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Salesforce CRM-Analytics-and-Einstein-Discovery-Consultant Exam Sample Questions 2025

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Salesforce Spring 25 Release
49 Questions
4.9/5.0

A CRM Analytics consultant at Cloud Kicks wants to create a new dashboard that uses custom GeoJSON to display data; however, they are unable to upload the file via the user interface (UI). Which action should the consultant take?

A. Add the system permission "Manage Analytics Custom Maps" to the permission set used.

B. Enable Custom maps with GeoJSON"” in the analytics settings.

C. Upload the GeoJSON via the API because it is NOT a function in the UI.

C.   Upload the GeoJSON via the API because it is NOT a function in the UI.

Explanation:

If a consultant at Cloud Kicks needs to use custom GeoJSON files for dashboard visualization and cannot upload the file via the CRM Analytics user interface (UI), the recommended action is to use the API for this purpose. Here’s why this approach is suggested:

Functionality Limitation in UI: Currently, the CRM Analytics UI does not support direct uploads of GeoJSON files, which necessitates an alternative method.

API Flexibility: The API provides a more flexible route for uploading custom GeoJSON files, allowing consultants to integrate more complex or larger datasets that are not supported through standard UI functionalities.

Customization and Control: Using the API also offers greater control over how GeoJSON data is handled, processed, and utilized within CRM Analytics, catering to more advanced customization needs.

This method ensures that the consultant can fully utilize CRM Analytics’ capabilities for creating highly customized geographic visualizations, thereby enhancing the analytical value of the dashboards.

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.

A.   Create a component with the rate chart and insert it in one of the tooltips.

Explanation:

1. Optimal Solution:
- Tooltip integration maintains dashboard layout
- Provides additional context without visual clutter
- Preserves existing chart relationships

2. Implementation Benefits:
- No need to remove/rearrange existing widgets
- Users access rate data on-demand via hover
- Maintains clean, focused dashboard design

3. How to Implement:
- Create the rate chart as a separate component
- Add to tooltip properties of relevant charts
- Configure trigger conditions (hover/click)

Why Not Other Options?
- Option B: Creates maintenance overhead
- Option C: Compromises original design intent

Pro Tip:
Enhance with:
1. Clear tooltip labels
2. Conditional formatting
3. Complementary visual cues

Which statement best describes how to ensure CRM Analytics dashboards are easily used across both desktop and mobile devices?

A. Create multiple layouts and reorder all the widgets so that they fit nicely within the new default width

B. Create multiple layouts and allow CRM Analytics to automatically select and organize dashboard contents to be optimal for the device type.

C. Create multiple layouts, ensure the layout selectors match the device, and resize/hide widgets to ensure the content is appropriate for the device screen size.

C.   Create multiple layouts, ensure the layout selectors match the device, and resize/hide widgets to ensure the content is appropriate for the device screen size.

Explanation:

To ensure that CRM Analytics dashboards are optimally usable on both desktop and mobile devices, creating multiple layouts tailored to each device type is crucial. Here's why Option C is the best approach:

Device-Specific Layouts: By creating specific layouts for each device type, you ensure that the dashboard contents are presented in a manner best suited to the screen size and interaction model of the device.

Layout Selectors: These are used to automatically display the appropriate layout based on the device accessing the dashboard, enhancing user experience without manual intervention.

Widget Customization: Resizing or hiding certain widgets for specific device layouts ensures that the dashboard remains clean, uncluttered, and easy to navigate, regardless of the device used.

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.

B.   Select the Enable Expand or Collapse option from the table properties.

Explanation:

The Enable Expand or Collapse feature allows users to expand or collapse groups in a compare table, making it much easier to navigate tables with multiple groupings and detailed data.

This interactive feature improves usability by letting users focus on summary or detailed views as needed.

Option A (using SAQL) is more complex and not necessary just for enabling expand/collapse functionality.

Option C (scrolling to the end) is not user-friendly and does not improve navigation.

A consultant is preparing a dataset to predict customer lifetime value and is collecting data from a questionnaire that asks for demographic information. A very small number of respondents fill in the Income box, but the consultant thinks that it is an informative column even though it only represents 1% of respondents. What should the consultant do?

A. Fill in the missing data with an average of all incomes.

B. Apply the predict missing values transformation in recipe nodes.

C. Drop the field as it will be difficult to get future respondents.

B.   Apply the predict missing values transformation in recipe nodes.

Explanation:

Even though only 1% of respondents provided income data, the consultant believes the Income field is informative for predicting Customer Lifetime Value (CLV). Rather than discarding this potentially valuable feature or diluting its signal with a generic average, the best approach is to use the “Predict Missing Values” transformation in CRM Analytics recipes.

This transformation:

Uses machine learning to estimate missing values based on patterns in other fields (e.g., age, location, occupation).

Helps retain the predictive power of the Income field without introducing bias from simplistic imputation methods.

Is especially useful when the field is sparse but meaningful, as in this case.

Why not A or C?
Option A (Fill with average): This introduces bias and reduces variance, which can hurt model performance—especially when the field is skewed or non-linear.
Option C (Drop the field): Discarding the field wastes potentially valuable signal, especially if it’s a strong predictor of CLV.

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