Salesforce Einstein Analytics and Discovery Consultant Certification Tips

Over the past few years I have worked numerous times with Salesforce Einstein Analytics (now Tableau CRM) and always wanted to get pass the Salesforce Einstein Analytics and Discovery Consultant Certification but never had the time. I found myself with a a couple of days free before the Christmas holidays with nowhere to go, so I set about getting myself certified. As a slight spoiler, I passed, here are a few things I found helped me to achieve the certification. Note I will use the old name “Einstein” throughout this post to match the exam.

Don’t forget to check out the Cloud Galacticos Salesforce Certification Help page for info on other certs!


Before We Start – What Even is Einstein?



Firstly, I want to just clearly define what is being discussed here. In this blog I am referring to Salesforce Einstein Analytics (now known as Tableau CRM) and the related Discovery tools. Einstein is a fairly catch all term with Salesforce now and so it can be confusing. This exam and certification focusses on these products specifically and not any of the following:

  • Next Best Action
  • Bots
  • Language
  • Vision
  • Prediction Builder


Salesforce Einstein Analytics and Discovery Consultant Exam Format

There are 60 multiple choice questions that are scored with 5 non-scored questions, with 90 minutes to complete. The passing score is 68% or 41 marks. The key areas covered in the exam are:

  • Data Layer – 24%
  • Security – 11%
  • Admin – 9%
  • Analytics Dashboard Design – 19%
  • Analytics Dashboard Implementation – 18%
  • Einstein Discovery Story Design – 19%

Of all the Salesforce exams I have taken this is one of the more evenly distributed in terms of material so make sure you cover off all of the areas thoroughly. The exam also covers a lot. Einstein Analytics and Discovery/Tableau CRM is a full platform rather than just an individual product and it shows.


Study Resources

If you really want to get really detailed information on everything to do with Einstein then the best place to go is the Salesforce Blogger site where Rikke Hovgaard and others share an absolute ton of tips, tricks and information. A few of the Galacticos team enjoy the blog and even if you have passed the exam I would highly recommend reading through it.

Trailhead has got lots of great trails and resources for you including two very detailed superbadges. I haven’t done the superbadges all the way through. However, they are extremely detailed and completing them will surely ensure you are ready.

Salesforce Einstein Analytics and Discovery Consultant superbadges

I also took one of the Trailhead Academy courses for Tableau CRM, namely the ANC301 course as a refresher as I was familiar with the tool. The course was a really good 3 day deep dive into building out dashboards and managing data. If you have the chance, I would highly recommend attending a course to help prepare you as they contain a lot of detailed info and allow you to ask questions of an expert. As a disclaimer, I do teach some of the developer courses for the Trailhead Academy, but love attending them regardless.


Salesforce Einstein Analytics and Discovery Consultant Certified!


Salesforce Einstein Analytics and Discovery Consultant Certification

Phil's Salesforce Tip of the Week

Einstein Analytics Developer Org – Phil’s Salesforce Tip of the Week #403

In this week’s tip of the week I want to share how you get access to an Einstein Analytics Developer Org. I have recently started learning more about Einstein Analytics and have been going through some of the Trailhead content including this introductory trail. As part of the trail it is shared that you can get a developer edition org with Einstein Analytics enabled by signing up here.

einstein analytics dashboard

Personally, I have not done a lot of work with Einstein Analytics although other members of our team have worked with it. The trailhead trails have been really helpful and I am hoping I can use this as a platform to even consider the certification eventually (watch this space!) We are also finding more customers are wanting to do enhanced analytics further to the standard reporting and dashboards capabilities so this fits in nicely. I’m also excited to learn eventually how Salesforce plan to integrate Tableau and Einstein Analytics together.

Other News

Double Ranger

This week I hit #DoubleRanger status. I previously asked the community which Trail I should pick to complete number 200, and got a whole load of different answers. So that inspired me to pick the ‘Culture of Feedback’ badge. I know a couple of our team have actually been doing this badge recently to try and improve feedback overall, I highly recommend it.

Protecting Your Data in the Cloud

I stumbled across this old blog post through my reading the other day and really enjoyed reading it. A great overview of how things work under the hood. I am hoping to collate some further security resources for future posts to share so keep an eye out!

Enjoyed this? Why not sign up for the weekly email here?