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Salesforce Analytics-Con-201 Exam Syllabus Topics:

SectionWeightObjectives
Topic 1: Einstein Discovery22%- Model Building & Configuration
  • 1. Select prediction type: numeric, binary, multi-class
  • 2. Prepare and assess data for modeling
  • 3. Train, evaluate, and refine models
- Deployment & Usage
  • 1. Interpret results and recommendations
  • 2. Monitor and maintain model performance
  • 3. Embed predictions in dashboards and Lightning pages
Topic 2: Dashboard Design & Development25%- Design Principles
  • 1. Apply best practices for usability and performance
  • 2. Design for mobile and Lightning compatibility
- Build & Configure Dashboards
  • 1. Use SAQL for advanced queries
  • 2. Implement bindings, filters, and interactions
  • 3. Create lenses, steps, and visualizations
Topic 3: Data Layer23%- Data Sources & Integration
  • 1. Use Dataflows and Recipes for transformation
  • 2. Extract, load, and prepare data using Data Manager
  • 3. Define datasets and map Salesforce objects
- Data Management & Optimization
  • 1. Optimize dataset performance
  • 2. Implement data modeling and relationships
  • 3. Resolve data sync and refresh issues
Topic 4: Analytics Administration & Deployment18%- Implementation & Maintenance
  • 1. Monitor and optimize query performance
  • 2. Use Dashboard Inspector and Publisher
  • 3. Manage versioning and deployment
Topic 5: Security & Access12%- Sharing & Permissions
  • 1. Configure app, dataset, and field-level security
  • 2. Implement row-level security and inheritance
  • 3. Manage user and group access

Salesforce Certified CRM Analytics and Einstein Discovery Consultant Sample Questions:

Question #1

A CRM Analytics consultant is building a dashboard for Cloud Kicks that is embedded in a separate Lightning page called "Management Dashboard" using a CRM Analytics Dashboard Component. The system administrator and the contract manager should both have access. The system administrator is able to see the dashboard and the data, but the contract manager sees a blank Lightning page.
What is causing the issue?

  • A. The consultant has set up a dashboard filter condition for data to be visible to system administrators only.
  • B. The consultant has set up component visibility for the dashboard for system administrators only.
  • C. The consultant has set up/enabled a 'Hide on Error' feature for the dashboard while embedding it.
Answer: B
Question #2

A consultant runs the sharing inheritance coverage assessment for the Opportunity object and finds that some records exceed 400 sharing descriptors.
What should the consultant do?

  • A. Use security predicates in CRM Analytics.
  • B. Contact Salesforce Support to increase the sharing descriptor limit.
  • C. Increase the sharing descriptor limit in the analytics settings.
Answer: A

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Question #3

A CRM Analytics consultant is adding direct data into an existing recipe. When trying to click on the input node, data preview is taking a long time to show any results.
How should the consultant resolve this?

  • A. Register the Salesforce object and use Filtered Rows under Data Preview Sampling.
  • B. Update the Sample Size under Data Preview Sampling to 5,000 rows.
  • C. Use the Filtered Rows sampling mode under Data Preview Sampling to filter records.
Answer: C
Question #4

What is a benefit of introducing a second local connector?

  • A. Better deployment management between sandboxes and production environment
  • B. Better performance by syncing data according to the refresh necessities
  • C. Better maintenance by having a connector per recipe
Answer: B

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Question #5

Universal Containers is setting up a Sales Analytics app to track the sales performance across all regions. The role hierarchy is well-structured with separate branches for various global regions.
Viewer access has been provided to the regional sales reps based on the following roles.
* Regional Sales - APAC
* Regional Sales - EMEA
* Regional Sales - LATAM
* Regional Sales - NA
The CRM Analytics project team receives a request to extend Editor
access to the app to 20 'Superusers' across all regions.
What is the optimal solution?

  • A. Create new roles for these users and assign them the Editor app access.
  • B. Create a new sharing rule for these users and assign it the Editor app access.
  • C. Create a new public group with these users and assign it the Editor app access.
Answer: C

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