# Model card, Model Manager monitoring and refresh

*CRM Analytics and Einstein Discovery Consultant Study Guide · Einstein Discovery · Last updated November 3, 2026 · https://www.certifyforce.com/study-guide/crm-analytics-and-einstein-discovery-consultant/einstein-discovery/model-card-model-manager-monitoring-and-refresh*

Documenting a deployed prediction with a model card, monitoring accuracy and live data in Model Manager, setting Model Quality Notifications, and keeping a drifting model current with automatic refresh and rescoring.

- Certification: Salesforce CRM Analytics and Einstein Discovery Consultant
- Exam section: Einstein Discovery
- Study guide: https://www.certifyforce.com/study-guide/crm-analytics-and-einstein-discovery-consultant

**Official exam objective:**

> Monitor and interpret a Model Card to improve or maintain model performance.

## What the exam expects

- Configure a model card for a prediction definition and expose it on the record page.
- Know which sections a model card holds and which it fills in automatically.
- Set up performance monitoring so Model Manager compares predicted with actual outcomes.
- Configure Model Quality Notifications and interpret live data alerts for missing and out-of-bounds values.
- Counter drift with automatic model refresh, rescoring and a new model version.

Key terms: **Model Manager** (the Studio tool that views, configures and manages deployed prediction definitions and models); **model card** (documentation of a prediction's training statistics, intended use and limitations); **terminal state** (the condition after which a record's actual outcome is final); **drift** (a deployed model becoming less accurate as the business, data or requirements change); **out-of-bounds value** (a value not found in the training data).

## Key facts

| Fact | Detail | Source |
|---|---|---|
| Model card required field | Title; empty sections are hidden | [Model Card](https://help.salesforce.com/s/articleView?id=analytics.bi_edd_model_manager_model_card.htm&type=5&language=en_US) |
| Training Metrics section | Shown by Einstein; per selected class for multiclass | [Model Card](https://help.salesforce.com/s/articleView?id=analytics.bi_edd_model_manager_model_card.htm&type=5&language=en_US) |
| Sharing a card offline | View Model, then Download as PDF | [Model Card](https://help.salesforce.com/s/articleView?id=analytics.bi_edd_model_manager_model_card.htm&type=5&language=en_US) |
| Monitoring prerequisite | Automated prediction writeback | [Performance Monitoring](https://help.salesforce.com/s/articleView?id=analytics.bi_edd_model_manager_accuracy.htm&type=5&language=en_US) |
| Terminal state conditions | Equals or Not Equals, case-sensitive | [Performance Monitoring](https://help.salesforce.com/s/articleView?id=analytics.bi_edd_model_manager_accuracy.htm&type=5&language=en_US) |
| Evaluation frequency | Weekly or Monthly | [Model Quality Notifications](https://help.salesforce.com/s/articleView?id=analytics.bi_edd_model_manager_notify.htm&type=5&language=en_US) |
| New version deployed | Statistics reset; earlier history cleared | [Model Quality Notifications](https://help.salesforce.com/s/articleView?id=analytics.bi_edd_model_manager_notify.htm&type=5&language=en_US) |
| Out-of-bounds value | Not found in the training data | [Model Quality Notifications](https://help.salesforce.com/s/articleView?id=analytics.bi_edd_model_manager_notify.htm&type=5&language=en_US) |
| Refresh frequency | Weekly or Monthly, or Refresh Now | [Automatic Model Refresh](https://help.salesforce.com/s/articleView?id=analytics.bi_edd_model_manager_refresh.htm&type=5&language=en_US) |
| Deployment Interruption Threshold | No auto-deploy above the out-of-bounds percentage | [Automatic Model Refresh](https://help.salesforce.com/s/articleView?id=analytics.bi_edd_model_manager_refresh.htm&type=5&language=en_US) |

## Check yourself

- Why might a refresh job's history show runs that didn't happen?
- When are a prediction definition's performance statistics reset?
- Which statistics can Replace Missing Values use for a numeric variable?
- What does orange show in the Live Data Alerts bar charts?
- When a definition holds several models, how do you see another model's card details?

## Sources

- [Configure the Model Card for a Prediction Definition](https://help.salesforce.com/s/articleView?id=analytics.bi_edd_model_manager_model_card.htm&type=5&language=en_US)
- [Configure Performance Monitoring for a Prediction Definition](https://help.salesforce.com/s/articleView?id=analytics.bi_edd_model_manager_accuracy.htm&type=5&language=en_US)
- [Configure Model Quality Notifications](https://help.salesforce.com/s/articleView?id=analytics.bi_edd_model_manager_notify.htm&type=5&language=en_US)
- [Handle Live Data Alerts](https://help.salesforce.com/s/articleView?id=analytics.bi_edd_model_manager_live_data_alert.htm&type=5&language=en_US)
- [Configure Automatic Model Refresh for a Prediction Definition](https://help.salesforce.com/s/articleView?id=analytics.bi_edd_model_manager_refresh.htm&type=5&language=en_US)
- [Manage Prediction Definitions and Models](https://help.salesforce.com/s/articleView?id=analytics.bi_edd_model_manager.htm&type=5&language=en_US)
- [View a Model's Performance](https://help.salesforce.com/s/articleView?id=analytics.bi_edd_model_manager_model_performance.htm&type=5&language=en_US)
- [Replace Missing Numerical Values](https://help.salesforce.com/s/articleView?id=analytics.bi_edd_story_impute.htm&type=5&language=en_US)
- [Get Predictions on Lightning Pages](https://help.salesforce.com/s/articleView?id=analytics.bi_edd_einstein_predictions_lightning.htm&type=5&language=en_US)
- [Display Einstein Predictions Using Automated Prediction Writeback](https://help.salesforce.com/s/articleView?id=analytics.bi_edd_prediction_automated.htm&type=5&language=en_US)

## About the full unit

The "Core concepts", "Exam traps" and "Worked scenario" sections of this unit, its 6 linked practice questions, and unlimited timed mock exams are included with the CRM Analytics and Einstein Discovery Consultant pack (USD $19): https://www.certifyforce.com/practice-exams