Salesforce Analytics Interview Questions check how you go beyond standard reports with CRM Analytics, Tableau and Data 360. This is Part 23 of our 25-part series, with questions on datasets, dashboards, data prep, KPIs and design.
This part builds on Part 7 on reports and dashboards. Our reporting snapshots guide and Data 360 guide cover the steps in between.
How to Use These Salesforce Analytics Interview Questions
First, learn when standard reports are enough and when a business needs more. Next, learn the main words for each product, such as dataset, lens, recipe and workbook. Then practise explaining a dashboard design, because interviewers often ask you to sketch one.
Salesforce Analytics Interview Questions on When Reports Are Not Enough
Study with Reports and Dashboards.
- What are the limits of standard reports and dashboards?
- When does a business need CRM Analytics?
- When does a business need Tableau?
- What is the difference between operational and strategic reporting?
- How do you join Salesforce data with data from other systems?
- What is a KPI?
- How do you choose the right KPIs with a business team?
- What is a leading indicator versus a lagging indicator?
- What is a metric versus a dimension?
- How do you check that a KPI uses the right data?
- Scenario: leaders want five years of trend data in one chart. What do you suggest?
- Scenario: a manager wants a report that joins sales and finance data. Which options would you give?
CRM Analytics Basics Questions
- What is CRM Analytics?
- What was CRM Analytics called before?
- Define a dataset.
- What is a lens?
- What is a CRM Analytics dashboard?
- Define a CRM Analytics app.
- What licences does CRM Analytics need, at a high level?
- What are prebuilt analytics apps?
- How do users see CRM Analytics dashboards on a record page?
- How is CRM Analytics different from a standard dashboard?
- What is SAQL, at a high level?
- What is an Einstein Discovery story, at a high level?
- How do you share a CRM Analytics dashboard with a team?
- Scenario: sales wants a pipeline dashboard with drill-down by region and rep. How do you build it?
- Scenario: a dashboard is slow with 50 million rows. What do you check?
Salesforce Analytics Interview Questions on Data Prep and Sync
- What is a recipe in CRM Analytics?
- Briefly, what is a dataflow, at a high level?
- What is data sync?
- How often can data sync run?
- How do you bring in data from outside Salesforce?
- What is a join in a recipe?
- What is an append in a recipe?
- How do you clean data in a recipe?
- What is a computed field?
- What is a filter node in a recipe?
- Define an output node.
- How do you schedule a recipe?
- Scenario: a dataset shows yesterday’s numbers, but users want live data. How do you explain it?
- Scenario: a recipe fails every night. Where do you look?
Security in Analytics Questions
Study with Sharing Rules.
- Does CRM Analytics follow Salesforce sharing?
- What is a security predicate?
- What is sharing inheritance in CRM Analytics?
- How do you control who sees an analytics app?
- How do you hide sensitive fields from a dashboard?
- Explain how you check what a user sees in a dashboard.
- What is row-level security?
- How do you test analytics security as another user?
- Scenario: a rep can see other teams’ numbers in a CRM Analytics dashboard. What do you fix?
- Scenario: leaders must see all data, reps only their own. How do you set it up?
Salesforce Analytics Interview Questions on Tableau Basics
- What is Tableau?
- What is a Tableau workbook?
- Explain the difference between Tableau Desktop and Tableau Cloud.
- How does Tableau connect to Salesforce?
- What is a Tableau dashboard?
- What is Tableau Pulse, at a high level?
- When is Tableau better than CRM Analytics?
- What is Tableau Prep, at a high level?
- What is a Tableau extract?
- How do you embed a Tableau view in Salesforce?
- Who usually builds Tableau dashboards?
- Scenario: data teams use Tableau, and sales uses Salesforce. How do you bring them together?
Data 360 and Insights Questions
Study with Data 360.
- What is Data 360?
- What was Data 360 called before?
- Define a data stream.
- What is a unified profile?
- What is a calculated insight?
- Define a segment.
- How can Data 360 data show in Salesforce reports or pages?
- What is identity resolution?
- What is an activation in Data 360?
- How does Data 360 help AI features?
- Scenario: marketing wants one view of a customer across web, app and CRM. What do you suggest?
Salesforce Analytics Interview Questions on Dashboard Design
Study with Dynamic Dashboards.
- What makes a good dashboard?
- How many components should a dashboard have?
- Which chart type is best for trends?
- Which chart type is best for comparing parts of a whole?
- When should you use a table instead of a chart?
- How do you design a dashboard for leaders versus for reps?
- What are dashboard filters?
- How do you get users to actually use a dashboard?
- How do you test a dashboard before launch?
- What is a drill-down?
- What is a gauge chart best for?
- How do you show a target line on a chart?
- Scenario: a dashboard has 20 charts, and no one uses it. How do you fix it?
- Scenario: the CEO wants one page that shows company health. What do you put on it?
Salesforce Analytics Interview Questions FAQ
Do admins need CRM Analytics skills?
Only for roles that list it. But every admin should know what it is and when a business needs it.
Is Tableau part of Salesforce?
Yes, Salesforce owns Tableau. It is a separate product with its own licences.
Official Resources
Quick Recap
- These Salesforce Analytics Interview Questions cover CRM Analytics, data prep, security, Tableau, Data 360 and design.
- Know when standard reports are enough and when they are not.
- Learn the main words: dataset, lens, recipe, workbook and segment.
- Design dashboards for the person who will use them.
- Next, learn an industry cloud in depth with Health Cloud.
What’s Next?
Continue with the next part. Read Health Cloud Interview Questions for Salesforce Admins (Part 24).
