Last Updated: Oct 13, 2026
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| Section | Objectives |
|---|---|
| Topic 1: Data Management and Preparation | - Dataset creation and configuration in CRM Analytics - Data transformation and dataflows |
| Topic 2: Dashboard and App Development | - Interactive filters and user experience optimization - Lens creation and dashboard design |
| Topic 3: Data Integration and Connectivity | - Connecting external data sources - Data synchronization and refresh strategies |
| Topic 4: Einstein Discovery | - Insights interpretation and recommendations - Model building and predictions |
| Topic 5: Security and Access | - App and dataset permissions - Row-level security and sharing rules |
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?
Correct Answer: C 🗳️
Explanation: Only visible for Test4Sure members. You can sign-up / login (it's free).
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?
Correct Answer: B 🗳️
Explanation: Only visible for Test4Sure members. You can sign-up / login (it's free).
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?
Correct Answer: C 🗳️
Explanation: Only visible for Test4Sure members. You can sign-up / login (it's free).
Universal Containers uses CRM Analytics to build dashboards for different departments: Sales, Service, and Marketing. Users in the samedepartment have the same role and need to have access to the same dashboards.
Dashboards for different departments use some common datasets with the same row-level security.
How should a CRM Analytics consultant address this need?
Correct Answer: B 🗳️
Explanation: Only visible for Test4Sure members. You can sign-up / login (it's free).
After getting approval for the dashboard layout design for a desktop, the CRM Analytics consultant is ready to start the design process for a mobile layout.
Which consideration should the consultant keep in mind?
Correct Answer: C 🗳️
Explanation: Only visible for Test4Sure members. You can sign-up / login (it's free).
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