CRM Analytics and Einstein Discovery Consultant Study Guide
The Certifyforce CRM Analytics and Einstein Discovery Consultant study guide covers the official Salesforce CRM Analytics and Einstein Discovery Consultant exam outline in 26 units across all 6 exam sections, one unit per exam-guide topic. The exam itself has 60 scored questions plus 5 unscored, a 90-minute limit and a 65% passing score, and its largest section is Data Layer at 23%. Every unit is verified against official Salesforce documentation, cites its sources, and links to the practice questions that test it. Last updated November 3, 2026.
Focused on delivering CRM Analytics and Einstein Discovery solutions: enabling and configuring CRM Analytics, data sync, dataflows and recipes, dataset security with sharing inheritance and security predicates, dashboard design and implementation with queries and interactions, and building, improving and deploying Einstein Discovery models.
26 lessons · 6 exam sections · about 3 h of reading ·
Exam sections
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Admin/Configuration
17% of the exam- CRM Analytics licenses, permission sets and enablement~8 minHow Growth and Plus licences, permission set licences and standard or custom permission sets combine to give users CRM Analytics access, which data-prep and admin permissions fit which job, and what enabling or disabling CRM Analytics does to an org.
- Designing within data sync, recipe and dataflow limits~8 minThe CRM Analytics limits a data design must respect (row allocation by licence, the 24-hour run limit, concurrency, data sync objects, external uploads, Bulk API use, templated-app caps) and the design patterns that keep a solution under them.
- CRM Analytics REST API jobs, schedules and history~7 minWhat the CRM Analytics REST API can do and which resource and verb fit a task: starting and stopping dataflow and recipe jobs, syncing connections, schedule request bodies, and listing, labelling and restoring asset versions with the History API, within the API call limits.
- Migrating assets with change sets and Metadata API~7 minHow to move CRM Analytics apps, dashboards, lenses, datasets, dataflows, recipes and user XMD between orgs with change sets or the Metadata API, what never travels (data, views, predicates in packaged dataflows, assignments), and the follow-up work in the target org.
Data Layer
23% of the exam- Data Manager connections, data sync and direct data~8 minHow Data Manager brings data in: its tabs, SFDC_LOCAL and Edit Objects, external and remote connections with their per-object sync limits, direct data, enabling data sync in older orgs, dataflow digest and edgemart inputs, and Jobs Monitor logs.
- Scheduling data sync, recipes and event-based runs~7 minHow refreshes are scheduled: per-connection data sync schedules, connection modes and what forces a full sync, time-based and event-based recipe and dataflow schedules, when schedules are removed, and the run and output limits that cap refresh frequency.
- Recipe and dataflow transformation choices~8 minWhich recipe transformation or node meets a requirement (bucket, split, dates, formula across rows, types and attributes, joins, append, aggregate, built-in machine learning), the dataflow transformation that matches it, and why the recipe preview is only a sample.
- Dataset XMD labels, values, colors and formats~7 minWhat a dataset's extended metadata (XMD) can change (field and value labels, colours, measure formats and multipliers, the row count label, values-table defaults, hidden fields) and cannot (stored data, API names), plus how to edit it in the UI or by uploading a file safely.
- Dataflow conversion and recipe version restores~7 minWhen and how to convert a dataflow to a recipe and cut over safely, why dataflows aren't retired, how recipe and dataflow versions are previewed and restored through history records, and what a dataset version restore does and doesn't bring back.
Security
16% of the exam- CRM Analytics user permissions and integration users~8 minWhich user permission, app access level or system-user setting meets a governance rule: asset permissions such as dashboards, downloads and dataset security, permission set groups with muting, Integration User and Security User field access, column restriction by dataset and app, and Experience Cloud member licensing.
- Sharing inheritance and security predicates for datasets~7 minWhen a dataset can inherit Salesforce sharing and when it needs a security predicate instead, how the backup predicate and coverage assessment work, valid predicate syntax, where to set row-level security for each dataset origin, and the leak and drift risks to plan for.
- App sharing access levels and Experience Cloud sites~7 minWhat Viewer, Editor and Manager access allow, how the Shared App and My Private App behave, why assets split across apps need access to both, what asset visibility and app deletion really do, and how to share an app with an Experience Cloud site.
Analytics Dashboard Design
13% of the exam- Scoping dashboards around audience, questions and actions~8 minHow a consultant turns a dashboard request into scoped requirements: personas and the path of inquiry, which requests to keep, where priority content and filters go, how to avoid clutter, and how to validate the design with users and a final checklist.
- Chart choice, device layouts and dashboard templates~8 minPicking widgets and chart types from the data, the bar-chart settings that fix crowding and show targets, filter widget types, themes and accessible colour, device layouts and how CRM Analytics chooses one, and when blank, traditional or smart dashboard templates fit.
- Templated apps setup, reconfiguration and upgrades~8 minWhich templated app fits a requirement, how Basic and Custom creation and the configuration wizard work, the data each app needs first, what Reconfigure, Upgrade and Create new app do to customisations, and how app refreshes and event log timing behave.
Analytics Dashboard Implementation
19% of the exam- Dashboard query types, row limits and widget parameters~8 minWhich dashboard query type fits a requirement (aggregateflex in compact or SAQL form, grain, saql, soql through Salesforce Direct, and custom static queries), the row limit each one starts with, and the widget-level settings that show or hide fields without changing the shared query.
- Faceting, selection and results interactions~7 minWhen faceting is enough and when to write a selection or results interaction, how Data Source Connections extend faceting across datasets, the data selection and serialization functions that shape a binding, and how to trace a binding that returns the wrong result.
- Compare table windowing and SAQL time series~7 minThe compare table's window functions and the SAQL they generate: row ranges, reset groups and ordering rules, rank versus dense rank, period-over-period grouping, and forecasting with fill and timeseries, including its licence requirement.
- Embedded dashboards, record filters and Salesforce actions~8 minEmbedding a dashboard on Lightning pages with the dashboard component, passing record values through filter and selection JSON, locking or hiding filters, and letting users act from the dashboard with Salesforce record actions, flows, record links and page navigation.
- Dashboard Inspector and query performance tuning~6 minWhere and how to open the Dashboard Inspector, what its Performance tab and Query table measure per layout and page, how Show Details breaks a query's time into Metadata, Waiting and Query, and the best practices that make a slow dashboard fast.
- Dashboard version history and Dashboard Publisher~6 minRestoring an earlier dashboard version from Version History without code, and using Dashboard Publisher so publishers edit and review a Draft while everyone else keeps the Live version until a publisher makes the draft live.
Einstein Discovery
12% of the exam- Prediction types and dataset requirements for models~8 minChoosing the numeric, binary classification or multiclass classification use case from the outcome column, and shaping a dataset that meets Einstein Discovery's row, column, known-outcome and granularity requirements before you create a model.
- Model performance metrics, leakage and data alerts~8 minReading AUC and R2 on a model's Performance overview, recognising data leakage and weak predictors, and turning each data alert (strongest predictors, proxy variable, multicollinearity, outliers and more) into a data improvement you can propose to the customer.
- Model variable settings, cardinality and bias analysis~7 minRefining a model with Edit Model and Update Model: choosing variables by importance and correlation, avoiding overfitting, handling cardinality, bucketing and filtering values, and flagging sensitive variables with Analyze for Bias, all without touching the dataset.
- Deploying predictions with components and writeback~7 minDeploying an Einstein Discovery model to a prediction definition (object connection, variable mapping, supplemental datasets, segmentation filters, actionable variables), then surfacing scores with the Einstein Predictions component, automated prediction writeback and bulk scoring.
- Model card, Model Manager monitoring and refresh~6 minDocumenting 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.
Common questions about the CRM Analytics and Einstein Discovery Consultant study guide
Is the CRM Analytics and Einstein Discovery Consultant study guide free?
Partly. Every unit's summary and its "What the exam expects", "Key facts" and "Check yourself" sections are free to read without an account. The "Core concepts", "Exam traps" and "Worked scenario" sections, reading progress and unlimited timed mock exams come with the CRM Analytics and Einstein Discovery Consultant pack (USD $19).
How current is the CRM Analytics and Einstein Discovery Consultant study guide?
It is written to the current official Salesforce CRM Analytics and Einstein Discovery Consultant exam outline, and each unit is checked against Salesforce documentation before it is published. The most recent update was November 3, 2026, and every unit shows its own last-updated date.
How does the study guide map to the official CRM Analytics and Einstein Discovery Consultant exam guide?
There is one unit per topic in the official exam guide, grouped under its 6 weighted sections: Admin/Configuration (17%), Data Layer (23%), Security (16%), Analytics Dashboard Design (13%), Analytics Dashboard Implementation (19%), Einstein Discovery (12%). Each unit quotes the exam objective it covers word for word.
How do the practice questions link to the study guide?
Each unit lists the reviewed practice questions that test it (300 questions are linked across the guide), so you can read a topic and practice it in one click. After a practice exam, every missed question links back to the unit that teaches it.