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Salesforce Analytics-Con-201 Exam Syllabus Topics:

SectionWeightObjectives
Topic 1: Security10%- Determine security and sharing settings
  • 1. Implement row-level security
  • 2. Describe how Salesforce security is applied in CRM Analytics
Topic 2: Einstein Discovery20%- Implement Einstein Discovery
  • 1. Integrate predictions into CRM Analytics dashboards
  • 2. Configure and deploy Einstein Discovery models
- Describe Einstein Discovery concepts
  • 1. Identify the use cases for Einstein Discovery
  • 2. Explain the model building process
  • 3. Interpret model results
Topic 3: Analytics Dashboard Configuration25%- Configure dashboards
  • 1. Set up dynamic dashboards
  • 2. Configure bindings
  • 3. Apply query filters
Topic 4: Data Layer25%- Implement and configure the right data transformations
  • 1. Use Data Prep actions
  • 2. Identify and resolve data sync issues
- Identify the right data sources and data flows for CRM Analytics
  • 1. Describe how Salesforce objects map to CRM Analytics
  • 2. Describe use cases for Data Prep (Dataflows and Recipes)
  • 3. Define datasets
Topic 5: Analytics Dashboard Design20%- Design and build CRM Analytics dashboards
  • 1. Describe the use cases for Visualforce and Lightning components
  • 2. Use Lenses and Dashboards
  • 3. Apply design best practices

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100% Pass Quiz 2026 Analytics-Con-201: Authoritative Exam Salesforce Certified CRM Analytics and Einstein Discovery Consultant Practice

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Salesforce Certified CRM Analytics and Einstein Discovery Consultant Sample Questions (Q11-Q16):

NEW QUESTION # 11
A CRM Analytics consultant has been asked to refactor a dashboard so that it loads quicker. After some analysis, the consultant found that most of the dashboard queries run in less than 5 seconds; however, the Opportunities Table takes more time to load when scrolled down from its initial view.
How should the consultant improve the performance of this dashboard?

Answer: A


NEW QUESTION # 12
A consultant has been asked to build and embed a dashboard in a Lightning page. Users should only be able to change the dashboard contrast and open Analytics Studio from the header of the dashboard.
How should the consultant achieve this?

Answer: C


NEW QUESTION # 13
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?

Answer: A

Explanation:
In Salesforce CRM Analytics, when dealing with multi-currency environments, the system relies on the organization's corporate currency setting for reporting, unless explicitly overridden. In this case, even though the Opportunity data is stored in GBP in Salesforce, the dashboards are showing USD because the corporate currency for the org is set to USD. This behavior is expected unless currency conversion logic is implemented in the datasets or recipes.
The corporate currency serves as the default for currency fields in datasets and dashboards unless configured otherwise. This can be confirmed under the "Manage Currencies" settings in Salesforce.
Reference: The currency handling rules in CRM Analytics, including how the corporate currency affects reporting, are detailed inSalesforce documentation on multi-currency organizationsand theEinstein Discoverytraining materials.


NEW QUESTION # 14
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?

Answer: B

Explanation:
TheRepeater Widgetin CRM Analytics allows dynamic updates to be reflected on the dashboard automatically as data flows are updated. This means that as new account managers join or existing account managers change roles, the data in the widget will automatically reflect the latest information without manual updates. This is the most efficient way to keep the dashboard up-to-date with the current list of account managers.
Reference: The functionality ofRepeater Widgetsand their ability to dynamically update based on live data is covered in theWave Analytics Explorerdocumentation, particularly when dealing with team structures and dynamic datasets.


NEW QUESTION # 15
The CRM Analytics consultant at Universal Containers has set data syncs and recipe runs back to back.
However, they notice that the data syncs and recipe run jobs fail repeatedly. Upon investigation, they realize the data syncs and recipes are tightly coupled which leads to too many runs being queued and eventually being canceled.
How should the consultant resolve this issue?

Answer: B


NEW QUESTION # 16
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