Free CRM Analytics and Einstein Discovery Consultant Exam Braindumps
Salesforce Certified CRM Analytics and Einstein Discovery Consultant Questions 86–90 (page: 19)

Updated On: 10-Feb-2026

A company uses role hierarchy to implement data security in Salesforce. They want the same role- hierarchy-based security model to apply in Einstein Analytics, but want the users in a role to see data owned by other users in the same role.

Using the "flatten" transformation, which attribute setting achieves this requirement?

  1. Set the attribute "selfjield" to true.
  2. Set the attribute "selfjield" to false.
  3. Set the attribute "include_self_id" to true.
  4. Set the attribute "include_self_id" to false.

Answer(s): C

Explanation:

https://help.salesforce.com/articleView?id=bi_integrate_flatten_transformation_operation.htm&ty pe=5



Universal Containers has a dashboard for Sales Managers. They need the ability to visualize the number of Closed Won opportunities by month, quarter, or year, and then display the result in a single chart. An Einstein Consultant created a static step to display three values: ClosedDate_month, ClosedDate_quarter, and ClosedDate_year.

What should the consultant do next?

  1. Use nested binding to update the grouping in the chart.
  2. Use selection binding to update the measure in the chart.
  3. Use result binding to update the measure in the chart.
  4. Use selection binding to update the grouping in the chart.

Answer(s): D



A Senior Sales Business Analyst asks for a dashboard that contains fiscal year product opportunities. Information is maintained in a spreadsheet which is comprehensive, but its contents often need to be explained. After sketching the dashboard, the consultant is ready to start building.

Which concept should be applied to this dashboard?

  1. Limit widget actions and exploration so users will focus only on the high-level information.
  2. Use the different chart types to make the dashboard interesting and appealing.
  3. Design the dashboard with the desktop in mind and use the same layout for mobile devices for consistency.
  4. Use charts to help users ask questions, not illustrate a conclusion.

Answer(s): D

Explanation:

https://help.salesforce.com/articleView?id=bi_dashboard_build_tips.htm&type=5



A consultant built an Einstein Analytics app for the Sales Operations team. The team wants to share this app with other people at the company. The consultant recommends distributing the app as an Einstein Analytics template app.

In the process of creating the template, which role does the original Einstein Analytics app for the Sales Operation team play?

  1. It is the template.
  2. It is the instance.
  3. It is the master.
  4. It is the target.

Answer(s): C



A company used Einstein Analytics to create two datasets:

1. "Opportunity With Account- dataset, which contains data from the Opportunity standard object augmented by the Account data.

2. "Case with Account" dataset. which contains data from the Case standard object augmented by the Account data.

The company wants to build a lens showing the total number of Opportunities and Cases per Account. How can a consultant help them build this lens'

  1. Create a recipe to generate a new dataset from the "OpportunityWithAccount" and "CaseWithAccount" datasets aggregated by Account, and use the generated dataset in a lens.
  2. Use "Compare Table" to join the "OpportunityWithAccount" and "CaseWithAccount" datasets using the "Accountld" and then aggregate by Account.
  3. Set up Connect Data Sources in the UI between the "OpportunityWithAccount" and
    "CaseWithAccount" datasets.
  4. Use a SAQL query to group and join the "OpportunityWithAccount" and "CaseWithAccount" datasets then generate the results.

Answer(s): D



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