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The Salesforce Certified CRM Analytics and Einstein Discovery Consultant (Analytics-Con-201) (CRM-Analytics-and-Einstein-Discovery-Consultant)

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CRM-Analytics-and-Einstein-Discovery-Consultant Exam Dumps
  • Exam Code: CRM-Analytics-and-Einstein-Discovery-Consultant
  • Vendor: Salesforce
  • Certifications: Salesforce Consultant
  • Exam Name: Salesforce Certified CRM Analytics and Einstein Discovery Consultant (Analytics-Con-201)
  • Updated: Mar 25, 2026 Free Updates: 90 days Total Questions: 115 Try Free Demo

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Salesforce CRM-Analytics-and-Einstein-Discovery-Consultant Exam Domains Q&A

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Question 1 Salesforce CRM-Analytics-and-Einstein-Discovery-Consultant
QUESTION DESCRIPTION:

Universal Containers’ sales team is looking to build a dashboard that shows the total revenue from their top 10 accounts (based on revenue) and make it dynamic with the filters of the dashboard.

Which action is required to accomplish this?

  • A.

    Create a query and sort descending by revenue and limit it to 10 results.

  • B.

    Create a query with a results based interaction as a filter using the limit query to pass in the 10 Account IDs.

  • C.

    Create 2 query with a selection based interaction asa filter using the limit query to pass in the 10 Account IDs.

Correct Answer & Rationale:

Answer: A

Explanation:

To create a dashboard showing the top 10 accounts by revenue dynamically, the best approach is to create a query that sorts the accounts in descending order by revenue and limits the results to the top 10. This query can then be used as the data source for the widget, ensuring that it dynamically adjusts based on the filters applied to the dashboard.

This method efficiently handles the task because sorting by revenue and limiting the results to 10 ensures that only the top accounts are displayed, and it remains dynamic with dashboard filters.

[Reference: This approach is covered in theBuilding Lenses, Dashboards, and Apps in CRM Analyticsmodule, where techniques for creating dynamic queries are discussed., , ]

Question 2 Salesforce CRM-Analytics-and-Einstein-Discovery-Consultant
QUESTION DESCRIPTION:

Universal Containers wants to create two dashboards and has two user groups. The ' Regional Performance’ dashboard should be accessible to sales reps and managers/executives to keep track of

how sales reps are performing in each region. Sales reps must only be able to see data pertaining to their respective region. The ‘National Performance’ dashboard is using the same data as the other

dashboard but should only be accessible to managers/executives to compare data across all regions.

In addition to row-level security to view only regional data, how should a consultant ensure that sales reps are unable to view the ‘National Performance’ dashboard?

  • A.

    Create one dataset, two apps; store ' Regional Performance’ dashboard and dataset In one app; and provide access to both user groups to this app. Store ‘National Performance’ dashboard in another app and only provide access tomanagers/executives.

  • B.

    Create two datasets, one app; store both ' Regional Performance’ dashboard, ‘National Performance’ dashboard, and dataset in the app; and provide access to both user groups to this app.

  • C.

    Create one dataset, one app; store both ‘Regional Performance’ dashboard, ‘National Performance’ dashboard, and dataset in the app; and provide access to both user groups to this app. Use row-level security to restrict sales repsfrom seeing data in ' National Performance’ dashboard.

Correct Answer & Rationale:

Answer: A

Question 3 Salesforce CRM-Analytics-and-Einstein-Discovery-Consultant
QUESTION DESCRIPTION:

A consultant is preparing a dataset to predict customer lifetime value and is collecting data from a questionnaire that asks for demographic information. A very small number of respondents fill in the Income box, but the consultant thinks that it is an informative column even though it only represents 1% of respondents.

What should the consultant do?

  • A.

    Fill in the missing data with an average of all incomes.

  • B.

    Apply the predict missing values transformation in recipe nodes.

  • C.

    Drop the field as it will be difficult to get future respondents.

Correct Answer & Rationale:

Answer: B

Explanation:

[Reference:CRM Analytics Recipes and Predict Missing Values, ]

Question 4 Salesforce CRM-Analytics-and-Einstein-Discovery-Consultant
QUESTION DESCRIPTION:

CRM Analytics consultant receives a new project from a client that wants to implement CRM Analytics. They do not currently have CRM Analytics but want guidance on how to ensure their users have the correct access.

They have 1,000 users with a small team of three people who will build both datasets and dashboards. An additional 15 people should be able to only create dashboards. The remaining users should only be able to view dashboards.

Which recommendation should the consultant give the client?

Which recommendation should the consultant give the client?

  • A.

    Assign the app permissions " viewer " , " editor " , and " manager " to the three types of roles defined.

  • B.

    Create and assign three new Salesforce profiles according to the three types of roles defined.

  • C.

    Create and assign Salesforce permission sets according to the three types of roles defined.

Correct Answer & Rationale:

Answer: C

Explanation:

For a client implementing CRM Analytics with a variety of user roles, creating and assigning Salesforce permission sets is the most flexible and scalable solution. Here’s why:

    Flexibility and Customization: Permission sets allow for specific access rights to be compiled and assigned based on user roles without altering their existing profiles.

    Scalability: As the organization grows or roles change, permission sets can be easily adjusted or reassigned to accommodate new requirements or users.

    Simplified Management: Managing access via permission sets simplifies the administration of user rights, making it easier to ensure that each group has the appropriate level of access.

Question 5 Salesforce CRM-Analytics-and-Einstein-Discovery-Consultant
QUESTION DESCRIPTION:

A dashboard designer at Cloud Kicks creates a dashboard in CRM Analytics. The designer notices fields display on the dashboard with their APIlabels, such as " AccountId.Industry " , and wants to change this behavior.

The designer also notices that the fields and their order appear to randomly change when a values table is created.

What should the CRM Analytics consultant explain to help the designer?

  • A.

    The default fields in a values table can be changed by reordering how fields appear in the JSON of the value table.

  • B.

    The default fields In a values table and the field labels can be modified in the dataset explorer.

  • C.

    The field labels can only be changed in the widget properties in the dashboard edit mode.

Correct Answer & Rationale:

Answer: B

Explanation:

For the scenario at Cloud Kicks where fields display with their API labels and the fields in a values table seem to change order randomly, the correct approach is to modify these settings in the dataset explorer within CRM Analytics. This allows for a more intuitive display and control over how data is presented in dashboards.

Here’s how these adjustments help:

    Modifying Field Labels: Changing the field labels from their API names to more user-friendly names enhances readability and user experience. This can be done directly in the dataset explorer, which affects how fields appear across all dashboards utilizing that dataset.

    Controlling Field Order: The order of fields in a values table can seem random if not explicitly set. By using the dataset explorer, a designer can specify the order in which fields appear, which then reflects consistently in the dashboard’s values table.

This functionality is part of CRM Analytics ' aim to provide flexible and customizable data visualization tools. Training on these features is available through various Salesforce Trailhead modules that discuss dashboard and dataset customization techniques, providing practical insights and guided tutorials to enhance dashboard design and user interaction.

Both these explanations are consistent with best practices as outlined in Salesforce’s CRM Analytics documentation and the Trailhead educational content, ensuring that users are well-equipped to leverage the full capabilities of CRM Analytics for effective data management and presentation.

Question 6 Salesforce CRM-Analytics-and-Einstein-Discovery-Consultant
QUESTION DESCRIPTION:

Universal Containers (UC) is using CRM Analytics to create two datasets.

* Dataset A: Contains a list of activities with an " activityID " dimension and a " userID " dimension

* Dataset B: Contains a list of users with a " userID " dimension

UC wants to delete all activities from Dataset A related to users in Dataset B.

How should the CRM Analytics consultant help UC achieve this?

  • A.

    Use the combination of recipe transformations: " join " and “filter”.

  • B.

    Use the recipe node " delete " and set " userID " as the deletion ID.

  • C.

    Use the “update” transformation and utilize the " filter " node.

Correct Answer & Rationale:

Answer: A

Explanation:

[Reference:CRM Analytics Recipes: Join and Filter Transformations, ]

Question 7 Salesforce CRM-Analytics-and-Einstein-Discovery-Consultant
QUESTION DESCRIPTION:

consultant is tasked with creating an opportunity dataset for a new analytics app. One requirement is to make sure users only see the opportunities they have access to in Salesforce. Opportunity records are private but shared using the role hierarchy. The consultant runs

the sharing inheritance coverage assessment and finds that the VP of sales is not covered by the sharing inheritance. The consultant decides to proceed with using sharing inheritance for the dataset.

What else does the consultant need to do?

  • A.

    Set the organization-wide default for the Opportunity object to Public Read/Write.

  • B.

    Create a manual sharing rule to extend access to the VP of sales from the opportunity record.

  • C.

    Flatten the role hierarchy in the recipe and set a backup securitypredicate based on opportunityowner and role path.

Correct Answer & Rationale:

Answer: C

Question 8 Salesforce CRM-Analytics-and-Einstein-Discovery-Consultant
QUESTION DESCRIPTION:

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.

Correct Answer & Rationale:

Answer: B

Question 9 Salesforce CRM-Analytics-and-Einstein-Discovery-Consultant
QUESTION DESCRIPTION:

Universal Containers uses CRM Analytics to build dashboards for different departments: Sales, Service, and Marketing. Users in the samedepartment have the same role and need to have access to the same dashboards. Dashboards for different departments use some common datasets with the same row-level security.

How should a CRM Analytics consultant address this need?

  • A.

    Create one app for each department, put common datasets in the shared app, and use roles to share apps.

  • B.

    Create one app for each department, put common datasets in the shared app, and use profiles to share apps.

  • C.

    Create one app for each department, put common datasets in the shared app, and use permission sets to share apps.

Correct Answer & Rationale:

Answer: C

Explanation:

For managing access to department-specific dashboards while leveraging common datasets, the best approach involves the use of apps and permission sets. Here’s why:

    App Segregation: Creating a separate app for each department (Sales, Service, Marketing) allows for tailored dashboards and datasets to be grouped by department, facilitating easier management and navigation.

    Shared Common Datasets: Placing common datasets in a shared app ensures that all departments can access necessary data without duplication, maintaining consistency and reducing storage requirements.

    Use of Permission Sets: Leveraging permission sets to control access to these apps is a flexible and scalable approach. Permission sets can be finely tuned to grant or restrict access based on user roles within the organization, and they can be easily adjusted as roles or organizational structures change.

This structure not only ensures data security and appropriate access but also enhances the efficiency of managing CRM Analytics resources across different departments.

Question 10 Salesforce CRM-Analytics-and-Einstein-Discovery-Consultant
QUESTION DESCRIPTION:

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.

Correct Answer & Rationale:

Answer: A

Salesforce CRM-Analytics-and-Einstein-Discovery-Consultant verified by Hilary Beaumont
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This Salesforce CRM-Analytics-and-Einstein-Discovery-Consultant study pack was audited and verified on March 26, 2026 by Hilary Beaumont,. We ensure every technical rationale aligns with real-world enterprise standards.

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