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Salesforce Einstein Analytics and Discovery Consultant

Test Your Knowledge For Salesforce Certified Einstein Analytics and Discovery Consultant
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Practice Exams for Salesforce Certified Einstein Analytics and Discovery Consultant

The Salesforce Certified Einstein Analytics and Discovery Consultant is intended for individuals who have the knowledge, skills, and experience with data ingestion processes, security and access implementations, and dashboard creation. This credential encompasses the fundamental knowledge and skills to design, build, and support apps, datasets, dashboards and stories in Einstein Analytics and Discovery.

The Salesforce Certified Einstein Analytics and Discovery Consultant exam is intended for an individual who has broad knowledge of the Einstein Analytics and Discovery platform and its capabilities, including: dataset management, permissions and security implementations, advanced Salesforce Analytics Query Language (SAQL) coding to support querying and JSON to support dashboard creation on both desktop and mobile devices.

The Salesforce Certified Einstein Analytics and Discovery Consultant generally has a minimum of one year of experience and skills across the Einstein Analytics and Einstein Discovery domains, including:


  • Select the right charts to satisfy a business requirement.

  • Create meaningful and relevant dashboards through the application of UX design principles and Einstein Analytics best practices.

  • Build SAQL powered lenses.

  • Evaluate which type of binding (selection or result) is needed for a dashboard.

  • Connect data sources within the UI.

  • Build and customize template apps.

  • Develop dynamic calculation using compare tables.

  • Improve dashboard performance.

  • Embed pages in dashboards.

  • Convert dashboard layouts for mobile.


  • Employ user provisioning to manage identity and access.

  • Manage migration from lower environment change sets and API.

  • Configure and manage integration with source control system.

  • Incorporate governance of dashboards and datasets to manage and monitor Einstein Analytics.

  • Employ security predicates and sharing inheritance for datasets.

  • Manage App permissions.

  • Apply encryption to a dataset.

  • Explain uses for the Einstein Analytics API.


  • Load data into Einstein Analytics including CSV uploads, defining connectors to load data from multi-org, and native Salesforce data.

  • Create dataset recipes.

  • Enable and use data sync (replication) to run independent data extracts.

  • Recognize the impact of enabling data sync.

  • Manage and workaround dataflow and data sync limits.

  • Implement role hierarchy.

  • Add derived fields to a dataset.

Einstein Discovery

  • Export data to Discovery

  • Prepare data for Discovery.

  • Examine story statistics and algorithms to make recommendations.

  • Surface Discovery insights into standard Salesforce pages.

Salesforce Einstein Analytics and Discovery Consultant
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