Salesforce Certified CRM Analytics and Einstein Discovery Consultant Certification Exam Guide
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What is the Salesforce Certified CRM Analytics and Einstein Discovery Consultant Certification Exam Guide?
The Salesforce Certified CRM Analytics and Einstein Discovery Consultant Certification Exam Guide validates expertise in the relevant Salesforce domain. Exam format: 60 questions · 105 minutes · 65% passing score. Offered by Salesforce, registered through Webassessor/Kryterion. Updated for Winter '26.
Winter '26 Edition
Last Updated: March 2026 | Exam Version: Winter '26
The Salesforce Certified CRM Analytics and Einstein Discovery Consultant credential validates your expertise in designing and deploying embedded analytics solutions within Salesforce environments. This certification is ideal for solutions architects, business analysts, and consultants implementing advanced analytics and AI-powered insights for enterprise clients. You'll need foundational CRM Analytics experience and Salesforce Administrator knowledge to succeed.
⚡ What's New in Winter '26
🤖 Enhanced Einstein Discovery Integration
Winter '26 emphasizes expanded AI-driven predictive capabilities and deeper Einstein Discovery workflow automation within CRM Analytics ecosystems.
✨ Advanced Data Preparation Features
New data transformation recipes and dataset optimization techniques are now core exam topics for Winter '26.
📊 Dynamic Dashboard Enhancements
The exam now covers interactive lens configurations and real-time dashboard storytelling capabilities introduced in Winter '26.
📊 Exam At a Glance
| Certification Name | Salesforce Certified CRM Analytics and Einstein Discovery Consultant |
| Level | Consultant |
| Prerequisites | CRM Analytics experience; Salesforce Administrator certification recommended |
| Number of Questions | 60 multiple-choice |
| Duration | 105 minutes |
| Passing Score | 65% |
| Exam Fee | $200 USD |
| Retake Fee | $100 USD |
| Delivery | Proctored online or at authorized testing center |
🎯 Exam Domains & Weightings
1. CRM Analytics Setup
25%This domain tests your ability to configure CRM Analytics environments, establish data connections, and manage organizational settings. You'll demonstrate competency in connecting data sources, configuring org-level settings, and preparing the foundational infrastructure for analytics solutions.
🆕 Winter '26: Winter '26 introduces enhanced multi-source connection management and advanced org configuration scenarios.
2. Data Preparation and Datasets
25%This domain evaluates your proficiency in data transformation, recipe development, and dataset creation. You'll show mastery in cleaning data, applying transformations, building reusable datasets, and optimizing data for downstream consumption in dashboards and analytics apps.
🆕 Winter '26: New advanced recipe operations and dataset versioning controls are now part of the Winter '26 exam scope.
3. Lens, Dashboards, and Stories
25%This domain covers the creation and configuration of lenses, dashboards, and narrative stories within CRM Analytics. You'll demonstrate how to design interactive visualizations, build reusable lenses, construct comprehensive dashboards, and craft compelling data stories for stakeholder consumption.
🆕 Winter '26: Interactive lens configurations and real-time dashboard storytelling capabilities are emphasized in Winter '26.
4. Einstein Discovery
25%This domain tests your knowledge of Einstein Discovery's AI-powered predictive and prescriptive capabilities. You'll validate expertise in configuring Einstein Discovery models, interpreting AI-generated recommendations, embedding insights into workflows, and leveraging predictive analytics for business decision-making.
🆕 Winter '26: Winter '26 expands Einstein Discovery workflow automation and integrates deeper scenario modeling capabilities.
❓ Sample Exam Questions
An organization wants to enable its sales team to explore historical pipeline data, create custom visualizations, and share interactive reports without leaving the Salesforce interface. Which Salesforce product best addresses this requirement?
- A. Salesforce Marketing Cloud for campaign performance tracking
- B. CRM Analytics for embedded insights, interactive dashboards, and data exploration across Salesforce sources
- C. Salesforce Commerce Cloud for customer purchase analytics only
- D. Service Cloud reporting tools for case management metrics exclusively
A financial services manager wants to leverage machine learning to identify which customers are most likely to churn and receive automated suggestions for retention strategies. Which Salesforce product should they implement?
- A. Report Builder with standard filtering and sorting capabilities
- B. Einstein Discovery for AI-driven predictive analytics and intelligent recommendations
- C. Salesforce Slack integration for team communication workflows
- D. Custom Visualforce pages displaying historical transaction data
You are staffing a project to help an enterprise client leverage predictive analytics and automated insights across their sales organization. Which role would be most appropriate for this engagement?
- A. Database administrator responsible for managing Salesforce org infrastructure and security
- B. Professional who designs and deploys CRM Analytics and Einstein Discovery implementations to address specific business challenges
- C. Marketing operations specialist focused on campaign automation and email execution
- D. Salesforce administrator handling user provisioning and standard configuration tasks
In CRM Analytics, which of the following best describes the primary purpose of creating a Lens?
- A. To establish a visual filter for interactive dashboard components
- B. To define a reusable data query that can be shared across multiple analytics applications and visualizations
- C. To configure automated email notifications based on data thresholds
- D. To apply row-level security policies to Salesforce list views
A marketing manager wants to query your CRM Analytics dataset by simply typing 'Show me revenue by region for Q4' without learning technical query syntax. Which feature enables this capability?
- A. SAQL language compilation tools that require code training
- B. Einstein Ask functionality, which interprets conversational questions and translates them into data queries
- C. Dataflow recipe builders for ETL transformations
- D. Predefined dashboard filters and drill-down navigation only
📚 Study Resources
🏃 Trailhead
Complete the official Certification Prep trail — free, covers all exam domains, and is updated each release.
Go to Trailhead →📄 Official Exam Guide
Download the official exam guide from Trailhead for the exact domain weightings and topic list for Winter '26.
Official Guide →💬 Trailblazer Community
Join the study group on the Trailblazer Community to share tips, ask questions, and connect with other candidates.
Join Community →💡 Top Exam Tips
- Balance study across all four domains equally: each represents 25% of the exam, so mastery of CRM Analytics Setup, Data Preparation and Datasets, Lens/Dashboards/Stories, and Einstein Discovery is essential for passing.
- Deep dive into CRM Analytics Setup by practicing org configuration, connecting multiple data sources, and managing security and access controls in a hands-on environment.
- Master data transformation techniques by building recipes, creating optimized datasets, and understanding when to apply aggregation versus row-level transformations.
- Prepare for scenario-based questions by studying real-world lens and dashboard design patterns, and practice explaining how to translate business requirements into analytics visualizations.
- Gain practical experience with Einstein Discovery by configuring models, interpreting AI predictions, and embedding recommendations into Salesforce workflows to understand the full consultant value proposition.
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