Salesforce CRM-Analytics-and-Einstein-Discovery-Consultant Practice Exam Questions & Answers

5 Free Questions · Last reviewed: September 4, 2026 · Prepared & Reviewed by the ValidExamDumps Editorial Team

Exam Facts

Salesforce CRM-Analytics-and-Einstein-Discovery-Consultant Exam Details

Key details for this exam, checked against the published exam outline

115 Practice Questions (Our Bank)
90 minutes Exam Duration
65% Passing Score
USD 200 Exam Fee
Exam Code
CRM-Analytics-and-Einstein-Discovery-Consultant
Full Name
Salesforce Certified CRM Analytics and Einstein Discovery Consultant
Issuing Body
Salesforce
Question Format (Our Bank)
Multiple Choice
Delivery
Online proctored or at a Pearson VUE test centre
Eligibility
No prerequisites required
Practice Questions

Free CRM-Analytics-and-Einstein-Discovery-Consultant Practice Questions

Each question shows the correct answer and an explanation of why it is right

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ValidExamDumps Editorial Team Every question and its answer is checked by our CRM-Analytics-and-Einstein-Discovery-Consultant exam preparation team, who also write the explanation shown with each one. How we research and review these pages
Question 1 Domain 4Analytics Dashboard Design

An CRM Analytics consultant is working with Ursa Major Solar to build a dashboard to understand customer renewals. Each subscription is captured as a Closed Won Opportunity within Salesforce and a single Account should only have one active subscription. The consultant notices the Opportunity record does NOT specify whether it is a renewal or a net new subscription.

Which data transformation should the consultant use to determine if a subscription is new or a renewal?

Correct Answer: C
Explanation

To determine whether a subscription is new or a renewal from the Opportunity records in Salesforce, the consultant should utilize a Custom Formula in the data transformation process. Here's the rationale:

Custom Formula Usage: By employing a custom formula, the consultant can create a logical expression that checks the historical data associated with each account. If an account has previous closed-won opportunities, any new opportunities can be labeled as renewals; otherwise, they are considered new subscriptions.

Data Insight: This method provides a straightforward way to derive new insights (new vs. renewal) directly from existing data without altering the data structure itself, making it a non-invasive and efficient solution.

Implementation: The custom formula can be applied in a recipe or directly within a dataflow in CRM Analytics, offering flexibility in how and where the transformation is executed.

Question 2 Domain 5Analytics Dashboard Implementation

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?

Correct Answer: A
Explanation

In CRM Analytics, when dealing with two datasets, such as Dataset A (activities) and Dataset B (users), and you want to delete records from Dataset A based on the users listed in Dataset B, you would typically use a combination of a join and filter transformation in a recipe. The join transformation allows you to combine data from both datasets based on the shared userID dimension, and the filter transformation would then be used to delete or exclude any activities from Dataset A that are associated with the users from Dataset B. This approach ensures that only relevant activities remain in Dataset A after filtering out the unwanted ones. Reference: CRM Analytics Recipes: Join and Filter Transformations

Question 3 Domain 4Analytics Dashboard Design

A CRM Analytics consultant is performing column profiling on dimension column in a recipe. Newly-added rows are not being considered in the Results tab of the profile even though a sync was run for that specific object.

What is causing the issue?

Correct Answer: A
Question 4 Domain 2Security

A CRM Analytics consultant has prepared a CSV file to be uploaded to CRM Analytics. By mistake, one of the column headers is modified as random non-alphanumeric characters "*&**(&*(%", which went unnoticed prior to uploading the file.

What is the expected behavior of the uploaded CSV column?

Correct Answer: A
Explanation

When uploading CSV files into CRM Analytics, column headers must follow certain formatting rules. Headers containing non-alphanumeric characters, such as '&**(&(%', will automatically be adjusted. Specifically, if the column header starts with non-alphanumeric characters or contains such characters, CRM Analytics will prefix the header with 'X' to ensure compatibility with internal naming conventions. This behavior ensures that the column can be referenced in the platform without causing errors or conflicts.

Question 5 Domain 1Data Layer

A consultant is building a CRM Analytics dashboard for Universal

Containers. The consultant has enabled data sync to increase the

speed of datasets refreshing.

How often will the data on the dashboard be refreshed?

Correct Answer: C
Explanation The Flatten transformation takes nested or hierarchical data structures and converts them into a single flat table. When implementing row-level security based on Salesforce role hierarchy, you need to flatten the role hierarchy data so that each row contains the relevant role information needed to filter data appropriately. This makes it possible to join flattened role data with other datasets and apply proper security predicates.
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Study Guide

What the Salesforce CRM-Analytics-and-Einstein-Discovery-Consultant Exam Covers

Exam domains verified against: Official Salesforce CRM-Analytics-and-Einstein-Discovery-Consultant exam guide, last checked September 2026.

Domain 1: Data Layer 23%

Extract and load data using Data Manager to create datasets. Configure refresh strategies for data syncs and dataflows while managing limits. Perform transformations using dataflows and recipes to meet business needs.

Sample question from this domain above: Q5

Domain 2: Security 16%

Implement user, group and profile security settings aligned with governance requirements. Use sharing inheritance and security predicates for row-based security. Configure app sharing based on user and group requirements.

Sample question from this domain above: Q4

Domain 3: Admin/Configuration 17%

Enable CRM Analytics features with appropriate permission sets and licenses. Design solutions that accommodate data sync, dataflow and recipe limits. Apply CRM Analytics API capabilities and manage environment deployments.

Domain 4: Analytics Dashboard Design 13%

Scope, validate and prioritize dashboard requirements based on business needs. Create dashboards following CRM Analytics best practices and UX design principles. Configure standard templated apps to meet specific requirements.

Sample questions from this domain above: Q1Q3

Domain 5: Analytics Dashboard Implementation 19%

Configure dashboards with appropriate query types and widget-level parameters. Develop selection and result interactions across different query types. Use advanced functionality like windowing and time series analysis in compare tables. Monitor and optimize query performance with Dashboard Inspector.

Sample question from this domain above: Q2

Domain 6: Einstein Discovery 12%

Build predictive models by selecting from numeric, binary or multi-classification prediction types. Analyze model results and propose data improvements. Enable prediction features on Lightning record pages. Monitor Model Card metrics to maintain and improve performance.

FAQ

CRM-Analytics-and-Einstein-Discovery-Consultant Exam FAQ

Common questions about the exam itself

What background do I need before taking the CRM Analytics and Einstein Discovery Consultant exam?
There are no formal prerequisites, but you should have hands-on experience with CRM Analytics and Einstein Discovery. This includes practical knowledge of dataset management, permissions, security, dashboard creation and predictive modeling within the Salesforce environment.
How hard is the CRM Analytics and Einstein Discovery Consultant exam and what makes it challenging?
The exam assesses practical application across six technical domains rather than just definitions. The Data Layer and Analytics Dashboard Implementation sections tend to be hardest because they require you to make configuration decisions in realistic scenarios and understand performance optimization techniques.
How long should I prepare for the CRM Analytics and Einstein Discovery Consultant exam?
Most candidates benefit from three to six months of preparation if they have CRM Analytics experience. This should include hands-on practice building dashboards, configuring dataflows, working with Einstein Discovery models and studying the official Salesforce Trailhead learning trails.
What happens on exam day for the CRM Analytics and Einstein Discovery Consultant exam?
You will answer 60 scored multiple-choice and multiple-select questions in 90 minutes, plus up to five unscored questions. The exam is delivered either online with proctoring or at a Pearson VUE test centre. You need a 65 percent score to pass.
Can I retake the CRM Analytics and Einstein Discovery Consultant exam if I fail?
Yes, you can retake the exam. The retake fee is USD 100, compared to USD 200 for the initial attempt. Most testing centres allow you to schedule a retake immediately after failing, though some have waiting periods.
How long is the CRM Analytics and Einstein Discovery Consultant certification valid?
Salesforce does not publish an expiration date for this certification. You should verify current requirements on the official Salesforce certification site, as validity policies can change.
Which Salesforce Consultant exam should I take first, and how does CRM Analytics fit into the path?
There is no strict sequence. The CRM Analytics and Einstein Discovery Consultant exam stands alone and does not require other certifications first. However, candidates often pair it with the Salesforce Administrator or Platform Developer certificates to build broader Salesforce skills.
What job role does the CRM Analytics and Einstein Discovery Consultant certification prepare me for?
This certification prepares you for analytics consultant, data analyst or business intelligence specialist roles within Salesforce environments. You will be qualified to design, implement and manage CRM Analytics solutions and predictive models for enterprise customers.
What is the difference between CRM Analytics and Tableau CRM in the exam content?
CRM Analytics is the current name for what was previously called Tableau CRM. The exam covers the same product and functionality under its current branding. The exam objectives align with the latest CRM Analytics platform capabilities.
Is there a specific passing score I need to achieve, or is it percentage based?
You need to achieve 65 percent to pass. This is a single overall score, not a section-by-section requirement. A balanced understanding across all six domain areas will help you reach the passing mark confidently.