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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?

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Suggested Answer: B

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

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Peter
4 months 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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Blondell
3 months 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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Octavio
3 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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Evangelina
3 months ago
A) Create the dashboard, insert in the account's record page, and apply a filter based on the opportunity's Id field.
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Tijuana
4 months 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
4 months ago
Option C is an interesting approach, but it seems overly complicated. B is the clear winner here.
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Augustine
4 months ago
Yeah, option B makes the most sense in this scenario.
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Gregoria
4 months ago
I agree, option B is definitely the most straightforward solution.
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Kathryn
5 months ago
But wouldn't filtering based on the opportunity's Id field show only relevant data?
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Whitney
5 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
4 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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Carla
4 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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Tresa
4 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
5 months ago
I disagree, I believe option B is the correct choice.
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Kathryn
5 months ago
I think the consultant should choose option A.
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Lauran
5 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
4 months 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
4 months ago
That's correct. Filtering by the account's ID is the way to go.
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Emile
5 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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