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| Vendor: | Salesforce |
|---|---|
| Exam Code: | Analytics-Con-201 |
| Exam Name: | Salesforce Certified CRM Analytics and Einstein Discovery Consultant |
| Exam Questions: | 116 |
| Last Updated: | October 7, 2026 |
| Related Certifications: | Salesforce Consultant, CRM Analytics and Einstein Discovery Consultant |
| Exam Tags: |
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Your organization uses CRM Analytics to track sales pipeline data with daily data syncs from Salesforce. The sales leadership team has requested a new derived metric that calculates the average deal cycle time by opportunity stage. This metric needs to be refreshed as soon as new opportunity data arrives in CRM Analytics.
Which two of the following approaches would allow you to implement this requirement?
Correct answers: Using a recipe scheduled after the sync, or building a calculated column in a dataflow with aggregation.
Both approaches allow derived metric creation that refreshes automatically with data updates. A recipe can be configured with dependencies to run immediately after a data sync completes, calculating the metric on fresh data. Alternatively, a dataflow with a calculated column and multi-table transformation provides the same capability, allowing you to engineer the cycle time calculation and aggregate it during the data load process.
Why the other options are incorrect:
Manual dashboard refresh after syncs introduces operational risk and does not achieve true automation. Data syncs cannot be configured to run every 15 minutes for Salesforce objects (standard sync limits are 12 or 24 hours); this option also relies on manual intervention. A dependent data sync is not a standard CRM Analytics feature—dataflows and recipes are the mechanisms for scheduling dependent transformations. Compare tables in dashboards provide visualization and comparison, but they do not create persistent derived datasets that refresh automatically; they calculate on-demand within the dashboard query.
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?
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.
Cloud Kicks has informed CRM Analytics developers that they have two scenarios with restricted row-level security.
The parameters being:
1. Non-CXOs and VPs working in EMEA can have access to EMEA records only.
2. CXOs and VPs should have access to all data irrespective of the region (APAC, EMEA, etc.).
Which sharing method works for this scenario?
For Cloud Kicks' requirements regarding access to data based on roles and geographic regions, the most efficient and scalable approach is to implement row-level security using fields on the user record, like Department or Region. Here's the rationale for choosing this approach:
Scalability and Maintenance: By applying security rules based on user record fields, Cloud Kicks can manage access dynamically without needing to maintain multiple dashboards or datasets. This reduces administrative overhead and simplifies updates as roles or regional structures change.
Flexibility: Using a field on the user record to control access allows for easy expansion or modification of security policies as new regions or roles are added.
Simplicity: This method ensures a clear and straightforward security model that can be easily audited and understood by administrators and compliance teams.
A sales operations team is managing CRM Analytics dashboards across five different business units. The team uses version control to track dashboard changes, and recently a critical bug was introduced in the August 2 release that incorrectly calculated commission amounts. The bug was discovered after deployment to production, and stakeholders need the dashboard rolled back to the August 1 version immediately while the team investigates the root cause. The team also wants to establish a formal process for promoting dashboard changes through Dev ? Staging ? Production.
Which two approaches will enable the team to restore the previous version and implement controlled deployment going forward?
The correct answers are using Dashboard Publisher to restore the August 1 snapshot and configure a three-stage deployment workflow and restoring from an August 1 backup and implementing Dashboard Publisher with approval gates. Dashboard Publisher is the standard CRM Analytics feature for version management and controlled promotion. It maintains version history, allows rollback to previous versions, and enables multi-stage promotion workflows with approval gates. Restoring from a database backup is another valid approach if available, and then setting up Dashboard Publisher prevents future issues.
The other options are incorrect: manually editing JSON definitions is not a supported CRM Analytics workflow and introduces data integrity risks; the CRM Analytics API does not function as a source-control system with automatic rollback capabilities; and cloning dashboards with hourly synchronization is a workaround that does not address the core deployment governance issue.
Universal Containers has a well-defined role hierarchy in Salesforce where everyone is assigned to an appropriate node. The accounts within their instance are categorized by their demography.
An individual sales rep should be able to view all accounts that they own. In addition, sales reps should be able to see any accounts where the value of the account demography matches the demography defined on their user record. A user could have more than one demography defined on their user record.
To meet this requirement, the CRM Analytics consultant has set up a security predicate of the existing 'Account' dataset as follows:
This, however, does not seem to be working as expected.
What is causing the issue?
The issue with the security predicate not functioning as expected likely stems from a permissions issue related to the custom field Demographic__c on the User object. Here's a detailed explanation:
Field-Level Security: If the sales reps do not have access to the Demographic__c field, the security predicate which references this field cannot execute properly as the system cannot evaluate the predicate without accessing the field.
Permission Settings: Ensuring that the sales reps have the necessary permissions to view and use the Demographic__c field is crucial for the security predicate to function correctly.
Data Visibility: The security model in CRM Analytics relies heavily on the underlying data permissions in Salesforce. If these permissions are not correctly configured, the expected data visibility through CRM Analytics will not be achieved.
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