CRMA AND EINSTEIN DISCOVERY EXAM PREP 2026
Universal Containers is setting up a Sales Analytics app to track the sales performance
across all regions. The role hierarchy is well-structured with separate branches for
various global regions.
Viewer access has been provided to the regional sales reps based on the following
roles.
* Regional Sales - APAC
* Regional Sales - EMEA
* Regional Sales - LATAM
* Regional Sales - NA
The CRM Analytics project team receives a request to extend Editor
access to the app to 20 'Superusers' across all regions.
What is the optimal solution?
A.Create a new public group with these users and assign it the Editor app access.
B.Create new roles for these users and assign them the Editor app access.
C.Create a new sharing rule for these users and assign it the Editor app access. -
Answers -A
A CRM Analytics consultant at Cloud Kicks is trying to upload data using an External
Data API and the CSV file with the data was uploaded successfully. Upon analyzing the
data using a lens, they find
they are unable to perform any mathematical operations as all the data and fields are
treated as dimensions.
What is causing the problem?
A.JSON metadata file was not uploaded along with the CSV data file.
B.The field value added in the CSV file was contained within double quotes.
C.Proper transformations need to be performed at the external source prior to External
Data API callout. - Answers -A
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 data.
Which option should a CRM Analytics consultant use to enforce this requirement?
A.Utilize a single dataset and apply security predicates and/or sharing inheritance.
B.Create separate datasets for attainment and commission, and apply security
Predicates and/or sharing inheritance.
C.Add the sales organization to the attainment dataset access list to be able to view
commission data. - Answers -B
A CRM Analytics consultant has been asked to add a custom object to existing recipe.
When trying to locate the object, the consultant can see only Direct Data and NOT the
SFDC Local data sync.
,How should the consultant resolve this?
A.Turn on data syne for the object, run the sync, and then add to recipe.
B.Clone the recipe, add the new object to the recipe, and run the recipe.
C.Create a new data sync connection, run the sync, and add to recipe. - Answers -A
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. - Answers -B
The CRM Analytics consultant at Cloud Kicks is asked to a dashboard displaying
Opportunities data on the account's record page. The dashboard should display only
opportunity data related to the current account viewed.
How should the consultant accomplish this?
A.Create the dashboard, insert in the account's record page, and apply a filter based on
the opportunity's Id field.
B.Create the dashboard, insert in the account's record page, and apply a filter based on
the account's Id field.
C.Create a dashboard, clone it and filter It for each account record, and embed them
into the account's record pages accordingly. - Answers -B
The CRM Analytics consultant at Universal Containers has set data syncs and recipe
runs back to back. However, they notice that the data syncs and recipe run jobs fail
repeatedly. Upon investigation,
they realize the data syncs and recipes are tightly coupled which leads to too many runs
being queued and eventually being canceled.
How should the consultant resolve this issue?
A.Raise a case with Salesforce Support to help Increase the concurrency limits of the
org.
B.Set up failure notifications so that the CRM Analytics consultant gets notified when
this happens and can fix the Issue.
C.Enable priority scheduling to automatically queue shorter or smaller runs before
longer or larger ones. - Answers -C
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?
A.substr()
B.coalesce()
C.replace() - Answers -B
A consultant has been asked to build and embed a dashboard in a Lightning page.
Users should only be able to change the dashboard contrast and open Analytics Studio
from the header of
the dashboard.
How should the consultant achieve this?
A.Deselect the 'Show Share Icon' and ''Enable Subscriptions'' buttons.
B.Deselect the ''Enable Notifications' and ''Enable Subscriptions' buttons.
C.Deselect the ''Enable Notifications'' and ''Enable Email'' buttons. - Answers -B
Exhibit.
Given that the queries are using different datasets, which change should a CRM
Analytics consultant make to solve this issue?
Options:
AUse 'Connect Data Sources' and create a connection to connect the two datasets.
BUse ''Connect Data Sources' and create a connection to connect the two widgets.
CUse result binding/Interaction in the filters section of the query 'Type 1''. - Answers -A
Universal Containers' CRM Analytics team is building a dashboard with two widgets,
and the queries use different datasets.
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 'Query_pie_3' and grouped by the
dimension 'Type'
The team wants any selection in the List widget to filter the Donut chart and vice vers
a. Users should be able to choose more than one Type (multi-selection).
What is the recommended way to accomplish the required filtering?
Options:
A.Use 'Connect Data Sources' to create a mapping of the two fields from the two
datasets.
B.Create a selection based Interaction and apply It to the query of 'Query ple 3'.
C.Set up a result and selection based interaction for each query. - Answers -C
Universal Containers (UC) creates a dataset, 'Book11', containing a budget per region
per month for the first 6 months of the year, as shown in the graphic below. Now, UC
wants to create a lens showing
Universal Containers is setting up a Sales Analytics app to track the sales performance
across all regions. The role hierarchy is well-structured with separate branches for
various global regions.
Viewer access has been provided to the regional sales reps based on the following
roles.
* Regional Sales - APAC
* Regional Sales - EMEA
* Regional Sales - LATAM
* Regional Sales - NA
The CRM Analytics project team receives a request to extend Editor
access to the app to 20 'Superusers' across all regions.
What is the optimal solution?
A.Create a new public group with these users and assign it the Editor app access.
B.Create new roles for these users and assign them the Editor app access.
C.Create a new sharing rule for these users and assign it the Editor app access. -
Answers -A
A CRM Analytics consultant at Cloud Kicks is trying to upload data using an External
Data API and the CSV file with the data was uploaded successfully. Upon analyzing the
data using a lens, they find
they are unable to perform any mathematical operations as all the data and fields are
treated as dimensions.
What is causing the problem?
A.JSON metadata file was not uploaded along with the CSV data file.
B.The field value added in the CSV file was contained within double quotes.
C.Proper transformations need to be performed at the external source prior to External
Data API callout. - Answers -A
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 data.
Which option should a CRM Analytics consultant use to enforce this requirement?
A.Utilize a single dataset and apply security predicates and/or sharing inheritance.
B.Create separate datasets for attainment and commission, and apply security
Predicates and/or sharing inheritance.
C.Add the sales organization to the attainment dataset access list to be able to view
commission data. - Answers -B
A CRM Analytics consultant has been asked to add a custom object to existing recipe.
When trying to locate the object, the consultant can see only Direct Data and NOT the
SFDC Local data sync.
,How should the consultant resolve this?
A.Turn on data syne for the object, run the sync, and then add to recipe.
B.Clone the recipe, add the new object to the recipe, and run the recipe.
C.Create a new data sync connection, run the sync, and add to recipe. - Answers -A
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. - Answers -B
The CRM Analytics consultant at Cloud Kicks is asked to a dashboard displaying
Opportunities data on the account's record page. The dashboard should display only
opportunity data related to the current account viewed.
How should the consultant accomplish this?
A.Create the dashboard, insert in the account's record page, and apply a filter based on
the opportunity's Id field.
B.Create the dashboard, insert in the account's record page, and apply a filter based on
the account's Id field.
C.Create a dashboard, clone it and filter It for each account record, and embed them
into the account's record pages accordingly. - Answers -B
The CRM Analytics consultant at Universal Containers has set data syncs and recipe
runs back to back. However, they notice that the data syncs and recipe run jobs fail
repeatedly. Upon investigation,
they realize the data syncs and recipes are tightly coupled which leads to too many runs
being queued and eventually being canceled.
How should the consultant resolve this issue?
A.Raise a case with Salesforce Support to help Increase the concurrency limits of the
org.
B.Set up failure notifications so that the CRM Analytics consultant gets notified when
this happens and can fix the Issue.
C.Enable priority scheduling to automatically queue shorter or smaller runs before
longer or larger ones. - Answers -C
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?
A.substr()
B.coalesce()
C.replace() - Answers -B
A consultant has been asked to build and embed a dashboard in a Lightning page.
Users should only be able to change the dashboard contrast and open Analytics Studio
from the header of
the dashboard.
How should the consultant achieve this?
A.Deselect the 'Show Share Icon' and ''Enable Subscriptions'' buttons.
B.Deselect the ''Enable Notifications' and ''Enable Subscriptions' buttons.
C.Deselect the ''Enable Notifications'' and ''Enable Email'' buttons. - Answers -B
Exhibit.
Given that the queries are using different datasets, which change should a CRM
Analytics consultant make to solve this issue?
Options:
AUse 'Connect Data Sources' and create a connection to connect the two datasets.
BUse ''Connect Data Sources' and create a connection to connect the two widgets.
CUse result binding/Interaction in the filters section of the query 'Type 1''. - Answers -A
Universal Containers' CRM Analytics team is building a dashboard with two widgets,
and the queries use different datasets.
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 'Query_pie_3' and grouped by the
dimension 'Type'
The team wants any selection in the List widget to filter the Donut chart and vice vers
a. Users should be able to choose more than one Type (multi-selection).
What is the recommended way to accomplish the required filtering?
Options:
A.Use 'Connect Data Sources' to create a mapping of the two fields from the two
datasets.
B.Create a selection based Interaction and apply It to the query of 'Query ple 3'.
C.Set up a result and selection based interaction for each query. - Answers -C
Universal Containers (UC) creates a dataset, 'Book11', containing a budget per region
per month for the first 6 months of the year, as shown in the graphic below. Now, UC
wants to create a lens showing
