Overview

About the Salesforce Certified CRM Analytics and Einstein Discovery Consultant CredentialThe 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 ForThis certification is intended for professionals who:Work with CRM Analytics and Einstein Discovery to deliver business insightsDesign and manage dashboards, datasets, and predictive modelsImplement security, access control, and deployment processes across environmentsBuild meaningful data visualizations and support decision-making using AI-driven recommendationsCandidates typically have at least 1 year of hands-on experience working with CRM Analytics and Einstein Discovery.Common roles include:Analytics ConsultantData Analyst or BI SpecialistSalesforce Admin or Developer supporting analytics solutionsCRM Analytics Solution DesignerSkills and Knowledge AreasFront-End CapabilitiesSelect and apply the right visualizations for business use casesBuild dashboards using UX principles, binding types (selection/result), and performance tools like Dashboard InspectorUse SAQL, SOQL, and SQL for queriesCustomize templates, embed dashboards, and prepare layouts for mobileConnect data sources and build dynamic content with pivot/compare tablesAdministrative TasksManage user provisioning, app permissions, and embedded dashboard componentsHandle deployments between environments and set up asset governanceUse security predicates and sharing rules to control dataset accessUnderstand the basics of the CRM Analytics API and Experience Cloud integrationsBack-End CapabilitiesIngest and prepare data using dataflows, recipes, and sync (replication)Add calculated fields and optimize dataflows within system limitsExport and prepare data for Einstein DiscoveryReview model performance and surface predictions in SalesforceEvaluate use cases for predictions and prescriptions with Model ManagerWhat's Not RequiredCandidates are not expected to have experience with:Apex or SDK developmentAPI usageSalesforce Data Pipelines or Data CloudCustom geoJSON maps or data scaffolding techniquesData backup or hierarchical security configurationsExam DetailsNumber of questions: 60 multiple-choice + up to 5 unscored questionsTime limit: 90 minutesPassing score: 65%Version: Based on Spring '24 releaseRegistration fee: $200 USD (plus taxes)Retake fee: $100 USD (plus taxes)Delivery: Online or onsite via proctored examMaterials allowed: None (closed book)Prerequisites: NoneNote: 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 OutlineThe 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.

Skills

Reviews