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Salesforce CRM-Analytics-and-Einstein-Discovery-Consultant Exam Sample Questions 2026

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A CRM Analytics administrator is working on deploying a dataflow and a dataset (generated by this dataflow) to another org. While creating a change set, they notice that the components are NOT visible to be included in the change set. What is the reason for this?

A. The administrator does NOT have system administrator permission to include the assets In the change set,

B. Assets are kept in the Private App and are unavailable to include in the change set.

C. The administrator does NOT have access to the assets on CRM Analytics.

B.   Assets are kept in the Private App and are unavailable to include in the change set.

Explanation:

In CRM Analytics, only assets (dashboards, lenses, datasets, dataflows) that are stored in a Public App or Shared Folder can be included in a change set for deployment to another org. Assets that reside in a Private App (an app created by a user and not shared with others) are not visible in the change set component list because they are tied to the individual user's private context and lack the necessary metadata visibility for org-wide deployment. To make the dataflow and dataset available for change sets, the administrator must first move the assets to a Public App (or a shared folder) and ensure they have the appropriate metadata visibility.

Why the others are wrong:

A (Does not have system administrator permission):
If the user lacked System Administrator permissions, they wouldn't be able to create change sets at all. The issue is not permission—it's the location of the assets.

C (Does not have access to the assets):
The administrator likely has access to the assets (they can see them in CRM Analytics), but access alone does not make them available in change sets. The assets must be in a public, org-wide location.

References:

Salesforce Help – "Deploy CRM Analytics Assets with Change Sets": States that only assets in public apps or shared folders are available for change sets.

CRM Analytics Implementation Guide:
Private app assets are excluded from metadata deployment.

After the initial creation of a model, the first model insight explains 93% of the variation of the outcome variable. This is unusually high.
What is the most likely reason for this?

A. The dataset contains multiple dominant values.

B. The model contains too many outlier values.

C. The outcome variable may be causing data leakage.

C.   The outcome variable may be causing data leakage.

Explanation:

An R² (explanation of variation) value of 93% is exceptionally high for most business prediction models. While high accuracy is desirable, such an extreme value is a strong red flag for data leakage—a situation where the model has access to information in the training data that would not be available at prediction time in production. Common causes include:

Including a field that is a direct proxy for the outcome (e.g., predicting "Total Revenue" while including "Unit Price × Quantity" as a predictor).
Including future-looking data (e.g., using "Closed Date" to predict "Sales Amount" at the time of opportunity creation).
Joining datasets in a way that introduces information from the target variable into the predictors.
This is the most likely reason for an implausibly high explanation of variation.

Why the others are wrong:

A (Multiple dominant values):
Dominant values (high cardinality imbalance) typically cause low variance in predictors, not high R². They would make the model weaker, not stronger.

B (Too many outliers):
Outliers can distort model metrics but usually reduce R² or make it unstable—they do not artificially inflate it to 93% in a systematic way.

References:

Salesforce Help – "Data Leakage in Einstein Discovery": Explains that R² > 90% often indicates leakage.

Einstein Discovery Best Practices Guide:
Warning signs of data leakage include implausibly high model performance.

Universal Containers has a dashboard for sales managers. They need to visualize the percentage of their opportunities in the pipeline in a Gauge chart. They want to customize the chart to keep track if they are below or beyond the target.

Which widget parameters should a consultant use?

A. Range Values, Angle, Conditional Formatting

B. Reference Line, Angle, Range Values

C. Reference Line, Markers, Conditional Formatting

B.   Reference Line, Angle, Range Values

Explanation:

A Gauge chart (also called a speedometer chart) is designed to display a single metric (e.g., percentage of pipeline opportunities) against a target or threshold. To customize it for tracking performance against targets, the key parameters are:

Angle – Defines the start and end angle of the gauge arc (commonly set to 180° or 270°) to visually represent the value range.

Range Values – Specifies the minimum, maximum, and step intervals for the gauge scale (e.g., 0% to 100%), dividing it into colored bands (e.g., red/yellow/green).

Reference Line – Adds a target marker (e.g., 80%) on the gauge to visually indicate the goal. This is exactly what the sales managers need to see if they are "below or beyond the target."

These three parameters together provide the complete customization needed for a goal-tracking gauge chart.

Why the others are wrong:

A (Range Values, Angle, Conditional Formatting):
Conditional Formatting applies color rules to tables or chart elements, but it is not a native parameter for gauge charts. Gauges use predefined color ranges via Range Values—not conditional formatting.

C (Reference Line, Markers, Conditional Formatting):
Markers are used to highlight specific data points on charts like scatter or line charts, not on gauges. Conditional Formatting is again irrelevant for gauge charts.

References:

Salesforce Help – "Build a Gauge Chart in a Lens": Lists Angle, Range Values, and Reference Line as the customization parameters.

CRM Analytics Lens Designer Guide: Gauge chart configuration includes range bands and target lines.

CRM Analytics consultant receives a new project from a client that wants to implement CRM Analytics. They do not currently have CRM Analytics but want guidance on how to ensure their users have the correct access.
They have 1,000 users with a small team of three people who will build both datasets and dashboards. An additional 15 people should be able to only create dashboards. The remaining users should only be able to view dashboards.
Which recommendation should the consultant give the client?

A. Assign the app permissions "viewer", "editor", and "manager" to the three types of roles defined.

B. Create and assign three new Salesforce profiles according to the three types of roles defined.

C. Create and assign Salesforce permission sets according to the three types of roles defined.

C.   Create and assign Salesforce permission sets according to the three types of roles defined.

Explanation:

This question tests the understanding of how to assign CRM Analytics licenses and permissions efficiently and in accordance with Salesforce best practices.

Why C is Correct:
Permission sets are the standard and recommended way to grant granular access to features in Salesforce without modifying user profiles. In this scenario, the client has three distinct user personas:
Builders (3 users): Need CRM Analytics Data Manager and CRM Analytics Dataflow Manager permissions to build datasets and dashboards.
Dashboard Creators (15 users): Need CRM Analytics Creator permission to create dashboards but not manage datasets.
Viewers (~982 users): Need CRM Analytics Consumer permission to only view dashboards.

The consultant should recommend creating three separate permission sets, each containing the corresponding CRM Analytics permission license (Data Manager, Creator, or Consumer). These permission sets are then assigned to the respective users. This is scalable, manageable, and follows the principle of using permission sets for functional access rather than creating multiple profiles.

Why A is Incorrect:
App permissions (Viewer, Editor, Manager) control what a user can do within a specific Analytics app (e.g., view, modify, or manage the app's dashboards and datasets). However, these permissions are secondary. A user must first be assigned a CRM Analytics permission license (via a profile or permission set) to even log in to the Analytics Studio. You cannot assign app permissions to users who do not have a base license. Option A addresses the second step without solving the fundamental licensing requirement.

Why B is Incorrect:
While creating three new Salesforce profiles would technically work, it is considered a poor practice and is not scalable. Profiles are complex and control a very wide range of system permissions and settings across the entire Salesforce org. Creating multiple profiles for the sole purpose of managing CRM Analytics access is an administrative burden and can lead to unnecessary complexity in the overall user management system. Permission sets are the modern, flexible, and recommended tool for this specific purpose.

Reference
Salesforce Help: Assign CRM Analytics Permissions Licenses
This documentation outlines the process, stating: "You grant access to CRM Analytics by assigning permission sets that contain CRM Analytics permissions licenses to users." It explicitly recommends using permission sets to assign the core licenses: CRM Analytics Consumer, CRM Analytics Creator, CRM Analytics Data Manager, and CRM Analytics Dataflow Manager.

Key Concept: The process is a two-step assignment:

License Assignment: A user gets a functional license (Consumer, Creator, etc.) via a Permission Set.
App-Level Permissions: After being licensed, the user is then granted specific permissions (Viewer, Editor, Manager) within individual Analytics apps to control what they can see and do inside that app.

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.

A.   Raise a case with Salesforce Support to help Increase the concurrency limits of the org.

Explanation:

When data syncs and recipes are tightly coupled and scheduled back-to-back, they can quickly exhaust the concurrency limits for simultaneous jobs in CRM Analytics. Each org has a maximum number of concurrent dataflow/recipe and data sync jobs that can run at the same time (typically 2 concurrent recipe/dataflow jobs and 2 concurrent data sync jobs). When these limits are exceeded, additional runs are queued; if the queue becomes too long, jobs are canceled. Since the consultant has already optimized scheduling (back-to-back) but still faces failures, the bottleneck is the org-level concurrency limit. The only way to increase this limit is to contact Salesforce Support and request a limit increase (subject to your edition and contract). This addresses the root cause by allowing more jobs to run in parallel.

Why the others are wrong:

B (Set up failure notifications):
Notifications alert the consultant after failures occur, but they do not prevent the queuing or cancelation. This is a reactive measure, not a solution to the concurrency bottleneck.

C (Priority scheduling):
CRM Analytics does not have a native "priority scheduling" feature to automatically reorder runs by size. Even if it did, the underlying concurrency limit would still be exceeded—reordering does not increase capacity.

References:

Salesforce Help – "CRM Analytics Limits": Lists concurrent recipe and data sync job limits.

Salesforce Knowledge Article: "Too many queued jobs" errors are resolved by increasing concurrency limits via Support.

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