CRM-Analytics-Consultant
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CRM Analytics Consultant (CRM-Analytics-Consultant)
The Salesforce Certified CRM Analytics Consultant exam validates expertise in CRM Analytics fundamentals, data preparation, dashboard design, data security, and Einstein Discovery, enabling professionals to build secure, insight‑driven analytics solutions.
105
Minutes
60
Questions
65/100
Passing Score
$200
Exam Cost
Who Should Take This
Business analysts, data consultants, and Salesforce administrators who have at least two years of experience designing and delivering analytics projects should pursue this certification. They seek to deepen their technical mastery of CRM Analytics, demonstrate ability to secure data, and leverage Einstein Discovery to drive actionable insights for their organizations.
What's Covered
1
Domain 1: CRM Analytics Fundamentals
2
Domain 2: Data Preparation
3
Domain 3: Dashboard Design
4
Domain 4: Data Security
5
Domain 5: Einstein Discovery
6
Domain 6: Templates and Apps
7
Domain 7: Integration
8
Domain 8: Administration
What's Included in AccelaStudy® AI
Adaptive Knowledge Graph
Practice Questions
Lesson Modules
Console Simulator Labs
Exam Tips & Strategy
20 Activity Formats
Course Outline
64 learning goals
1
Domain 1: CRM Analytics Fundamentals
2 topics
Architecture
- Identify CRM Analytics architecture including datasets dataflows recipes dashboards and the relationship to Salesforce platform data
- Configure CRM Analytics environment including app creation user permissions and license assignment for analytics workspace setup
- Configure data connections including Salesforce local connector external connectors and live datasets for analytics data access
- Analyze analytics requirements to recommend CRM Analytics architecture including dataset design dataflow strategy and app organization
Data Model
- Identify CRM Analytics data model including datasets fields measures dimensions and the role of extended metadata XMD files
- Configure dataset schema including field types date hierarchies measures and dimensions for optimized analytics query performance
- Configure data relationships including dataset joins multi-value fields and lookup relationships for cross-dataset analytics
- Analyze data model requirements to design dataset architectures balancing query performance storage efficiency and usability
2
Domain 2: Data Preparation
2 topics
Dataflows
- Identify dataflow components including source nodes transform nodes register nodes and scheduling for batch data processing
- Configure dataflow transformations including append augment compute flatten and filter nodes for data preparation pipelines
- Configure dataflow scheduling including run frequency dependency chains and error handling for reliable data refresh cycles
- Analyze data preparation requirements to design dataflow architectures supporting complex multi-source data transformation
Recipes
- Identify recipe components including source nodes transform steps output nodes and the visual recipe builder for data preparation
- Configure recipes including joins aggregations formulas and bucket operations for interactive data transformation workflows
- Configure recipe scheduling including automated runs triggered execution and output dataset management for data freshness
- Analyze data preparation needs to recommend dataflow versus recipe approaches based on complexity volume and refresh requirements
3
Domain 3: Dashboard Design
2 topics
Dashboard Components
- Identify dashboard components including charts tables metrics facets and containers for analytics visualization and interaction
- Configure chart types including bar line scatter map and timeline visualizations with appropriate measure and dimension bindings
- Configure dashboard interactions including facets selections filters and bindings for interactive exploratory analytics experiences
- Analyze dashboard requirements to design layouts combining visualizations filters and navigation for effective data storytelling
Advanced Dashboards
- Identify advanced features including SAQL queries dynamic bindings custom actions and embedded dashboards for analytics
- Configure SAQL queries including aggregations filters grouping windowing and string functions for custom analytics calculations
- Configure dashboard actions including record navigation URL links and Salesforce actions for connecting analytics to workflows
- Analyze advanced analytics needs to design dashboards combining SAQL custom components and actions for actionable business insights
4
Domain 4: Data Security
2 topics
Row-Level Security
- Identify security features including security predicates sharing inheritance and dataset access for CRM Analytics data protection
- Configure security predicates including user attribute filters record ownership and team-based access for row-level data control
- Configure sharing inheritance including Salesforce sharing rules role hierarchy and territory-based access for consistent security
- Analyze security requirements to design predicate strategies balancing data access needs with organizational security policies
App and Object Security
- Identify app security features including app-level sharing permission sets and dataset permissions for analytics access control
- Configure app sharing including viewer editor and manager roles with appropriate dataset and dashboard access for each role
- Configure permission sets including CRM Analytics permissions dataset creation rights and app management capabilities for governance
- Analyze permission requirements to design role-based access models supporting analysts managers and executives with appropriate access
5
Domain 5: Einstein Discovery
2 topics
Predictive Models
- Identify Einstein Discovery features including automated analysis predictions recommendations and model deployment for AI analytics
- Configure Einstein Discovery stories including outcome variables explanatory factors and model training for predictive insight generation
- Configure model deployment including prediction fields dashboard integration and action recommendations for operationalizing AI insights
- Analyze prediction requirements to design Einstein Discovery models addressing business questions with actionable recommendations
AI Integration
- Identify AI analytics features including Einstein predictions trend analysis and natural language insights for augmented analytics
- Configure natural language queries including search configuration question templates and result optimization for conversational analytics
- Configure prediction integration including field placement workflow triggers and alert thresholds for embedded AI-driven decisions
- Analyze AI analytics needs to design integrated experiences combining predictive models trend detection and natural language insight
6
Domain 6: Templates and Apps
2 topics
Pre-Built Apps
- Identify CRM Analytics templates including Sales Analytics Service Analytics and industry-specific templates for quick deployment
- Configure template apps including data connection customization field mapping and dashboard personalization for organizational needs
- Configure app customization including dashboard modifications additional datasets and custom calculations for template extension
- Analyze template capabilities to recommend pre-built versus custom analytics apps based on requirements and time-to-value goals
Custom Apps
- Identify custom app development including app creation wizard dataset design dashboard building and packaging for distribution
- Configure custom analytics apps including dataset definitions dashboard layouts navigation and user role-based views for solutions
- Configure app packaging including template creation variable definition and deployment configuration for reusable analytics solutions
- Analyze custom app requirements to design analytics applications supporting specific business needs beyond pre-built template capabilities
7
Domain 7: Integration
2 topics
Data Sources
- Identify data source options including Salesforce objects external databases CSV files and streaming data for analytics ingestion
- Configure external data connections including database connectors file uploads and API-based ingestion for multi-source analytics
- Configure live datasets including real-time Salesforce data access query optimization and refresh strategies for current analytics
- Analyze data source requirements to design ingestion architectures supporting batch streaming and real-time analytics needs
Embedding
- Identify embedding options including Lightning pages communities Visualforce pages and external sites for analytics distribution
- Configure embedded dashboards including Lightning component placement context filtering and responsive layout for integrated analytics
- Configure external embedding including authentication tokens content security and responsive sizing for partner and customer analytics
- Analyze embedding requirements to design analytics distribution strategies placing insights where users make decisions
8
Domain 8: Administration
2 topics
Performance
- Identify performance factors including dataset size query complexity row limits and caching for CRM Analytics optimization
- Configure performance monitoring including query profiling dataflow timing and dashboard load metrics for analytics health
- Configure optimization strategies including dataset pruning query simplification and caching configuration for improved performance
- Analyze performance data to recommend dataset redesign query optimization and infrastructure changes for scalable analytics
Governance
- Identify governance features including usage analytics change tracking and metadata management for CRM Analytics administration
- Configure usage monitoring including dashboard view tracking dataset access patterns and license utilization for governance
- Configure change management including version control deployment procedures and testing protocols for analytics lifecycle management
- Analyze governance requirements to design administration frameworks supporting analytics quality security and change control
Scope
Included Topics
- Salesforce Certified CRM Analytics Consultant exam topics.
Not Covered
- Custom Apex/LWC development.
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