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Updated: Jul 18, 2026

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Salesforce Certified CRM Analytics and Einstein Discovery Consultant Sample Questions:

1. 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) Create a query and sort descending by revenue and limit it to 10 results.
B) Create a query with a results based interaction as a filter using the limit query to pass in the 10 Account IDs.
C) Create 2 query with a selection based interaction asa filter using the limit query to pass in the 10 Account IDs.


2. Cloud Kicks (CK) has a dashboard in CRM Analytics with forecasting data. One widget is a compare table using the timeseries function showing the quarterly forecast. However, CK is interested in enhancing the dashboard with a weekly forecast per customer.
How should CK achieve this?

A) An SAQL query with a timeseries statement specifying Account Name as the partition and Y-M-W as the Date Cols
B) An SAQL query with a timeseries statement specifying Opportunity Name as the partition and Y-M-W as the Date Cols
C) An SAQL query with @ timeseries statement specifying Account Name as the partition and Y-M-D as the Date Cols


3. A CRM Analytics consultant is working on Sales dashboards with multiple datasets and advanced queries in the Sales Analytics app.
Sales managers in the organization have been given Editor/Manager access to the app, whereas sales reps have been given Viewer access.
Some dashboards that are in progress are not ready to be rolled out to sales reps and should only be viewable by sales managers.
How should the consultant accomplish this?

A) Leverage the CRM Analytics asset visibility feature to hide the assets from the users.
B) Remove the dashboard from the 'Run App' navigation list so the sales reps cannot navigate to these dashboards.
C) Duplicate the dashboards and their respective datasets, and move the assets to a separate app for the sales rep.


4. CRM Analytics team is asked to build a Service Analytics dashboard for the service agents.
What are the main "Deep Design Thinking" principles the team should keep in mind during the discovery sessions?

A) Clarity - Efficiency - Consistency
B) Purpose - Structure - Surface
C) Priority - Logic - Level of Granularity


5. Acompany wants to create a timeline chart to visualize the evolution of its Closed Won opportunities.

What are the required parameters to build a lens that displays output similar to the image shown?

A) 1 measure, 0 groupings if trellis Is disabled, or 0-2 groupings If trellis is enabled
B) 1 measure, 1-2 groupings if trellis is disabled, or 1-4 groupings if trellis is enabled
C) 1 measure, 1 grouping by a date field, and either 0-1 groupings groupings by a dimensionif trellis is disabled, or 0-2groupings if trellis is enabled


Solutions:

Question # 1
Answer: A
Question # 2
Answer: A
Question # 3
Answer: A
Question # 4
Answer: B
Question # 5
Answer: C

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