Key Highlights
After reading this article, you’ll be able to:
- Understand the target audience of the exam
- Learn the characteristics of the exam
- Understand exam outlines
- Know topic wise important training references & documentation
- Quick cheat sheet for last-minute references
Getting Started
Target Audience
The Salesforce Certified Einstein Analytics and Discovery Consultant exam is intended for an individual who has a broad knowledge of the Einstein Analytics and Discovery platform and its capabilities, skills, and experience with data ingestion processes, security, and access implementations, and dashboard creation. Good to but not mandatory to have a minimum of one year of experience and skills across the Einstein Analytics and Einstein Discovery domains.
Exam Characteristics
Details about Salesforce Einstein Analytics and Discovery Consultant exam.
Exam Outline
Exam time can be a very stressful time and with so much riding on its result, it requires a lot of hard work and dedication. Planning ahead can sort out your goals and give you ample of time to try out things on your own. Here are objectives in order of higher to lower question weight-age which cover complete portion of certification exam.
Very important resource to follow for all Einstein analytics related documentation is the official Einstein learning map here.
DATA LAYER


Sub-topic wise helpful documentation
- Data Manager / Datasets
- Refresh, Replication (Sync), Recipe
- Einstein Analytics API & Limits
SECURITY


Sub-topic wise helpful documentation
- Security Settings
- Row Level / Predicate Security
- App Sharing
ADMIN


Sub-topic wise helpful documentation
- Migration
- Extended Metadata
- Performance
ANALYTICS DASHBOARD DESIGN


Sub-topic wise helpful documentation
- Dashboard Needs
- Design / Best Practices
- Templates
ANALYTICS DASHBOARD IMPLEMENTATION

Sub-topic wise helpful documentation
- Visualizations
- Bindings
- Time Series
- Compare Tables
- SAQL
EINSTEIN DISCOVERY STORY DESIGN

Sub-topic wise helpful documentation
- Data Prep
- Improvements
- Adjust Parameters
- Writeback
Exam Cheat Sheet
EINSTEIN ANALYTICS | WHY IS IT SO GREAT? |
---|---|
Einstein Analytics Plus | Native, actionable analytics embedded right into Sales Cloud, Service Cloud, and Salesforce Platform. Includes a visual data prep layer to access, blend, and transform Salesforce and non-Salesforce data, as well as machine learning-based predictions and recommendations. |
Einstein Analytics for Financial Services | Includes everything from Einstein Analytics Plus, but is tailored with out-of-the-box templates and KPIs for wealth, retail banking, and insurance (pilot) |
Einstein Analytics for Manufacturing | Includes everything from Einstein Analytics Plus, but is tailored with out-of-the-box templates and KPIs for manufacturing businesses |
Einstein Analytics for Communities | Drive sales through your distribution channels by providing a complete, AI-powered analytics solution that’s native to Salesforce |
Einstein Prediction Builder | With automated machine learning (feature selection, model management, model metrics), create and deploy custom predictions on any Salesforce object — standard or custom — using clicks, not code |
Einstein Discovery | Create and deploy custom machine learning predictions using Salesforce and non-Salesforce data with explanations of business outcomes, recommendations on how to improve, and transparent model metrics |
EINSTEIN PLATFORM | WHY IS IT SO GREAT? |
---|---|
Einstein Object Detection | Identify the quantity, size, and location of objects within an image. |
Einstein Image Classification | Recognize and classify images specific to your business, at scale |
Einstein Sentiment | Classify the sentiment of unstructured text into positive, negative, and neutral classes |
Einstein Intent | Categorize the intended meaning of any text into user-defined labels |
EINSTEIN FOR SALES & SERVICE | WHY IS IT SO GREAT? |
---|---|
Einstein Lead & Opportunity Scoring | Prioritise the leads and opportunities most likely to convert. |
Einstein Account & Opportunity Insights | Observe key developments and create dashboards related to your accounts and opportunities |
Einstein Email Insights | Prioritise your inbox with actionable intelligence |
Einstein Forecasting | Easily predict sales forecasts inside of Salesforce |
Einstein Activity Capture & Einstein Automated Contacts | Automatically capture data and add new contacts and events to your CRM |
Einstein Recommended Connections | Get insights about your team’s network to see who knows your customers and can help out on a deal |
Einstein Bots | Augment agents for maximum productivity |
Einstein Case Classification | Automatically populate or recommend pick-list and checkbox field values for new cases |
Einstein Next Best Action | Deliver optimal recommendations at the point of maximum impact to your employees and customers |
Link to the official documentation for updated information
Resources
- Official exam guide for the latest information
- Amazing Einstein Analytics Plus Training video walk-through
- Learn How to Create a Custom Column in Datatable
- Learn How to Use Stencils in Lightning Web Component