CRM Analytics Exam Preparation in 2025

~10 minute read

Looking to earn the Salesforce CRM Analytics and Einstein Discovery Consultant certification in 2025? That’s a fantastic goal! Passing the CRM Analytics exam validates your expertise in designing, building, and implementing powerful analytics solutions on the Salesforce platform. But tackling any certification requires a solid plan. Don’t worry, you’re in the right place.

This post outlines a structured approach to prepare effectively, leveraging the best resources available – from official Salesforce materials to hands-on practice. Follow these steps, and you’ll be well on your way to certification success.

Exam Prep Summary

Here’s a quick look at your study roadmap with estimated time investments:

*Understand the Blueprint: Start with the official Exam Guide. (~0.5 – 1 hour)
*Build Foundational Knowledge: Work through the dedicated Trailhead Trailmix. (~35 – 50 hours)
*Deep Dive with Video: Supplement your learning with a comprehensive YouTube series. (~17 hours viewing time, plus practice)
Explore Real-World Examples: Explore CRM Analytics Templated Apps. (~5 – 15 hours exploration & analysis)
Apply Your Skills: Create your own analytics project. (~20 – 40+ hours, scope-dependent)
*Test Your Readiness & Review: Use high-quality practice exams and targeted review. (~10 – 20 hours for taking exams & focused review of weak areas)

A Note on Preparation: While all these steps contribute to becoming highly proficient with CRM Analytics, we’ve marked the items with an asterisk (*) as core components generally considered essential for direct exam preparation. The other steps (exploring templates, building your own project) are highly recommended for deepening your practical understanding and real-world readiness, which significantly helps solidify concepts for the exam and prepares you for the job.

Overall Timeline: The total time commitment is significant and highly variable. Depending on your background, learning pace, and how deeply you engage with the practical elements, expect this preparation journey to take anywhere from several weeks of dedicated, full-time study to a few months of consistent part-time effort. Tailor this roadmap to fit your individual needs, learning style, and time constraints.

Now let’s dive into each step!

1. Start with the Foundation: The Exam Guide

Before you jump into learning, you need to know what you need to learn. The official Salesforce Certified CRM Analytics and Einstein Discovery Consultant Exam Guide is your blueprint. Find it here: Salesforce Exam Guide

Thoroughly review this guide. It details the target audience, recommended experience, and most importantly, the exam objectives and their weighting. Understanding these expectations is crucial for focusing your study time effectively. Pay close attention to the topic breakdown:

Administration/Configuration: 17%
Data Layer: 23%
Security: 16%
Analytics Dashboard Design: 13%
Analytics Dashboard Implementation: 19%
Einstein Discovery Story Design & Implementation: 12%

Identify areas where you have less experience – these will likely require more of your attention.

As you progress on your learning journey, the official CRM Analytics Salesforce Documentation will be a key resource for researching topics and finding detailed information about any subject within the CRM Analytics platform. Bookmark this page and come back to it as often as necessary as you complete the following steps.

2. Guided Learning: The Official Trailhead Trailmix

With the exam structure clear, it’s time to build your core knowledge. Salesforce provides an excellent, free learning path on Trailhead specifically for this certification. Access it here: Prepare for your Salesforce CRM Analytics and Einstein Discovery Consultant Credential Trailmix

This Trailmix is structured around the exam objectives, guiding you through key concepts module by module. Crucially, it includes hands-on challenges. You’ll be prompted to create a free Salesforce Developer Edition org with CRM Analytics enabled, giving you a sandbox environment to practice what you learn.

Don’t skip the Superbadge within the Trailmix! Superbadges are more complex, project-based challenges that require you to apply multiple skills with less guidance, simulating real-world problem-solving.

While Trailhead provides a fantastic foundation and familiarizes you with terminology and basic functions, remember that real-world implementations often involve more complexity than standard challenges and modules. The next steps can take your skills and exam preparation to the next level.

3. Deep Dive with Video: Comprehensive YouTube Playlist

For those who prefer learning through video or want to supplement their Trailhead studies, there’s a highly detailed YouTube playlist available. Find it here: CRM Analytics Tutorial Playlist.

Although this particular playlist might be a few years old (created in 2021 when CRM Analytics was known as Tableau CRM), its core content remains incredibly relevant and is arguably the most comprehensive free video resource available. It’s over 17 hours long, diving deep into:

Data management and transformations (Recipes, Data Manager)
Creating effective visualizations and dashboards
Leveraging Einstein Discovery for predictive insights

Yes, some newer features (like specific widgets, UI enhancements, or limit changes) won’t be covered, but the fundamental principles taught are essential for the exam. It’s an excellent companion to the Trailhead modules.

4. Real-World Insights: Explore Templated Apps

Theory is one thing; seeing how professionals build solutions is another. CRM Analytics Templated Apps offer pre-built solutions that demonstrate best practices and common patterns. Learn how to create apps from templates: Create and Manage CRM Analytics Templates

In the free Dev Org you created via Trailhead (which includes sample Sales Cloud data), explore these two templates:

Sales Analytics App: This provides a suite of dashboards focused on sales performance. Important: Make sure your Trailhead sample data is refreshed, then refresh the local connection in Data Manager before creating the app. Dive into its structure: How are the dashboards designed? How are the queries built (SAQL)? What data transformations are used in the recipes/dataflows? Try to understand the why behind the design choices.
Design Style Guide App: This template is fantastic for understanding visualization best practices, dashboard layout principles, and general analytics design concepts directly within the tool. It’s invaluable for the design-focused sections of the exam.

Don’t just look – interact! Analyze the components, try replicating parts of the dashboards, or even attempt to build an improved version based on what you’ve learned.

5. Solidify Your Skills: Build Your Own Project

Reading and watching are passive; doing is active. The best way to truly solidify your knowledge is to apply it to a project you’re genuinely interested in.

Choose a Topic: Pick something that excites you – sports statistics, movie data, economic trends, etc.
Find Data: Websites like Kaggle.com offer thousands of free datasets.
Define Questions: What insights do you want to uncover from this data?
Plan Visualizations: Which charts and metrics will best answer your questions clearly and effectively?
Build It!: Use your Dev Org. Upload the data (or connect to it), prepare it using Recipes, build your lenses and dashboards, and maybe even try creating an Einstein Discovery story if the data suits it.

Need inspiration? Search for existing dashboard examples, explore visualizations on Tableau Public, or even ask your favorite AI assistant for ideas based on your dataset. This practical application makes learning stick.

6. Test Your Knowledge: Practice Exams

Paid Options

You’ve studied the concepts, worked through Trailhead, watched videos, explored templates, and built your own project. The final, crucial step before the real exam is taking practice exams.

Why are they so important?

Simulate the Environment: Get comfortable with the question format, timing, and pressure of the actual test.
Identify Weak Spots: Discover which exam objectives you need to revisit before it’s too late.
Refine Your Strategy: Learn how to pace yourself and approach different question types.
Boost Confidence: Knowing what to expect reduces anxiety on exam day.

This isn’t just about memorizing answers; it’s about understanding the types of scenarios and language used in the certification questions, making your final study sessions much more targeted and efficient.

And that’s where we come in! At cloudanalytics.pro, we specialize in creating high-quality, up-to-date practice exams specifically for the CRM Analytics and Einstein Discovery certification. Our exams are designed to mirror the real test experience and help you pinpoint exactly where you need to focus. Our products include:

Full-length, 60-question, practice exams to help get incredibly comfortable with the exam experience
Section Exams to help you zero in on topics that require more attention
PDF Exams that you can download and view offline

Find all of our practice exams here: cloudanalytics.pro Shop

Free options

While high-quality, curated practice exams like those at cloudanalytics.pro offers the most realistic simulation and efficient way to gauge your readiness, we understand that budget is a consideration for everyone. If purchasing practice exams isn’t an option right now, here are some free methods to help reinforce your knowledge:

Create Your Own Quizzes: Actively formulating questions based on the Exam Guide objectives and Trailhead modules is a powerful study technique in itself. You can use free tools like Google Forms to build quizzes for self-testing. Focus on creating scenario-based questions, similar to what you might expect on the actual exam.
Use Flashcards: Solidify key terms, concepts, and feature specifics using flashcards. You can create physical cards or use digital platforms like Quizlet. Pull information directly from the official Salesforce documentation, Trailhead modules (especially knowledge checks), and the other reliable resources mentioned in this guide. Always verify the accuracy of the terms and definitions of pre-existing decks.
Revisit Trailhead Hands-On Challenges: Go back to the hands-on challenges (including the Superbadge) and try completing them without strictly following the step-by-step instructions. Read the requirements and attempt to build the solution based on your knowledge. This simulates real-world problem-solving and tests practical application skills.
Engage Actively in the Trailblazer Community: Search the Trailblazer Community for existing CRM Analytics or certification study groups. Many are informal and free, allowing members to quiz each other, discuss tricky concepts, and share resources. You might even find study buddies in your time zone.

A Note of Caution Regarding “Exam Dumps”

You may come across websites offering “exam dumps” – collections of supposedly real exam questions, often available for free or purchase. We strongly advise against using these resources. Here’s why:

Unreliability: Dumps are frequently outdated and contain incorrect answers, leading you to study the wrong material.
Ethical Concerns: Obtaining and using dump questions often violates the Salesforce Credential and Certification Program Agreement, putting your certification status at risk.
Ineffectiveness: Relying on dumps bypasses the actual learning process needed to become a competent consultant.

Focus your valuable study time on legitimate resources like the official Exam Guide, Trailhead, hands-on practice, and trusted practice exams. Building genuine understanding is the only reliable path to certification success and real-world competence.

Conclusion

Earning the Salesforce Certified CRM Analytics and Einstein Discovery Consultant certification is a significant achievement that can open doors in your career. By following a structured preparation plan – starting with the exam guide, leveraging Trailhead and other resources, applying your knowledge practically, and validating your readiness with practice exams – you set yourself up for success.

Take your time, be methodical, and practice consistently. You’ve got this! We wish you the best of luck on your certification journey in 2025.

How to Prepare For The Salesforce CRM Analytics & Einstein Discovery Certification in 2025: A Step-by-Step Guide