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Salesforce Exam CRM Analytics and Einstein Discovery Consultant Topic 4 Question 17 Discussion

Actual exam question for Salesforce's CRM Analytics and Einstein Discovery Consultant exam
Question #: 17
Topic #: 4
[All CRM Analytics and Einstein Discovery Consultant Questions]

The CRM Analytics consultant at Cloud Kicks is asked to a dashboard displaying Opportunities data on the account's record page. The dashboard should display only opportunity data related to the current account viewed.

How should the consultant accomplish this?

Show Suggested Answer Hide Answer
Suggested Answer: B

by Vashti at Jan 15, 2025, 10:54 PM

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Peter
19 days ago
Filtering by the opportunity ID in option A? That's like trying to find a needle in a haystack. B is the obvious choice.
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Tijuana
22 days ago
B is the way to go. Why overcomplicate things when you can just filter by the account's ID?
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Willodean
27 days ago
Option C is an interesting approach, but it seems overly complicated. B is the clear winner here.
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Augustine
15 days ago
Yeah, option B makes the most sense in this scenario.
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Gregoria
18 days ago
I agree, option B is definitely the most straightforward solution.
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Kathryn
1 months ago
But wouldn't filtering based on the opportunity's Id field show only relevant data?
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Whitney
1 months ago
I'd go with option B as well. Filtering by the account's ID seems like the straightforward way to achieve the desired result.
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Willard
19 days ago
A) Create the dashboard, insert in the account's record page, and apply a filter based on the account's Id field.
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Carla
22 days ago
B) Create the dashboard, insert in the account's record page, and apply a filter based on the account's Id field.
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Tresa
1 months ago
A) Create the dashboard, insert in the account's record page, and apply a filter based on the account's Id field.
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Marshall
1 months ago
I disagree, I believe option B is the correct choice.
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Kathryn
2 months ago
I think the consultant should choose option A.
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Lauran
2 months ago
Option B makes the most sense. Filtering by the account's ID will ensure the dashboard only displays opportunities for the current account.
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Grover
19 days ago
C) Create a dashboard, clone it and filter it for each account record, and embed them into the account's record pages accordingly.
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Reynalda
28 days ago
That's correct. Filtering by the account's ID is the way to go.
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Emile
1 months ago
B) Create the dashboard, insert in the account's record page, and apply a filter based on the account's Id field.
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