Exam Name: Salesforce Certified CRM Analytics and Einstein Discovery Consultant
Certification Provider: Salesforce
Corresponding Certification: Salesforce Consultant
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Updated: Oct 13, 2026
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Salesforce Analytics-Con-201 Exam Syllabus Topics:
| Section | Weight | Objectives |
|---|---|---|
| Analytics Dashboard Configuration | 25% | - Configure dashboards
|
| Data Layer | 25% | - Implement and configure the right data transformations
|
| Einstein Discovery | 20% | - Implement Einstein Discovery
|
| Analytics Dashboard Design | 20% | - Design and build CRM Analytics dashboards
|
| Security | 10% | - Determine security and sharing settings
|
Salesforce Certified CRM Analytics and Einstein Discovery Consultant Sample Questions:
Cloud Kicks has informed CRM Analytics developers that they have two scenarios with restricted row-level security.
The parameters being:
1. Non-CXOs and VPs working in EMEA can have access to EMEA records only.
2. CXOs and VPs should have access to all data irrespective of the region (APAC, EMEA, etc.).
Which sharing method works for this scenario?
- A. Create two separate datasets; one for EMEA, and one for CXOs and VPs.
- B. Use a field on the user record like Department/Region, and apply row-level security based on that field.
- C. Create two sets of dashboards; one for EMEA, and one for CXOs and VPs while filtering the dashboard on the region.
Correct Answer: B 🗳️
Explanation: Only visible for 2Pass4sure members. You can sign-up / login (it's free).
A consultant is preparing a dataset to predict customer lifetime value and is collecting data from a questionnaire that asks for demographic information. A very small number of respondents fill in the Income box, but the consultant thinks that it is an informative column even though it only represents 1% of respondents.
What should the consultant do?
- A. Fill in the missing data with an average of all incomes.
- B. Apply the predict missing values transformation in recipe nodes.
- C. Drop the field as it will be difficult to get future respondents.
Correct Answer: B 🗳️
Explanation: Only visible for 2Pass4sure members. You can sign-up / login (it's free).
An CRM Analytics consultant is working with Ursa Major Solar to build a dashboard to understand customer renewals. Each subscription is captured as a Closed Won Opportunity within Salesforce and asingle Account should only have one active subscription. The consultant notices the Opportunity record does NOT specify whether it is a renewal or a net new subscription.
Which data transformation should the consultant use to determine if a subscription is new or a renewal?
- A. Custom Formula
- B. Flatten
- C. Custom Multiple row formula
Correct Answer: A 🗳️
Explanation: Only visible for 2Pass4sure members. You can sign-up / login (it's free).
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 use the "Show Totals" option.
- B. Use a "fill" statement in SAQL query with a "partition" parameter.
- C. Use a "Compare Table" and add a column leveraging the "Running Total" function.
Correct Answer: C 🗳️
Universal Containers intends to use a custom Salesforce big object in its org and visualize the data using CRM Analytics. As the number of rows to be synced is quite large, the CRM Analytics consultant is looking to set up an incremental sync with additional filters added as part of the data sync to improve performance.
What should the consultant keep in mind while implementing this?
- A. Custom big objects are NOT supported by CRM Analytics.
- B. Incremental data syne Is NOT supported for big objects.
- C. Only SOSL queries can be used as data syne filters.
Correct Answer: B 🗳️
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