Certified Tableau CRM and Einstein Discovery Consultant

TABLEAU-CRM

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Question Types
Multiple choiceFill in the blankDiagramsCase studies

What's Included

204
Practice Questions
1
Exam Versions
Languages
Translation Beta
Jan 15, 2019
Release Date
Aug 11, 2025Last Updated

Complete Exam Package

204 TABLEAU-CRM practice questions with detailed explanations

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Exam Details

Duration105 min
Passing Score68%
LevelConsultant
TestingPearson VUE
Valid ForMust complete maintenance requirements
Release DateJan 15, 2019
Exam Cost$200

What topics are on the TABLEAU-CRM exam?

1

Data Layer 24%

1.1
Data Extraction and Loading
2 subtopics
1.1.1Using Data Manager
1.1.2Data Sync and Replication
Learning Objectives
  • Given data sources, use Data Manager to extract and load the data into the EA application to create datasets
  • Given business needs and consolidated data, implement refreshes, replication (sync), and/or recipes to appropriately solve the basic business need
1.2
Dataset Recipes and Dataflows
2 subtopics
1.2.1Creating Dataset Recipes
1.2.2Dataflow Design and Limits
Learning Objectives
  • Given a scenario, use Einstein Analytics to design a solution that accommodates dataflow limits
  • Create dataset recipes for data preparation
1.3
CRM Analytics API
1 subtopics
1.3.1API Capabilities
Learning Objectives
  • Given a situation, demonstrate knowledge of what can be accomplished with the EA API
Domain Hands-on Skills
Configure CSV data uploadsCreate Salesforce connectorsBuild dataset recipesDesign dataflows within limitsEnable data sync
Common Mistakes to Avoid
  • Exceeding dataflow limits
  • Not optimizing data refresh schedules
  • Incorrect field mappings in recipes
  • Not understanding differences between sync and dataflow
2

Security 11%

3

Administration 8%

4

CRM Analytics Dashboard Design 19%

5

CRM Analytics Dashboard Implementation 18%

6

Einstein Discovery Story Design 19%

How do I earn the Certified Tableau CRM and Einstein Discovery Consultant certification?

Official Pathway Guidance

Track: Analytics and Data Science

Prerequisites

Next Steps

  • Technical-ArchitectSalesforce Certified Technical Architect
    Highest technical certification demonstrating expert-level skills

Current Level

  • CRM-Analytics-and-Einstein-Discovery-ConsultantCRM Analytics and Einstein Discovery ConsultantPrimary

Alternative Paths

  • Marketing-Cloud-IntelligenceSalesforce Marketing Cloud Intelligence Consultant
  • B2B-Solution-ArchitectSalesforce B2B Solution Architect

Career Progression

Entry Level

  • Salesforce Administrator
  • Business Analyst

Current Level

  • CRM Analytics Consultant
  • Einstein Discovery Specialist
  • Analytics Solution Consultant

Advanced Level

  • Analytics Architect
  • Data Science Lead
  • Technical Architect

Certification Maintenance

  • Recertification Options:
    Complete maintenance exams released 3 times per yearComplete Trailhead maintenance modules by due dateStay current with platform updates

How do I study for the TABLEAU-CRM Exam?

Practice the Certified Tableau CRM and Einstein Discovery Consultant with our Exam Simulator

Free practice questions, exam guides, and real exam‑style explanations in our Planet Cert simulator.

Official Resources

Community Resources

Salesforce Trailblazer Community - CRM Analytics GroupforumSalesforce Ben - CRM Analytics Certification Guideblog

Hands-on Labs

Trailhead PlaygroundssandboxDeveloper Edition Orgsandbox

What's changed on this exam?

Status: ACTIVE

Technology Coverage

CRM Analytics Generative AIWinter '25

Potential future exam coverage of AI-assisted query building

Released: 2024-10-15
Enhanced Data SyncSummer '24

Improved data sync capabilities covered in Data Layer domain

Released: 2024-06-10
Dashboard Templates Library ExpansionSpring '24

More template options for Dashboard Design domain

Released: 2024-02-12

Industry Trends

Who should take this exam?

Recommended Experience

  • Minimum 1 year of experience with CRM Analytics and Einstein Discovery
  • Experience with other BI, ETL, analytics, and reporting tools
  • Understanding of dashboard/UX design for mobile and desktop
  • Competency in reading and writing SAQL and SOQL
  • Experience with ETL processes for dataset preparation
  • Understanding of Master Data Management (MDM)
  • Working knowledge of data science lifecycle
  • Working knowledge of statistical analysis
  • Working knowledge of data modeling
  • Experience leading technical projects

Experience Level: Intermediate

How do I register & what's the exam fee?

Exam Cost$200 USD
Testing CentersPearson VUE
Online ProctoringAvailable

How long is the certification valid?

Valid ForMust complete maintenance requirements
Recertification
  • Complete maintenance exam by due date
  • Maintenance exams released three times per year (Spring, Summer, Winter)
  • Trailhead maintenance modules must be completed

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