Updated for Summer '26
New to this track? Our Salesforce Certified Platform Administrator exam prep is the recommended first step. See our certification path to understand where this certification fits. The Salesforce Certified CRM Analytics and Einstein Discovery Consultant exam weights CRM Analytics Setup most heavily (25%) — see the full breakdown, study tips, and practice questions below. See our full study guide for deep section coverage. Ready to book? Read our exam tips and study plan.
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Who is the CRM Analytics Einstein Discovery Consultant exam for?
- Hands-on practitioners: You work with CRM Analytics and Einstein Discovery features and want to prove you can apply them in realistic implementation scenarios.
- Consultants and admins: You support Salesforce projects where CRM Analytics, Einstein Discovery, and Dashboards decisions affect the final design.
- Career builders: You want a focused credential that strengthens your Salesforce resume and helps position you for consultant roles.
Exam Fees & Registration
Exam Fee
$200
One-time registration fee
Retake Fee
$100
If you need to retake the exam
Comparing certs? View all Salesforce exam fees in one place →
Certification Validity
Your Salesforce Certified CRM Analytics and Einstein Discovery Consultant certification is valid for 3 years from the date you pass the exam. You'll need to maintain your certification through continuing education or retake the exam.
How to Register
Register for the Salesforce Certified CRM Analytics and Einstein Discovery Consultant exam through the official Salesforce certification portal.
Register for ExamExam data verification: questions, duration, passing score, fees, and section coverage were checked against official source references on .
Official sources: Salesforce exam pricing·Independent prep resource; no braindumps or leaked exam questions.
Salesforce Certified CRM Analytics and Einstein Discovery Consultant – Complete Summer '26 Guide
This exam covers building dashboards, dataflows, and predictive models in CRM Analytics and Einstein Discovery. You’ll need hands-on knowledge of SAQL, dataset security, and deploying AI-driven predictions back to Salesforce records.
Recommended Prerequisites
We recommend completing this certification first to prepare you better.
Salesforce Certified CRM Analytics and Einstein Discovery Consultant Exam Weightage by Section
Exam Topics
Exam Tips
- 1All four sections are 25%—cover CRM Analytics Setup, Data Prep, Lens/Dashboards, and Einstein Discovery.
- 2Know CRM Analytics setup: org setup, data sources, and connections.
- 3Understand data preparation and datasets: data transformation, recipes, and datasets.
- 4Be ready for "how do you configure X?" questions.
Prerequisites
- •CRM Analytics experience
- •Salesforce Administrator
Focus Areas
- •CRM Analytics Setup
- •Data Preparation and Datasets
- •Lens, Dashboards, and Stories
- •Einstein Discovery
Study Strategy
Use CRM Analytics.
Configure data sources, create datasets, build dashboards, and use Einstein Discovery.
Align with the exam outline.
Exam Format and First-Attempt Readiness
The Salesforce Certified CRM Analytics and Einstein Discovery Consultant exam has 60 questions in 105 min, passing score ~65%. Most Salesforce exams test scenario-based decisions — focus on when to use each feature, not just terms.
- Study CRM Analytics Setup and Data Preparation and Datasets first — together they carry 50% of the exam.
- Do timed question sets. Build pacing and confidence.
- Review why wrong answers are wrong. It improves scenario reasoning.
- Book the exam once your mock scores are steady above ~65%.
Is the CRM Analytics Einstein Discovery Consultant Exam Hard?
Is the CRM Analytics Einstein Discovery Consultant Exam Hard?
The CRM Analytics Einstein Discovery Consultant exam is moderately difficult. It rewards practical Salesforce experience because many questions ask you to choose the best configuration, design, or troubleshooting approach rather than recall isolated definitions.
- 60 questions in 105 min.
- ~65% passing score — build a margin above the minimum before booking.
- Scenario-based choices — expect questions that test when to use CRM Analytics, Einstein Discovery, or Dashboards.
- Hands-on context matters — candidates who have configured or supported CRM Analytics and Einstein Discovery in a real org are better prepared than candidates who only memorize notes.
Pass Rate Guidance
Aim for 75%+ on timed practice sets before booking. If your score is below that, review the highest-weight topics first and retake questions until you can explain why each wrong option is wrong.
CRM Analytics Einstein Discovery Consultant Exam Format Explained
CRM Analytics Einstein Discovery Consultant Exam Format Explained
The CRM Analytics Einstein Discovery Consultant exam is a timed Salesforce credential exam. Use the format below to plan pacing and practice-test strategy.
Total Questions
60 scored questions
Time Limit
105 min
Passing Score
~65%
Question Type
Multiple-choice & multiple-select
How Many Questions Are Scenario-Based?
A meaningful share of questions are scenario-based. The common pattern is a business requirement followed by several plausible Salesforce options; your job is to identify the safest, most maintainable choice for CRM Analytics and Einstein Discovery.
Best Way to Pass on Your First Attempt
- Start with the official outline: Map each exam objective to your notes, Trailhead practice, and weak areas before taking full mocks.
- Prioritize high-impact topics: Spend extra time on CRM Analytics, Einstein Discovery, and Dashboards because these usually drive the hardest scenario questions.
- Practice under time pressure: Use timed question sets so you learn when to move on and return to marked questions later.
- Review explanations deeply: Do not just memorize the right option; write down why the other options are less appropriate for the scenario.
CRM Analytics & Einstein Discovery: Key Concepts for the Exam
Data Architecture: Datasets & Dataflows
CRM Analytics (formerly Tableau CRM / Einstein Analytics) stores data in Datasets — optimized columnar data stores separate from the Salesforce database. Dataflows define how data is extracted from Salesforce objects, joined, aggregated, and loaded into datasets — using a JSON-based recipe. Recipes (Data Prep) provide a visual ETL interface for data transformation. External data can be loaded via CSV upload or connected datasets. Incremental sync keeps datasets fresh with only changed records. The consultant exam tests how to design a dataflow for a multi-object scenario (e.g., joining Accounts, Opportunities, and Cases), how to configure incremental sync, and how to troubleshoot failed dataflow jobs.
Lenses, Dashboards & Stories
Lenses are explorations of a single dataset — ad-hoc visual analysis. Dashboards assemble multiple charts, tables, and filters into a unified analytical experience. Dashboard JSON defines the full layout and query logic — consultants must be able to read and modify dashboard JSON for advanced customization. SAQL (Salesforce Analytics Query Language) powers advanced queries that the UI cannot express. Binding formulas connect filters and widgets — selection in one widget filters another. Stories are AI-generated narratives that explain key drivers in a dataset. The exam tests how to build a dashboard, use bindings for interactive filtering, and write basic SAQL for a custom query.
Einstein Discovery Insights & Models
Einstein Discovery uses statistical machine learning to find patterns in historical data and generate predictive insights. Stories analyze a dataset and identify the top factors that influence a chosen outcome metric. Predictions deploy a Story as a scoring model — each Salesforce record gets a predicted score. Writeback deploys predictions back to Salesforce fields (e.g., Opportunity Win Probability). Improvement Suggestions recommend actions that increase the probability of a positive outcome. Model refresh keeps predictions current as new data accumulates. The consultant exam tests how to create a Story for a business scenario, interpret the top predictors, and configure writeback to update opportunity or case fields.
Security: Row-Level & Field-Level Access
CRM Analytics uses a separate security model from Salesforce record sharing. Dataset Security Predicates filter rows based on the logged-in user — referencing user fields like role, profile, or a custom attribute. Inheritance mode automatically applies Salesforce sharing rules to the dataset. User Attributes defined in CRM Analytics can be used in predicates and SAQL. Field-level security hides specific columns from certain users or groups. App sharing (Viewer, Editor, Manager) controls who can access and modify dashboards. The exam tests how to design a security predicate for a hierarchical visibility scenario (managers see their team's data, reps see only their own).
Deployment, Administration & Integration
CRM Analytics apps are deployed using packages (change sets or CLI). Template Apps provide pre-built analytics solutions for Sales, Service, and specific industries. Custom apps extend or replace template apps. Connected objects define the Salesforce data sources for a template app — configuring which objects and fields feed each dataset. Scheduled dataflow runs keep datasets refreshed (up to 24 scheduled runs per day). Admin setup includes enabling CRM Analytics, assigning permission sets, and configuring connected objects. Integration with Einstein Discovery requires a CRM Analytics Plus license. The exam tests deployment sequences, template app configuration, and troubleshooting scheduling and data refresh issues.
A Story trains a predictive model against a dataset, surfaces narrative insights and key predictors, and once deployed can be embedded via a prediction field or Prompt Template so Salesforce records get real-time predicted outcomes.
How to Pass the CRM Analytics and Einstein Discovery Consultant Exam
The CRM Analytics exam tests end-to-end analytics implementation: data preparation, story building, dashboard design, and deployment. Focus on the SAQL query language, recipe transformations, and how to embed analytics in Salesforce.
Dataflow vs. Recipe Architecture
Dataflows use nodes (digest, augment, flatten, edgemart) for batch data preparation. Recipes use visual, step-by-step transformations with live preview. Know when to use each and how they interact.
SAQL Query Language
SAQL is used in Dashboard JSON and lens queries. Know the key clauses: foreach, group, order, limit, filter, and how to write basic aggregation queries. SAQL knowledge is directly tested.
Einstein Discovery Stories
Know how to build a Story (outcome field, included variables, excluded variables), interpret Story insights (top factors, improvements), and deploy predictions as Prediction Fields back to Salesforce records.
Dashboard Design & Embedding
Understand how to configure widgets (chart, number, table, filter), link steps for drill-through navigation, and embed CRM Analytics dashboards in Lightning pages and the mobile app.
Security & Data Access
Know how to configure row-level security using security predicates, user attributes, and dataset sharing inheritance. Understand how Analytics shares (App sharing) control dashboard access.
Is the Salesforce Certified CRM Analytics and Einstein Discovery Consultant Exam Hard?
DifficultyModerate; plan about 4-8 weeks of focused prep.
Book When ReadyScore 80%+ on three timed mocks before scheduling.
Use Practice, Not DumpsOriginal practice questions build skill without risking your credential.
Exam format: 60 questions, 105 min, ~65% passing score.
Get the Full Question Bank
Most candidates book the exam after scoring 75%+ on full mocks.
If you’re planning to test this quarter, aim to complete full mocks at least 10–14 days before your exam date.
Want to ensure you pass on your first try? Contact us for more information on our full 60-question mock exams and a personalized study plan. You can also reach out to km.krishnamohan25@gmail.com.
Request Mock Exams & Study PlanSalesforce Certified CRM Analytics and Einstein Discovery Consultant Exam FAQs
- What is covered on the Salesforce Certified CRM Analytics and Einstein Discovery Consultant exam?
- The Salesforce Certified CRM Analytics and Einstein Discovery Consultant exam—formerly Salesforce Certified CRM Analytics & Einstein Discovery Consultant— covers section-wise weightage as shown above. Use the exam topics and practice questions on this page to align your study with the official outline.
- What is CRM Analytics (formerly Tableau CRM)?
- CRM Analytics is Salesforce's analytics platform that provides AI-powered insights, dashboards, and data visualization directly within Salesforce. It includes Einstein Discovery for predictive analytics.
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