer

The suggested answer is A.

Question 4 of 60

Which statement best describes how to ensure CRM Analytics dashboards are easily used across both desktop and mobile devices?

Answer

Suggested Answer

The suggested answer is C.

Question 5 of 60

Universal Containers has a dashboard for sales managers. They need the ability to visualize the number of Closed Won opportunities by month, quarter, or year, and then display the result in a single chart. A CRM Analytics consultant creates a custom query to display three values: ClosedDate_month, ClosedDate_quarter, and ClosedDate_year.

What should the consultant do next?

Answer

Suggested Answer

The suggested answer is C.

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