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

Salesforce Analytics-Con-201 exam
  • Exam Code: Analytics-Con-201
  • Exam Name: Salesforce Certified CRM Analytics and Einstein Discovery Consultant
  • Updated: Aug 01, 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. Define datasets and map Salesforce objects
  • 2. Extract, load, and prepare data using Data Manager
  • 3. Use Dataflows and Recipes for transformation
- 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. Embed predictions in dashboards and Lightning pages
  • 2. Monitor and maintain model performance
  • 3. Interpret results and recommendations
- Model Building & Configuration
  • 1. Prepare and assess data for modeling
  • 2. Select prediction type: numeric, binary, multi-class
  • 3. Train, evaluate, and refine models
Dashboard Design & Development25%- Design Principles
  • 1. Apply best practices for usability and performance
  • 2. Design for mobile and Lightning compatibility
- Build & Configure Dashboards
  • 1. Create lenses, steps, and visualizations
  • 2. Implement bindings, filters, and interactions
  • 3. Use SAQL for advanced queries
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
Analytics Administration & Deployment18%- Implementation & Maintenance
  • 1. Use Dashboard Inspector and Publisher
  • 2. Monitor and optimize query performance
  • 3. Manage versioning and deployment
Salesforce Certified CRM Analytics and Einstein Discovery Consultant Sample Questions:

1. A manager at Cloud Kicks asks for data in a dashboard to be refreshed after the sync of an external connection to Google BigQuery.
How should the consultant accomplish this?

A) Schedule the recipe to run as event-based and check the Salesforce external connection syncs checkbox.
B) Create 3 Salesforce flow to trigger the recipe to run once the connection sync has finished running.
C) Check the scheduled date/time of the sync and schedule the recipe to run 15 minutes after the start time of the sync.


2. Universal Containers uses CRM Analytics to build dashboards for different departments: Sales, Service, and Marketing. Users in the samedepartment have the same role and need to have access to the same dashboards.
Dashboards for different departments use some common datasets with the same row-level security.
How should a CRM Analytics consultant address this need?

A) Create one app for each department, put common datasets in the shared app, and use roles to share apps.
B) Create one app for each department, put common datasets in the shared app, and use profiles to share apps.
C) Create one app for each department, put common datasets in the shared app, and use permission sets to share apps.


3. consultant is reviewing a model that is set to maximize the daily sales quantity of consumer products in stores, and they see this recommendation.

Which action should the consultant take?

A) Ignore alert; the explanation of variation is only 35%, which is below 50%,
B) Remove the Store field from the model definition, because that is the recommended action.
C) Verifyclient expectations that Store is a strong predictor for daily sales quantity.


4. 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?

A) Export CRM Analytics data
B) Download CRM Analytics data
C) View CRM Analytics Assets


5. A manager at Cloud Kicks wants to separate and analyze accounts based on numeric information of its opportunity records. The data includes things like amount, quantity of products, contacts, and quotes.
How should the CRM Analytics consultant accomplish this?

A) Aggregate to summarize related data to account level.
B) Bucket for each measure and then use a global bucket to segment accounts.
C) Cluster in the recipes and select the metrics used for clusterization.


Solutions:

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

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