Exam Name: Salesforce Certified CRM Analytics and Einstein Discovery Consultant
Certification Provider: Salesforce
Corresponding Certification: Salesforce Consultant
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Salesforce Analytics-Con-201 Exam Syllabus Topics:
| Section | Objectives |
|---|---|
| Security and Access | - Row-level security and sharing rules - App and dataset permissions |
| Einstein Discovery | - Insights interpretation and recommendations - Model building and predictions |
| Data Management and Preparation | - Dataset creation and configuration in CRM Analytics - Data transformation and dataflows |
| Data Integration and Connectivity | - Connecting external data sources - Data synchronization and refresh strategies |
| Dashboard and App Development | - Interactive filters and user experience optimization - Lens creation and dashboard design |
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The Salesforce Certified CRM Analytics and Einstein Discovery Consultant blueprint covers these core domains:
- Data Management and Preparation
- Einstein Discovery
- Security and Access
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Salesforce states the following prerequisites for the Salesforce Certified CRM Analytics and Einstein Discovery Consultant: No strict prerequisites required, but recommended experience with Salesforce CRM Analytics (Tableau CRM), data modeling, and basic Salesforce platform knowledge.
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Salesforce Certified CRM Analytics and Einstein Discovery Consultant Sample Questions:
Universal Containers' sales team is looking to build a dashboard that shows the total revenue from their top
10 accounts (based on revenue) and make it dynamic with the filters of the dashboard.
Which action is required to accomplish this?
- A. Create a query and sort descending by revenue and limit it to 10 results.
- B. Create 2 query with a selection based interaction asa filter using the limit query to pass in the 10 Account IDs.
- C. Create a query with a results based interaction as a filter using the limit query to pass in the 10 Account IDs.
Correct Answer: A 🗳️
Explanation: Only visible for Lead2PassExam members. You can sign-up / login (it's free).
A manager at Cloud Kicks asks for data in a dashboard to be refreshed after the sync of an external connection to Google BigQuery.
How should the consultant accomplish this?
- A. Check the scheduled date/time of the sync and schedule the recipe to run 15 minutes after the start time of the sync.
- B. Schedule the recipe to run as event-based and check the Salesforce external connection syncs checkbox.
- C. Create 3 Salesforce flow to trigger the recipe to run once the connection sync has finished running.
Correct Answer: B 🗳️
Explanation: Only visible for Lead2PassExam members. You can sign-up / login (it's free).
Universal Containers wants to create two dashboards and has two user groups. The 'Regional Performance' dashboard should be accessible to sales reps and managers/executives to keep track of how sales reps are performing in each region. Sales reps must only be able to see data pertaining to their respective region. The 'National Performance' dashboard is using the same data as the other dashboard but should only be accessible to managers/executives to compare data across all regions.
In addition to row-level security to view only regional data, how should a consultant ensure that sales reps are unable to view the 'National Performance' dashboard?
- A. Create one dataset, two apps; store 'Regional Performance' dashboard and dataset In one app; and provide access to both user groups to this app. Store 'National Performance' dashboard in another app and only provide access tomanagers/executives.
- B. Create two datasets, one app; store both 'Regional Performance' dashboard, 'National Performance' dashboard, and dataset in the app; and provide access to both user groups to this app.
- C. Create one dataset, one app; store both 'Regional Performance' dashboard, 'National Performance' dashboard, and dataset in the app; and provide access to both user groups to this app. Use row-level security to restrict sales repsfrom seeing data in 'National Performance' dashboard.
Correct Answer: A 🗳️
Exhibit.
Given that the queries are using different datasets, which change should a CRM Analytics consultant make to solve this issue?
- A. Use "Connect Data Sources" and create a connection to connect the two widgets.
- B. Use result binding/Interaction in the filters section of the query "Type 1".
- C. Use "Connect Data Sources" and create a connection to connect the two datasets.
Correct Answer: C 🗳️
In Data Alerts, a field named Region is 96.5% North America. The consultant believes that this is an important field since the majority of sales is in the North American market.
What is the appropriate action?
- A. Append more rows of data with "other values of Region" to balance the dataset properly.
- B. Choose the recommended action "keep only North America" and exclude all of the other rows.
- C. Understand if client should only "focus on North America" or drop the field, as it does not have valuable information.
Correct Answer: C 🗳️
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