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?

ACreate the dashboard, insert in the account's record page, and apply a filter based on the opportunity's Id field.

BCreate the dashboard, insert in the account's record page, and apply a filter based on the account's Id field.

CCreate a dashboard, clone it and filter It for each account record, and embed them into the account's record pages accordingly.

Show Suggested Answer

Suggested Answer: B

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

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13 days 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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Emile

4 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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