Salesforce : Analytics-Con-201 Questions & Answers
Updated: Sep 23, 2026
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Salesforce Analytics-Con-201 Exam Syllabus Topics:
| Section | Objectives |
|---|---|
| Dashboard and App Development | - Interactive filters and user experience optimization - Lens creation and dashboard design |
| Data Integration and Connectivity | - Connecting external data sources - Data synchronization and refresh strategies |
| Data Management and Preparation | - Dataset creation and configuration in CRM Analytics - Data transformation and dataflows |
| Security and Access | - Row-level security and sharing rules - App and dataset permissions |
| Einstein Discovery | - Model building and predictions - Insights interpretation and recommendations |
Salesforce Certified CRM Analytics and Einstein Discovery Consultant Sample Questions:
The CRM Analytics consultant at Universal Containers (UC) has set up data sync for the Salesforce Opportunity object with the Amount currency field added. This is being used in multiple datasets and dashboards, as UC is a multi-currency organization.
The currency used in Salesforce records is set up in GBP but the data on the dashboard is converting to USD.
Conversion logic is not set up on any of the recipes.
Why is the currency converting?
- A. The org corporate currency is set up as USD.
- B. The Integration User currency is set up as USD.
- C. The ANS local currency is set up as USD.
Correct Answer: A 🗳️
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Cloud Kicks (CK) has a dashboard that is still showing 10 former account managers. CK has since expanded, and some have moved from their former roles. CK wants the dashboard to reflect current account managers and stay up to date as new team members join.
How should the CRM Analytics developer accomplish this?
- A. Use a Repeater Widget that updates automatically as the data flows through the system.
- B. Build a report and get notified when a new account manager joins, and then edit the dashboard to add the account manager.
- C. Create @ Watchlist and when the number of account manager updates, update the dashboard to reflect the same.
Correct Answer: A 🗳️
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Universal Containers plans to upload target data from an external tool to CRM Analytics so it can calculate the sales team target attainments.
The target data changes every month, so the datasets need to be updated on a monthly basis. The target data is a CSV file that contains the Salesforce ID of the sales rep, the target amount, and the month of the target. For each sales rep, the file contains a target for every month of the current year as well as all previous years.
Based on this information, which operation should a consultant use with the Analytics External Data API to upload the file?
- A. Append
- B. Update
- C. Overwrite
Correct Answer: C 🗳️
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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. Create a new data sync connection, run the sync, and add to recipe.
- C. Clone the recipe, add the new object to the recipe, and run the recipe.
Correct Answer: A 🗳️
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. 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.
- C. 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".
Correct Answer: A 🗳️
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