AI Associate Salesforce Einstein AI Features Practice Question
A data analyst uses Einstein Discovery to analyze a dataset and receives a story that includes a waterfall chart and improvement suggestions. The analyst wants to share the insights with business users who don't have access to Einstein Discovery. Which three methods can they use to share the results?
⚠ Common exam trap
A common mix-up: candidates think sharing raw data (Option A) is sufficient, but the exam requires sharing the analyzed insights (the story), not the underlying dataset, and they may also overlook that embedding and dashboards are valid sharing methods even for users without direct Einstein Discovery access, as long as they have appropriate Salesforce licenses.
Answer choices
Why each option matters
Answer the question above first, then reveal the full breakdown to understand why each option is right or wrong.
Correct answer & explanation
✓
Export the story as a PDF
Einstein Discovery allows users to export a story as a PDF, which can then be shared with business users who lack direct access to Einstein Discovery. This method provides a static, portable snapshot of the insights, including the waterfall chart and improvement suggestions, without requiring the recipients to have any Salesforce or Einstein licenses.
Answer analysis
Option-by-option breakdown
For each option: why learners choose it and why it is or isn't the right answer here.
- ✗
Send an email with the raw data
Why it's wrong here
Emailing raw data is not a sharing method for stories.
- ✓
Export the story as a PDF
Why this is correct
PDF export is available for sharing insights externally.
- ✓
Embed the story in a Lightning record page
Why this is correct
Stories can be embedded in Lightning pages for users with appropriate permissions.
- ✓
Add the story as a report to a dashboard
Why this is correct
Einstein Discovery stories can be added to dashboards for broader visibility.
- ✗
Create a custom mobile app
Why it's wrong here
Creating a custom app is not necessary; stories can be shared via existing Salesforce features.
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