CRM Analytics and Einstein Discovery Consultant Exam Preparation Material | Salesforce Certified CRM Analytics and Einstein Discovery Consultant Exam

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Question#1

AW Computing will start using Tableau Online to report on some of its Salesforce data to users who do NOT have an SFDC license.
What is the first step the CRM Analytics consultant should take?

A. Use MuleSoft to generate an API ta connect and push data from SFDC to Tableau.
B. Select the output connection in the “write to” option of the recipe.
C. Enable the Tableau output connection in the Analytics settings.

Question#2

A CRM Analytics administrator is working on deploying a dataflow and a dataset (generated by this dataflow) to another org.
While creating a change set, they notice that the components are NOT visible to be included in the change set.
What is the reason for this?

A. The administrator does NOT have system administrator permission to include the assets In the change set,
B. Assets are kept in the Private App and are unavailable to include in the change set.
C. The administrator does NOT have access to the assets on CRM Analytics.

Question#3

CRM Analytics users at Cloud Kicks are granted access to an app with specific dashboards. When trying to download a specific widget, they are unable to do so.
What is causing the issue?

A. The users have access to the dashboard but not the dataset.
B. The dashboard has been created for internal use and the users have a view only license.
C. The permission set for the users Is missing the download data permission.

Explanation:
As in the previous question, the issue is related to permissions. Users can be granted access to dashboards and apps, but if their permission set does not explicitly allow the "Download Data" action, they will not be able to download the widget data. This is a common issue encountered when users have restricted permissions, especially in environments where security and data access are tightly controlled.
Reference: The role of permission sets and the "Download Data" permission is covered in Salesforce CRM Analytics training, particularly in relation to managing user access and security in the platform.

Question#4

After getting approval for the dashboard layout design for a desktop, the CRM Analytics consultant is ready to start the design process for a mobile layout.
Which consideration should the consultant keep in mind?

A. Create a layout with the property “phone” to show the dashboard on the mobile app similar to creating a layout with the property “dashboard” to show on the desktop for the same dashboard,
B. If no layouts are eligible for the mobile device, an error message will be displayed but the dashboard will still be visible on the desktop without errors.
C. “Tablet” or “Phone” layout―where only minWidth and maxWidth have been set―may be displayed on a desktop if the dashboard is embedded in a small frame, or if the browser window is small.

Explanation:
When designing for different device types in CRM Analytics, particularly for mobile layouts, it's crucial to consider how the layout will respond not just on mobile devices but also under various display conditions on desktops. Here’s the rationale for focusing on this consideration:
Responsiveness: Layouts designated for tablets or phones may also be triggered on desktop environments if conditions such as browser window size or embedded frame dimensions mimic those typical of smaller devices.
Design Flexibility: Understanding this behavior is essential for creating versatile dashboards that maintain functionality and visual integrity across all potential viewing scenarios.
User Experience: Ensuring that the dashboard behaves predictably across device types and sizes enhances user engagement and effectiveness, as it provides a consistent experience regardless of the access point.
This approach ensures that the dashboard remains functional and accessible no matter how or where it is being viewed, aligning with best practices for responsive and adaptive design in modern analytics environments.

Question#5

The CRM Analytics consultant at Cloud Kicks (CK) notices that a specific dashboard is showing a different date and time from their locale. Upon investigating, they find that the recipe and datasets were created from a locale with a PST time zone while CK is in the CET time zone.
What led to this problem?

A. The developer turned off dynamic time zone in CRM Analytics settings.
B. Data within datasets is modified for localization or internationalization.
C. The dataset metadata locale Is not overridden by Individual user locale settings.

Exam Code: CRM Analytics and Einstein Discovery Consultant
Q & A: 115 Q&As         Updated:  Oct 07,2026

 

 Access Complete CRM Analytics and Einstein Discovery Consultant Preparation Material

What This CRM Analytics and Einstein Discovery Consultant Study Resource Helps You Do

Review Key Concepts

Review the technologies, products, processes, and practical skills covered by the current CRM Analytics and Einstein Discovery Consultant exam objectives.

Practice Scenario-Based Questions

Work through independently developed questions designed to strengthen your understanding of technical scenarios and decision-making.

Identify Knowledge Gaps

Use your results and the provided explanations to find weaker areas and focus your study more effectively.

How to Use This CRM Analytics and Einstein Discovery Consultant Preparation Material

Review the Exam Scope

Start by reviewing the topics covered by the CRM Analytics and Einstein Discovery Consultant exam. Compare them with the official exam objectives to understand the required technologies, operational tasks, and practical skills, then identify the areas that deserve the most attention.

Practice Independently

Complete a focused set of practice questions for each topic. On your first attempt, avoid referring to notes, answers, or other study resources so that you can evaluate your current understanding more accurately.

Study the Explanations

Review the answers and explanations after completing each practice session. Understand why the correct option is appropriate for the given scenario and why the other options may be incorrect or less suitable.

Close Knowledge Gaps

Keep track of incorrect answers, unfamiliar concepts, and weaker knowledge areas. Review these topics using official documentation and practical experience, then answer the related questions again to reinforce your understanding and monitor your progress.

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Exam Code: CRM Analytics and Einstein Discovery Consultant
Q & A: 115 Q&As
Updated:  Oct 07,2026

 

 Access Complete CRM Analytics and Einstein Discovery Consultant Preparation Material