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Free Salesforce Certified CRM Analytics and Einstein Discovery Consultant (Analytics-Con-201) Exam Dumps July 2026

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Question No: 1

MultipleChoice

A CRM Analytics consultant is working on Sales dashboards with multiple datasets and advanced queries in the Sales Analytics app.

Sales managers in the organization have been given Editor/Manager access to the app, whereas sales reps have been given Viewer access.

Some dashboards that are in progress are not ready to be rolled out to sales reps and should only be viewable by sales managers.

How should the consultant accomplish this?

Options

ARemove the dashboard from the 'Run App' navigation list so the sales reps cannot navigate to these dashboards.

BDuplicate the dashboards and their respective datasets, and move the assets to a separate app for the sales rep.

CLeverage the CRM Analytics asset visibility feature to hide the assets from the users.

Answer
CExplanation

In CRM Analytics, you can control the visibility of dashboards and other assets using the asset visibility feature. This allows the consultant to restrict access to specific assets (like dashboards) for certain groups of users, such as sales reps, without needing to duplicate datasets or move dashboards to another app. This is the most efficient way to manage access for dashboards in progress while allowing only sales managers to view the in-progress dashboards.

Question No: 2

MultipleChoice

A CRM Analytics administrator is working on deploying a dashboard and a dataset from a developer sandbox to a full sandbox. They have deployed the dataset via change set and manually copy-pasted the dashboard JSON into the target org. However, they notice that the conditional formatting and the widget-specific number formats have been lost in the target environment.

What is causing this issue?

Options

AAnalytics Dataset XMD was NOT included as part of the deployment package,

BThe recipe that generated the dataset also needs to be included as part of the package.

CAnalytics Dashboard XMD was NOT included as part of the deployment package.

Answer
AExplanation

When deploying a dataset and dashboard between environments in CRM Analytics, it's essential to include the Extended Metadata (XMD) file, which controls aspects such as conditional formatting and number formatting. In this case, the administrator manually copied the dashboard JSON but did not deploy the Analytics Dataset XMD, which leads to the loss of conditional formatting and widget-specific number formats in the target environment. Including the XMD ensures that all formatting and metadata are transferred correctly.

Question No: 3

MultipleChoice

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?

Options

ACreate a query and sort descending by revenue and limit it to 10 results.

BCreate a query with a results based interaction as a filter using the limit query to pass in the 10 Account IDs.

CCreate 2 query with a selection based interaction as a filter using the limit query to pass in the 10 Account IDs.

Answer
AExplanation

To create a dashboard showing the top 10 accounts by revenue dynamically, the best approach is to create a query that sorts the accounts in descending order by revenue and limits the results to the top 10. This query can then be used as the data source for the widget, ensuring that it dynamically adjusts based on the filters applied to the dashboard.

This method efficiently handles the task because sorting by revenue and limiting the results to 10 ensures that only the top accounts are displayed, and it remains dynamic with dashboard filters.

Question No: 4

MultipleChoice

A team of CRM Analytics developers has been working on an existing recipe to add new derived fields. The edited version has been failing ever since, and management is requesting that the dashboard show refreshed data while they work on the edits.

How can the developers add new fields while keeping the dataset refreshed?

Options

AA recipe for the new fields and when that is successful, add it to the existing recipe as a join node.

BClone the existing recipe to add fields and roll back the original recipe to the last working version.

CRefresh the dataset after working hours to avoid the edited version from failing.

Answer
BExplanation

When faced with the need to continue refreshing data while developing new features in a recipe, the best practice is:

Clone the Existing Recipe: By cloning the recipe, developers can experiment with adding new fields and transformations without affecting the production data flow. This allows for testing and development in a sandbox-like environment.

Roll Back to a Stable Version: Rolling back the original recipe to the last stable version ensures that the production dashboards continue to receive refreshed data, maintaining business operations without disruption.

This approach not only ensures data continuity but also provides a safe environment to address any issues that may arise from new developments.

Question No: 5

MultipleChoice

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?

Options

AUse result binding/interaction to update the grouping in the chart.

BUse selection binding/interaction to update the grouping In the chart.

CUse selection binding/interaction to update the measure In the chart.

Answer
B

Question No: 6

MultipleChoice

A CRM Analytics consultant is building a dashboard for Cloud Kicks that is embedded in a separate Lightning page called "Management Dashboard" using a CRM Analytics Dashboard Component. The system administrator and the contract manager should both have access. The system administrator is able to see the dashboard and the data, but the contract manager sees a blank Lightning page.

What is causing the issue?

Options

AThe consultant has set up component visibility for the dashboard for system administrators only.

BThe consultant has set up a dashboard filter condition for data to be visible to system administrators only.

CThe consultant has set up/enabled a 'Hide on Error' feature for the dashboard while embedding it.

Answer
AExplanation

When embedding a CRM Analytics dashboard in a Lightning page using a CRM Analytics Dashboard Component, you must configure the component's visibility settings correctly to ensure that all relevant users have access. In this case, the issue arises because the system administrator can see the dashboard, but the contract manager cannot. The most likely cause is that the consultant has set the component visibility to display only for system administrators, which would prevent the contract manager from seeing the content. To resolve this issue, the consultant must modify the component visibility settings to include both the system administrator and contract manager profiles. Reference: CRM Analytics and Lightning Components

Question No: 7

MultipleChoice

A customer is reviewing a story that is set to maximize the daily sales quantity of consumer products in stores and sees this chart. The visualized tooltip belongs to the blue bar for San Francisco, reflecting, November daily sales quantities in that city specifically.

What two conclusions can be drawn from this insight?

Options

AThe average daily in SAN Francisco stores in November as 1601 items higher than the global average of 335.

BNovember sales are higher than in other months. This November-effect is the strongest in San Francisco.

CThe average daily quantity in San Francisco stores in November was 1239 items higher than the average of all other months in San Francisco.

DThe average daily quantity in San Francisco stores in November was 1239 items higher than the average of all November sales in the country

Answer
A, C

Question No: 8

MultipleChoice

A training dataset Is being prepared for a Einstein Discovery story. One skewed with outliers. at action should the Einstein consultant take?

Options

ARemove the outlier rows.

BNothing, because the field is not the outcome variable.

CChange the method of binning to fixed width.

DRemove the field because it has bad data

Answer
C

Question No: 9

MultipleChoice

A story has been deployed to the Opportunity object with a prediction field, Predicted Amount.

How can all the Opportunity records be predictions written back to the Predicted Amount field?

Options

AMass edit all the records by populating the Predicted Amount field.

BUse the Prediction Service API to get the prediction and populate the Predicted Amount field.

CEnable a Bulk Scoring Job under the Prediction Definition.

DOpen all Opportunity records.

Answer
B

Question No: 10

MultipleChoice

Universal Containers is evaluating the connection mode for the objects in their local Salesforce connector. They want to only sync updated and new records from the Order object, but they have some formula fields on the object and want to ensure those are updated weekly.

which

Which connection mode is best suited for this purpose?

Options

Aperiodic Incremental Sync

BFull Sync

CPeriodic Full Sync

DIncremental Sync

Answer
A

Question No: 11

MultipleChoice

A consultant has been brought in to help increase the adaption of Tableau CRM. It has been identified that account managers are struggling to get an overview of their accounts before meeting with them. Ideally they would like to have key details highlighted about active cases and opportunities, opportunity value and product whitespace.

What can the consultant do to increase adoption?

Options

ACreate 4 analytics lenses and embed them onto the account record page

BCreate datasets for account managers to explore

CCreate a dashboard and embed it onto the account record page with a filter based on the viewed account

DCreate a dashboard and embed onto the account record page

Answer
C

Question No: 12

MultipleChoice

A Tableau CRM consultant has just completed deployment of an analytic app containing a recipe plus several datasets and dashboards. While conducting post deployment a smoke test, the new datasets don't seem to have migrated.

What post migration step has likely been forgotten?

Options

AApply security predicates on datasets

BRun the recipe

CProvide read access on the datasets

DGo to Analytics Settings in Setup and approve the deployment

Answer
B

Question No: 13

MultipleChoice

Refer to the exhibit.

Universal Containers reports that nay selection in the List widget is not affecting the pie chart in one of their tableau CRM dashboard. They query options associated with the List widget and Pie chart are shown in the graphic

Which change can a Tableau CRM Consultant implement to solve this issues, given that the queries are using the same dataset?

Options

ASet faceting to All instead of None in the query ''Step_pie_1.''

BUse result binding/interaction in the filters section of the query ''Step_pie_1.''

CSet faceting to all instead of None in the query ''Region_1.''

DUse selection binding/interaction in the filters section of the query ''Region_1.''

Answer
A

Question No: 14

MultipleChoice

A consultant wants to understand what the important predictors are in the story.

What are two places where this information can be found?

Choose 2 answers

Options

AIn the Einstein Recommendations for story improvement. If there are no recommendation to remove strongest predictors, the story doesn't hold any Important predictors but only weak (probably unrelated) terms.

BIn the Story Settings, where the strength of predictor fields is calculated and visualized. The consultant can sort the list of predictor fields accordingly.

CIn the Model Deployment Wizard while selecting the actionable fields

DIn the Model Metrics section, where the top predictors are listed

Answer
B, D

Question No: 15

MultipleChoice

Which two recommended techniques can be used to access tableau CRM data from a remote app or website? Choose 2 answers

Options

AUse an Iframe to embed the Salesforce page in a remote site.

BUse Lightning out to embed a dashboard component in the remote site.

CUse HTTPS to call the /wave/query API, supplying an encoded SAQL query as a parameter.

DExport the data to a CSV, copy it to a USB drive, and load it on the remote site.

Answer
B, C

Question No: 16

MultipleChoice

A consultant built a Tableau CRM dashboard for a shipping company. The consultant enabled data sync (replication) to increase the speed to datasets refreshing.

How often will the data on the dashboard be refreshed?

Options

AWhen the dashboard viewer clicks the Refresh button.

BWhen the Data Sync runs to completion, and then recipe runs to completion.

CWhen recipe runs to completion, and then Data Sync runs to completion.

DEach time a user opens the dashboard

Answer
C

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