UUS Practice Tests⌕ Search
IT Certifications · Analytics-Con-201

Salesforce CRM Analytics Exam Practice Test

The Salesforce CRM Analytics Exam practice page focuses on preparing and interpreting analytics data, then turning it into useful visual analysis. The available question bank uses scenarios involving dataflows, datasets, lenses, dashboards, record relationships, aggregation, access controls, and chart configuration. These concepts support analysis of Salesforce data while helping prevent misleading totals and unclear visual summaries.

Exam overview

Exam providerSalesforce
Exam codeAnalytics-Con-201
CategoryIT Certifications

About the Salesforce CRM Analytics Exam

CRM Analytics work includes tracing how source records become dataset rows and determining whether joins or one-to-many relationships inflate a measure. Analysts need to distinguish dimensions used to group results from measures used for calculations, and choose an appropriate grain before summarizing records such as order lines. Data preparation decisions include grouping records, handling duplicate rows, and converting date-time values when analysis requires calendar-date groupings. A lens supports exploration of a dataset; dashboards present selected findings to users. Effective dashboard design depends on matching chart encodings to the comparison being made, labeling scope and limitations, and considering who can access the analytics app. These skills help administrators and analysts diagnose unexpected outputs, select meaningful aggregations, and communicate results without obscuring how the underlying data was prepared.

Sample Practice Questions

Review a selection from this exam's published US Practice Tests practice bank.

Question 1

A dashboard chart displays a measure that is much larger than expected. The source has multiple rows per business entity because of a one-to-many relationship. What should the analyst investigate first?

  1. AWhether the relationship or aggregation is multiplying values through duplicated rows
  2. BWhether the chart title uses title case
  3. CWhether the dashboard has a mobile layout
  4. DWhether the measure should be renamed
Show answerCorrect answer: A

Joining or aggregating data across one-to-many relationships can duplicate entity-level values and inflate totals. Checking row grain and join behavior is a key diagnostic step.

Question 2

When creating a lens to explore a dataset, what does a measure typically represent?

  1. AA value that can be aggregated, such as revenue or quantity
  2. BA user permission that grants dashboard access
  3. CA step that extracts records from Salesforce
  4. DA label used only to name a dashboard
Show answerCorrect answer: A

Measures are numeric fields commonly summarized with aggregations such as sum, average, or count. Dimensions, by contrast, are often used to group or categorize results.

Question 3

In CRM Analytics, what is the primary role of a dataflow?

  1. ATo define and execute steps that transform and load data into datasets
  2. BTo control user login authentication
  3. CTo replace dashboard filters with report subscriptions
  4. DTo configure Salesforce object page layouts
Show answerCorrect answer: A

A dataflow is a sequence of data preparation operations, such as extracting, transforming, and augmenting data, that produces datasets for analysis.

Question 4

A CRM Analytics administrator wants to find out which users or groups can access an analytics app. Which area should they review?

  1. AThe app's sharing or access settings
  2. BThe chart's axis labels
  3. CThe dataset's display format
  4. DThe dashboard's color theme
Show answerCorrect answer: A

App sharing or access settings determine which users and groups can access assets in that app, subject to applicable permissions. Visual formatting settings do not grant access.

Question 5

A dataset contains one row per order line. To report revenue by order, what should an analyst do if each line has a numeric revenue value?

  1. ASum line revenue grouped by order identifier
  2. BCount the number of distinct products and label it revenue
  3. CAverage order identifiers
  4. DSort line revenue in descending order
Show answerCorrect answer: A

Summing the revenue values for all lines that share an order identifier produces revenue totals at the order level.

Question 6

A source contains a date-time value, but a report needs to group events by calendar date rather than time of day. What is a sound preparation step?

  1. ADerive a date-only field from the date-time value
  2. BConvert the value to a dashboard title
  3. CReplace each value with a record identifier
  4. DRemove all rows with a time component
Show answerCorrect answer: A

Deriving a date-only field removes the time-of-day component for grouping, while preserving the original date-time field if it is still needed for other analyses.

Question 7

A data preparation step groups records by region and calculates total sales. Which output characteristic should the analyst expect?

  1. AOne summarized row for each resulting region group
  2. BOne unchanged row for every original transaction
  3. CA separate Salesforce user for every region
  4. DA dashboard filter with one option per transaction
Show answerCorrect answer: A

A grouped aggregation produces summarized output at the grouping level. If region is the grouping field, the output generally has a row for each resulting region group.

How to use this practice test

Access is free. A session presents up to 20 random questions from the 50-question practice bank and shows results afterward. Use each scenario to identify the data grain, preparation or aggregation decision, and CRM Analytics feature involved; review results to spot concepts that need further practice.

Preparation tips

  • For each scenario involving unexpectedly high totals, trace the dataset grain and check whether a one-to-many relationship duplicates the measure before aggregation.
  • Practice distinguishing dimensions from measures, and decide what one row represents before choosing a grouping or summary calculation.
  • Work through data-preparation examples involving grouped records, duplicate detection, and conversion of date-time values to calendar dates.
  • Compare dashboard chart choices with the intended comparison, such as using color to separate sales channels, and add context that clarifies scope or limitations.
  • Review how analytics app access is assessed for users and groups, and connect those permissions to the audience for a dashboard.
Official sourceOfficial exam page ↗