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Salesforce Analytics-Con-201 Exam Syllabus Topics:

SectionWeightObjectives
Topic 1: Analytics Administration & Deployment18%- Implementation & Maintenance
  • 1. Manage versioning and deployment
  • 2. Monitor and optimize query performance
  • 3. Use Dashboard Inspector and Publisher
Topic 2: 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 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. Embed predictions in dashboards and Lightning pages
  • 2. Monitor and maintain model performance
  • 3. Interpret results and recommendations
Topic 4: Dashboard Design & Development25%- Design Principles
  • 1. Design for mobile and Lightning compatibility
  • 2. Apply best practices for usability and performance
- Build & Configure Dashboards
  • 1. Implement bindings, filters, and interactions
  • 2. Use SAQL for advanced queries
  • 3. Create lenses, steps, and visualizations
Topic 5: Data Layer23%- Data Sources & Integration
  • 1. Extract, load, and prepare data using Data Manager
  • 2. Define datasets and map Salesforce objects
  • 3. Use Dataflows and Recipes for transformation
- Data Management & Optimization
  • 1. Optimize dataset performance
  • 2. Implement data modeling and relationships
  • 3. Resolve data sync and refresh issues

Salesforce Certified CRM Analytics and Einstein Discovery Consultant Sample Questions:

Question 1

Universal Containers has a dashboard for sales managers that want to visualize their win rate.
Which chart type should the consultant use to keep track of targets?

A. Line
B. Gauge
C. Metric Radar


Question 2


Which timeseries statement will fix the query?

A. q = timeserles q generate 'sum_Sales' as 'Forecasted_Sales' with (length=12,dateCols=("Date_Year',
'Date_Month', "Y-M"), partition='Region');
B. q= timeseries q generate 'sum_Sales' as 'Forecasted_Sales' with (dateCols=('Date_Year', 'Date Quarter', "Y-Q"), partition='Region', seasonality=4);
C. q = timeseries q generate 'sum_Sales' as 'Forecasted_Sales' with (dateCols=('Date_Quarter',
'Date_Month', "Q-M"), partition='Region', ignoreLast=true);


Question 3

CRM Analytics users at Cloud Kicks are granted access to an app with specific dashboards. When trying to download a specific widget, they are unable to do so.
What is causing the issue?

A. The permission set for the users Is missing the download data permission.
B. The dashboard has been created for internal use and the users have a view only license.
C. The users have access to the dashboard but not the dataset.


Question 4

Universal Containers (UC) is rolling out CRM Analytics to its field sales that include dashboards withorder data from an external source.
UC has a well-defined role hierarchy where everyone is assigned to an appropriate node on the hierarchy. In addition, the order data has a reference to a Salesforce opportunity.
An individual sales rep should be able to view all orders that they own or as part of the account team or opportunity team. The sales manager should be able to view all orders for the entire sales team. Similarly, the VP of sales should be able to view orders for everyone who rolls up in that hierarchy.
The dataset has a field called Ownerld which represents the order owner.
Given this information, how should a CRM Analytics consultant implement the above requirements?

A. As part of the recipe, use the flatten operation on the role hierarchy, create a multi-value attribute called
'ParentRoleIDs' on the dataset, and apply the following security predicate: 'ParentRoleIDs' == "$User.
UserRoleld" || 'TeamMember.Id' '$User, Id" || 'Ownerld' == "$User.Id".
B. As part of the recipe, use a formula on the Roleid fildto create an attribute called 'ParentRolelDs' on the dataset, and apply the following security predicate: 'ParentRolelDs' ==''$UserRoleId'' || Owned\ ==
'$User,id\\,
C. As part of the recipe, use a multi row formula on the Roleld field to create an attribute called
'ParentRoleIDs' on the dataset, and apply the following security predicate:"$User.UserRoleld" ||
'Ownerld' == "$User.Id".


Question 5

A consultant runs the sharing inheritance coverage assessment for the Opportunity object and finds that some records exceed 400 sharing descriptors.
What should the consultant do?

A. Increase the sharing descriptor limit in the analytics settings.
B. Contact Salesforce Support to increase the sharing descriptor limit.
C. Use security predicates in CRM Analytics.


Solutions:

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

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