Salesforce Certified Crm Einstein Consultant Practice Exam
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Official Name: Salesforce Certified CRM Analytics and Einstein Discovery Consultant
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Start NowAbout the Salesforce Certified Crm Einstein Consultant Certification
The Salesforce Certified Crm Einstein Consultant certification is designed for professionals who implement and optimize analytics solutions, leverage AI-driven insights, and drive data-informed decision-making. As technology evolves and industry demands grow more complex; this credential validates your ability to apply real-world skills and knowledge using Salesforce tools and frameworks. Earning the certification positions you as a trusted expert, capable of solving high-impact challenges and contributing to secure, scalable, and efficient systems.
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Test Your Knowledge of Salesforce Certified Crm Einstein Consultant
Question #1
The sales team wants real-time insights into their pipeline performance.
What’s the best solution?
A) Build dynamic dashboards in CRM Analytics with live data connections.
B) Rely on static weekly reports.
C) Only use spreadsheets for analysis.
D) Wait for quarterly reviews.
Solution
Correct answers: A – Explanation:
Dynamic dashboards provide real-time, actionable insights. Static or delayed methods lack immediacy.
Question #2
Management wants to predict which deals are most likely to close.
What tool should you use?
A) Implement Einstein Discovery predictive models on opportunity data.
B) Manually score opportunities.
C) Only use past win rates as a guide.
D) Wait until deals close to analyze.
Solution
Correct answers: A – Explanation:
Einstein Discovery uses predictive analytics for accuracy. Manual or post-facto analysis is less effective.
Question #3
The company needs to integrate marketing and sales data for holistic reporting.
What’s the recommended approach?
A) Use Dataflows and Datasets to blend data sources in CRM Analytics.
B) Export and combine data in Excel.
C) Only report on sales data.
D) Ignore marketing data.
Solution
Correct answers: A – Explanation:
Dataflows and datasets enable integrated reporting. Manual or single-source reports lack insight.
Question #4
Users want to drill down from high-level dashboards to specific records.
What’s the best practice?
A) Enable dashboard actions and links to underlying Salesforce records.
B) Only provide summary data.
C) Lock dashboard navigation.
D) Require users to request details from admins.
Solution
Correct answers: A – Explanation:
Drill-down actions increase usability and self-service. Other options limit user empowerment.
Question #5
The analytics team needs to monitor data refresh failures.
How do you support this?
A) Set up automated alerts and monitor dataflows in CRM Analytics.
B) Only check dataflows monthly.
C) Ignore failures unless users report issues.
D) Wait for IT audits.
Solution
Correct answers: A – Explanation:
Automated alerts and monitoring enable proactive resolution. Delays risk stale data.
Question #6
Leadership wants to identify key drivers of customer churn.
What tool should you use?
A) Use Einstein Discovery’s key driver analysis on churn data.
B) Guess based on recent trends.
C) Only review lost customer cases.
D) Ignore churn.
Solution
Correct answers: A – Explanation:
Key driver analysis reveals actionable factors. Guessing or ignoring churn misses value.
Question #7
The company wants to embed analytics in external web portals.
What’s the best solution?
A) Leverage CRM Analytics’ embedded dashboards and APIs.
B) Only share PDFs of dashboards.
C) Require manual data exports.
D) Wait for quarterly reviews.
Solution
Correct answers: A – Explanation:
Embedded dashboards deliver real-time, interactive analytics. PDFs or screenshots are static.
Question #8
The marketing team needs to track campaign ROI across channels.
What approach is recommended?
A) Build cross-channel ROI dashboards with multi-source datasets.
B) Only track email campaigns.
C) Ignore social and web data.
D) Estimate ROI manually.
Solution
Correct answers: A – Explanation:
Dynamic dashboards provide real-time, actionable insights. Static or delayed methods lack immediacy.
Question #9
The business wants to automate insights and recommendations for managers.
What tool supports this?
A) Use Einstein Discovery Stories for automated explanations and suggestions.
B) Only provide raw data.
C) Manually write insights for each report.
D) Skip recommendations.
Solution
Correct answers: A – Explanation:
Automated Stories scale insights and recommendations. Manual or raw data is less actionable.
Question #10
The company must comply with data privacy regulations in analytics.
What’s the recommended best practice?
A) Implement row-level security, data masking, and audit logs in CRM Analytics.
B) Ignore privacy for analytics.
C) Only secure data in Salesforce core.
D) Share all analytics with all users.
Solution
Correct answers: A – Explanation:
Security and audit features maintain compliance. Ignoring or over-sharing is risky.
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