Salesforce CRM Analytics and Einstein Discovery Consultant
UPDATED for 2025: Exam-Based Questions to Help You Earn the Certification on Your First Attempt
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UPDATED for 2025: Exam-Based Questions to Help You Earn the Certification on Your First Attempt
About the Salesforce Certified CRM Analytics and Einstein Discovery Consultant Credential
The Salesforce CRM Analytics and Einstein Discovery Consultant credential validates the ability to implement, manage, and support analytics solutions at scale using CRM Analytics and Einstein Discovery. This certification focuses on designing, building, and optimizing data-driven apps, dashboards, and predictive insights within the Salesforce Lightning Experience.
Who This Credential Is For
This certification is intended for professionals who:
Work with CRM Analytics and Einstein Discovery to deliver business insights
Design and manage dashboards, datasets, and predictive models
Implement security, access control, and deployment processes across environments
Build meaningful data visualizations and support decision-making using AI-driven recommendations
Candidates typically have at least 1 year of hands-on experience working with CRM Analytics and Einstein Discovery.
Common roles include:
Analytics Consultant
Data Analyst or BI Specialist
Salesforce Admin or Developer supporting analytics solutions
CRM Analytics Solution Designer
Skills and Knowledge Areas
Front-End Capabilities
Select and apply the right visualizations for business use cases
Build dashboards using UX principles, binding types (selection/result), and performance tools like Dashboard Inspector
Use SAQL, SOQL, and SQL for queries
Customize templates, embed dashboards, and prepare layouts for mobile
Connect data sources and build dynamic content with pivot/compare tables
Administrative Tasks
Manage user provisioning, app permissions, and embedded dashboard components
Handle deployments between environments and set up asset governance
Use security predicates and sharing rules to control dataset access
Understand the basics of the CRM Analytics API and Experience Cloud integrations
Back-End Capabilities
Ingest and prepare data using dataflows, recipes, and sync (replication)
Add calculated fields and optimize dataflows within system limits
Export and prepare data for Einstein Discovery
Review model performance and surface predictions in Salesforce
Evaluate use cases for predictions and prescriptions with Model Manager
What’s Not Required
Candidates are not expected to have experience with:
Apex or SDK development
API usage
Salesforce Data Pipelines or Data Cloud
Custom geoJSON maps or data scaffolding techniques
Data backup or hierarchical security configurations
Exam Details
Number of questions: 60 multiple-choice + up to 5 unscored questions
Time limit: 90 minutes
Passing score: 65%
Version: Based on Spring '24 release
Registration fee: $200 USD (plus taxes)
Retake fee: $100 USD (plus taxes)
Delivery: Online or onsite via proctored exam
Materials allowed: None (closed book)
Prerequisites: None
Note: The exam may include up to 5 unscored questions that do not affect your score. These are included within the 90-minute time limit.
Exam Outline
The Salesforce Certified CRM Analytics and Einstein Discovery Consultant Exam measures a candidate’s knowledge and skills related to the following objectives.
Admin/Configuration: 17%
Given business and access requirements, enable CRM Analytics along with its features, encompassing permission sets and licenses.
Given a scenario, use CRM Analytics to design a solution that accommodates data sync/dataflows/recipes limits.
Given a situation, demonstrate knowledge of what can be accomplished with the CRM Analytics API.
Given business requirements, migrate between different environments for deployment.
Data Layer: 23%
Given data sources, use Data Manager to extract and load the data into the CRM Analytics application to create datasets.
Given business needs and consolidated data, implement refreshes for data syncs and dataflows/recipes while keeping limits and considerations in mind.
Given business/user requirements, perform data transformations in dataflows/recipes.
Given user requirements or ease of use strategies, manage dataset extended metadata (XMD) by editing labels, values, and colors.
Implement delivery management strategies in dataflows/recipes including versioning and conversion.
Security: 16%
Given governance and CRM Analytics asset security requirements, implement necessary security settings for users, groups, and profiles.
Given row-based security requirements, implement the appropriate dataset security settings by using sharing inheritance and security predicates.
Implement app sharing based on user and group requirements.
Analytics Dashboard Design: 13%
Given business requirements, scope, validate, and prioritize dashboard design requirements.
Create appropriate dashboards to meet business requirements following CRM Analytics best practices and UX design principles.
Identify the appropriate use and configuration of a standard CRM Analytics templated app to meet business requirements.
Analytics Dashboard Implementation: 19%
Given business requirements, configure dashboards using accurate query types and widget level parameters.
Given business requirements, develop selection/result interactions with different types of queries.
Given business requirements, use advanced functionality such as windowing and time series analysis within compare tables.
Given business requirements, make dashboards actionable and accessible in Lightning pages.
Given a scenario, monitor and optimize query performance using Dashboard Inspector.
Implement delivery management strategies using versioning and/or Dashboard Publisher.
Einstein Discovery: 12%
Build a model by assessing data and selecting one of the three types of predictions (numeric, binary, multi-classification).
Given business requirements, analyze the model results and propose data improvements to the customer.
Given derived results and insights from the model, adjust data parameters and add/remove data or columns to improve the model.
Enable prediction features on Lightning record pages across Salesforce and CRM Analytics.
Monitor and interpret a Model Card to improve or maintain model performance.
