SalesForce CRM-ANALYTICS-AND-EINSTEIN-DISCOVERY-CONSULTANT - Questions & Answers
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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 CRM Analytics consultant is adding direct data into an existing recipe. When trying to click on the input node, data preview is taking a long time to show any results.
How should the consultant resolve this?
A CRM Analytics consultant is updating an existing recipe.
They are looking to add a few additional fields onto the Account dataset. One of the fields to be added is a multi-select picklist field that needs to be shown as text on the dashboard.
What should the consultant do to accomplish this?
A new picklist value was added for the Category field on the Account object. This field is already added as part of the Account object data sync and the respective recipe that uses this field.
The CRM Analytics team reports that when they start the recipe it runs successfully with no errors or warnings, but theyare unable to See this new valueson their existing dashboards.
What is the oridi4 of this issue?
A consultant is tasked with creating a dataset and a dashboard for a sales team. During the requirements gathering, it was highlighted that security of the data is important.
It was noted that the Opportunity object has organization-wide defaults set to Private with access via the role hierarchy. Sales wants to keep this security in place for the dashboard. Looking at theOpportunity data, the consultant sees that the VP of sales can have access to up to 20,000 records and is unsure if sharing inheritance can be used.
Which approach ensures data security for the new Opportunity dataset?
The CRM Analytics consultant at Cloud Kicks is asked to make sure the data on the CRM Analytics dashboard be as real-time as possible.
It was agreed to set the sync refresh time to 5 minutes for one of the local connections. The org has a CRM Analytics Plus license but users are noticing that the earliest available time is 1 hour. The minutes option is not visible to the user.
What is causing the issue?
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?
Universal Containers' sales team is looking to build a dashboard that shows the total revenue from their top 10 accounts (based on revenue) and make it dynamic with the filters of the dashboard.
Which action is required to accomplish this?
A CRM Analytics consultant has been asked to bring data from an external database as well as five external Salesforce environments into CRMAnalytics. Twenty-five objects have been enabled from the local Salesforce connector.
The requirements are:
1. 10 objects should be enabled from an external database
2. 12 objects each from three of the external Salesforce environments
3. 15 objects each from the remaining two external Salesforce environments
The consultant estimates each connector will, per object, bring between 1,000 and 1 million rows of data.
Which limit will be exceeded?
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?