The Salesforce CRM-Analytics-and-Einstein-Discovery-Consultant exam is part of the Salesforce Consultant,CRM Analytics and Einstein Discovery Consultant certification path. It is designed for professionals who work with CRM Analytics and Einstein Discovery to build insights, configure analytics solutions, and support business decisions. Earning this certification shows that you understand how to design, implement, and secure analytics solutions in a Salesforce environment. It matters for consultants who want to prove practical knowledge and credibility in analytics-driven projects.
| # | Exam Topics | Sub-Topics | Approximate Weightage (%) |
|---|---|---|---|
| 1 | Data Layer | Data modeling, dataset preparation, data sources, data transformation | 20% |
| 2 | Security | Access control, sharing settings, row-level security, data permissions | 15% |
| 3 | Admin/Configuration | Setup options, app configuration, user management, solution maintenance | 15% |
| 4 | Analytics Dashboard Design | Dashboard planning, lens selection, visualization choice, user requirements | 15% |
| 5 | Analytics Dashboard Implementation | Dashboard building, filters, widgets, interactivity, deployment steps | 20% |
| 6 | Einstein Discovery | Story creation, prediction insights, model interpretation, recommendations | 15% |
This exam tests both conceptual understanding and practical ability across CRM Analytics and Einstein Discovery. Candidates must know how to configure solutions, interpret data, design dashboards, and apply security and admin concepts correctly. It also checks whether you can work through real-world scenarios and choose the right implementation approach.
QA4Exam.com provides Exam PDF content with actual questions and answers, plus an Online Practice Test that helps you prepare in a focused way for the Salesforce CRM-Analytics-and-Einstein-Discovery-Consultant exam. The practice format gives you a real exam simulation so you can understand the question style, improve speed, and manage time better. The questions are updated and the answers are verified, which helps you study with more confidence. By reviewing both the PDF and the practice test, you can strengthen weak areas and prepare for the exam on your first attempt.
This exam is intended for professionals in the Salesforce Consultant,CRM Analytics and Einstein Discovery Consultant track who work with CRM Analytics and Einstein Discovery solutions.
It can be challenging because it covers data, security, dashboard design, implementation, and Einstein Discovery concepts in practical scenarios.
Braindumps alone are not the best approach. You should also understand the concepts, review the topics, and practice with realistic questions.
Hands-on experience is very helpful because the exam tests practical knowledge of configuration, dashboards, security, and Einstein Discovery use cases.
They help you review actual questions and answers, practice in an exam-like format, and improve time management so you can answer more confidently.
QA4Exam.com provides verified answers and updated practice content to help you study with better accuracy and prepare more effectively.
Yes, the Online Practice Test is designed to simulate the exam experience so you can become familiar with the question style and pacing.
If that happens, reviewing the weak areas and practicing again with updated questions can help you improve before your next attempt.
Cloud Kicks (CK) has a dashboard that is still showing 10 former account managers. CK has since expanded, and some have moved from their former roles. CK wants the dashboard to reflect current account managers and stay up to date as new team members join.
How should the CRM Analytics developer accomplish this?
The Repeater Widget in CRM Analytics allows dynamic updates to be reflected on the dashboard automatically as data flows are updated. This means that as new account managers join or existing account managers change roles, the data in the widget will automatically reflect the latest information without manual updates. This is the most efficient way to keep the dashboard up-to-date with the current list of account managers.
An CRM Analytics consultant is working with Ursa Major Solar to build a dashboard to understand customer renewals. Each subscription is captured as a Closed Won Opportunity within Salesforce and a single Account should only have one active subscription. The consultant notices the Opportunity record does NOT specify whether it is a renewal or a net new subscription.
Which data transformation should the consultant use to determine if a subscription is new or a renewal?
To determine whether a subscription is new or a renewal from the Opportunity records in Salesforce, the consultant should utilize a Custom Formula in the data transformation process. Here's the rationale:
Custom Formula Usage: By employing a custom formula, the consultant can create a logical expression that checks the historical data associated with each account. If an account has previous closed-won opportunities, any new opportunities can be labeled as renewals; otherwise, they are considered new subscriptions.
Data Insight: This method provides a straightforward way to derive new insights (new vs. renewal) directly from existing data without altering the data structure itself, making it a non-invasive and efficient solution.
Implementation: The custom formula can be applied in a recipe or directly within a dataflow in CRM Analytics, offering flexibility in how and where the transformation is executed.
A versioning feature allows CRM Analytics users to be added as Publishers and make changes separately while a 'Live' version is still being used by other users. Once the changes are complete, the user can then set their updated version as the Live version.
Which CRM Analytics item is this leveraged for?
In CRM Analytics, the versioning feature described is typically leveraged for Apps. This feature allows:
Parallel Development: Users can work on changes in a separate version without affecting the live version being accessed by others.
Controlled Publishing: Once changes are finalized, the user can then promote their version to be the new live version, ensuring seamless updates without disrupting ongoing usage.
Collaborative Workflows: Facilitates teamwork by allowing multiple users to propose and test changes in a controlled environment before making those changes live.
This approach ensures that CRM Analytics apps remain dynamic and can evolve over time while maintaining stability and continuity for end-users.
Universal Containers has a single dataset that contains the attainment and commission fields for all sales reps. Each sales rep should be able view the attainment data for each rep in their division. Each rep should only be able to see their own commission dat
a.
Which option should a CRM Analytics consultant use to enforce this requirement?
Exhibit.

Universal Containers has a dashboard for sales managers to visualize the Year Over Year (YoY) growth of their customers. The formula used is:
YoY = [(This Year --- Last Year) / Last Year] %
Based on the graphic, when there is not an account in the Last Year column, the YoY Growth shows null results. The sales managers want to replace it with 100% value.
What is the correct function to use?
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