Pass Salesforce Certified Tableau CRM A and Einstein Discovery Consultant Exam

Salesforce Certified Tableau CRM and Einstein Discovery Consultant Exam Guide
CRM Analytics and Einstein Discovery Consultant cert prep

Admin/Configuration: 17%

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

Data Layer: 23%

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

Security: 16%

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

Analytics Dashboard Design: 13%

Given business requirements, scope, validate, and prioritize dashboard design requirements.
Create appropriate dashboards to meet business requirements following CRM Analytics best practices and UX design principles.
Identify the appropriate use and configuration of a standard CRM Analytics templated app to meet business requirements.

Analytics Dashboard Implementation: 19%

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

Einstein Discovery: 12%

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

I’ve spent most of 2024 working in a CRM Analytics-enabled Salesforce org, so I went ahead and sat for and passed the Certified Tableau CRM and Einstein Discovery Consultant exam.

Some Salesforce exams are a good representation of your ability to implement solutions in that particular cloud/test subject, but this certification exam does not (at least not on the development side … possibly an OK representation of some Admin aspects of CRM Analytics).

Whilst not being indicative of what someone does on the job implementing CRM Analytics, it is also a difficult exam full of oddly specific questions regarding CRM settings, steps needed to turn things on, and options you’d almost never encounter while developing in CRM Analytics.

I don’t have a great focused study path for this exam, but I can give advice on what to NOT spend time on, and can also provide learning tips for those wanting to truly grow as a CRM Analytics admin/developer (more of those coming later as I summarize my learning resources).

Tips:

If you just care about passing the exam (and not your actual implementation skills of CRM Analytics), then don’t spend time mastering SAQL.
- SAQL is a unique, tricky query language, and I figured it would be a difficult part of the exam (and I actively needed to work with it anyway on big projects), but there was only 1 question involving SAQL code.
The only exception to the prior statement regarding SAQL is Time Series Analysis.
It is definitely worth thoroughly reviewing how to perform them using SAQL.
- SAQL Developer Guide - Page 11
Compare Tables (focus on building them using the point-and-click UI)
- Think default settings and options as you begin to build one … default number of rows.
- Compare Table Navigation
- Great blog post: Rolling Aggregation with Compare Tables
Bindings
- Einstein Analytics Demystifying Bindings - Part 1
- Great 9-part blog post series by Rikke Hovgaard. Having a general understanding of this series is more than enough for the exam.
Limits
- CRM Analytics Limits Doc
  There are numerous questions with specific numbers from this, so if there was something you were going to memorize, it would be this.
Einstein Discovery
This section would be quite the struggle without at least getting hands-on briefly. Create a test model inside Model Builder, and then focus on the visual ‘Insights’ charts such as ‘Why it Happened’ and ‘Predictions and Improvements’, and pay attention to what the different chart types represent.
- Common Data Prep Quality Issues
Tableau
There were only 1 or 2 questions that had anything to do with Tableau, so it’s not worth studying anything related to Tableau Desktop or spending too much time with Tableau ↔ CRM Analytics integrations.
- AutomationChampion Study Guide
CRM Analytics and Einstein Discovery Consultant Cert Prep
- Do this right before you take the exam to gauge readiness.