CRM Analytics and Einstein Discovery Consultant Study Guide: Everything You Need to Know 2025
Your complete roadmap to passing the SALESFORCE-27 certification exam. This comprehensive study guide covers all 4 exam domains with detailed explanations, study tips, and practice resources.
Quick Start
Essential steps to begin your preparation
Review Exam Objectives
View all domains →Take Assessment Quiz
Free practice test →Follow Study Plan
8-week roadmap →Full Practice Exams
Start practicing →Exam Domains & Objectives
Master these 4 domains to pass the SALESFORCE-27 exam
Analytics Data Preparation
Dashboard Design and Visualization
Einstein Discovery Implementation
Administration and Security
8-Week Study Plan
Follow this structured plan to prepare for your CRM Analytics and Einstein Discovery Consultant exam
Foundation
Understand core concepts and exam objectives
Focus Areas:
- Analytics Data Preparation
- Dashboard Design and Visualization
Deep Dive
Master advanced topics and practical applications
Focus Areas:
- Einstein Discovery Implementation
- Administration and Security
Practice & Review
Take practice exams and review weak areas
Focus Areas:
Final Prep
Full practice exams and last-minute review
Focus Areas:
- Full-length practice tests
- Review all domains
Curated Study Resources
AI-curated resources with real links to help you prepare for the CRM Analytics and Einstein Discovery Consultant exam
Complete Study Guide for CRM Analytics and Einstein Discovery Consultant
The Salesforce CRM Analytics and Einstein Discovery Consultant certification validates expertise in designing, building, and maintaining CRM Analytics dashboards and Einstein Discovery stories. This professional-level certification demonstrates your ability to translate business requirements into analytics solutions, implement predictive AI models, and manage data integration within the Salesforce ecosystem.
Who Should Take This Exam
- CRM Analytics Consultants and Developers
- Salesforce Business Analysts with analytics focus
- Data Analysts working with Salesforce platforms
- Einstein Discovery implementation specialists
- Salesforce Consultants expanding into analytics
- BI Developers transitioning to Salesforce ecosystem
Prerequisites
- 6-12 months hands-on experience with CRM Analytics (formerly Tableau CRM)
- Strong understanding of Salesforce data model and architecture
- Experience with SAQL (Salesforce Analytics Query Language)
- Familiarity with Einstein Discovery model building
- Knowledge of data transformation and ETL concepts
- Understanding of dashboard design principles and data visualization
- Recommended: Salesforce Administrator certification
Official Resources
CRM Analytics and Einstein Discovery Consultant Exam Guide
Official exam guide with objectives, recommended training, and sample questions
View ResourceCRM Analytics Documentation
Comprehensive documentation covering all CRM Analytics features and functionality
View ResourceEinstein Discovery Documentation
Official guide to Einstein Discovery implementation and story building
View ResourceSAQL Reference Guide
Complete reference for Salesforce Analytics Query Language syntax and functions
View ResourceCRM Analytics Developer Guide
Developer-focused documentation for extending CRM Analytics capabilities
View ResourceTrailhead: CRM Analytics Basics
Foundational module covering CRM Analytics interface and core concepts
View ResourceTrailhead: Build Reports and Dashboards for Sales and Marketing Managers
Hands-on project for building analytical dashboards
View ResourceTrailhead: Einstein Discovery Basics
Introduction to Einstein Discovery predictive analytics capabilities
View ResourceTrailhead: Quick Start: CRM Analytics
Quick hands-on introduction to CRM Analytics platform
View ResourceSalesforce CRM Analytics Trailmix
Curated collection of Trailhead modules aligned to exam objectives
View ResourceRecommended Courses
CRM Analytics and Einstein Discovery Consultant Certification Prep
Trailhead • 40+ hours
View CourseRecommended Books
Practical Tableau CRM: A Hands-On Guide to Building Analytics Apps Using Salesforce's Tableau CRM Platform
by Benoit Hamet
Comprehensive guide to building CRM Analytics solutions with practical examples and real-world scenarios
View on AmazonLearning Salesforce Einstein: Add Artificial Intelligence Capabilities to Your Business Solutions with Heroku, PredictionIO, and Force.com
by Mohith Shrivastava
Covers Einstein platform including Einstein Discovery with practical implementation guidance
View on AmazonSalesforce Einstein: A Beginner's Guide to Building AI-Powered Apps with Salesforce
by Jake Schmitz
Beginner-friendly introduction to Einstein capabilities including Discovery and Analytics
View on AmazonPractice & Hands-On Resources
Salesforce Developer Edition Org
Free environment with CRM Analytics and Einstein Discovery capabilities for hands-on practice
View ResourceTrailhead Hands-On Challenges
Interactive challenges within Trailhead modules that provide practical experience
View ResourceCRM Analytics Sample Apps and Datasets
Pre-built sample apps and datasets available in CRM Analytics for exploration and learning
View ResourceSalesforce Sample Gallery
Collection of dashboard templates and examples for learning best practices
View ResourceFocus on Force Practice Exams
Paid practice exams with detailed explanations specifically for Salesforce certifications
View ResourceTrailhead Superbadge: CRM Analytics Specialist
Advanced hands-on challenge that simulates real-world scenarios
View ResourceCommunity & Forums
Salesforce Trailblazer Community - CRM Analytics Group
Official community for CRM Analytics discussions, questions, and best practices sharing
Join CommunitySalesforce Stack Exchange
Q&A platform with extensive CRM Analytics and Einstein Discovery questions and answers
Join CommunityReddit - r/salesforce
Active community discussing Salesforce topics including CRM Analytics certification preparation
Join CommunitySalesforce Ben Blog
Regular articles and tutorials on CRM Analytics features and best practices
Join CommunityAutomation Champion Blog
Technical deep dives into CRM Analytics and Einstein Discovery implementations
Join CommunitySFDC99 - CRM Analytics Resources
Study guides, flashcards, and exam tips for Salesforce certifications including CRM Analytics
Join CommunityLinkedIn Salesforce CRM Analytics Groups
Professional networking groups focused on CRM Analytics discussions and job opportunities
Join CommunityStudy Tips
Hands-On Practice Strategy
- Dedicate 70% of study time to hands-on practice in a Developer Edition org
- Build at least 15 dashboards covering sales, service, and marketing scenarios
- Create 5+ Einstein Discovery stories with different prediction types
- Practice dataflow creation daily - build 20+ dataflows with increasing complexity
- Document your work with screenshots for later review
- Break complex dashboards and rebuild them to understand component interactions
- Create a personal library of SAQL queries for common scenarios
SAQL Mastery
- Memorize the most common SAQL functions (foreach, group, order, filter, coalesce)
- Practice writing SAQL queries manually before using the query builder
- Understand the difference between measures and dimensions in queries
- Master date functions and bucketing techniques
- Practice combining multiple datasets with load and augment statements
- Learn to debug SAQL errors by understanding error messages
- Create a SAQL cheat sheet with syntax examples
Einstein Discovery Focus
- Understand when Einstein Discovery is NOT the right solution
- Practice explaining model insights in business terms, not statistical jargon
- Master the story creation workflow from data prep to deployment
- Understand how to improve model accuracy through feature engineering
- Practice configuring writeback with different field mappings
- Study the differences between classification and regression models
- Review real-world Einstein Discovery success stories on Salesforce website
Security and Permissions
- Create multiple test users with different profiles to verify security settings
- Understand the inheritance chain: Salesforce sharing → App sharing → Dataset security
- Practice writing security predicates with complex logic (AND, OR, nested conditions)
- Map out the different CRM Analytics permission sets and their capabilities
- Understand the difference between viewer, editor, and creator licenses
- Test row-level security scenarios with actual data to see filtering in action
- Document sharing scenarios in a decision matrix for exam reference
Dashboard Performance Optimization
- Learn to identify and reduce unnecessary SAQL query executions
- Practice using compact form for queries to reduce data transfer
- Understand how to use selection vs. result bindings appropriately
- Master the use of static steps vs. dynamic queries
- Practice dashboard load time analysis using browser developer tools
- Understand when to use dashboard filters vs. widget filters
- Create before/after examples of optimized dashboards
Exam-Specific Preparation
- Focus on scenario-based questions - understand WHY certain approaches are recommended
- The exam emphasizes best practices, not just feature knowledge
- Pay special attention to the 29% and 30% weighted domains (Data Prep and Dashboard Design)
- Understand limitations and governor limits for CRM Analytics
- Review the exam guide multiple times and ensure you've practiced each objective
- Take notes on Trailhead challenges as many exam scenarios are similar
- Create mind maps connecting related concepts across domains
- Practice with 60 questions in 105 minutes (1.75 minutes per question) to build speed
Common Pitfalls to Avoid
- Don't confuse CRM Analytics security with standard Salesforce security
- Remember that Einstein Discovery requires specific data preparation steps
- Understand that dataflows run asynchronously and have scheduling limitations
- Don't overlook mobile dashboard considerations in design questions
- Remember that some features require specific license types
- Understand the difference between Apps, Dashboards, and Lenses
- Don't assume Salesforce best practices always apply to CRM Analytics
Exam Day Tips
- 1Read each question carefully - many are scenario-based with multiple correct answers; choose the BEST answer
- 2Flag difficult questions and return to them after completing easier ones
- 3Pay attention to keywords like 'most efficient', 'best practice', 'recommended approach'
- 4Eliminate obviously wrong answers first to improve your odds
- 5Remember you need 40/60 questions correct (67%) - don't panic if some questions seem unfamiliar
- 6Time management: aim to complete 30 questions in first 50 minutes, leaving time for review
- 7Trust your hands-on experience - if something doesn't align with your practice, reconsider
- 8Watch for negative keywords: 'NOT', 'EXCEPT', 'LEAST' - these change the question entirely
- 9For Einstein Discovery questions, think about business value and model interpretation
- 10For security questions, think through the inheritance chain from Salesforce to dataset level
- 11Don't second-guess yourself excessively - your first instinct is often correct
- 12Take a deep breath before starting and maintain steady pacing throughout
Study guide generated on January 8, 2026
Pro Study Tips
Expert advice to maximize your study effectiveness
Active Learning Strategies
- Hands-on practice: Apply concepts in real scenarios
- Teach others: Explain concepts to reinforce learning
- Take notes: Write summaries in your own words
Exam Day Preparation
- Get enough sleep: Rest well the night before
- Review key points: Go through your notes and cheat sheets
- Time management: Practice pacing with timed exams
Continue Your Preparation
More resources to help you succeed
Complete CRM Analytics and Einstein Discovery Consultant Study Guide
This comprehensive study guide will help you prepare for the SALESFORCE-27 certification exam offered by Salesforce. Whether you are a beginner or experienced professional, this guide covers everything you need to know to pass on your first attempt.
What You Will Learn
Our study guide covers all 4 exam domains in detail:
- Analytics Data Preparation (29%)
- Dashboard Design and Visualization (30%)
- Einstein Discovery Implementation (26%)
- Administration and Security (15%)
Recommended Timeline
Most candidates need 6-8 weeks of dedicated study to pass the CRM Analytics and Einstein Discovery Consultant exam. We recommend studying 1-2 hours daily and taking practice exams weekly to track your progress.
Next Step: Start with our free practice test to assess your current knowledge level.