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Salesforce Analytics-Con-201 Exam Syllabus Topics:
| Section | Weight | Objectives |
|---|---|---|
| Topic 1: Security | 10% | - Determine security and sharing settings
|
| Topic 2: Data Layer | 25% | - Implement and configure the right data transformations
|
| Topic 3: Analytics Dashboard Design | 20% | - Design and build CRM Analytics dashboards
|
| Topic 4: Einstein Discovery | 20% | - Describe Einstein Discovery concepts
|
| Topic 5: Analytics Dashboard Configuration | 25% | - Configure dashboards
|
Salesforce Certified CRM Analytics and Einstein Discovery Consultant Sample Questions:
1. Universal Containers has a dashboard for sales managers. They need to visualize the percentage of their opportunities in the pipeline in a Gauge chart. They want to customize the chart to keep track if they are below or beyond the target.
Which widget parameters should a consultant use?
A) Reference Line, Markers, Conditional Formatting
B) Range Values, Angle, Conditional Formatting
C) Reference Line, Angle, Range Values
2. A CRM Analytics consultant wants to move a dataflow to a recipe in order to use aggregation nodes. To do so, they use the Dataflow to Recipe convertor and the recipe runs successfully.
However, they are unable to see the aggregated data in the dataset.
What is causing the issue?
A) The recipe has to be turned off and only the dataflow should run.
B) The convertor has created a new dataset with a new ID.
C) The dataflow has to be turned off and only the recipe should run.
3. 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) Flatten the role hierarchy in the recipe and set a backup securitypredicate based on opportunityowner and role path.
B) Create a manual sharing rule to extend access to the VP of sales from the opportunity record.
C) Set the organization-wide default for the Opportunity object to Public Read/Write.
4. CRM Analytics users at Cloud Kicks are granted access to an app with specific dashboards. When trying to download a specific widget, they are unable to do so.
A) The permission set for the users is missing the download data permission.
B) The dashboard has been created for internal use and theusers have a view only license.
C) The users have access to the dashboard but not the dataset.
5. 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) Create and assign Salesforce permission sets according to the three types of roles defined.
B) Assign the app permissions "viewer", "editor", and "manager" to the three types of roles defined.
C) Create and assign three new Salesforce profiles according to the three types of roles defined.
Solutions:
| Question # 1 Answer: A | Question # 2 Answer: B | Question # 3 Answer: A | Question # 4 Answer: A | Question # 5 Answer: A |






