Certified CRM Analytics and Einstein Discovery Consultant

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

You have 60 total questions to study from
Each page has 5 questions, making a total of 12 pages
You can navigate through the pages using the buttons at the bottom
This questions were last updated on December 22, 2025
This site is not affiliated with or endorsed by Salesforce.

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?

CRM Analytics Connector for Excel used in conjunction with dataflows/recipes

Analytics REST API used in conjunction with dataflows/recipes

Microsoft Azure SQL Data Warehouse Connector used in conjunction with dataflows/recipes

Correct Answer: 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?

The earliest available time is 1 hour for CRM Analytics Plus license.

Setting up the schedule to 5 minutes feature is not available in sandbox orgs.

The consultant does not have the Edit CRM Analytics Dataflows permission assigned.

Correct Answer: 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?

Correct Answer: A

Question 4 of 60

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

Create multiple layouts and allow CRM Analytics to automatically select and organize dashboard contents to be optimal for the device type.

Create multiple layouts and reorder all the widgets so that they fit nicely within the new default width.

Create multiple layouts, ensure the layout selectors match the device, and resize/hide widgets to ensure the content is appropriate for the device screen size.

Correct Answer: 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?

Use selection binding/interaction to update the measure in the chart.

Use result binding/interaction to update the grouping in the chart.

Use selection binding/interaction to update the grouping in the chart.

Correct Answer: C