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Get Started with Salesforce CRM Analytics & Einstein Discovery Cons. Cert Prep

Learning Objectives

After completing this unit, you'll be able to:

  • Describe the key topic areas of the Salesforce CRM Analytics and Einstein Discovery Consultant Certification.
  • Access resources to prepare yourself for the Salesforce CRM Analytics and Einstein Discovery Consultant Certification.

The Salesforce CRM Analytics and Einstein Discovery Consultant Certification

The Salesforce CRM Analytics and Einstein Discovery Consultant certificaton is designed for individuals who have 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.

The Salesforce Certified CRM Analytics and Einstein Discovery Consultant candidate has the experience, skills, and knowledge outlined below.

  • Certification or experience with other business intelligence (BI), extract-transform-load (ETL), CRM Analytics, and reporting tools.
  • Understanding of dashboard/user experience (UX) design and aesthetics for mobile and desktop.
  • Competency in reading and writing Salesforce Analytics Query Language (SAQL) and Salesforce Object Query Language (SOQL).
  • Competency in developing ETL processes for dataset preparation and management.
  • Understanding of Master Data Management (MDM).
  • Competency with developing stories in Einstein Discovery.
  • Working knowledge of data science lifecycle.
  • Working knowledge of statistical analysis.
  • Working knowledge of data modeling.
  • Experience leading technical projects.
  • Competency in administering, configuring, and securing CRM Analytics.
  • Optional experience with administration, configuration, and securing Salesforce.
  • Configure and perform write-back to Salesforce for Discovery models.

This exam covers these key topics, each making up a certain percentage of the exam.

  • Admin/Configuration: 17%
  • Data Layer: 23%
  • Security: 16%
  • Analytics Dashboard Design: 13%
  • Analytics Dashboard Implementation: 19%
  • Einstein Discovery: 12%

By successfully passing the Salesforce CRM Analytics and Einstein Discovery Consultant exam, you demonstrate a thorough knowledge and understanding of the CRM Analytics and Einstein Discovery tools and capabilities.

Preparing for the Exam

Preparing for the Salesforce CRM Analytics and Einstein Discovery Consultant exam takes time! This module takes you through preparing for part of the exam. There are two additional modules to help you continue your journey toward certification.

All modules contain real-world scenarios, interactive flashcards, links to resources, and key topic areas to study. Don't forget to join the Trailblazer Community, where you can ask questions, collaborate, and join groups to help you prepare for your exam.

Exam Logistics and Policies

Curious about the logistics of the exam? Check out the exam guide.

The quality of our certification exams and the value that they provide is our highest priority. Protecting the security and confidentiality of our exams is essential to providing our customers with certifications that are respected and industry leading.

As a participant of the Salesforce Certification Program, you're required to accept the terms of the Salesforce Certification Program Agreement. Below are important reminders about Salesforce certification exam-taking policies. You may also review these policies in detail in the Salesforce Certification Program Agreement and Code of Conduct Salesforce Help article.

Salesforce Certification Program participants should: 

  • Use Salesforce-approved study materials available on Trailhead to prepare for your certification exam, including certification exam guides, trailmixes/trails, Trailhead Academy courses, and Trailhead LIVE sessions
  • Collaborate with other Trailblazers in the Trailblazer Community by joining a community group and finding a study buddy and/or mentor
  • Review and abide by the guidelines for online proctored and in-person certification exams
  • Submit a case with the Certification Security Team if you see any activity that undermines exam security

Salesforce Certification Program participants are prohibited from: 

  • Sharing, using, or requesting certification exam questions and answers, or superbadge solutions
  • Offering, receiving, or asking for help during a certification exam
  • Engaging in any behavior that violates the Salesforce Certification Program Agreement 

Consequences for violating the program agreement include but are not limited to: 

  • Cancellation of upcoming and in progress certification exams
  • Suspension from earning or revocation of Salesforce Certifications
  • Removal from the Salesforce Certification Program and/or the Trailblazer Community

Maintain Your Certification

To maintain your Salesforce Certifications, all certified professionals must successfully complete release maintenance modules specific to their certifications once per year. You may view specific maintenance requirements here. If you don't complete your maintenance modules by the completion deadline, your certifications will expire.

Note

If you'd like more information about certification maintenance, visit the Maintaining Your Salesforce Certificaton page.

What This Module Covers

This module is focused on these key topics, with each topic covered in its own unit.

  • Data layer: 24%
  • Admin: 9%

In each of the units, you learn the key areas to study for these sections of the exam, including working through common scenarios.

Up first, dive into the exam section on Study Up on the Data Layer. Let's go!

Resources

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