A CRM Analytics consultant has been tasked with providing access to CRM Analytics for a few users. They should be able to view the data but unable to export it.
Which permission should the consultant make sure to NOT include?
Cloud Kicks uses CRM Analytics for its sales reporting. A new manager needs access to CRM Analytics to see specific dashboards.
How should the system administrator give access to the Analytics
Studio app in the App Launcher?
A CRM Analytics consultant is updating an existing recipe.
They are looking to add a few additional fields onto the Account dataset. One of the fields to be added is a multi-select picklist field that needs to be shown as text on the dashboard.
What should the consultant do to accomplish this?
A CRM Analytics consultant at Cloud Kicks is trying to upload data using an External Data API and the CSV file with the data wasuploaded successfully. Upon analyzing the data using a lens, they find
they are unable to perform any mathematical operations as all the data and fields are treated as dimensions.
What is causing the problem?
A CRM Analytics consultant is asked to make changes to the current sales dashboard at Cloud Kicks. The dashboard is crucial to track the daily sales performance of the company and needs to be
available for other users while the consultant works on the changes.
How should the consultant proceed to update the dashboard?
At Universal Containers, a dashboard is built to track sales metrics. The Opportunity amount field has conditional formatting added — it turns green for closed won and red for closed lost.
How should a CRM Analytics consultant enhance the dashboard design to become more accessible to users with color vision challenges?
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?
Cloud Kicks needs a CRM Analytics consultant to install the Appointment Analytics App. After installation, they realize the wrong field was picked and the app did not have access to a newly created field that should be used instead of the old one.
What is the first step the consultant should take to prevent erroneous dataset/dashboard creation?
TESTED 27 Sep 2026
