
Analytics-Con-201 Salesforce Certified CRM Analytics and Einstein Discovery Consultant Exam
1. Exam Overview
The Salesforce Certified CRM Analytics and Einstein Discovery Consultant
(Analytics-Con-201) exam is intended for professionals who want to demonstrate
skills in designing, implementing, and optimizing analytics solutions within the
Salesforce ecosystem. Preparation focuses on transforming business data into
meaningful dashboards, developing analytical applications, and using Einstein
Discovery to uncover patterns and support data-driven decisions.
CertKingdom provides exam-preparation resources designed to help candidates
review important concepts, practice exam-style questions, identify knowledge
gaps, and build confidence before test day.
2. Topics Covered in Analytics-Con-201
Candidates should review the following subject areas and confirm their
alignment with the current official exam guide.
- CRM Analytics fundamentals: Architecture, capabilities, use cases, and
analytics applications.
- Data preparation and integration: Data sources, dataflows, recipes, data
transformation, and data modeling.
- Datasets and data security: Dataset design, access permissions, security
predicates, and sharing considerations.
- Dashboards and lenses: Dashboard creation, widgets, filters, bindings,
interactions, and visual storytelling.
- Analytics design: Choosing suitable charts, KPIs, dimensions, measures, and
visualizations for business needs.
- Einstein Discovery: Predictive insights, model creation, model evaluation,
explanations, and recommendations.
- Deployment and administration: Application management, permissions, testing,
maintenance, and troubleshooting.
- Business requirements: Translating stakeholder questions into analytics
solutions and actionable insights.
These are broad preparation areas, not a verified official weighting breakdown.
3. Official exam domains and weightings
Salesforce’s published exam guide lists these domain weightings.
Salesforce Help
Exam domain Weight
Admin/Configuration 17%
Data Layer 23%
Security 16%
Analytics Dashboard Design 13%
Analytics Dashboard Implementation 19%
Einstein Discovery 12%
The official guide lists 60 multiple-choice questions, up to five unscored
questions, 90 minutes, and a 65% passing score. Confirm the current details
before publishing, as exam policies and guides can change.
Prepare for the Salesforce Analytics-Con-201 exam with CertKingdom's CRM
Analytics and Einstein Discovery Consultant exam preparation resources. Review
practice questions, study dataflows, datasets, SAQL, dashboard design, security,
and Einstein Discovery models. Strengthen your knowledge with exam-style
practice and focused revision to prepare for your Salesforce certification.
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verified rankings or a measured list of the most frequent questions.
- How do I pass the Analytics-Con-201 exam?
- Where can I find Analytics-Con-201 practice questions and answers?
- What are the latest Salesforce CRM Analytics Consultant exam topics?
- Are there free Analytics-Con-201 sample questions?
- What is the best study guide for Analytics-Con-201?
- How difficult is the CRM Analytics and Einstein Discovery Consultant exam?
- How long should I study for the Salesforce Analytics-Con-201 certification?
- What is the difference between CRM Analytics and Einstein Discovery?
- How do I prepare for SAQL, dashboards, and dataflows?
- Which Salesforce Trailhead modules help with Analytics-Con-201?
- What are the exam domains and passing score?
- How can I practice Salesforce CRM Analytics scenario-based questions?
- Where can I find an Analytics-Con-201 mock exam?
- What security concepts should I study for CRM Analytics?
- How do I understand Einstein Discovery models and predictions?
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QUESTION 1
Your organization is rolling out CRM Analytics to 150 sales and marketing users
across three divisions. Each
division has different row-level security requirements based on their territory
assignments, and you need to
ensure users only see opportunities and accounts relevant to their regions. The
divisions currently use
custom sharing rules in Salesforce, but the data will be consolidated into a
single CRM Analytics dataset that
combines data from all three divisions.
Which combination of approaches should you implement to meet these row-based
security requirements
while maintaining ease of administration?
A. Use sharing inheritance on the dataset so that Salesforce object sharing
rules automatically apply, and
configure security predicates as a fallback for territory-specific filtering
B. Implement security predicates only, removing reliance on Salesforce sharing
rules to avoid conflicts
and ensure consistent filtering logic
C. Create three separate datasets—one per division—and use dataset sharing
to control access, rather
than implementing row-level filters
D. Use only Salesforce role hierarchy inheritance without security predicates,
as this replicates custom
sharing rules automatically in CRM Analytics
E. Implement field-level security (FLS) on the dataset columns and rely on
record type sharing to enforce
row-level access
Answer: A
Explanation:
Correct Answer: Use sharing inheritance on the dataset so that Salesforce object
sharing rules automatically
apply, and configure security predicates as a fallback for territory-specific
filtering.
This approach leverages CRM Analytics' native sharing inheritance feature, which
respects Salesforce sharing
rules and custom sharing applied to source objects. Security predicates then
provide granular row-level filtering
for territory-specific or complex logic that sharing rules alone cannot achieve.
This minimizes manual
configuration and keeps security logic synchronized with Salesforce.
Why the other options are incorrect:
* Option B: Relying solely on security predicates removes the advantage of
sharing inheritance and creates
maintenance burden by requiring manual filter logic for every territory
scenario.
* Option C: Splitting into three datasets is inefficient and prevents
cross-division analytics and consolidation,
which contradicts the stated business need.
* Option D: Role hierarchy inheritance alone does not replicate custom sharing
rules; you need explicit sharing
inheritance enabled on the dataset to do this.
* Option E: FLS is column-level security and does not provide row-level
filtering; record type sharing is not a
row-level security mechanism in CRM Analytics.
QUESTION 2
A financial services firm is building an Einstein Discovery model to predict
whether customers will renew
their insurance policies in the next quarter. They have gathered 18 months of
historical renewal data with 42
features including policy age, customer tenure, claim history, premium amount,
and product type. Initial
model accuracy is 78%, but stakeholders want to improve performance before
deploying predictions to the
Lightning record pages of 500 sales representatives.
Which actions should you take to improve the model while respecting best
practices for model refinement?
A. Review the Model Card to identify which features have the strongest influence
on predictions, remove
low-impact features, and retrain the model with the refined feature set
B. Add all available customer demographic data to increase the feature count to
over 100, as higher
feature volume always improves model accuracy
C. Increase the training data window to 36 months regardless of data quality,
since more historical data
always improves predictions
D. Implement the current model immediately and monitor performance through the
Model Card; adjust
features only after deployment if accuracy drops
E. Switch from a binary classification model to a multi-classification model to
capture renewal likelihood in more
granular categories
Answer: A
Explanation:
Correct Answer: Review the Model Card to identify which features have the
strongest influence on
predictions, remove low-impact features, and retrain the model with the refined
feature set.
The Model Card shows feature importance and influence on predictions, allowing
you to identify which variables
truly drive the model's decision-making. Removing low-impact or noisy features
reduces overfitting, simplifies
the model, and often improves generalization performance. Retraining with this
refined feature set is a
standard best practice in Einstein Discovery.
Why the other options are incorrect:
* Option B: Adding features indiscriminately introduces noise and dimensionality
problems; feature quality
and relevance matter far more than quantity. This often degrades model
performance.
* Option C: While more data can help, extending the window without assessing
data quality or relevance can
introduce stale or irrelevant patterns that hurt predictions. You must validate
data quality first.
* Option D: Deploying an 78% accuracy model to 500 users without investigation
misses the opportunity to
improve performance before widespread adoption, increasing the risk of poor user
adoption and trust issues.
* Option E: The problem is binary (renew or not renew), so multi-classification
is mismatched to the business
question and would not improve prediction of the binary outcome.
QUESTION 3
Your organization has developed a CRM Analytics dashboard used by 200+ sales
managers to track pipeline
and forecast accuracy. The dashboard contains eight compare tables with
time-series analysis, complex
queries, and multiple selection interactions. After recent user feedback and
dashboard expansion, you notice
that the dashboard takes 8-12 seconds to load during peak business hours, and
some interactions feel sluggish.
Which combination of actions should you take first to diagnose and address the
performance issue?
A. Use Dashboard Inspector to profile query execution times and identify slow
queries, then assess
whether query type changes, query result limits, or widget-level parameter
optimization can reduce latency
B. Immediately convert all compare tables to simple single-table queries to
reduce complexity, regardless
of whether they show different analysis
C. Increase the CRM Analytics compute resources or request a platform upgrade
without analyzing the
actual query performance bottleneck
D. Remove all time-series analysis from the dashboard, as time-series
functionality is inherently slow and
should only be used in dedicated time-series dashboards
E. Disable all selection interactions and filter widgets to reduce the
computational load on the backend
Answer: A
Explanation:
Correct
Answer: Use Dashboard Inspector to profile query execution times and identify
slow queries, then
assess whether query type changes, query result limits, or widget-level
parameter optimization can reduce
latency.
Dashboard Inspector is the built-in tool in CRM Analytics for monitoring and
optimizing query performance. It
shows execution times for each widget and query, helping you pinpoint which
specific queries are causing
delays. Once you identify slow queries, you can optimize them by adjusting query
types, setting tighter result
limits, or refining widget-level parameters—often without hardware upgrades.
Why the other options are incorrect:
* Option B: Compare tables are the appropriate choice for multi-table analysis;
removing them without
understanding why they're slow discards valuable functionality and analysis
capability based on speculation,
not diagnosis.
* Option C: Increasing resources before profiling wastes budget and doesn't
address the root cause.
Performance issues are usually query-logic problems, not resource scarcity.
* Option D: Time-series analysis is a valid and efficient CRM Analytics feature
when used correctly. Removing
it unnecessarily eliminates analytical capability; the issue is query design,
not the time-series feature itself.
* Option E: Selection interactions and filters are essential for user experience
and exploration. Removing them
degrades the dashboard's usability without addressing performance; the issue
lies in query optimization, not
the interaction framework.
QUESTION 4
Your organization manages customer data across Salesforce, a data warehouse, and
an on-premises ERP
system. You are designing the data layer for a CRM Analytics application that
will support executive
dashboards, sales analytics, and customer support reporting. The data warehouse
is authoritative for
customer financial data, while Salesforce is authoritative for customer
interactions and opportunities. Data
must refresh daily, and you need to support ad hoc transformations without
deploying custom code.
Which data ingestion and transformation strategy best aligns with your
requirements?
A. Use Data Manager to connect to both Salesforce and the data warehouse, create
datasets from both
sources, and use dataflows/recipes to perform daily transformations and data
blending
B. Ingest all data through the ERP system only, transform it there, and sync the
final dataset to CRM
Analytics once per day using a single data sync
C. Create a direct JDBC connector to the data warehouse and ingest raw data
without transformation,
relying on dashboard-level filtering to meet reporting needs
D. Use the CRM Analytics API to push data from Salesforce directly to the
application, bypassing Data
Manager and dataflows
E. Create separate disconnected datasets for Salesforce and the data warehouse,
then join them in
dashboards using widget-level parameters only
Answer: A
Explanation:
Correct
Answer: Use Data Manager to connect to both Salesforce and the data warehouse,
create datasets
from both sources, and use dataflows/recipes to perform daily transformations
and data blending.
Data Manager is the primary tool for extracting and loading data from multiple
sources into CRM Analytics.
Dataflows and recipes enable ad hoc transformations and data blending without
custom code, and they support
daily refresh schedules. This approach accommodates your multi-source
environment while maintaining
flexibility for transformation logic.
Why the other options are incorrect:
* Option B: Routing all data through the ERP system contradicts your stated
requirement that Salesforce is
authoritative for interactions and opportunities. It also creates an unnecessary
intermediary and single point
of failure.
* Option C: Direct JDBC connectors bypass Data Manager and prevent proper
dataset structure and refresh
scheduling. Ad hoc transformations and blending are not possible without a data
management layer;
dashboard filtering is insufficient for data preparation.
* Option D: The CRM Analytics API is designed for data retrieval and querying,
not data ingestion. It is not a
suitable replacement for Data Manager for loading and transforming data.
* Option E: Disconnected datasets prevent meaningful data blending and
consolidation. Widget-level
parameters cannot replace actual data joins; this approach defeats the purpose
of a unified data layer and
severely limits analytical capability.
QUESTION 5
Your organization is implementing CRM Analytics for a global sales organization
with 2,500 users. Finance
requires row-level security so that each regional sales manager can see only
opportunities and accounts in
their region. You are designing the security model and need to recommend the
best approach.
Which two of the following should you implement to meet this requirement?
A. Use sharing inheritance from the source Salesforce object to automatically
enforce region-based access
B. Create a dataset security predicate using a dimension field that matches the
user's region assignment in a security mapping table
C. Manually grant dataset access to each regional sales manager through
individual dashboard sharing rules
D. Implement field-level security on the CRM Analytics dataset to hide region
fields from non-admin users
E. Create separate datasets for each region and assign permission sets to
control which dataset each user can access
Answer: A, B
Explanation:
Correct answers: Using sharing inheritance and creating security predicates.
Row-based security in CRM Analytics is best implemented through two
complementary mechanisms. Sharing
inheritance automatically applies the source object's Salesforce sharing rules
to the dataset, providing a
foundation for security. Security predicates use dimension fields (such as a
Region field) to filter data based on
user attributes stored in security mapping tables, enabling fine-grained
row-level control without manual
dashboard sharing.
Why the other options are incorrect:
Manually granting dataset access through individual dashboard sharing does not
enforce row-level filtering—it
only controls who can view the dashboard, not which rows they see. Field-level
security in CRM Analytics hides
columns from the entire user population and does not provide row-level filtering
based on user identity.
Creating separate datasets per region is administratively burdensome and
violates the principle of single
dataset governance; it also prevents cross-regional analysis when needed.
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15 Frequently Asked Questions (FAQs)
1. What is the Salesforce Analytics-Con-201 exam?
The Analytics-Con-201 exam is the Salesforce Accredited Agentforce Communications
Professional exam. It assesses knowledge of customer discovery, solution design,
communications product catalogs, order management, and implementation delivery.
2. What topics are covered in the Analytics-Con-201 exam?
The official exam outline covers Discovery (24%), Planning and Design (60%), and
Delivery (16%).
3. How many questions are on the Analytics-Con-201 exam?
The published exam guide specifies 55 multiple-choice or multiple-select
questions, with up to five additional unscored questions.
4. What is the passing score for Analytics-Con-201?
The official exam guide lists a passing score of 56%. Confirm current
requirements with Salesforce before scheduling.
5. How long is the Analytics-Con-201 exam?
The published exam duration is 90 minutes.
6. How much does the Salesforce Analytics-Con-201 exam cost?
The published registration fee is US$150, plus applicable taxes. Check the
official registration page for current pricing and retake policies.
7. What is the best way to prepare for Analytics-Con-201?
Review the official exam guide, complete recommended Salesforce learning
materials, gain practical experience, and use practice assessments to identify
knowledge gaps.
8. Is the Analytics-Con-201 exam difficult?
Difficulty depends on your experience with Salesforce communications solutions,
product modeling, order workflows, and implementation architecture. Practical
scenario-based preparation can help.
9. What is Enterprise Product Catalog (EPC)?
EPC is a product catalog capability used to model and manage commercial products
and their relationships. Understanding scalable product catalog design is part
of Analytics-Con-201 preparation.
10. What should I study about Industries CPQ?
Focus on requirements-driven quoting and order capture, product configuration,
commercial product decomposition, and how these processes fit into a
communications solution.
11. What is order orchestration in Agentforce Communications?
Order orchestration coordinates the activities needed to fulfill a customer
order. For Analytics-Con-201, study how to design fulfillment flows that align with
business requirements and architectural best practices.
12. Does Analytics-Con-201 cover data migration?
Yes. Candidates should understand data quality, migration planning, legacy
systems, target architecture, data volumes, and strategies for moving business
data reliably.
13. What does MACD mean in asset management?
MACD stands for Move, Add, Change, and Delete. It describes common changes to
customer services and assets that candidates should understand when studying
asset management flows.
14. Where can I find Analytics-Con-201 practice questions?
You can review legitimate practice assessments and study materials from training
providers, alongside Salesforce Help and Trailhead resources. Choose materials
that explain answers and align with the published objectives.
15. Where can I find official Analytics-Con-201 exam information?
Start with the official Salesforce Analytics-Con-201 exam guide and the Salesforce
Trailhead Agentforce Communications learning trail.
Analytics-Con-201 Salesforce exam preparation resources for Agentforce Communications
professionals, featuring practice questions, study guides, and online testing tools.