About the Exam

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

  • Content: 60 multiple-choice/multiple-select questions and up to 5 unscored questions*
  • Time allotted to complete the exam: 90 minutes
  • Passing score: 65%
  • Version: Exam questions align to the Spring '24 release
  • Registration fee: US$200, plus applicable taxes as required per local law
  • Retake fee: $100, plus applicable taxes as required per local law
  • Delivery options: Proctored exam delivered onsite at a testing center or in an online proctored environment. Click here for information on scheduling an exam.
  • References: No hard-copy or online materials may be referenced during the exam.
  • Prerequisite: None


Exam Guide

Trailhead Exam Link

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.

Course Curriculum

    1. Part I: Admin/Configuration - 17%

    2. Part II: Data Layer - 23%

    3. Part III: Security - 16%

    4. Part IV: Analytics Dashboard Design - 13%

    5. Part V: Analytics Dashboard Implementation - 19%

    6. Part VI: Einstein Discovery - 12%

About This Course

  • $42.99
  • 6 lessons

Student Reviews

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Eve Chalim

2025-03-18 The questions were diverse and covered all the key concepts thoroughly which helped me identify my weak areas and focus my study efforts. I passed!

2025-03-18 The questions were diverse and covered all the key concepts thoroughly which helped me identify my weak areas and focus my study efforts. I passed!

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I appreciate all the help and amazing course you put together, Priscilla

Aurora Taylor

2024-11-10 Keep up the great work!

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What Will You Get?

Upon purchase, you will receive one year of access to the practice tests for your chosen certification. The questions are organized into various sections according to the exam guidelines, allowing you to assess your knowledge. Additionally, explanations are provided after each question to enhance your understanding.

Example Questionsns

Question 1:

To model customer value, a consultant decided to aggregate the amount ($) individual customers spent over a 2-year span. With reference to the outcome variable, which action should the consultant take?

A. Create five bins of revenues, ranging from Very High Value, High Value, Average Value, Low Value, and Very Low Value in the dataflow.

B. Select the option： Are you expecting a whole number greater than or equal to 0?

C. Select to minimize the outcome variable.

D. Create five bins of revenues, ranging from Very High Value, High Value, Average Value, Low Value, and Very Low Value in data prep.

Answer: B

Question 2:

A training dataset is being prepared for Einstein Discovery story. One of its predictor (input) fields is skewed with outliers. What action should the Einstein consultant take?

A.    Remove the field because it has bad data.

B.    Nothing, because the field is not the outcome variable.

C.    Change the method of binning to fixed width.

D.    Remove the outlier rows.

Answer: C

Question 3:

A consultant built a Tableau CRM Dashboard for a company. The company then requested an enhancement to the dashboard and provided additional data that needs to be displayed. As a result, the consultant decides to 'augment' the dataflow. Which phrase describes this transformation?

A.    Add data as a lookup relationship (left side is the lowest grain)

B.    Add data based on the right-side grain

C.    Join data similar to an SQL statement

D.    Join data based on a many-to-many relationship

Answer: A

Question 4:

In Tableau CRM, which node is used in a dataflow to extract data from a registered dataset?

A.    export

B.    edgemart

C.    digest

D.    sfdcDigest

Answer: B

Question 5:

The edgemart transformation gives the dataflow access to an existing, registered dataset that can contain Salesforce data, external data, or a combination of both. Where is an edgemart transformation specified?

A.    Query Editor

B.    Settings

C.    Dataflow Editor

D.    Recipes Editor

Answer: C

Explanation:https://help.salesforce.com/s/articleView?id=sf.bi_integrate_edgemart_transformation.htm&language=en_US&r=https%3A%2F%2Fwww.google.com%2F&type=5

Question 6:

A Tableau CRM Consultant is working with a subscriptions based company to build a dashboard to understand customer renewals. Each subscription is captured as a Closed Won Opportunity within Salesforce and a single Account can only have one active subscription. Unfortunately the Opportunity record does not specify whether it is a renewal or a net new subscription. Which data transformation should be used to determine if a subscription is new or a renewal?

A. computeRelative

B. flatten

C. augment

D. computeExpression

Answer: A

Question 7:

A Tableau CRM consultant decides to use a recipe to create a new dataset. Which two source types can be used for the recipe? Choose 2 answers

A.    Connected data (Synced)

B.    Existing datasets

C.    Records from a Salesforce object

D.    Dataset lens

Answer: A, B

Question 8:

The edgemart transformation gives the dataflow access to an existing, registered dataset that can contain Salesforce data, external data, or a combination of both. Where is an edgemart transformation specified?

A.    Dataflow Editor

B.    Recipes Editor

C.    Step Editor

D.    Settings

Answer: A

Explanation: https://help.salesforce.com/articleView?id=bi_integrate_edgemart_transformation.htm&type=5

Question 9:

What can you do with the dataflow?

A.    Extract data from an external CSV file into Analytics

B.    Extract Salesforce object data into Analytics

C.    Build a dashboard

D.    Explore a dataset

Answer: B

Question 10:

Universal Containers (UC) is a multinational company that utilizes Salesforce and has a variety of internal systems. UC uses Tableau CRM for their data analysis platform and they want to automate their weekly manual process to create a dataset from their on-premise data warehouse. Which solution should a consultant recommend to meet this requirement?

A.    Utilize a Salesforce weekly export feature

B.    Utilize Analytics Connector.

C.    Utilize middleware with Analytics External Data API

D.    Utilize a dataflow

Answer: C

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