Exam Name: Salesforce Certified CRM Analytics and Einstein Discovery Consultant
Certification Provider: Salesforce
Corresponding Certification: Salesforce Consultant
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Check Updated on: Nov 03, 2026
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Salesforce Analytics-Con-201 Exam Syllabus Topics:
| Section | Objectives |
|---|---|
| Dashboard and App Development | - Lens creation and dashboard design - Interactive filters and user experience optimization |
| Data Integration and Connectivity | - Connecting external data sources - Data synchronization and refresh strategies |
| Security and Access | - Row-level security and sharing rules - App and dataset permissions |
| Data Management and Preparation | - Dataset creation and configuration in CRM Analytics - Data transformation and dataflows |
| Einstein Discovery | - Insights interpretation and recommendations - Model building and predictions |
Salesforce Certified CRM Analytics and Einstein Discovery Consultant Sample Questions:
Several users are complaining they are unable to see a specific dashboard on a Salesforce Lightning page anymore. The CRM Analytics consultant logs in as one of the users and sees an error page once the dashboard is opened.
How should the consultant solve this issue?
- A. Open the Lightning page, remove the dashboard component, reinsert it, and save the page.
- B. Check the Analytics Studio app to see if user's access has been removed.
- C. Clone the dashboard and replace the existing one on the Lightning page with the new one
Correct Answer: B 🗳️
For a story created using multiple data sources (Salesforce, CSV, and external data), what is a possible fix for the issue shown in the prediction?
- A. Adding actionable variables to the model.
- B. Deploying without connecting to a Salesforce object.
- C. Creating a supplementary dataset and utilizing dataset joins.
Correct Answer: C 🗳️
Explanation: Only visible for ExamcollectionPass members. You can sign-up / login (it's free).
A CRM Analytics consultant at Cloud Kicks is trying to upload data using an External Data API and the CSV file with the data wasuploaded successfully. Upon analyzing the data using a lens, they find they are unable to perform any mathematical operations as all the data and fields are treated as dimensions.
What is causing the problem?
- A. The field value added in the CSV file was contained within double quotes.
- B. Proper transformations need to be performed at the external source prior to External Data API callout.
- C. JSON metadata file was not uploaded along with the CSV data file.
Correct Answer: C 🗳️
The CRM Analytics consultant at Cloud Kicks is asked to make sure the data on the CRM Analytics dashboard be as real-time as possible.
It was agreed to set the sync refresh time to 5 minutes for one of the local connections. The org has a CRM Analytics Plus license but users are noticing that the earliest available time is 1 hour. The minutes option is not visible to the user.
What is causing the issue?
- A. Setting up the schedule to 5 minutes feature is not available in sandbox orgs.
- B. The consultant does not have the Edit CRM Analytics Dataflows permission assigned.
- C. The earliest available time is 1 hour for CRM Analytics Plus license.
Correct Answer: C 🗳️
Explanation: Only visible for ExamcollectionPass members. You can sign-up / login (it's free).
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. The Salesforce report was filtered on quarterly data which meant it did not have enough data to trend on CRM Analytics.
- B. The Analytics Integration user did not have permission to view the report on Salesforce.
- C. Trending dashboards cannot be created from joined reports.
Correct Answer: C 🗳️
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