About this Salesforce Certified CRM Analytics & Einstein Discovery Consultant study guide
This page is your Salesforce Certified CRM Analytics & Einstein Discovery Consultant study guide. The certification validates skills that employers look for in Salesforce roles—whether you're an administrator, consultant, developer, or architect. It is designed for consultants and implementers who want to prove their knowledge with an industry-recognized credential.
Here you'll find section-wise exam weightage so you know exactly which topics carry the most questions, exam tips and prerequisites, a focused study plan, and sample practice questions with detailed explanations. All content on this page is original and unique—written specifically for this certification to help with both your preparation and search engine indexing. Use this page to align your study with the official outline and to gauge when you're ready to sit the exam. Many candidates use section weightage to prioritize high-value topics and practice questions to build exam-day confidence.
Passing this certification can support career progression, higher earning potential, and recognition in the Salesforce ecosystem. Salesforce exams are updated periodically, so we keep our materials aligned with current objectives.
Last reviewed: January 2025. Salesforce exam outlines may change; always check the official exam guide on Trailhead before booking.
Release compatible: Winter '26 — Study materials and objectives are aligned with the Winter '26 release (compared to Summer '25).
What's new in Winter '26:
- Agentforce and AI: New Agentforce for Service (IT Service), Agentic Commerce, and Agentforce Grid for low-code AI workflows—expect more AI-related objectives on Admin and Consultant exams.
- Data Cloud: Clean Rooms for privacy-safe data collaboration and zero-copy analytics; Data Cloud objectives may include new collaboration and governance topics.
- Automation & Platform: Enhanced automation capabilities and platform updates; Flow, Process Builder, and integration topics remain core—check the official outline for weightage changes.
- Tableau & Analytics: Tableau Next Concierge in Slack and conversational analytics; Tableau certs may reference new Slack and natural-language features.
- Security & Access: Continued focus on identity, access management, and secure data handling; relevant for Administrator and Architect tracks.
Salesforce Certified CRM Analytics & Einstein Discovery Consultant Study Guide
Certified CRM Analytics and Einstein Discovery Consultants have experience designing and implementing on the CRM Analytics and Einstein Discovery platforms in a customer-facing or internal architect role.
Exam Weightage by Section
Exam Topics
Exam Tips
- 1All four sections are 25%—cover CRM Analytics Setup, Data Prep, Lens/Dashboards, and Einstein Discovery.
- 2Know CRM Analytics setup: org setup, data sources, and connections.
- 3Understand data preparation and datasets: data transformation, recipes, and datasets.
- 4Be ready for "how do you configure X?" questions.
Prerequisites
- •CRM Analytics experience
- •Salesforce Administrator
Focus Areas
- •CRM Analytics Setup
- •Data Preparation and Datasets
- •Lens, Dashboards, and Stories
- •Einstein Discovery
Study Strategy
Use CRM Analytics. Configure data sources, create datasets, build dashboards, and use Einstein Discovery. Align with the exam outline.
Sample Practice Questions
Test your knowledge with these sample questions.
What is CRM Analytics (formerly Tableau CRM) used for?
What does Einstein Discovery provide?
Which role does a CRM Analytics and Einstein Discovery Consultant typically fulfill?
What is a Lens in CRM Analytics?
Which capability allows users to ask questions in natural language in CRM Analytics?
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Contact Us for Full AccessFrequently Asked Questions
- What is covered on the Salesforce Certified CRM Analytics & Einstein Discovery Consultant exam?
- This page shows the section-wise exam weightage so you know exactly which topics carry the most weight. Use the exam topics and practice questions above to align your study with the official outline.
- What is CRM Analytics (formerly Tableau CRM)?
- CRM Analytics is Salesforce's analytics platform that provides AI-powered insights, dashboards, and data visualization directly within Salesforce. It includes Einstein Discovery for predictive analytics.
- Do I need Tableau experience for CRM Analytics Consultant?
- No, CRM Analytics is different from Tableau. However, understanding data visualization, analytics concepts, and having Salesforce Administrator knowledge is helpful.
- How do I prepare for the Salesforce Certified CRM Analytics & Einstein Discovery Consultant certification?
- Use the exam tips, prerequisites, and study strategy on this page. Focus first on the highest-weighted sections, then take the sample practice questions. Schedule the exam when you consistently score well on practice tests.
- Where can I find the official exam outline for Salesforce Certified CRM Analytics & Einstein Discovery Consultant?
- Salesforce publishes exam guides and outlines on Trailhead (trailhead.salesforce.com). This page's section weightage and topics are aligned with those outlines to help you prepare.