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Updated: Jul 08, 2026
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Salesforce Certified CRM Analytics and Einstein Discovery Consultant Sample Questions:
1. At Universal Containers, a dashboard is built to track sales metrics. The Opportunity amount field has conditional formatting added - it turns green for closed won and red for closed lost.
How should a CRM Analytics consultant enhance the dashboard design to become more accessible to users with color vision challenges?
A) Position Alt Texts next to the KPIs to make itmore understandable.
B) Add up and down arrow next to the KPIs to make it more understandable.
C) Make the numbers bold to emphasize whether it is won or lost.
2. A CRM Analytics administrator is working on deploying a dashboard and a dataset from a developer sandbox to a full sandbox. They have deployed the dataset via change set and manually copy-pasted the dashboard JSON into the target org. However, they notice that the conditional formatting and the widget-specific number formats have been lost in the target environment.
What is causing this issue?
A) Analytics Dataset XMD was NOT included as part of the deployment package,
B) The recipe that generated the dataset also needs to be included as part of the package.
C) Analytics Dashboard XMD was NOT included as part of the deployment package.
3. A consultant creates a CRM Analytics dashboard in a sandbox and it needs to be migrated into production.
What should the consultant use to complete the migration?
A) Analytics External Data API
B) Change sets
C) Analytics dashboard connector
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) 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.
B) 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 thesame dashboard,
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 asmall frame, or if the browserwindow is small.
5. 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 permission set for the users Is missing the download data permission.
C) The dashboard has been created for internal use and the users have a view only license.
Solutions:
| Question # 1 Answer: B | Question # 2 Answer: A | Question # 3 Answer: B | Question # 4 Answer: C | Question # 5 Answer: B |
All Salesforce questions are covered.
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