Salesforce Certified CRM Analytics and Einstein Discovery Consultant Exam Preparation Details
The Salesforce Certified CRM Analytics and Einstein Discovery Consultant exam validates your ability to design, build, and support apps, datasets, dashboards, and Einstein Discovery models at the enterprise level. This guide maps every objective from the official exam guide to verified Salesforce documentation across data integration, security, dashboard design, dashboard implementation, and Einstein Discovery. Use it to systematically confirm your readiness across the Admin/Configuration, Data Layer, Security, Analytics Dashboard Design, Analytics Dashboard Implementation, and Einstein Discovery domains. You can also explore more Salesforce certification study guides on the Salesforce Certification category to keep building your skills.
Salesforce Certified CRM Analytics and Einstein Discovery Consultant Materials
Admin/Configuration: 17%
Given business and access requirements, enable CRM Analytics along with its features, encompassing permission sets and licenses.
Learn about CRM Analytics Permission Set Licenses and User Permissions
Assign CRM Analytics Permission Sets to Users
Create a Permission Set for CRM Analytics Users
Given a scenario, use CRM Analytics to design a solution that accommodates data sync/dataflows/recipes limits.
Data Sync Limits and Considerations
Filter Local Data Synced to CRM Analytics
Given a situation, demonstrate knowledge of what can be accomplished with the CRM Analytics API.
Enable the CRM Analytics REST API
Use the Metadata API for CRM Analytics Assets and User Permissions
Given business requirements, migrate between different environments for deployment.
Migrate CRM Analytics Assets with Change Sets
Tips for Migrating CRM Analytics Assets with an Ant Script
Package CRM Analytics Assets in Managed Packages
Use the Metadata API for CRM Analytics Assets and User Permissions
Data Layer: 23%
Given data sources, use Data Manager to extract and load the data into the CRM Analytics application to create datasets.
Connect and Sync Your Data to CRM Analytics
Data Manager for CRM Analytics
Salesforce CRM Analytics Connector
Given business needs and consolidated data, implement refreshes for data syncs and dataflows/recipes while keeping limits and considerations in mind.
Filter Local Data Synced to CRM Analytics
Data Sync Limits and Considerations
Given business/user requirements, perform data transformations in dataflows/recipes.
Transformations for CRM Analytics Dataflows
Create a Recipe with Data Prep
Transformations for Data Prep Recipes
Given user requirements or ease of use strategies, manage dataset extended metadata (XMD) by editing labels, values, and colors.
Format Measures and Display Elements with CRM Analytics Extended Metadata (XMD)
Change the Labels and Colors of Dataset Dimension Values
Implement delivery management strategies in dataflows/recipes including versioning and conversion.
Convert a Dataflow to a Recipe
Restore Recipes with Version History
Upgrade or Edit Formulas for Converted Recipes
Security: 16%
Given governance and CRM Analytics asset security requirements, implement necessary security settings for users, groups, and profiles.
Learn about CRM Analytics Permission Set Licenses and User Permissions
App-Level Sharing – CRM Analytics
Assign CRM Analytics Permission Sets to Users
Given row-based security requirements, implement the appropriate dataset security settings by using sharing inheritance and security predicates.
Add Row-Level Security by Inheriting Sharing Rules
Add Row-Level Security with a Security Predicate
Set Sharing Inheritance for a Dataflow
Implement app sharing based on user and group requirements.
App-Level Sharing – CRM Analytics
Share CRM Analytics in Experience Cloud Sites
Manage Integration and Security Users in CRM Analytics
Analytics Dashboard Design: 13%
Given business requirements, scope, validate, and prioritize dashboard design requirements.
Best Practices for Building Your Own CRM Analytics Dashboard
Key Elements of a CRM Analytics Dashboard
Dashboard Components Best Practices and Considerations
Create appropriate dashboards to meet business requirements following CRM Analytics best practices and UX design principles.
Best Practices for Building Your Own CRM Analytics Dashboard
Build CRM Analytics Dashboards
Key Elements of a CRM Analytics Dashboard
Identify the appropriate use and configuration of a standard CRM Analytics templated app to meet business requirements.
Create Apps from CRM Analytics Templates: Start Here
Create and Share an App from a CRM Analytics Template
Deploy CRM Analytics Industry Apps and Prebuilt Apps
Analytics Dashboard Implementation: 19%
Given business requirements, configure dashboards using accurate query types and widget level parameters.
Create a Query with the Query Editor
Widget Properties for Analytics Dashboard
Query Properties for Analytics Dashboard
Given business requirements, develop selection/result interactions with different types of queries.
Filter Dashboard Results with Faceting
Filter and Selection Syntax for Embedded Dashboards
Use Parameters to Make Components Dynamic
Given business requirements, use advanced functionality such as windowing and time series analysis within compare tables.
Forecast Future Data with SQL TIMESERIES()
Add a Table Widget to Show Record Details and Create Calculated Columns
Given business requirements, make dashboards actionable and accessible in Lightning pages.
Embed and Customize CRM Analytics
Add Lightning Web Components to the Dashboard
Embed CRM Analytics Dashboards in LWR Sites (Generally Available)
Given a scenario, monitor and optimize query performance using Dashboard Inspector.
Widget Properties for Analytics Dashboard
Query Properties for Analytics Dashboard
Implement delivery management strategies using versioning and/or Dashboard Publisher.
Restore a Previous Version of a Dashboard
Create PDF Files and Print Your Dashboards
Dashboard Publisher Resource | CRM Analytics REST API Developer Guide
Einstein Discovery: 12%
Build a model by assessing data and selecting one of the three types of predictions (numeric, binary, multi-classification).
Build Models in Einstein Discovery
Given business requirements, analyze the model results and propose data improvements to the customer.
Explain, Predict, and Take Action with Einstein Discovery
Given derived results and insights from the model, adjust data parameters and add/remove data or columns to improve the model.
Build Models in Einstein Discovery
Enable prediction features on Lightning record pages across Salesforce and CRM Analytics.
Get Predictions on Lightning Pages
Discovery Predict Transformation: Get Einstein Discovery Predictions
Monitor and interpret a Model Card to improve or maintain model performance.
Manage and Deploy Models in Einstein Discovery
Explain, Predict, and Take Action with Einstein Discovery
Wrapping Up Salesforce Certified CRM Analytics and Einstein Discovery Consultant
This guide walked through every domain of the CRM Analytics and Einstein Discovery Consultant exam, from permission sets and data sync limits to security predicates, dashboard implementation, and Einstein Discovery models. Work through each objective with the linked Salesforce documentation, and you will build a solid, structured foundation for exam day. You can also explore more Salesforce certification study guides on the Salesforce Certification category to keep building your skills. Have a question or tip? Leave a comment below.
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