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Salesforce Analytics-Con-201 Exam Syllabus Topics:
| Section | Objectives |
| Topic 1: Security and Access | - Row-level security and sharing rules
- App and dataset permissions
|
| Topic 2: Data Management and Preparation | - Dataset creation and configuration in CRM Analytics
- Data transformation and dataflows
|
| Topic 3: Dashboard and App Development | - Lens creation and dashboard design
- Interactive filters and user experience optimization
|
| Topic 4: Data Integration and Connectivity | - Connecting external data sources
- Data synchronization and refresh strategies
|
| Topic 5: Einstein Discovery | - Model building and predictions
- Insights interpretation and recommendations
|
Salesforce Certified CRM Analytics and Einstein Discovery Consultant Sample Questions:
A consultant sets up a Sales Analytics templated app that is very useful for sales operations at Universal Containers (UC). UC wants to make sure all of the data assets associated with the app, including:
recipes, dataflows, connectors, Einstein Discovery models, and prediction definitions are refreshedeveryday at
6:00 AM EST.
How should the consultant proceed?
- A. Use the App Install History under Analytics Settings and schedule the app to run at 6:00 AM EST.
- B. Use the Data Manager and schedule the recipes/dataflows to run at 6:00 AM EST based on 'Time-based Scheduling'.
- C. Use the Data Manager and schedule each item to run at 6:00 AM EST based on 'Time-based Scheduling'.
Reveal Solution
Discussion
The CRM Analytics project team at Universal Containers is creating an app with dashboards, datasets, and lenses. The app has been shared with multiple users with Viewer, Editor, and/or Manager access.
One end user is unable to view the dashboard watchlist that was previously set up. They are receiving a
"Resource not found" error while trying to access the dashboard. The team confirms that the end user has Viewer access to the app but the project team is able to view the dashboard.
What is the reason for this error?
- A. The dashboard has been hidden by a user with Manager access to the App.
- B. The dashboard is deleted by a user with Manager access to the App.
- C. The dashboard or App permission needs to be updated to Editor.
Reveal Solution
Discussion

Which timeseries statement will fix the query?
- A. q= timeseries q generate 'sum_Sales' as 'Forecasted_Sales' with (dateCols=('Date_Year', 'Date Quarter', "Y-Q"), partition='Region', seasonality=4);
- B. q = timeseries q generate 'sum_Sales' as 'Forecasted_Sales' with (dateCols=('Date_Quarter',
'Date_Month', "Q-M"), partition='Region', ignoreLast=true);
- C. q = timeserles q generate 'sum_Sales' as 'Forecasted_Sales' with (length=12,dateCols=("Date_Year',
'Date_Month', "Y-M"), partition='Region');
Reveal Solution
Discussion
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. Cluster in the recipes and select the metrics used for clusterization.
- B. Aggregate to summarize related data to account level.
- C. Bucket for each measure and then use a global bucket to segment accounts.
Reveal Solution
Discussion
The administrator at Cloud Kicks has been asked to sync data from an external object created in Salesforce into CRM Analytics.
What should the administrator keep in mind?
- A. Loading the external object data into CRM Analytics will help joinobjects in the recipes.
- B. Salesforce external objects are unsupported in RM Analytics recipes digest transformations.
- C. Using a custom connector to connect to the external objects will load it into CRM Analytics.
Reveal Solution
Discussion