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Updated: Aug 23, 2026

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Salesforce Analytics-Con-201 Exam Overview:

Certification Vendor:Salesforce
Exam Name:Salesforce Certified CRM Analytics and Einstein Discovery Consultant
Exam Number:Analytics-Con-201
Exam Format:Multiple Choice, Multiple Select, Scenario-Based
Exam Price:USD 200 (retake: USD 100)
Passing Score:65%
Related Certifications:Salesforce Certified Administrator
Salesforce Certified Tableau CRM and Einstein Discovery Consultant
Exam Duration:90 minutes
Real Exam Qty:60-65
Certificate Validity Period:3 years
Available Languages:English, Japanese, Spanish, French, German, Portuguese (Brazil)
Recommended Training:Building Lenses, Dashboards, and Apps in CRM Analytics (ANC201)
Implement and Manage CRM Analytics (ANC301)
Prepare for Your Salesforce CRM Analytics and Einstein Discovery Consultant Credential
Exam Registration:Salesforce Certification Portal
Kryterion Webassessor
Sample Questions:Salesforce Analytics-Con-201 Sample Questions
Exam Way:Online proctored or onsite testing center
Pre Condition:No mandatory prerequisites; recommended 1+ year hands-on experience with CRM Analytics, Salesforce data structures, dataflows, and SAQL; Salesforce Administrator certification is helpful
Official Syllabus URL:https://trailheadacademy.salesforce.com/certificate/exam-crm-analytics---Analytics-Con-201

Salesforce Analytics-Con-201 Exam Syllabus Topics:

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

Salesforce Certified CRM Analytics and Einstein Discovery Consultant Sample Questions:

1. A CRM Analytics consultant is asked to make changes to the current sales dashboard at Cloud Kicks. The dashboard is crucial to track the daily sales performance of the company and needs to be available for other users while the consultant works on the changes.
How should the consultant proceed to update the dashboard?

A) Clone the dashboard to a new one, apply the changes, share the new dashboard with the users, and delete the old one.
B) Wait for a period of least usability or the dashboard to edit it.
C) Self assign as a dashboard publisher and make the changes to the dashboard in draft mode while maintaining a previous version live.


2. A consultant sets up a Sales Analytics templated app that is very useful for sales operations at Universal Containers (UC). UC wants to make sure all of the data assets associated with the app, including:
recipes, dataflows, connectors, Einstein Discovery models, and prediction definitions are refreshedeveryday at
6:00 AM EST.
How should the consultant proceed?

A) Use the Data Manager and schedule the recipes/dataflows to run at 6:00 AM EST based on 'Time-based Scheduling'.
B) Use the Data Manager and schedule each item to run at 6:00 AM EST based on 'Time-based Scheduling'.
C) Use the App Install History under Analytics Settings and schedule the app to run at 6:00 AM EST.


3. The CRM Analytics project team at Universal Containers is creating an app with dashboards, datasets, and lenses. The app has been shared with multiple users with Viewer, Editor, and/or Manager access.
One end user is unable to view the dashboard watchlist that was previously set up. They are receiving a
"Resource not found" error while trying to access the dashboard. The team confirms that the end user has Viewer access to the app but the project team is able to view the dashboard.
What is the reason for this error?

A) The dashboard has been hidden by a user with Manager access to the App.
B) The dashboard or App permission needs to be updated to Editor.
C) The dashboard is deleted by a user with Manager access to the App.


4. 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) Contact Salesforce Support to increase the sharing descriptor limit.
B) Use security predicates in CRM Analytics.
C) Increase the sharing descriptor limit in the analytics settings.


5. The CRM Analytics consultant at Universal Containers notices that some users have access to sensitive data and dashboards they should not have access to in the Manager's app.
How should the consultant fix the problem?

A) Apply data encryption using Salesforce Shield.
B) Create separate apps, datasets, and dashboards, and share them with the proper users.
C) Develop separate dashboards and datasets and put them in the Manager's app.


Solutions:

Question # 1
Answer: C
Question # 2
Answer: C
Question # 3
Answer: A
Question # 4
Answer: B
Question # 5
Answer: B

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