Salesforce Certified CRM Analytics and Einstein Discovery Consultant (Analytics-Con-201)
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CRM-Analytics-and-Einstein-Discovery-Consultant
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Salesforce Certified CRM Analytics and Einstein Discovery Consultant (Analytics-Con-201)
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115 Questions Answers With Explanation
Update Date
04, 26, 2026
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A CRM Analytics consultant has been asked to refactor a dashboard so that it loads quicker. After some analysis, the consultant found that most of the dashboard queries run in less than 5 seconds; however, the Opportunities Table takes more time to load when scrolled down from its initial view. How should the consultant improve the performance of this dashboard?
A. Create a second page on the dashboard and move the table to this new page. B. Create a second dashboard and move the table to this new dashboard. C. Create a Visualforce page and display a list view of the Opportunities on this new page.
Answer: A
Reference:CRM Analytics Dashboard Optimization
Question # 2
A CRM Analytics consultant is updating an existing recipe. They are looking to add a few additional fields onto the Account dataset. One of the fields to be added is a multi-select picklist field that needs to be shown as text on the dashboard. What should the consultant do to accomplish this?
A. Use the array_join multivalue runcuen co convert this field to a text prior to registering the dataset. B. Use the array multivalue function to convert this field to a text prior to registering the dataset. C. Use the string multivalue function to convert this field to a text prior to registering the dataset.
Answer: A
Question # 3
The CRM Analytics consultant at Universal Containers notices that some users have access to sensitive data and dashboards they should not have access to in the Manager's app. How should the consultant fix the problem?
A. Develop separate dashboards and datasets and put them in the Manager's app. B. Apply data encryption using Salesforce Shield. C. Create separate apps, datasets, and dashboards, and share them with the proper users.
Answer: C
Reference:Managing Data Access and Sharing in CRM Analytics
Question # 4
The CRM Analytics consultant at Universal Containers notices that some users have access to sensitive data and dashboards they should not have access to in the Manager's app. How should the consultant fix the problem?
A. Develop separate dashboards and datasets and put them in the Manager's app. B. Apply data encryption using Salesforce Shield. C. Create separate apps, datasets, and dashboards, and share them with the proper users.
Answer: C
Reference:Managing Data Access and Sharing in CRM Analytics
Question # 5
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 sets of dashboards; one for EMEA, and one for CXOs and VPs while filtering the dashboard on the region. B. Use a field on the user record like Department/Region, and apply row-level security based on that field. C. Create two separate datasets; one for EMEA, and one for CXOs and VPs.
Answer: B
Explanation: For Cloud Kicks' requirements regarding access to data based on roles and geographic regions, the most efficient and scalable approach is to implement row-level security using fields on the user record, like Department or Region. Here's the rationale for choosing this approach: Scalability and Maintenance: By applying security rules based on user record fields, Cloud Kicks can manage access dynamically without needing to maintain multiple dashboards or datasets. This reduces administrative overhead and simplifies updates as roles or regional structures change. Flexibility: Using a field on the user record to control access allows for easy expansion or modification of security policies as new regions or roles are added. Simplicity: This method ensures a clear and straightforward security model that can be easily audited and understood by administrators and compliance teams.
Question # 6
Cloud Kicks (CK) wants to use CRM Analytics to analyze trends of its sales pipeline in order to accelerate the company's sales process. To do so, CK needs to know the average time an opportunity spends in each stage. The data can be found in the Opportunity History object, but the value is not pre-calculated in Salesforce, so a consultant recommends using a recipe to calculate it. How should the consultant use a recipe to calculate the average time an opportunityspends in each stage?
A. An aggregate transformation with offset parameter to calculate the duration B. Flatten transformation with offset expressions to calculate the duration C. Custom transformation with a multiple row formula to calculate the duration
Answer: C
Question # 7
A CRM Analytics consultant has prepared a CSV file to be uploaded to CRM Analytics. By mistake, one of the column headers is modified as random non-alphanumeric characters "*&**(&*(%", which went unnoticed prior to uploading the file.What is the expected behavior of the uploaded CSV column?
A. The columnheaderis prefixed with "X" upon upload. B. The column header is auto-updated to “Column” + column number. C. The column header Is set to *&**(&*(%.
Answer: A
Explanation:
When uploading CSV files into CRM Analytics, column headers must follow certain formatting rules. Headers containing non-alphanumeric characters, such as "&**(&(%", will automatically be adjusted. Specifically, if the column header starts with non-alphanumeric characters or contains such characters, CRM Analytics will prefix the header with "X" to ensure compatibility with internal naming conventions. This behavior ensures that the
column can be referenced in the platform without causing errors or conflicts. Reference: You can find the CSV upload rules, including naming conventions and auto- formatting behaviors, outlined in theSalesforce CRM Analyticsdocumentation provided during training, particularly under the module "Wave Analytics Explorer."
Question # 8
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.
Answer: A
Explanation: For Cloud Kicks’ requirement to refresh dashboard data synchronously with the sync of an external connection to Google BigQuery, the most efficient method is: Event-Based Triggers: Using CRM Analytics, you can set up recipes to run on an event-based trigger. This ensures that the recipe (which processes the data for the dashboard) only runs after the external data sync is completed. Salesforce External Connection Syncs: By specifically targeting the synchronization event of the Salesforce external connection with Google BigQuery, the recipe ensures data consistency and timeliness without manual intervention.
Automation and Efficiency: This approach minimizes latency and maximizes data freshness, aligning data processing closely with data availability, thus enhancing dashboard accuracy.
Question # 9
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. Bucket for each measure and then use a global bucket to segment accounts. B. Aggregate to summarize related data to account level. C. Cluster in the recipes and select the metrics used for clusterization.
Answer: B
Question # 10
A client has two datasets that are used across seven different dashboards. Three of these dashboards are used by marketing and four are used by sales. The client requires that only marketing can access the marketing dashboards and only sales can access the sales dashboards. Which solution should a consultant recommend?
A. Create three custom apps: one for marketing dashboards with marketing as "viewer", one for sales dashboards with sales as "viewer", and one for datasets where marketing and sales are "viewer". B. Duplicate the datasets and create two custom apps: one for marketing dashboards and datasets with marketing as “editor” and one for sales dashboards and datasets with sales as "editor". C. Use two custom apps: one for marketing dashboards with marketing as "viewer" and one for sales dashboards with sales as “viewer". Add the datasets as references to both custom apps.
Answer: A
Question # 11
Universal Containers builds a new sales dashboard and wants to makesure account managers can access the dashboard while traveling. What should the consultant consider doing in this process?
A. A Set the optimal Dashboard width for the Phone layout to get a more accurate preview. B. Make sure the dashboard automatically is optimized for mobile viewing. C. Enable mobile optimization in the analytics settings under Setup.
Answer: A
Question # 12
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.
Answer: B
Question # 13
What is the purpose of the CRM Analytics Dashboard Inspector?
A. To view the total time required to run all queries. B. To automatically remove bottlenecks to make queries run faster. C. To see the final query for each widget along with the results.
Answer: C
Explanation:
The CRM Analytics Dashboard Inspector is a powerful tool used to troubleshoot and optimize dashboards. Its primary function is to display the underlying SAQL (Salesforce
Analytics Query Language) query executed for each widget. It helps users see the final
query that is run and the corresponding results. This feature allows CRM Analytics
consultants and developers to diagnose issues, optimize performance, and understand
how data is being processed in the dashboard.
While the Inspector helps view execution times and identify bottlenecks, it does not
automatically resolve performance issues (which is why option B is incorrect). It simply
provides visibility into query performance and execution details, allowing the user to make
manual optimizations.
Reference: Detailed information on theDashboard Inspectortool can be found under the
"Building Lenses, Dashboards, and Apps in CRM Analytics" module and theEinstein
Discoverytraining content within Salesforce documentation.
Question # 14
At Universal Containers, a dashboard is built to track sales metrics. The Opportunity amount field has conditional formatting added — it turns green for closed won and red for closed lost. How should a CRM Analytics consultant enhance the dashboard design to become more accessible to users with color vision challenges?
A. Position Alt Texts next to the KPIs to make itmore understandable. B. Add up and down arrow next to the KPIs to make it more understandable. C. Make the numbers bold to emphasize whether it is won or lost.
Answer: B
Explanation: Enhancing accessibility, especially for users with color vision challenges, is
critical. Adding up and down arrows next to the KPIs:
Visual Cues: Provides a non-color dependent method to indicate whether metrics
are positive (up arrow) or negative (down arrow).
Accessibility: Improves understanding for users with color vision deficiencies,
ensuring that the dashboard is inclusive.
User Experience: Enhances the overall usability of the dashboard by making the
interpretation of data straightforward and less reliant on color.
Question # 15
A company realizes it has a lot of rich information around its cases, but unfortunately, most of this isunstructured/textual data. Thecompany is exploring how to include some of this information in its case prioritization. Which option within CRM Analytics should a consultant leverage?
A. Bucket transformation in Recipes B. Cluster transformation in Recipes C. Detect Sentiment transformation in Recipes
Answer: C
Explanation: For a company with a wealth of unstructured textual data in their cases, the "Detect Sentiment" transformation within CRM Analytics Recipes is a crucial tool. This transformation analyzes the sentiment of the text data—whether it's positive, neutral, or negative—and this insight can be highly valuable in case prioritization processes. Here's why this transformation is useful: Insight into Customer Sentiments: By detecting sentiment, the company can prioritize cases based on the urgency and emotional tone expressed in the text, which might indicate customer dissatisfaction or urgency. Automation and Efficiency: Automatically categorizing cases based on sentiment
Question # 16
What can a consultant accomplish in the Predictions page of a model?
A. If it is decided to follow some of the Einstein Recommendations for model improvement, see what the new model metrics would be. B. Estimate the impacted business value of using Einstein Discovery. C. Create predicted outcome value by manually selecting values for some of the predictor fields.
Answer: C
Explanation: In the Predictions page of a model within CRM Analytics (formerly Einstein Discovery), users have the capability to interact with the model to see how different input values affect predictions. Here's a detailed look at what can be accomplished: Manual Input of Predictor Values: Users can manually input or change values for predictor fields to see how these changes alter the predicted outcomes. This is
especially useful for testing hypothetical scenarios and understanding how sensitive the model is to various inputs. Real-Time Interaction: This functionality provides a hands-on way to explore the model's behavior, offering immediate feedback on how input variations impact predictions, which can help in refining the model or in training users on its application. Scenario Analysis: By adjusting predictor values, users can conduct scenario analyses, which are crucial for strategic planning and decision-makin
Question # 17
CRM Analytics uses permissions of the Integration User to extract data from Salesforce objects and fields when a dataflow/recipe job runs. Why should a consultant be cautious while syncing objects and fields containing sensitive data?
A. The Integration User has Create and Modify All Data access. B. The Integration User has Modify All Data access. C. The Integration User has View All Data access.
Answer: C
Question # 18
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 opportunity's Id field. B. Create the dashboard, insert in the account's record page, and apply a filter based on the account's Id field. C. Create a dashboard, clone it and filter It for each account record, and embed them into the account's record pages accordingly.
Answer: B
Question # 19
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. Flatten B. Custom Multiple row formula C. Custom Formula
Answer: C
Explanation: To determine whether a subscription is new or a renewal from the Opportunity records in Salesforce, the consultant should utilize a Custom Formula in the data transformation process. Here’s the rationale: Custom Formula Usage: By employing a custom formula, the consultant can create a logical expression that checks the historical data associated with each account. If an account has previous closed-won opportunities, any new opportunities can be labeled as renewals; otherwise, they are considered new
subscriptions. Data Insight: This method provides a straightforward way to derive new insights (new vs. renewal) directly from existing data without altering the data structure itself, making it a non-invasive and efficient solution.
Question # 20
A consultant creates a CRM Analytics dashboard in a sandbox and it needs to be migrated into production.What should the consultant use to complete the migration?
A. Analytics dashboard connector B. Change sets C. Analytics External Data API
Answer: B
Question # 21
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. Salesforce external objects are unsupported in RM Analytics recipes digest transformations. B. Using a custom connector to connect to the external objects will load it into CRM Analytics. C. Loading the external object data into CRM Analytics will help joinobjects in the recipes.
Answer: A
Question # 22
A customer has a dataset consisting of over 300 unique product names. They request a prediction model with the product names included. Which action should the CRM Analytics consultant take?
A. Split the analysis into multiple models with each having fewer products. B. Run the model using the default variables in the Product object. C. Use SKU numbers rather than product names to increase clarity.
Answer: A
Question # 23
A CRM Analytics consultant has been asked to add a custom object to existing recipe. When trying to locate the object, the consultant can see only Direct Data and NOT the SFDC Local data sync. How should the consultant resolve this?
A. Turn on data syne for the object, run the sync, and then add to recipe. B. Clone the recipe, add the new object to the recipe, and run the recipe. C. Create a new data sync connection, run the sync, and add to recipe.
Answer: A
Question # 24
A team of CRM Analytics developers has been working on an existing recipe to add new derived fields. The edited version has been failing ever since, and management is requesting that the dashboard show refreshed data while they work on the edits. How can the developers add new fields while keeping the dataset refreshed?
A. A recipe for the new fields and when that is successful, add it to the existing recipe as a join node. B. Clone the existing recipe to add fields and roll back the original recipe to the last working version. C. Refresh the dataset after working hours to avoid the edited version from failing.
Answer: B
Explanation: When faced with the need to continue refreshing data while developing new features in a recipe, the best practice is: Clone the Existing Recipe: By cloning the recipe, developers can experiment with adding new fields and transformations without affecting the production data flow. This allows for testing and development in a sandbox-like environment. Roll Back to a Stable Version: Rolling back the original recipe to the last stable version ensures that the production dashboards continue to receive refreshed data, maintaining business operations without disruption.
This approach not only ensures data continuity but also provides a safe environment to address any issues that may arise from new developmen
Question # 25
A CRM Analytics administrator is working on deploying a dataflow and a dataset (generated by this dataflow) to another org. While creating a change set, they notice that the components are NOT visible to be included in the change set.What is the reason for this?
A. The administrator does NOT have system administrator permission to include the assets In the change set, B. Assets are kept in the Private App and are unavailable to include in the change set. C. The administrator does NOT have access to the assets on CRM Analytics.
Answer: B
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