Salesforce : Analytics-Con-201 Questions & Answers

Last Updated: Aug 31, 2026

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Salesforce Analytics-Con-201 Exam Syllabus Topics:

SectionWeightObjectives
Topic 1: Security & Access12%- Sharing & Permissions
  • 1. Configure app, dataset, and field-level security
  • 2. Implement row-level security and inheritance
  • 3. Manage user and group access
Topic 2: Analytics Administration & Deployment18%- Implementation & Maintenance
  • 1. Manage versioning and deployment
  • 2. Monitor and optimize query performance
  • 3. Use Dashboard Inspector and Publisher
Topic 3: Einstein Discovery22%- Model Building & Configuration
  • 1. Prepare and assess data for modeling
  • 2. Select prediction type: numeric, binary, multi-class
  • 3. Train, evaluate, and refine models
- Deployment & Usage
  • 1. Interpret results and recommendations
  • 2. Embed predictions in dashboards and Lightning pages
  • 3. Monitor and maintain model performance
Topic 4: Dashboard Design & Development25%- Build & Configure Dashboards
  • 1. Implement bindings, filters, and interactions
  • 2. Use SAQL for advanced queries
  • 3. Create lenses, steps, and visualizations
- Design Principles
  • 1. Apply best practices for usability and performance
  • 2. Design for mobile and Lightning compatibility
Topic 5: 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. Implement data modeling and relationships
  • 2. Resolve data sync and refresh issues
  • 3. Optimize dataset performance

Salesforce Certified CRM Analytics and Einstein Discovery Consultant Sample Questions:

Question 1

The sole manager of a CRM Analytics app at Cloud Kicks is leaving the company.
What should the CRM Analytics consultant do to ensure the app remains accessible?

A. Deactivate the user and assign an active one to the app's manager role.
B. Wait for the CRM Analytics app to auto-assign an active user as its manager.
C. Assign an active user the app's manager role before the previous manager is deactivated.


Question 2

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?

A. Create the dashboard, insert in the account's record page, and apply a filter based on the account's Id field.
B. Create a dashboard, clone it and filter It for each account record, and embed them into the account's record pages accordingly.
C. Create the dashboard, insert in the account's record page, and apply a filter based on the opportunity's Id field.


Question 3

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


Question 4

A consultant is tasked with creating a dataset and a dashboard for a sales team. During the requirements gathering, it was highlighted that security of the data is important.
It was noted that the Opportunity object has organization-wide defaults set to Private with access via the role hierarchy. Sales wants to keep this security in place for the dashboard. Looking at theOpportunity data, the consultant sees that the VP of sales can have access to up to 20,000 records and is unsure if sharing inheritance can be used.
Which approach ensures data security for the new Opportunity dataset?

A. Flatten the role hierarchy in the dataflow recipe and set a security predicate based on Opportunity owner and role path.
B. Run the Sharing Inheritance Coverage Assessment for the Opportunity object in the analytics settings.
C. Enable Inherit Sharing from Salesforce in the analytics settings and set Opportunity as the source on the dataset.


Question 5

Universal Containers (UC) creates a dataset, "Book11", containing a budget per region per month for the first
6 months of the year, as shown in the graphic below. Now, UC wants to create a lens showing the total budget for each region for each month. Every combination of region and month must be shown in the lens, even if there is no data.

How should a CRM Analytics consultant help UC build this lens?

A. Use a "Compare Table" and add a column leveraging the "Running Total" function.
B. Use a "fill" statement in SAQL query with a "partition" parameter.
C. Use a "Compare Table" and use the "Show Totals" option.


Solutions:

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

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