100+ Free CRM Analytics Consultant Practice Questions

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Question 1

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Salesforce renamed 'Tableau CRM' to 'CRM Analytics' in April 2022. What was the product called before it became Tableau CRM?

Wave Analytics

Einstein Analytics

Salesforce Discovery

Analytics Studio

to track

2026 Statistics

Key Facts: CRM Analytics Consultant Exam

60 questions

Plus up to 5 unscored

Salesforce Trailhead exam guide

90 minutes

Total exam duration

Trailhead 2026 exam guide

68%

Passing score

Salesforce Analytics-Con-201 guide

$200 USD

Exam fee (retake $100)

Salesforce / Webassessor

1+ year

Recommended hands-on experience

Salesforce Trailhead recommendation

April 2022

Tableau CRM rebrand to CRM Analytics

Salesforce product naming

Analytics-Con-201 is a 60-question, 90-minute, $200 USD Salesforce consultant exam with a 68% passing score. It is the rebranded version of the Tableau CRM and Einstein Discovery Consultant exam (originally Einstein Analytics and Discovery Consultant) — same exam, same Analytics-Con-201 code, just renamed. Salesforce recommends at least 1 year of hands-on CRM Analytics and Einstein Discovery experience.

Sample CRM Analytics Consultant Practice Questions

Try these sample questions to test your CRM Analytics Consultant exam readiness. Each question includes a detailed explanation. Start the interactive quiz above for the full 100+ question experience with AI tutoring.

1Salesforce renamed 'Tableau CRM' to 'CRM Analytics' in April 2022. What was the product called before it became Tableau CRM?

A.Wave Analytics

B.Einstein Analytics

C.Salesforce Discovery

D.Analytics Studio

Explanation: The product launched as 'Wave Analytics' in 2014, was renamed 'Einstein Analytics' in 2017 when Salesforce unified its AI brand, then became 'Tableau CRM' after the Tableau acquisition, and finally 'CRM Analytics' in April 2022. The exam (Analytics-Con-201) and the platform are unchanged — only the name moved.

2During discovery, a stakeholder asks for a dashboard showing 'how many opportunities closed last quarter.' What type of analytics is this requirement?

A.Descriptive

B.Diagnostic

C.Predictive

D.Prescriptive

Explanation: Descriptive analytics answers 'what happened' using historical aggregations. Diagnostic answers 'why', predictive answers 'what will happen', and prescriptive answers 'what should we do'. Counting closed opportunities last quarter is a descriptive aggregation.

3A consultant is gathering requirements for a sales analytics initiative. Which artifact best documents the success metrics the dashboard must move?

A.Project charter

B.KPI definition document

C.Org chart

D.Data dictionary

Explanation: A KPI (Key Performance Indicator) document captures the metric, the calculation, the target, the data source, and the owner. CRM Analytics design starts here so dashboards measure what stakeholders actually care about. A project charter scopes the engagement and a data dictionary catalogs fields, but neither defines success metrics.

4A customer wants 'one number' on the homepage of every dashboard. Which CRM Analytics widget best meets this need?

A.Chart widget

B.Number widget

C.Table widget

D.Filter widget

Explanation: The Number widget displays a single aggregated value (sum, average, count, etc.) prominently and is the standard choice for headline KPIs. Chart widgets are for visual comparisons, Table widgets show row-level data, and Filter widgets are global filters, not metrics.

5Which CRM Analytics template app should a consultant recommend to quickly stand up sales-pipeline dashboards on standard Salesforce data?

A.Service Analytics

B.Sales Analytics

C.Revenue Analytics

D.Marketing Analytics

Explanation: Sales Analytics is the prebuilt template app for Sales Cloud — it ships with dataflows and dashboards for pipeline, performance, and forecasting against the standard Opportunity, Account, and User objects. Service Analytics targets cases, Revenue Analytics targets Revenue Cloud, and 'Marketing Analytics' is not a current template app.

6A consultant must justify CRM Analytics licensing to a CFO. Which framing is most aligned with ROI articulation best practice?

A.List the technical features that ship with the platform

B.Tie analytics outcomes to a quantifiable business KPI such as win-rate lift or churn reduction

C.Describe the data model in detail

D.Compare CRM Analytics to other BI tools feature-by-feature

Explanation: ROI articulation ties the analytics solution to a measurable business outcome — for example, 'a 2-point win-rate lift on $50M of pipeline = $1M.' Feature lists and tool comparisons do not translate to ROI. The exam tests the consultant's ability to frame analytics value in business terms.

7A user wants to see total revenue by month, with each month displayed as a vertical bar. Which chart type is most appropriate?

A.Pie chart

B.Column (vertical bar) chart

C.Scatter plot

D.Heat map

Explanation: A column chart (vertical bars) is ideal for comparing a measure across an ordered categorical dimension like months. Pie charts are for part-to-whole at a single point in time, scatter plots show two-measure relationships, and heat maps need two categorical dimensions.

8A stakeholder wants to understand the relationship between deal size (Amount) and number of activities logged. Which chart best supports this analysis?

A.Stacked bar chart

B.Funnel chart

C.Scatter plot

D.Donut chart

Explanation: A scatter plot maps two measures on the X and Y axes, revealing correlations and outliers. Stacked bars compare composition across a category, funnel charts track conversion through stages, and donut charts show part-to-whole.

9During discovery, the consultant learns that two business units want different definitions of 'Active Customer.' What is the recommended approach?

A.Build one dataset and let each unit filter at the dashboard level

B.Document each definition, get explicit sign-off, and model both as named metrics

C.Pick the larger unit's definition and standardize

D.Defer the decision to the system administrator

Explanation: Conflicting metric definitions are a classic discovery risk. Best practice is to document each, secure sign-off, and represent them as separately named metrics so dashboards never silently mix them. Picking one unit's definition or deferring the decision creates downstream rework and erodes trust in the analytics.

10What is the difference between a CRM Analytics 'app' and a 'dashboard'?

A.Apps are mobile-only; dashboards are desktop-only

B.An app is a sharable container that holds dashboards, lenses, and datasets; a dashboard is a single curated view

C.An app is built in code; a dashboard is built in the UI

D.They are synonymous in CRM Analytics

Explanation: Apps are folders/containers that group related dashboards, lenses, and datasets and are the unit of sharing (read-only, editor, manager). A dashboard is one curated view inside an app. Both work on desktop and mobile, and both can be built in the UI.

About the CRM Analytics Consultant Exam

The Salesforce Certified CRM Analytics and Einstein Discovery Consultant credential — exam code Analytics-Con-201 — validates the ability to design and implement on the CRM Analytics and Einstein Discovery platforms. Heads-up on the name: Salesforce renamed Tableau CRM to CRM Analytics in April 2022, and the product was originally called Einstein Analytics. The credential, the exam code, and the underlying platform are the same; only the name has changed across three releases. The exam covers Design & Discovery (requirements, KPIs, app design), the Data Layer (Recipes/Data Prep, legacy Dataflows, Data Sync, connectors, datasets, security predicates, sharing inheritance), and Insights & Predictions (lenses, dashboards, SAQL, modern SQL on datasets, bindings, Einstein Discovery stories, model metrics, and Salesforce write-back of predictions).

Questions

60 scored questions

Time Limit

90 minutes

Passing Score

68%

Exam Fee

$200 USD (retake $100) (Salesforce (Webassessor / Kryterion — onsite or online proctored))

CRM Analytics Consultant Exam Content Outline

~30%

Design and Discovery

Stakeholder analysis, business requirements gathering, KPI and metric definition, ROI articulation, CRM Analytics app design, template apps (Sales Analytics, Service Analytics, Revenue Analytics), chart-type selection, dashboard UX best practices, and sequencing descriptive, diagnostic, predictive, and prescriptive analytics.

~35%

Data Layer

Data Sync (replication), source connectors (local Salesforce, External Salesforce, Snowflake Direct/Output, AWS S3, Google BigQuery, Marketo, AWS Redshift), Recipes vs. legacy Dataflows, Recipe nodes (Input, Transform, Filter, Join, Aggregate, Append, Output, Predict), Smart Transform, formula and time-series transforms, dataset registration, replicated vs. registered data, security predicates, sharing inheritance, and dataset-level role-based security.

~35%

Insights and Predictions

Lenses, dashboards, layouts and widgets, SAQL clauses (foreach, group, filter, order, limit, projection, bindings via q: tags), modern SQL queries on datasets, cell-based and faceting bindings (selection vs. results), Einstein Discovery story types (descriptive, diagnostic, predictive, prescriptive), model metrics (R², MAE, GINI, AUC), bias detection, what-if analysis, prediction definitions, deploying stories to Salesforce objects with write-back, and embedding dashboards in Lightning, Experience Cloud, and the Salesforce mobile app.

How to Pass the CRM Analytics Consultant Exam

What You Need to Know

Passing score: 68%
Exam length: 60 questions
Time limit: 90 minutes
Exam fee: $200 USD (retake $100)

Keys to Passing

Complete 500+ practice questions
Score 80%+ consistently before scheduling
Focus on highest-weighted sections
Use our AI tutor for tough concepts

CRM Analytics Consultant Study Tips from Top Performers

1Translate the rebrand: every time legacy material says 'Tableau CRM' or 'Einstein Analytics', read it as 'CRM Analytics' — same product, same exam

2Memorize Recipe node types: Input, Output, Transform, Filter, Join, Aggregate, Append, Update, Predict — and what each does

3Know the connector matrix: local Salesforce, External Salesforce, Snowflake Direct (live) vs. Output, AWS S3, Google BigQuery, Marketo, Redshift

4Practice writing basic SAQL by hand: q = load "DTC_Opportunity"; q = group q by 'StageName'; q = foreach q generate 'StageName', sum('Amount') as 'Total';

5Master security predicates — they are evaluated on the dataset and use User. attributes; sharing inheritance is an alternative that mirrors Salesforce sharing rules

6Understand model metrics: regression uses R² and MAE; binary classification uses GINI / AUC; bias is checked via Disparate Impact and the Multi-Class Disparate Impact (MCDI)

7Selection bindings react to user clicks; results bindings flow data between steps — know which one to use in dashboard scenarios

8Recipes write to a registered dataset on Output; replicated (Data Sync) data is staged but not queryable until referenced by a Recipe or Dataflow

Frequently Asked Questions

Is this exam the same as the Tableau CRM and Einstein Discovery Consultant exam?

Yes. Salesforce renamed Tableau CRM to CRM Analytics in April 2022. Before that the product was called Einstein Analytics. The exam (Analytics-Con-201), the credential, and the platform are the same — only the marketing name has changed three times. Materials labeled 'Tableau CRM and Einstein Discovery Consultant' or 'Einstein Analytics and Discovery Consultant' are still relevant; just translate the product name in your head.

How long is the exam and what is the passing score?

Per the current Trailhead exam guide, the Analytics-Con-201 exam is 90 minutes for 60 multiple-choice / multiple-select questions (plus up to 5 unscored items). The passing score is 68%. Registration is $200 USD and the retake fee is $100 USD. The exam can be taken at a Kryterion test center or online proctored.

Should I focus on Recipes or Dataflows?

Recipes (Data Prep) are the modern, recommended tool. Salesforce has stopped investing in new Dataflow features; new transformations and the Predict node ship only on Recipes. Legacy Dataflows still exist and the exam tests migration scenarios — know that you cannot directly convert a Dataflow to a Recipe and that Recipes run on a different engine. Build new pipelines as Recipes.

How important is SAQL in 2026?

Still important. CRM Analytics now supports modern SQL queries on datasets, but SAQL is the underlying query language for lenses, dashboard JSON, and bindings. The exam tests SAQL syntax (foreach, group, filter, order, limit, projection, q: tags) and asks you to choose between SAQL and SQL for a given task. Plan to read and write basic SAQL fluently.

What does Einstein Discovery actually do?

Einstein Discovery is a no-code AutoML tool inside CRM Analytics. You point it at a dataset, choose an outcome variable, and it produces a story with descriptive insights (what), diagnostic insights (why), predictive insights (what will happen), and prescriptive insights (what to do). You then deploy the model to a Salesforce object so users see predictions and recommendations on records via custom prediction fields.

Do I need to be a Salesforce Administrator first?

No, but it helps. Salesforce recommends at least one year of hands-on experience designing and implementing CRM Analytics and Einstein Discovery solutions. Many candidates take the Salesforce Administrator (ADM-201) credential first because security predicates, sharing inheritance, and Lightning embedding all draw on core admin concepts.

How much does the full credential cost?

The exam fee is $200 USD with a $100 USD retake. Trailhead study materials are free. Optional third-party review courses run $100-$300. Total budget is typically $200-$500 including a review course. There is no annual fee — credentials are maintained via free Trailhead release-aligned maintenance modules each Salesforce release.