Analytics-Con-201 Sample Questions & Answers
Free CRM Analytics And Einstein Discovery Consultant practice questions with worked answers and explanations. See how the ExamJungle simulator prepares you — then jump into the full test.
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- Question 1Intermediate
Data Management · Data Preparation
A company requires a complex data transformation that involves joining five different datasets, performing three levels of aggregation, and calculating a sliding window average for sales data over the last 12 months. Which data preparation tool in CRM Analytics is most suitable for this requirement?
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Correct answer: A
Data Prep Recipes are the modern, recommended tool for complex transformations. Unlike Dataflows, Recipes natively support complex window functions (like sliding averages), multi-level aggregations, and provide a visual interface for joining multiple datasets with preview capabilities.
- Question 2Intermediate
Security · Inheritance
True or False: In CRM Analytics, when you use the 'Inherit sharing from Salesforce' option on a dataset created from the Opportunity object, it will automatically respect Manual Sharing rules applied to individual Opportunity records.
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Correct answer: B
CRM Analytics security inheritance supports the Role Hierarchy and Sharing Rules, but it does NOT support Manual Sharing or Apex-managed sharing. For these cases, a security predicate must be used.
- Question 3Intermediate
Einstein Discovery · Actionable Insights
A consultant is analyzing a 'Maximize Margin' story in Einstein Discovery. The 'Why it Happened' chart for a specific high-margin transaction shows a significant positive contribution from the 'Discount' field being 'Low'. However, the 'Actionable Insights' do not suggest changing the discount. What is the most likely reason for this omission?
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Correct answer: B
Einstein Discovery only generates suggestions (Actionable Insights) for variables that are explicitly flagged as 'Actionable' during the story setup. Even if a variable is highly predictive, it won't appear in recommendations if the system believes the user cannot control it.
- Question 4Advanced
Data Management · Connectors
A multinational corporation has a strict requirement that European user data must not be moved to US servers during the analytics replication process. They are using the standard Salesforce Local Connector. Which setting should the consultant verify to ensure compliance with this data residency requirement?
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Correct answer: C
CRM Analytics is fully integrated into the Salesforce platform. Data sync (replication) moves data into the analytics store, which resides in the same data center (pod) as the core Salesforce instance. There is no separate 'region' setting for the connector itself; the residency is determined by the Org's physical location.
- Question 5Intermediate
Dashboard Design · XMD
A consultant needs to display a chart showing 'Sales by Country'. However, the country names in the dataset are inconsistent (e.g., 'USA', 'U.S.A.', 'United States'). The consultant wants to fix this for the dashboard without altering the source data permanently or running a new dataflow. Which XMD (Extended Metadata) feature is best suited for this task?
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Correct answer: D
The XMD 'Dimensions' section allows for Member manipulation. Specifically, you can map multiple raw values (members) to a single 'label'. For example, mapping 'USA', 'U.S.A.' to the label 'United States'. This groups them visually in charts without changing the underlying data.
- Question 6IntermediateSelect 2
Administration · Embedding
A company wants to embed a CRM Analytics dashboard into a Lightning Record Page for the Account object. The dashboard should filter to show only opportunities related to the Account being viewed. Which two steps are required to achieve this? (Select TWO)
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Correct answers: A, B
To filter the dashboard based on the record being viewed, you must configure the Filter attribute in the Lightning App Builder component properties. This maps the Salesforce Record ID ($Id) to the dataset field (AccountId) to ensure context sensitivity.
You must physically add the component to the page layout.
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