Salesforce : Analytics-Con-201 Questions & Answers

Last Updated: Sep 08, 2026

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Salesforce Analytics-Con-201 Exam Syllabus Topics:

SectionObjectives
Topic 1: Security and Access- Row-level security and sharing rules
- App and dataset permissions
Topic 2: Data Integration and Connectivity- Data synchronization and refresh strategies
- Connecting external data sources
Topic 3: Dashboard and App Development- Lens creation and dashboard design
- Interactive filters and user experience optimization
Topic 4: Einstein Discovery- Model building and predictions
- Insights interpretation and recommendations
Topic 5: Data Management and Preparation- Data transformation and dataflows
- Dataset creation and configuration in CRM Analytics

Salesforce Certified CRM Analytics and Einstein Discovery Consultant Sample Questions:

Question 1

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. Cluster transformation in Recipes
B. Bucket transformation in Recipes
C. Detect Sentiment transformation in Recipes


Question 2

A system administrator at Cloud Kicks creates a joined report to showcase the new business deals closing in the current quarter, which was well received by the business stakeholders. A manager wants to visualize this report on CRM Analytics.
The CRM Analytics consultant determines the report can be trended on CRM Analytics, but it's not working as expected.
What is causing the issue?

A. Trending dashboards cannot be created from joined reports.
B. The Salesforce report was filtered on quarterly data which meant it did not have enough data to trend on CRM Analytics.
C. The Analytics Integration user did not have permission to view the report on Salesforce.


Question 3

Universal Containers' CRM Analytics team is building a dashboard with two widgets, and the queries use different datasets.
1. List widget associated to the query "Type_2" and grouped by the dimension "Type" (multi-selection)
2. Donut chart widget associated to the query "Query_pie_3" and grouped by the dimension "Type" The team wants any selection in the List widget to filter the Donut chart and vice versa. Users should be able to choose more than one Type (multi-selection).
What is the recommended way to accomplish the required filtering?

A. Create a selection based Interaction and apply It to the query of "Query ple 3".
B. Use "Connect Data Sources" to create a mapping of the two fields from the two datasets.
C. Set up a result and selection based interaction for each query.


Question 4

Cloud Kicks needs a CRM Analytics consultant to install the Appointment Analytics App. After installation, they realize the wrong field was picked and the app did not have access to a newly created field that should be used instead of the old one.
What is the first step the consultant should take to prevent erroneous dataset/dashboard creation?

A. Update the app with the new field after installation.
B. Cancel running installations from Setup
C. Stop the recipe from running in Data Manager.


Question 5

Universal Containers has a well-defined role hierarchy in Salesforce where everyone is assigned to an appropriate node. The accounts within their instance are categorized by their demography.
An individual sales rep should be able to view all accounts that they own. In addition, sales reps should be able to see any accounts where the value of the account demography matches the demography defined on their user record. A user could have more than one demography defined on their user record.
To meet this requirement, the CRM Analytics consultant has set up a security predicate of the existing
'Account' dataset as follows:

This, however, does not seem to be working as expected.
What is causing the issue?

A. The Sales Rep is not provided access permission on custom field Demographic__c on the User object.
B. The Analytics Security User is not provided access permission on custom field Demographic_c on the User object.
C. The security predicate needs to be updated as 'Ownerld' == "sUser.id" || 'Demography' = "$User.
Demographic__c'.


Solutions:

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

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