Salesforce Analytics-Con-201 : Salesforce Certified CRM Analytics and Einstein Discovery Consultant

  • Exam Code: Analytics-Con-201
  • Exam Name: Salesforce Certified CRM Analytics and Einstein Discovery Consultant
  • Updated: Aug 12, 2026
  • Q & A: 117 Questions and Answers

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Salesforce Analytics-Con-201 Exam Syllabus Topics:
SectionWeightObjectives
Data Layer23%- Data Sources & Integration
  • 1. Use Dataflows and Recipes for transformation
  • 2. Define datasets and map Salesforce objects
  • 3. Extract, load, and prepare data using Data Manager
- Data Management & Optimization
  • 1. Resolve data sync and refresh issues
  • 2. Optimize dataset performance
  • 3. Implement data modeling and relationships
Einstein Discovery22%- Deployment & Usage
  • 1. Monitor and maintain model performance
  • 2. Embed predictions in dashboards and Lightning pages
  • 3. Interpret results and recommendations
- Model Building & Configuration
  • 1. Train, evaluate, and refine models
  • 2. Select prediction type: numeric, binary, multi-class
  • 3. Prepare and assess data for modeling
Dashboard Design & Development25%- Build & Configure Dashboards
  • 1. Use SAQL for advanced queries
  • 2. Create lenses, steps, and visualizations
  • 3. Implement bindings, filters, and interactions
- Design Principles
  • 1. Design for mobile and Lightning compatibility
  • 2. Apply best practices for usability and performance
Analytics Administration & Deployment18%- Implementation & Maintenance
  • 1. Use Dashboard Inspector and Publisher
  • 2. Monitor and optimize query performance
  • 3. Manage versioning and deployment
Security & Access12%- Sharing & Permissions
  • 1. Implement row-level security and inheritance
  • 2. Manage user and group access
  • 3. Configure app, dataset, and field-level security
Salesforce Certified CRM Analytics and Einstein Discovery Consultant Sample Questions:

1. Cloud Kicks has a dashboard that displays accounts and opportunities data in a table that contains actions to open the records in Salesforce. Since the company has allowed several accounts to be created with the same names, when users try to perform actions, they are prompted with only a record ID to select, leaving the users confused and unable to act.
How should the CRM Analytics consultant solve this problem?

A) Insert more fields in the dataset action "Display Fields" so the users know which account they are acting on.
B) Ask the admin to start applying duplicate rules based on the account's Name field.
C) Discuss with the stakeholders If the action Is really necessary for the table.


2. Cloud Kicks (CK) has a dashboard in CRM Analytics with forecasting data. One widget is a compare table using the timeseries function showing the quarterly forecast. However, CK is interested in enhancing the dashboard with a weekly forecast per customer.
How should CK achieve this?

A) An SAQL query with @ timeseries statement specifying Account Name as the partition and Y-M-D as the Date Cols
B) An SAQL query with a timeseries statement specifying Account Name as the partition and Y-M-W as the Date Cols
C) An SAQL query with a timeseries statement specifying Opportunity Name as the partition and Y-M-W as the Date Cols


3. A system administrator and a CRM Analytics consultant are working together on deploying arecipe/dataflow and a dataset to another org. Prior to this deployment, a package was deployed with all the custom fields used in the dataflow and dataset.
While running the recipe/dataflow in the target environment, the consultant encounters multiple errors related to these custom fields.
How should this be resolved?

A) Check whether the system administrator has been provided access to these custom fields on the target org.
B) Check whether the Analytics Integration user has been provided access to these custom fields on the target org.
C) Check whether the consultant has been provided access to these custom fields on the target org.


4. Cloud Kicks' Salesforce org has multiple currencies enabled. This company's business intelligence team uses CRM Analytics to build a dataflow/recipe that creates a dataset, "OpportunityDataSet", which is populated with data extracted from Opportunity. One of the extracted fields is the standard field, Amount.
Which currency will the Amount values be shown in "OpportunityDataSet"?

A) the connected user's currency
B) In the currency that Is set on the "currency" attribute.
C) In the integration user's currency


5. In a dataset, there are multiple boolean fields. When displayed on any dashboard, the boolean fields should all be displayed in the same way: a value of true should result in the display of the word "Yes" in green; a value of false should result in the display of the word "No" in red.
How should the consultant accomplish this?

A) Select the boolean fields in the explorer's field panel, select the boolean fields, then create a derived dimension.
B) In the explorer's field panel, select the boolean fields and use the "edit values" option on the fields to change values and colors.
C) Create an XMD node in the recipe to change the label and color of the values in the fields.


Solutions:

Question # 1
Answer: A
Question # 2
Answer: B
Question # 3
Answer: B
Question # 4
Answer: C
Question # 5
Answer: B

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