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Salesforce Certified CRM Analytics and Einstein Discovery Consultant

Last Update Oct 14, 2026
Total Questions : 116

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Salesforce Certified CRM Analytics and Einstein Discovery Consultant Questions and Answers

Questions 1

Cloud Kicks (CK) wants to use CRM Analytics to analyze trends of its sales pipeline in order to accelerate the company's sales process. To do so, CK needs to know the average time an opportunity

spends in each stage. The data can be found in the Opportunity History object, but the value is not pre-calculated in Salesforce, so a consultant recommends using a recipe to calculate it.

How should the consultant use a recipe to calculate the average time an opportunity spends in each stage?

Options:

A.

An aggregate transformation with offset parameter to calculate the duration

B.

Flatten transformation with offset expressions to calculate the duration

C.

Custom transformation with a multiple row formula to calculate the duration

Questions 2

Universal Containers builds a new sales dashboard and wants to makesure account managers can access the dashboard while traveling.

What should the consultant consider doing in this process?

Options:

A.

A Set the optimal Dashboard width for the Phone layout to get a more accurate preview.

B.

Make sure the dashboard automatically is optimized for mobile viewing.

C.

Enable mobile optimization in the analytics settings under Setup.

Questions 3

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 asingle 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?

Options:

A.

Flatten

B.

Custom Multiple row formula

C.

Custom Formula