| Exam Code | CRM-Analytics-and-Einstein-Discovery-Consultant |
| Exam Name | Salesforce Certified CRM Analytics and Einstein Discovery Consultant Exam (SP25) |
| Update Date | 29 Aug, 2026 |
| Total Questions | 115 Questions Answers With Explanation |
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In Data Alerts, a field named Region is 96.5% North America. The consultant believes that this is an important field since the majority of sales is in the North American market. What is the appropriate action?
A. Choose the recommended action “keep only North America” and exclude all of the other rows.
B. Understand if client should only "focus on North America” or drop the field, as it does not have valuable information.
C. Append more rows of data with "other values of Region” to balance the dataset properly.
A project team member uploads a CSV file to CRM Analytics, and they notice a few records failed during the upload. The manager wants to view the error log generated so this can be fixed and uploaded again. The manager has the CRM Analytics administrator permissionbut is unable to download the error log details. Why is the manager unable to download the log details?
A. They do not have the Upload External Data to CRM Analytics permission enabled.
B. They do not have the Download CRM Analytics Data permission enabled.
C. Only the user who uploaded the external data file can download the error log.
Universal Containers plans to upload target data from an external tool to CRM Analytics so it can calculate the sales team target attainments. The target data changes every month, so the datasets need to be updated on a monthlybasis. The target data is a CSV file that contains the Salesforce ID of the sales rep, the target amount, and the month of the target. For each sales rep, the file contains a target for every month of the current year as well as all previous years.Based on this information, which operation should a consultant use with the Analytics External Data API to upload the file?
A. Overwrite
B. Update
C. Append
A CRM Analytics consultant is asked to make changes to the current sales dashboard at Cloud Kicks. The dashboard is crucial to track the daily sales performance of the company and needs to be available for other users while the consultant works on the changes. How should the consultant proceed to update the dashboard?
A. Wait for a period of least usability or the dashboard to edit it.
B. Self assign as a dashboard publisher and make the changes to the dashboard in draft mode while maintaining a previous version live.
C. Clone the dashboard to a new one, apply the changes, share the new dashboard with the users, and delete the old one.
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.
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?
A. Analytics REST API used in conjunction with dataflows/recipes.
B. Microsoft Azure SQL Data Warehouse Connector used in Conjuction with dataflows/recipes
C. CRM Analytics Connector for Excel used in conjunction with dataflows/recipes
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" dimensionUC 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 combination of recipe transformations: "join" and “filter”.
B. Use the recipe node "delete" and set "userID" as the deletion ID.
C. Use the “update” transformation and utilize the "filter" node.
The CRM Analytics consultant at AW Computing is designing dashboard. They want to add a rate between two metrics and display it in a new chart. They are finding that the new chart seems to prejudice the design of other charts.What should the consultant do to resolve this?
A. Create a component with the rate chart and insert it in one of the tooltips.
B. Clone the dashboard and replace one of the charts with the new rate chart.
C. Adjust the dashboard widgets to accommodate the rate chart.
What is a benefit of introducing a second local connector?
A. Better maintenance by having a connector per recipe
B. Better deployment management between sandboxes and production environment
C. Better performance by syncing data according to the refresh necessities
ACRM Analytics consultant is reviewing results from an Einstein Discovery story with a business user. They agree with the findings but notice that none of the fields used in the story have a correlation value greater than 4%. The client is now concerned that the model may not be good enough to deploy. Which action should the consultant take?
A. A Identify additional data that may have a stronger relationship with the outcome variable.
B. Edit the model accuracy settings and rerun it to evaluate the correlation.
C. Use the appropriate algorithm and update the model.
Cloud Kicks needs a CRM Analytics consultant to install the Appointment Analytics App. After installation, they realize the wrong field was picked and the app did not have access to a newly created field that should be used instead of the old one. What is the first step the consultant should take to prevent erroneous dataset/dashboard creation?
A. Cancel running installations from Setup
B. Stop the recipe from running in Data Manager.
C. Update the app with the new field after installation.
A data architect wants to use a recipe transformation to implement row level security based on role hierarchy in Salesforce. Which transformation should the architect use to level the dataset hierarchy?
A. Aggregate
B. Flatten
C. Join
Universal Containers uses CRM Analytics to build dashboards for different departments: Sales, Service, and Marketing. Users in the samedepartment have the same role and need to have access to the same dashboards. Dashboards for different departments use some common datasets with the same row-level security. How should a CRM Analytics consultant address this need?
A. Create one app for each department, put common datasets in the shared app, and use roles to share apps.
B. Create one app for each department, put common datasets in the shared app, and use profiles to share apps.
C. Create one app for each department, put common datasets in the shared app, and use permission sets to share apps.
Universal Containers (UC) builds three Einstein Discovery models in Salesforce to predict and maximize its revenue per customer. The modelsare for every region UC has a business: EMEA, AMER, and APAC. How should a consultant help UC deploy the three Einstein models to Salesforce?
A. Filter the account data per region and deploy the same model to all segments.
B. Segment the account data per region and deploy the appropriate model for each segment.
C. Deploy the same mode! to all accounts and use an Apex trigger to segment the prediction.
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?
A. Use result binding/interaction to update the grouping in the chart.
B. Use selection binding/interaction to update the grouping In the chart.
C. Use selection binding/interaction to update the measure In the chart.
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. Create a trigger on Case objectand use REST APIs to append the predictions intothe business process.
B. Use the Einstein Discovery flow action to make a prediction with the flow.
C. Write an Apex class with Einstein Discovery Predictions and append them to process.
Universal Containers (UC) has a "Sales Manager” dashboard. UC has a compare table that has multiple groupings and columns added showing the Total and Subtotals of the numeric values. A consultant is asked to add additional groups to enhance details about UC's customers. Which feature should the consultant use to make the navigation of the compare tables easier for the end user?
A. Create the table using SAQL query to accommodate this and make It user friendly.
B. Select the Enable Expand or Collapse option from the table properties.
C. Scroll to the very end to see the details.
A CRM Analytics consultant is asked to make sure the new sales performance dashboard is accessible in the mobile app. They have created multiple mobile layouts for the same dashboard. How is CRM Analytics expected to perform?
A. If more than one layout is eligible, the one with the most global filters is used.
B. If more than one layout Is eligible, the one with the most widgets is used.
C. If more than one layout is eligible, the one with the most device properties set is used.
Universal Containers (UC) is rolling out CRM Analytics to its field sales that include dashboards withorder data from an external source. UC has a well-defined role hierarchy where everyone is assigned to an appropriate node on the hierarchy. In addition, the order data has a reference to a Salesforce opportunity. An individual sales rep should be able to view all orders that they own or as part of the account team or opportunity team. The sales manager should be able to view all orders for the entire sales team. Similarly, the VP of sales should be able to view orders for everyone who rolls up in that hierarchy. The dataset has a field called Ownerld which represents the order owner. Given this information, how should a CRM Analytics consultant implement the above requirements?
A. As part of the recipe, use a formula on the Roleid fildto create an attribute called 'ParentRolelDs' on the dataset, and apply the following security predicate: 'ParentRolelDs' ==‘’$UserRoleId’’ || Owned\ == ‘$User,id\\,
B. As part of the recipe, use the flatten operation on the role hierarchy, create a multi-value attribute called 'ParentRoleIDs' on the dataset, and apply the following security predicate: 'ParentRoleIDs' == "$User.UserRoleld" || 'TeamMember.Id’ '$User, Id" || 'Ownerld’ == "$User.Id".
C. As part of the recipe, use a multi row formula on the Roleld field to create an attribute called 'ParentRoleIDs' on the dataset, and apply the following security predicate:“$User.UserRoleld” || ‘Ownerld’ == “$User.Id".
A consultant is building a CRM Analytics dashboard for Universal Containers. The consultant has enabled data sync to increase the speed of datasets refreshing. How often will the data on the dashboard be refreshed
A. When dataflow/recipe runs to completion, and then data syne runs to completion
B. When the dashboard viewer clicks the Refresh button
C. When data sync runs to completion, and then dataflow/recipe runs to completion
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