Last Updated On : 17-Aug-2026


Salesforce Certified CRM Analytics and Einstein Discovery Consultant Practice Test

Prepare with our free Salesforce Certified CRM Analytics and Einstein Discovery Consultant sample questions and pass with confidence. Our CRM-Analytics-and-Einstein-Discovery-Consultant practice test is designed to help you succeed on exam day.

114 Questions
Salesforce 2026

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.

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.

B.   Self assign as a dashboard publisher and make the changes to the dashboard in draft mode while maintaining a previous version live.

Explanation:

CRM Analytics dashboards support a draft mode (also known as "publisher" or "editing" mode) that allows consultants to make changes to a dashboard without affecting the live version that users are viewing. The process is:

The consultant self-assigns as the dashboard publisher (if not already).
They open the dashboard in draft/edit mode, make all required changes, and test them.
The published (live) version remains accessible to all users throughout this process.

Once changes are finalized, the consultant can publish the draft, making it the new live version in a single, seamless transition.

This is the recommended best practice because it ensures zero downtime and allows users to continue tracking daily sales performance without interruption.

Why the others are wrong:

A (Wait for least usability):
Waiting for a "least usability" period introduces unnecessary downtime and delays. With draft mode, there is no need to take the dashboard offline at all.

C (Clone, share new, delete old):
Cloning creates a separate dashboard, which would require updating all embedded links, bookmarks, and user access. This is disruptive and creates duplicate maintenance overhead—far less efficient than using draft mode.

References:

Salesforce Help – "Edit Dashboards in Draft Mode": Explains that drafts allow changes without affecting the live version.

CRM Analytics Dashboard Designer Guide: Publisher mode enables simultaneous editing and live availability.

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.

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.

C.   If more than one layout is eligible, the one with the most device properties set is used.

Explanation:

In CRM Analytics, you can create multiple mobile layouts for the same dashboard, each tailored for different devices or orientations (e.g., phone portrait, phone landscape, tablet). When multiple layouts are eligible for a given mobile device, CRM Analytics determines which one to display by selecting the layout with the highest number of device properties defined. Device properties include settings like:

Device type (phone, tablet)
Screen orientation (portrait, landscape)
Minimum screen width/height

The layout with the most specific (granular) device property matches is considered the "best fit" and is applied. This ensures the most optimized layout is served to the user based on their actual device characteristics.

Why the others are wrong:

A (Most global filters):
Global filters are not used to select a mobile layout. They are a dashboard feature, not a layout selection criteria.

B (Most widgets):
The number of widgets does not determine layout selection. A layout with fewer widgets could be more optimized for a small screen, but selection is based on device properties, not widget count.

References:

Salesforce Help – "Mobile Layouts in CRM Analytics": States that when multiple layouts are eligible, the one with the most device properties is applied.

CRM Analytics Dashboard Designer Guide: Device properties (type, orientation, resolution) are used for layout matching.

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" dimension
UC 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.

A.   Use the combination of recipe transformations: "join" and “filter”.

Explanation:

To delete all activities from Dataset A that are related to users in Dataset B, you need to identify which rows in Dataset A match the userID values present in Dataset B. The correct approach is:

Join – Perform an inner join between Dataset A (activities) and Dataset B (users) on the userID field. This creates a temporary dataset containing only the activities that have a matching userID in Dataset B.

Filter – Apply a filter to keep only the rows that exist in the join result (i.e., activities to be deleted).

Output – Use the filtered result as the "delete" set, or replace the original Dataset A by excluding these rows (via an anti-join or by using a filter with NOT IN logic).

CRM Analytics recipes do not have a direct "delete" node that references another dataset; deletion is achieved by identifying the rows to remove through a join and then filtering them out.

Why the others are wrong:

B (Delete node with userID):
There is no standalone "delete" node in CRM Analytics recipes that deletes rows from one dataset based on another dataset's ID. The delete/upsert functionality is for writing back to Salesforce, not for dataset-to-dataset row deletion.

C (Update transformation + filter):
The "update" transformation is used to modify existing rows (e.g., change field values), not to delete rows based on a related dataset.

References:

Salesforce Help – "Recipe Transformations": Join and Filter are the standard nodes for subsetting data based on related datasets.

CRM Analytics Data Preparation Guide: To remove rows matching another dataset, use a join to identify matches and then filter or use an anti-join.

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