Salesforce Certified CRM Analytics and Einstein Discovery Consultant Exam Guide

About the Salesforce Certified CRM Analytics and Einstein Discovery Consultant Certification
Audience Description: Salesforce Certified CRM Analytics and Einstein Discovery Consultant
Purpose of This Exam Guide
About the Exam
Exam Outline
Recommended Training and Resources
Salesforce Certification Candidate Code of Conduct
Maintaining Your Salesforce Certification

About the Salesforce Certified CRM Analytics and Einstein Discovery Consultant Certification

The Salesforce Certified CRM Analytics and Einstein Discovery Consultant certification evaluates knowledge and performance skills related to implementing CRM Analytics and Einstein Discovery at the enterprise level. In this exam, consultants will prove their knowledge of a broad variety of skills on these technologies.

This certification encompasses the fundamental knowledge and skills to design, build, and support apps, datasets, dashboards, and stories in CRM Analytics and Einstein Discovery. Please note that this exam assesses the Lightning Experience of Salesforce.

Audience Description: Salesforce Certified CRM Analytics and Einstein Discovery Consultant

The Salesforce Certified CRM Analytics and Einstein Discovery Consultant Exam is intended for an individual who has broad knowledge of the CRM Analytics and Einstein Discovery platform and its capabilities, including: dataset management, permissions and security implementations, advanced Salesforce Analytics Query Language (SAQL) coding to support querying, and JSON to support dashboard creation on both desktop and mobile devices.

The Salesforce Certified CRM Analytics and Einstein Discovery Consultant generally has a minimum of 1 year of experience and skills across the CRM Analytics and Einstein Discovery domains, including:

Front End

Select the right visualizations to satisfy a business requirement.
Create meaningful and relevant dashboards through the application of UX design principles and CRM Analytics best practices.
Build SAQL/SOQL/SQL powered queries.
Evaluate which type of binding/interaction (selection or result) is needed for a dashboard.
Connect data sources within the UI.
Configure and customize Salesforce provided template apps.
Develop dynamic calculation using compare/pivot tables.
Improve dashboard performance utilizing Dashboard Inspector.
Add pages and/or embed components in dashboards.
Convert dashboard layouts for mobile devices.

Administrative

Employ user provisioning to manage identity and access.
Understand deployment processes between environments.
Incorporate governance process to manage/monitor CRM Analytics assets.
Employ security predicates and sharing inheritance for datasets.
Manage app permissions.
Embed dashboards including embedded filters in pages/Experience Cloud.
Possess awareness of the CRM Analytics API.

Back End

Load data into CRM Analytics using different data ingestion methods.
Design and schedule dataflows/recipes.
Enable and use data sync (replication) to run independent data extracts.
Recognize the impact of enabling data sync.
Manage and workaround recipe and data sync limits.
Add derived fields in a dataflow/recipe/UI.
Export data to Discovery from multiple sources.
Prepare data for Discovery.
Examine story statistics and algorithms (model evaluation) to make recommendations.
Examine prediction performance using Model Manager.
Understand the use case possibilities of predictions/prescriptions.
Surface Discovery insights into Salesforce pages including model deployment.

A candidate for this certification is not expected to know:

Apex coding
How to use an SDK
How to use the API
Different types of data serialization
Salesforce data pipelines
Salesforce Data Cloud
Data backup
Hierarchical and Territorial data security predicate
How to create your own geoJSON maps
Data scaffolding (filling missing data)

Purpose of This Exam Guide

This exam guide is designed to help you prepare for the Salesforce Certified CRM Analytics and Einstein Discovery Consultant Exam. This guide provides information about the target audience, the recommended training and documentation, and a complete list of exam objectives. Salesforce highly recommends a combination of on-the-job experience and self-study to maximize your chances of passing the exam.

About the Exam

Read on for details about the Salesforce CRM Analytics and Einstein Discovery Consultant Exam.

Content: 60 multiple-choice questions and up to five unscored questions*
Time allotted to complete the exam: 90 minutes
Passing score: 65%
Version: Exam questions align to the Spring '24 release
Registration fee: USD $200, JPY 30,000, plus applicable taxes as required per local law
Retake fee: USD $100, JPY 30,000, plus applicable taxes as required per local law
Delivery options: Proctored exam delivered onsite at a testing center or in an online environment; find more information on scheduling an exam here.
References: No hard-copy or online materials may be referenced during the exam.
Prerequisite: None

This exam may contain up to five additional unscored questions to gather performance data. Unscored questions are randomly integrated and have no impact on your final exam result.

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.

Recommended Training and Resources

As preparation for this exam, we recommend a combination of hands-on experience, training course completion, Trailhead trails, and self-study in the areas listed in the Exam Outline section of this exam guide.

The study materials recommended for this exam include:

To continue developing your Salesforce skill set, visit Trailhead Academy to enroll in expert-led courses.

The courses recommended for this exam include:

To review online documentation, tip sheets, and user guides, search for the topics listed in the Exam Outline section of this guide on Salesforce Help and study the information related to those topics.

Salesforce Certification Candidate Code of Conduct

At Salesforce, Trust is our #1 value. Protecting the security of Salesforce Certifications is up to all of us. As a participant in the Salesforce Certification Program, you’re required to review and accept the terms of the Salesforce Certification Program Agreement and Code of Conduct at the beginning of each exam.

Maintaining Your Salesforce Certification

One of the benefits of holding a Salesforce Certification is always being up to date on new product releases. You'll be required to complete the [Exam Name] certification maintenance badge on Trailhead once a year.

Don’t let your hard-earned certification expire! If you don't complete all maintenance requirements by the due date, your certification will expire.

Bookmark these useful resources for maintaining your certifications.

Salesforce Certified CRM Analytics and Einstein Discovery Consultant Exam Guide

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