Salesforce Certified CRM Analytics and Einstein Discovery Consultant (Analytics-Con-201) Exam - Topic 5 Question 32 Discussion

Actual exam question for Salesforce's Salesforce Certified CRM Analytics and Einstein Discovery Consultant (Analytics-Con-201) exam

Question #: 32
Topic #: 5

[All Salesforce Certified CRM Analytics and Einstein Discovery Consultant (Analytics-Con-201) Questions]

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 a single 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?

AFlatten

BCustom Multiple row formula

CCustom Formula

Show Suggested Answer

Suggested Answer: C

To determine whether a subscription is new or a renewal from the Opportunity records in Salesforce, the consultant should utilize a Custom Formula in the data transformation process. Here's the rationale:

Custom Formula Usage: By employing a custom formula, the consultant can create a logical expression that checks the historical data associated with each account. If an account has previous closed-won opportunities, any new opportunities can be labeled as renewals; otherwise, they are considered new subscriptions.

Data Insight: This method provides a straightforward way to derive new insights (new vs. renewal) directly from existing data without altering the data structure itself, making it a non-invasive and efficient solution.

Implementation: The custom formula can be applied in a recipe or directly within a dataflow in CRM Analytics, offering flexibility in how and where the transformation is executed.

by Nakisha at Jan 05, 2026, 05:16 AM

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Cherri

2 months ago

Custom Formula gives flexibility to define new vs renewal clearly.

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Goldie

3 months ago

Flatten seems too simple for this. We need more detail.

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Danica

3 months ago

I agree, but a Custom Multiple row formula might handle renewals better.

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Shantay

3 months ago

I think a Custom Formula would be best. It allows for specific conditions.

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Melvin

3 months ago

Flattening won't help with this, it's too simplistic.

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Cheryl

3 months ago

Wait, how can you tell if it's a renewal without a flag?

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Rex

4 months ago

Not so sure about that, a Custom Multiple row formula might be better.

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Amos

4 months ago

Agree, it can differentiate between new and renewal easily.

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Sean

4 months ago

I think a Custom Formula would work best here.

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Britt

4 months ago

Option C all the way. Gotta love those custom formulas - they're like the duct tape of data transformations.

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Ruthann

4 months ago

Haha, I bet the consultant is wishing they had a "Renewal" checkbox on the Opportunity record. Custom formula it is!

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Daniel

5 months ago

Flattening the data? Really? That's not going to help identify new vs. renewal subscriptions. C is the way to go here.

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Fabiola

5 months ago

Custom Multiple row formula sounds like overkill for this use case. A simple custom formula should do the trick.

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Tijuana

5 months ago

The consultant should use a custom formula to determine if the subscription is new or a renewal. That's the most straightforward approach.

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Carline

5 months ago

This question reminds me of a similar one we did about identifying customer types. I think a custom formula could work, but I’m not completely confident.

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Cathrine

6 months ago

I feel like flattening the data wouldn't really help us determine if it's a renewal or not. It seems too simplistic for this scenario.

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Emmanuel

6 months ago

I'm not entirely sure, but I think a custom multiple row formula might be necessary since we need to compare records to identify renewals.

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Alecia

6 months ago

I remember we discussed using a custom formula to differentiate between new and renewal subscriptions in our last practice session.

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Valentin

6 months ago

This seems tricky, but I think a custom formula is the way to go. I'd try to build some logic to check the Account history and determine if this is a new or renewed subscription.

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Pamella

6 months ago

I'm leaning towards the Flatten option. That might let me bring in additional data sources to cross-reference and figure out the renewal status.

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Desirae

6 months ago

Custom Multiple row formula could work here. I'd try to find the most recent Closed Won Opportunity for the Account and compare the dates to see if this is a new subscription or a renewal.

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Barney

7 months ago

Hmm, I think I might try a custom formula to check if the Account has any other Closed Won Opportunities. If there's an existing one, then this must be a renewal.

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