Tips for becoming Salesforce Certified Einstein Analytics and Discovery Consultant

Vijay Gupta
Trailhead Booster
Published in
3 min readOct 9, 2019

The emergence of AI driven insights and predictions enables organizations to provide a different level of service to it’s clients. Salesforce, one of the pioneers in Customer Experience(CX) space, has raised the bar for us with Salesforce Einstein, which it positions as AI for CRM.

To enable the trailblazer community on Salesforce Einstein, Salesforce recently introduced a new Einstein credential called as Einstein Analytics and Discovery Consultant.

I am happy to share that today, I added one more credential as Salesforce Einstein Analytics and Discovery Consultant. In this post, I would like to provide an overview of this certification and share my learning’s and key resources that can benefit the larger developer/architect community to take this credential

Exam Outline

The Salesforce Certified Einstein Analytics and Discovery Consultant exam has the following format (details also available on the link here):

  • Content: 60 multiple-choice/multiple-select questions
  • Time allotted to complete the exam: 90 minutes
  • Passing score: 68%
  • Registration fee: USD 200, plus applicable taxes as required per local law
  • Retake fee: USD 100, plus applicable taxes as required per local law
  • Delivery options: Proctored exam delivered onsite at a testing center or in an online-proctored environment.
  • References: No hard copy or online materials may be referenced during the exam.
  • Prerequisite: None

The Salesforce Certified Einstein Analytics and Discovery Consultant candidate should have the following skills/knowledge to prepare for this certification

  • Certification or experience with other business intelligence (BI), extract-transform-load (ETL), analytics, and reporting tools.
  • Understanding of dashboard/user experience (UX) design and aesthetics for mobile and for desktop.
  • Competency in reading and writing Salesforce Analytics Query Language (SAQL) and Salesforce Object Query Language (SOQL).
  • Competency in developing ETL processes for dataset preparation and management.
  • Understanding of Master Data Management (MDM).
  • Competency with developing stories in Einstein Discovery.
  • Working knowledge of data science life cycle.
  • Working knowledge of statistical analysis.
  • Working knowledge of data modeling.
  • Experience leading technical projects.
  • Competency in administering, configuring, and securing Einstein Analytics.
  • Optional experience with administration, configuration, and securing Salesforce.
  • Configure and perform writeback to Salesforce for Discovery models.

Salesforce has provided very good content around Salesforce Einstein Analytics and Discovery Certification/Knowledge . I am listing some of the resources that were helpful to me :

My Approach for getting this certification

I completed the Trailmix followed by going through Help content on Trailblazer community (per links provided above ). Additionally it is very important to get hands on and try scenarios to get a feel of how Einstein works. This experience was certainly important for me to get comfortable with concepts and getting accredited with this certification

Tips for some focused reading — Content around

  • Einstein Analytics Dashboard Templates , elements, creation
  • Types and details of different types of charts for dashboards — purpose and when to use which chart , Map Charts
  • Creation of Dashboard layouts for dashboards as well as mobile , how are they different
  • Performance improvement for dashboards — different components for improvements, global filters, steps, dashboard inspector etc
  • Different type of transformations for analytics dataflows — augment, append, sfdcdigest, edgemart, computeExpression, ComputeRelative, sfdcregister etc.
  • Deployment process for Einstein Analytics
  • Approach for Changing/modifying fields/chart values and color
  • Different types of API for Einstein Analytics
  • Limits/Limitations for Einstein Analytics/ Discovery
  • Security implementation for Einstein Analytics, Permission set, profiles, apps, security predicates etc.
  • Security encryption implementation for Einstein Analytics
  • Story creation as per Einstein Discovery , charts understanding , exploring stories

Good luck with this certification

Disclaimer: This is a personal weblog. The opinions expressed here represent my own and not those of my employer or Salesforce.com

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Vijay Gupta
Trailhead Booster

Technology Geek & Co-Founder at Aethereus — a Salesforce boutique, helping customers enable Customer Experience outcomes via SFDC & Industry 4.0 technologies