Exam Name: Salesforce Certified CRM Analytics and Einstein Discovery Consultant
Certification Provider: Salesforce
Corresponding Certification: Salesforce Consultant
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Updated: Oct 14, 2026
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Salesforce Analytics-Con-201 Exam Syllabus Topics:
| Section | Weight | Objectives |
|---|---|---|
| Analytics Administration & Deployment | 18% | - Implementation & Maintenance
|
| Dashboard Design & Development | 25% | - Build & Configure Dashboards
|
| Data Layer | 23% | - Data Sources & Integration
|
| Einstein Discovery | 22% | - Model Building & Configuration
|
| Security & Access | 12% | - Sharing & Permissions
|
Salesforce Certified CRM Analytics and Einstein Discovery Consultant Sample Questions:
Which statement best describes how to ensure CRM Analytics dashboards are easily used across both desktop and mobile devices?
- A. Create multiple layouts and allow CRM Analytics to automatically select and organize dashboard contents to be optimal for the device type.
- B. Create multiple layouts, ensure the layout selectors match the device, and resize/hide widgets to ensure the content is appropriate for the device screen size.
- C. Create multiple layouts and reorder all the widgets so that they fit nicely within the new default width
Correct Answer: B 🗳️
Explanation: Only visible for PassLeader members. You can sign-up / login (it's free).
A consultant is building a CRM Analytics dashboard for Universal
Containers. The consultant has enabled data sync to increase the
speed of datasets refreshing.
How often will the data on the dashboard be refreshed?
- A. When data sync runs to completion, and then dataflow/recipe runs to completion
- B. When the dashboard viewer clicks the Refresh button
- C. When dataflow/recipe runs to completion, and then data syne runs to completion
Correct Answer: A 🗳️
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. Flatten the role hierarchy in the recipe and set a backup securitypredicate based on opportunityowner and role path.
- C. Create a manual sharing rule to extend access to the VP of sales from the opportunity record.
Correct Answer: B 🗳️
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: A 🗳️
The CRM Analytics consultant at Cloud Kicks (CK) notices that a specific dashboard is showing a different date and time from their locale. Upon investigating, they find that the recipe and datasetswere created from a locale with a PST time zone while CK is in the CET time zone.
What led to this problem?
- A. The developer turned off dynamic time zone in CRM Analytics settings.
- B. The dataset metadata locale Is not overridden by Individual user locale settings.
- C. Data within datasets is modified for localization or internationalization.
Correct Answer: A 🗳️
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