Salesforce Certified CRM Analytics and Einstein Discovery Consultant - CRM-Analytics-and-Einstein-Discovery-Consultant Exam Questions [2026]

QUESTION NO: 1
An CRM Analytics consultant creates a model to maximize the satisfaction of cases. They want to deploy the mode! and further use the model and predictions in an existing automated business process powered by Salesforce Flow.
What is the most efficient way to accomplish this?

A. Write an Apex class with Einstein Discovery Predictions and append them to process. B. Create a trigger on Case objectand use REST APIs to append the predictions intothe business process. C. Use the Einstein Discovery flow action to make a prediction with the flow.

Correct Answer: C

QUESTION NO: 2
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. Select the output connection in the "write to" option of the recipe. B. Enable the Tableau output connection in the Analytics settings. C. Use MuleSoft to generate an API ta connect and push data from SFDC to Tableau.

Correct Answer: B

QUESTION NO: 3
A manager at Cloud Kicks wants to separate and analyze accounts based on numeric information of its opportunity records. The data includes things like amount, quantity of products, contacts, and quotes.
How should the CRM Analytics consultant accomplish this?

A. Bucket for each measure and then use a global bucket to segment accounts. B. Aggregate to summarize related data to account level. C. Cluster in the recipes and select the metrics used for clusterization.

Correct Answer: B

QUESTION NO: 4
Universal Containers (UC) is using CRM Analytics to create two datasets.
* Dataset A: Contains a list of activities with an "activityID" dimension and a "userID" dimension
* Dataset B: Contains a list of users with a "userID" dimension
UC wants to delete all activities from Dataset A related to users in Dataset B.
How should the CRM Analytics consultant help UC achieve this?

A. Use the "update" transformation and utilize the "filter" node. B. Use the recipe node "delete" and set "userID" as the deletion ID. C. Use the combination of recipe transformations: "join" and "filter".

Correct Answer: C

QUESTION NO: 5
A versioning feature allows CRM Analytics users to be added as Publishers and make changes separately while a 'Live' version is still being usedby 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?

A. App B. Dataset C. goats

Correct Answer: A

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QUESTION NO: 6
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?

A. Build a report and get notified when a new account manager joins, and then edit the dashboard to add the account manager. B. Create @ Watchlist and when the number of account manager updates, update the dashboard to reflect the same. C. Use a Repeater Widget that updates automatically as the data flows through the system.

Correct Answer: C

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QUESTION NO: 7
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?

A.

B.

C.

Correct Answer: B

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