Salesforce Certified CRM Analytics and Einstein Discovery Consultant Practice Exam

The Salesforce Certified CRM Analytics and Einstein Discovery Consultant is a professional certification that shows expertise in Salesforce analytics tools and Einstein Discovery. It shows that a person can analyze business data, create actionable insights, and design predictive models to help companies make smarter decisions. CRE certification is ideal for professionals who want to use data-driven strategies to improve sales, marketing, and customer service performance.

Recognized globally, CRE certification helps professionals stand out in roles like business analysts, Salesforce consultants, and data specialists. By earning this credential, individuals show they can transform raw data into meaningful insights, automate analytics processes, and guide organizations in achieving business goals. Employers value certified consultants for their ability to enhance decision-making, improve efficiency, and drive overall business growth using Salesforce analytics and AI tools.

Who should take the Exam?

This exam is ideal for:

• Data Analysts and Business Analysts
• CRM Administrators
• Salesforce Consultants and Developers
• Business Intelligence (BI) Specialists
• Sales Operations Managers
• Marketing Analysts
• Customer Success Managers

Skills Required

• Strong understanding of data modeling and data architecture
• Ability to interpret business requirements and turn them into analytics solutions
• Knowledge of Salesforce CRM platform and its data structure
• Knowledge of AI concepts like predictive modeling and machine learning
• Strong communication and presentation skills
• Problem-solving mindset with an analytical approach

Knowledge Gained

• CRM Analytics Platform Knowledge
• Data Preparation and Transformation
• Dataset Management and Optimization
• Einstein Discovery
• Advanced Reporting and Visualization
• AI and Machine Learning Integration
• User Security and Data Access
• App Integration and Customization
• Performance Tuning and Optimization
• Use Case Alignment and Business Value

Course Outline

The Salesforce Certified CRM Analytics and Einstein Discovery Consultant Exam covers the following topics - 

Domain 1 - Admin/Configuration (17%)

• For business and access requirements, enable CRM Analytics along with its features, encompassing permission sets and licenses.
• For a scenario, use CRM Analytics to design a solution that accommodates data sync/dataflows/recipes limits.
• For a situation, demonstrate knowledge of what can be accomplished with the CRM Analytics API.
• Given business requirements, migrate between different environments for deployment.

Domain 2 - Data Layer (23%)

• For data sources, use Data Manager to extract and load the data into the CRM Analytics application to create datasets.
• For business needs and consolidated data, implement refreshes for data syncs and dataflows/recipes while keeping limits and considerations in mind.
• For business/user requirements, perform data transformations in dataflows/recipes.
• For user requirements or ease of use strategies, manage dataset extended metadata (XMD) by editing labels, values, and colors.
• To implement delivery management strategies in dataflows/recipes including versioning and conversion.

Domain 3 - Security (16%)

• For governance and CRM Analytics asset security requirements, implement necessary security settings for users, groups, and profiles.
• For row-based security requirements, implement the appropriate dataset security settings by using sharing inheritance and security predicates.
• To Implement app sharing based on user and group requirements.

Domain 4 - Analytics Dashboard Design (13%)

• For business requirements, scope, validate, and prioritize dashboard design requirements.
• To create appropriate dashboards to meet business requirements following CRM Analytics best practices and UX design principles.
• To identify the appropriate use and configuration of a standard CRM Analytics templated app to meet business requirements.

Domain 5 - Analytics Dashboard Implementation (19%)

• For business requirements, configure dashboards using accurate query types and widget level parameters.
• For business requirements, develop selection/result interactions with different types of queries.
• For business requirements, use advanced functionality such as windowing and time series analysis within compare tables.
• For business requirements, make dashboards actionable and accessible in Lightning pages.
• For a scenario, monitor and optimize query performance using Dashboard Inspector.
• To implement delivery management strategies using versioning and/or Dashboard Publisher.

Domain 6 - Einstein Discovery: 12%

• To build a model by assessing data and selecting one of the three types of predictions (numeric, binary, multi-classification).
• For business requirements, analyze the model results and propose data improvements to the customer.
• For derived results and insights from the model, adjust data parameters and add/remove data or columns to improve the model.
• To enable prediction features on Lightning record pages across Salesforce and CRM Analytics.
• To monitor and interpret a Model Card to improve or maintain model performance.