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Salesforce Analytics-Con-201 Exam Syllabus Topics:
| Section | Objectives |
|---|---|
| Data Management and Preparation | - Dataset creation and configuration in CRM Analytics - Data transformation and dataflows |
| Einstein Discovery | - Insights interpretation and recommendations - Model building and predictions |
| Security and Access | - Row-level security and sharing rules - App and dataset permissions |
| Data Integration and Connectivity | - Data synchronization and refresh strategies - Connecting external data sources |
| Dashboard and App Development | - Interactive filters and user experience optimization - Lens creation and dashboard design |
Salesforce Certified CRM Analytics and Einstein Discovery Consultant Sample Questions:
1. A CRM Analytics consultant has been asked to bring data from an external database as well as five external Salesforce environments into CRMAnalytics. Twenty-five objects have been enabled from the local Salesforce connector.
The requirements are:
* 10 objects should be enabled from an external database
* 12 objects each from three of the external Salesforce environments
* 15 objects each from the remaining two external Salesforce environments The consultant estimates each connector will, per object, bring between 1,000 and 1 million rows of data.
Which limit will be exceeded?
A) Storage rows of data
B) Total number of enabled objects
C) Salesforce external connector number of synced rows
2. Universal Containers has a dashboard for sales managers. They need the ability to visualize the number of Closed Won opportunities by month, quarter, or year, and then display the result in a single chart. A CRM Analytics consultant creates a custom query to display three values:
ClosedDate_month, ClosedDate_ quarter, and ClosedDate_year.
What should the consultant do next?
A) Use result binding/interaction to update the grouping in the chart.
B) Use selection binding/interaction to update the measure In the chart.
C) Use selection binding/interaction to update the grouping In the chart.
3. 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 dataflow/recipe runs to completion, and then data syne runs to completion
B) When the dashboard viewer clicks the Refresh button
C) When data sync runs to completion, and then dataflow/recipe runs to completion
4. An CRM Analytics consultant is working with Ursa Major Solar to build a dashboard to understand customer renewals. Each subscription is captured as a Closed Won Opportunity within Salesforce and asingle Account should only have one active subscription. The consultant notices the Opportunity record does NOT specify whether it is a renewal or a net new subscription.
Which data transformation should the consultant use to determine if a subscription is new or a renewal?
A) Custom Multiple row formula
B) Custom Formula
C) Flatten
5. 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 with a results based interaction as a filter using the limit query to pass in the 10 Account IDs.
B) Create a query and sort descending by revenue and limit it to 10 results.
C) Create 2 query with a selection based interaction asa filter using the limit query to pass in the 10 Account IDs.
Solutions:
| Question # 1 Answer: B | Question # 2 Answer: C | Question # 3 Answer: C | Question # 4 Answer: B | Question # 5 Answer: B |






