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Last Updated: Jun 07, 2026

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Salesforce Certified CRM Analytics and Einstein Discovery Consultant Sample Questions:

1. A team of CRM Analytics developers has been working on an existing recipe to add new derived fields. The edited version has been failing ever since, and management is requesting that the dashboard show refreshed data while they work on the edits.
How can the developers add new fields while keeping the dataset refreshed?

A) Clone the existing recipe to add fields and roll back the original recipe to the last working version.
B) A recipe for the new fields and when that is successful, add it to the existing recipe as a join node.
C) Refresh the dataset after working hours to avoid the edited version from failing.


2. Cloud Kicks (CK) wants to use CRM Analytics to analyze trends of its sales pipeline in order to accelerate the company's sales process. To do so, CK needs to know the average time an opportunity spends in each stage. The data can be found in the Opportunity History object, but the value is not pre- calculated in Salesforce, so a consultant recommends using a recipe to calculate it.
How should the consultant use a recipe to calculate the average time an opportunity spends in each stage?

A) Flatten transformation with offset expressions to calculate the duration
B) Custom transformation with a multiple row formula to calculate the duration
C) An aggregate transformation with offset parameter to calculate the duration


3. Universal Containers wants to create two dashboards and has two user groups. The 'Regional Performance' dashboard should be accessible to sales reps and managers/executives to keep track of how sales reps are performing in each region. Sales reps must only be able to see data pertaining to their respective region. The 'National Performance' dashboard is using the same data as the other dashboard but should only be accessible to managers/executives to compare data across all regions.
In addition to row-level security to view only regional data, how should a consultant ensure that sales reps are unable to view the 'National Performance' dashboard?

A) Create two datasets, one app; store both 'Regional Performance' dashboard, 'National Performance' dashboard, and dataset in the app; and provide access to both user groups to this app.
B) Create one dataset, two apps; store 'Regional Performance' dashboard and dataset In one app; and provide access to both user groups to this app. Store 'National Performance' dashboard in another app and only provide access tomanagers/executives.
C) Create one dataset, one app; store both 'Regional Performance' dashboard, 'National Performance' dashboard, and dataset in the app; and provide access to both user groups to this app. Use row-level security to restrict sales repsfrom seeing data in 'National Performance' dashboard.


4. CRM Analytics team is asked to build a Service Analytics dashboard for the service agents.
What are the main "Deep Design Thinking" principles the team should keep in mind during the discovery sessions?

A) Priority - Logic - Level of Granularity
B) Purpose - Structure - Surface
C) Clarity - Efficiency - Consistency


5. consultant is reviewing a model that is set to maximize the daily sales quantity of consumer products in stores, and they see this recommendation.

Which action should the consultant take?

A) Verifyclient expectations that Store is a strong predictor for daily sales quantity.
B) Remove the Store field from the model definition, because that is the recommended action.
C) Ignore alert; the explanation of variation is only 35%, which is below 50%,


Solutions:

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

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