Salesforce Guaranteed-to-Run

Einstein Discovery Advanced

The Einstein Discovery course is an in-depth training program designed to equip learners with the skills needed to master <a href=salesforce-einstein-analytics-certification-training>Salesforce Einstein Analytics</a> (also known as Tableau CRM). This course covers everything from the basics of setting up and planning to advanced <a href="#topic15779"class='topicdatalink'>Data analysis</a> and <a href="#topic15780"class='topicdatalink'>Dashboard creation</a>. Learners will begin with understanding the <a href="#topic15781"class='topicdatalink'>Discovery Meeting process</a>, gain hands-on experience with logging in and planning development, and then progress to setting up users and apps, including <a href="#topic15783"class='topicdatalink'>Managing permissions and licenses</a>.<br><br>As participants move through the course, they will learn how to connect and map data, design and run dataflows, and implement various levels of security to control access to data. The course also delves into <a href="#topic15787"class='topicdatalink'>Building dynamic and mobile-responsive dashboards</a> <a href="#topic15788"class='topicdatalink'>Using templates, JSON, and mobile layouts</a>, as well as advanced techniques like <a href="#topic15789"class='topicdatalink'>Filtering, binding, and modifying queries</a> and metadata within lenses and dashboards.<br><br>Upon completion of this comprehensive <a href=salesforce-einstein-analytics-certification-training>Salesforce Einstein Analytics</a> training, students will be well-prepared to pursue Salesforce Einstein certification, demonstrating their proficiency in leveraging the platform to derive actionable insights and drive data-driven decision-making within their organizations.

24 Hours (3 Days)
Live Online / Classroom
21+ professionals trained

Training Formats & Pricing

1-on-1 On Request
Dedicated instructor, your schedule Fastest
Public Batch On Request
Group class, fixed schedule Most Popular
Self-Paced On Request
Recorded sessions, learn anytime Best Value

100% Happiness Guarantee · Free Rescheduling · Secure Payment

Course Overview

The Salesforce Einstein Discovery course (DEX402) is designed to prepare professionals for the Salesforce Certified CRM Analytics and Einstein Discovery Consultant exam, equipping them with the skills to build, deploy, and interpret AI-driven predictive models within the Salesforce ecosystem. This training is ideal for data analysts, CRM consultants, and business intelligence developers who aim to leverage artificial intelligence for data-driven decision-making. With over 150,000 Salesforce customers globally, demand for certified professionals who can operationalize Einstein Discovery insights continues to grow, making this certification a strategic asset for career advancement in data-centric roles.

Participants engage with core Salesforce platforms including CRM Analytics (formerly Tableau CRM), Einstein Discovery, Analytics Studio, Data Prep, and the Insights API, gaining hands-on experience in a fully configured CRM Analytics Developer Edition environment. Through guided labs, students build end-to-end analytics solutions by creating datasets, constructing predictive models using automated machine learning, and deploying those models directly into Salesforce Lightning record pages. A key project involves configuring an Einstein Predictions component on an Opportunity record page to display real-time forecasts and improvement recommendations, enabling sales teams to act on AI-generated insights without coding. These practical exercises simulate real-world scenarios such as predicting customer churn or forecasting sales outcomes using historical data.

This course prepares learners for the Salesforce Certified CRM Analytics and Einstein Discovery Consultant credential, a globally recognized certification that validates expertise in AI-powered analytics and is increasingly required by enterprises leveraging Salesforce for digital transformation. Certified professionals in the U.S. command average salaries between $125,000 and $135,000 annually, reflecting the high market value of these skills. Koenig Solutions enhances preparation with official Salesforce courseware, Guaranteed-to-Run batches, and personalized 1-on-1 training, ensuring mastery of both exam objectives and real-world application. Upon completion, graduates are positioned to drive predictive analytics initiatives, bridge technical and business teams, and lead AI adoption across sales, service, and marketing functions.

What You'll Learn

Configure Einstein Discovery Story settings for regression and classification models to accurately predict outcomes and improve decision-making processes.
Deploy Salesforce CRM Analytics datasets seamlessly for Einstein Discovery models, ensuring data is prepared for predictive analysis.
Implement data quality alerts within Einstein Discovery workflows to proactively identify and resolve data issues, enhancing model reliability.
Manage model versions and iterations effectively in Einstein Discovery to track improvements and maintain consistency across projects.
Design compelling data stories with Einstein Discovery insights to communicate findings clearly and drive strategic actions.
Configure prediction writeback to Salesforce objects using Einstein Prediction Service and export models via Predictive Model Markup Language to automate business processes.

Skills You'll Gain

Salesforce Einstein Discovery Salesforce Einstein Stories Salesforce Datasets Salesforce Dashboards Salesforce Predictive Models Data Preparation Story Design Model Training Insight Analysis Prediction Deployment Statistical Modeling Supervised Learning Model Evaluation Salesforce Object Writeback Prescriptive Insights Diagnostic Analytics Production Models

Prerequisites

Recommended knowledge before taking this course
  • Experience configuring and managing Salesforce Einstein Discovery within Salesforce CRM Analytics
  • Proficiency in Salesforce Analytics Query Language (SAQL) and Salesforce Object Query Language (SOQL) for Einstein Discovery
  • Hands-on experience preparing and managing datasets using ETL processes specifically for Einstein Discovery in CRM Analytics
  • Understanding of data modeling and Master Data Management (MDM) principles relevant to Einstein Discovery
  • Working knowledge of statistical analysis and the data science lifecycle as applied to Einstein Discovery
  • Competency in building and interpreting Einstein Discovery stories to drive data-driven decisions
Corporate Training
Get a Corporate Quote

Volume discounts · Dedicated account manager · Custom scheduling

Certification Exam

Everything you need to know about the DEX402 certification exam

Exam Details
Exam Name
DEX402
Format
Multiple choice, labs & case studies
Questions
Duration
Passing Score
Validity
Let's Talk

Request for more information

Einstein Discovery

We'll respond within 1 business day · No spam, ever.

Course Curriculum

Structured learning with hands-on labs and real-world scenarios

1
Day 1– Mastering Einstein Discovery Fundamentals
Define Einstein Discovery core capabilities Analyze Salesforce Einstein Discovery use cases Target specific business outcome improvements Master predictive regression use cases Apply binary classification techniques Implement multiclass classification models Navigate the Einstein Discovery interface Verify essential Salesforce licensing requirements
2
Day 2– Optimizing Data for Einstein Discovery
Prepare datasets for predictive analysis Collect and cleanse enterprise data Optimize overall data quality standards Execute Get Started with Data Prep Apply advanced data transformation logic Resolve missing value data gaps Select high-impact predictive variables Validate complex dataset structural integrity
3
Day 3– Building Einstein Discovery Stories
Construct a robust Discovery story Configure primary outcome variables Select optimal predictor variables Execute initial predictive modeling Evaluate statistical model quality Interpret predictive model accuracy Review critical variable importance Analyze key business influencers
4
Day 4– Interpreting Einstein Discovery Results
Analyze values exceeding performance averages Analyze values trailing performance averages Perform predictive what-if analyses Explore actionable predictions and improvements Refine predictive model parameters Rerun stories with refreshed data Identify strategic improvement opportunities Generate clear, actionable business insights
5
Day 5– Deploying Einstein Discovery Models
Configure Salesforce data writeback processes Manage Einstein Discovery security permissions Assign granular user permission sets Review platform capacities and limits Monitor ongoing model performance metrics Enhance data story output quality Present findings to executive stakeholders Maintain ethical AI model development

What's Included in Your Training

Every enrollment comes packed with resources to maximise your learning and exam success

Career Outcomes

78%

of DEX402 certified professionals report career advancement within 6 months

Salary Impact

+22%

Average salary increase reported after obtaining the DEX402 certification

Typical Salary Range (Global)
Entry$90,000–$115,000
Mid$115,000–$145,000
Senior$145,000–$180,000

*Source: Glassdoor / LinkedIn 2025

Job Roles

6
  • CRM Analytics and Einstein Discovery Consultant
  • Salesforce Einstein Specialist
  • Predictive Analytics Consultant
  • Salesforce Data Analyst
  • Business Intelligence Developer
  • AI Analytics Specialist

Companies Hiring

5,000+
Salesforce Accenture Deloitte PwC IBM Capgemini Cognizant JPMorgan Chase American Express Procter & Gamble

and 5,000+ organizations worldwide seeking DEX402 certified professionals

Real Transformations

Course Student Reviews

Real results from IT professionals who trained with Koenig — rated 4.9/5 from 18,400+ verified reviews.

18,400+
Verified Reviews
4.9 / 5
Average Rating
95%
Would Recommend
1M+
Professionals Trained
  • ★★★★★

    “Passed AZ-104 on first attempt. The MCT knew the exact exam patterns and the labs were exactly what Microsoft tests. Worth every penny.”

    Rahul M.

    Rahul M.

    Azure Administrator

    AZ-104 Certified ✓ Verified
  • ★★★★★

    “I trained 15 of my team members for SC-200. Koenig's on-site delivery was seamless and all 15 passed within 3 months.”

    Sarah K.

    Sarah K.

    CISO, Financial Services

    Enterprise Client ✓ Verified
  • ★★★★★

    “The 1-on-1 format was a game changer. My trainer adjusted the pace to my schedule and I cleared PL-300 while working full-time.”

    Ahmed R.

    Ahmed R.

    Business Intelligence Lead

    PL-300 Certified ✓ Verified
  • ★★★★★

    “From AZ-900 to AZ-305 in 6 months. Koenig's structured roadmap and MCT mentoring made the expert level achievable.”

    Priya S.

    Priya S.

    Cloud Solutions Architect

    AZ-305 Expert ✓ Verified
  • ★★★★★

    “As an L&D head I've used 5 training vendors. Koenig's MCT quality, MOC materials, and ESI compliance is in a different league.”

    James T.

    James T.

    Head of L&D, UK Enterprise

    100+ Learners Trained ✓ Verified
  • ★★★★★

    “SC-900 and SC-300 back to back — both cleared first try. The security curriculum at Koenig is incredibly thorough and up to date.”

    Aisha N.

    Aisha N.

    Security Analyst

    SC-300 Certified ✓ Verified
  • ★★★★★

    “AI-102 was daunting but the trainer broke it down perfectly. Real Azure OpenAI labs made the difference. Highly recommend.”

    David L.

    David L.

    AI Engineer

    AI-102 Certified ✓ Verified
  • ★★★★★

    “DP-600 Fabric certification done in 3 weeks of part-time study. The customised schedule around my timezone was a lifesaver.”

    Mei W.

    Mei W.

    Data Platform Engineer

    DP-600 Certified ✓ Verified
  • ★★★★★

    “Our whole DevOps team got AZ-400 certified through Koenig's corporate training. Smooth logistics and top-tier MCTs throughout.”

    Carlos R.

    Carlos R.

    Engineering Manager

    AZ-400 Team Training ✓ Verified
  • ★★★★★

    “Passed AZ-104 on first attempt. The MCT knew the exact exam patterns and the labs were exactly what Microsoft tests. Worth every penny.”

    Rahul M.

    Rahul M.

    Azure Administrator

    AZ-104 Certified ✓ Verified
  • ★★★★★

    “I trained 15 of my team members for SC-200. Koenig's on-site delivery was seamless and all 15 passed within 3 months.”

    Sarah K.

    Sarah K.

    CISO, Financial Services

    Enterprise Client ✓ Verified
  • ★★★★★

    “The 1-on-1 format was a game changer. My trainer adjusted the pace to my schedule and I cleared PL-300 while working full-time.”

    Ahmed R.

    Ahmed R.

    Business Intelligence Lead

    PL-300 Certified ✓ Verified
  • ★★★★★

    “From AZ-900 to AZ-305 in 6 months. Koenig's structured roadmap and MCT mentoring made the expert level achievable.”

    Priya S.

    Priya S.

    Cloud Solutions Architect

    AZ-305 Expert ✓ Verified
  • ★★★★★

    “As an L&D head I've used 5 training vendors. Koenig's MCT quality, MOC materials, and ESI compliance is in a different league.”

    James T.

    James T.

    Head of L&D, UK Enterprise

    100+ Learners Trained ✓ Verified
  • ★★★★★

    “SC-900 and SC-300 back to back — both cleared first try. The security curriculum at Koenig is incredibly thorough and up to date.”

    Aisha N.

    Aisha N.

    Security Analyst

    SC-300 Certified ✓ Verified
  • ★★★★★

    “AI-102 was daunting but the trainer broke it down perfectly. Real Azure OpenAI labs made the difference. Highly recommend.”

    David L.

    David L.

    AI Engineer

    AI-102 Certified ✓ Verified
  • ★★★★★

    “DP-600 Fabric certification done in 3 weeks of part-time study. The customised schedule around my timezone was a lifesaver.”

    Mei W.

    Mei W.

    Data Platform Engineer

    DP-600 Certified ✓ Verified
  • ★★★★★

    “Our whole DevOps team got AZ-400 certified through Koenig's corporate training. Smooth logistics and top-tier MCTs throughout.”

    Carlos R.

    Carlos R.

    Engineering Manager

    AZ-400 Team Training ✓ Verified
  • ★★★★★

    “Passed AZ-104 on first attempt. The MCT knew the exact exam patterns and the labs were exactly what Microsoft tests. Worth every penny.”

    Rahul M.

    Rahul M.

    Azure Administrator

    AZ-104 Certified ✓ Verified
  • ★★★★★

    “I trained 15 of my team members for SC-200. Koenig's on-site delivery was seamless and all 15 passed within 3 months.”

    Sarah K.

    Sarah K.

    CISO, Financial Services

    Enterprise Client ✓ Verified
  • ★★★★★

    “The 1-on-1 format was a game changer. My trainer adjusted the pace to my schedule and I cleared PL-300 while working full-time.”

    Ahmed R.

    Ahmed R.

    Business Intelligence Lead

    PL-300 Certified ✓ Verified
  • ★★★★★

    “Passed AZ-104 on first attempt. The MCT knew the exact exam patterns and the labs were exactly what Microsoft tests. Worth every penny.”

    Rahul M.

    Rahul M.

    Azure Administrator

    AZ-104 Certified ✓ Verified
  • ★★★★★

    “I trained 15 of my team members for SC-200. Koenig's on-site delivery was seamless and all 15 passed within 3 months.”

    Sarah K.

    Sarah K.

    CISO, Financial Services

    Enterprise Client ✓ Verified
  • ★★★★★

    “The 1-on-1 format was a game changer. My trainer adjusted the pace to my schedule and I cleared PL-300 while working full-time.”

    Ahmed R.

    Ahmed R.

    Business Intelligence Lead

    PL-300 Certified ✓ Verified
  • ★★★★★

    “From AZ-900 to AZ-305 in 6 months. Koenig's structured roadmap and MCT mentoring made the expert level achievable.”

    Priya S.

    Priya S.

    Cloud Solutions Architect

    AZ-305 Expert ✓ Verified
  • ★★★★★

    “As an L&D head I've used 5 training vendors. Koenig's MCT quality, MOC materials, and ESI compliance is in a different league.”

    James T.

    James T.

    Head of L&D, UK Enterprise

    100+ Learners Trained ✓ Verified
  • ★★★★★

    “SC-900 and SC-300 back to back — both cleared first try. The security curriculum at Koenig is incredibly thorough and up to date.”

    Aisha N.

    Aisha N.

    Security Analyst

    SC-300 Certified ✓ Verified
  • ★★★★★

    “From AZ-900 to AZ-305 in 6 months. Koenig's structured roadmap and MCT mentoring made the expert level achievable.”

    Priya S.

    Priya S.

    Cloud Solutions Architect

    AZ-305 Expert ✓ Verified
  • ★★★★★

    “As an L&D head I've used 5 training vendors. Koenig's MCT quality, MOC materials, and ESI compliance is in a different league.”

    James T.

    James T.

    Head of L&D, UK Enterprise

    100+ Learners Trained ✓ Verified
  • ★★★★★

    “SC-900 and SC-300 back to back — both cleared first try. The security curriculum at Koenig is incredibly thorough and up to date.”

    Aisha N.

    Aisha N.

    Security Analyst

    SC-300 Certified ✓ Verified
  • ★★★★★

    “AI-102 was daunting but the trainer broke it down perfectly. Real Azure OpenAI labs made the difference. Highly recommend.”

    David L.

    David L.

    AI Engineer

    AI-102 Certified ✓ Verified
  • ★★★★★

    “DP-600 Fabric certification done in 3 weeks of part-time study. The customised schedule around my timezone was a lifesaver.”

    Mei W.

    Mei W.

    Data Platform Engineer

    DP-600 Certified ✓ Verified
  • ★★★★★

    “Our whole DevOps team got AZ-400 certified through Koenig's corporate training. Smooth logistics and top-tier MCTs throughout.”

    Carlos R.

    Carlos R.

    Engineering Manager

    AZ-400 Team Training ✓ Verified
  • ★★★★★

    “AI-102 was daunting but the trainer broke it down perfectly. Real Azure OpenAI labs made the difference. Highly recommend.”

    David L.

    David L.

    AI Engineer

    AI-102 Certified ✓ Verified
  • ★★★★★

    “DP-600 Fabric certification done in 3 weeks of part-time study. The customised schedule around my timezone was a lifesaver.”

    Mei W.

    Mei W.

    Data Platform Engineer

    DP-600 Certified ✓ Verified
  • ★★★★★

    “Our whole DevOps team got AZ-400 certified through Koenig's corporate training. Smooth logistics and top-tier MCTs throughout.”

    Carlos R.

    Carlos R.

    Engineering Manager

    AZ-400 Team Training ✓ Verified

Frequently Asked Questions

Everything you need to know about the DEX402 training course

Is the Salesforce Einstein Discovery certification exam included in the course fee?
The Salesforce Einstein Discovery certification exam is not included in the Koenig Solutions course fee and must be purchased separately. The official exam fee is $200 USD as set by Salesforce, with a $100 retake fee. Candidates register via the Salesforce Certification portal and may purchase an exam voucher as an add-on through Koenig.
What training formats are available for the Einstein Discovery DEX402 course at Koenig?
Koenig offers the Einstein Discovery DEX402 course in flexible formats: live online instructor-led, private 1-on-1, classroom training, and self-paced Flexi Video. All live sessions are Guaranteed-to-Run (GTR), ensuring your training proceeds as scheduled. Each course includes official Salesforce courseware and intensive, hands-on lab exercises.
How long is lab access provided, and what environment is used for Einstein Discovery training?
Koenig provides 6 months of lab access via its proprietary LET Platform using cloud-based sandbox environments hosted by Salesforce. These labs simulate real-world CRM Analytics and Einstein Discovery functionality. Learners practice dataflows, dashboards, and predictive modeling in a secure, scalable environment, ensuring mastery of Salesforce best practices without local setup.
What is Koenig's rescheduling and cancellation policy for the Einstein Discovery course?
Koenig allows free rescheduling of the Einstein Discovery course with 7 days' advance notice, subject to availability. Cancellations made 7 or more days before the start date incur no fees. Later changes may involve a nominal administrative charge. Our Happiness Guarantee ensures a full refund or free retake if expectations are not met.
What is the format, number of questions, passing score, and time limit for the Einstein Discovery certification exam?
The Salesforce Certified CRM Analytics and Einstein Discovery Consultant exam features 60 multiple-choice questions with a 105-minute time limit and a 65% passing score. The exam covers Data Layer (23%), Security (16%), Dashboard Design (13%), Implementation (19%), Admin (17%), and Einstein Discovery (12%), testing your ability to solve real-world implementation scenarios.
How long is the Einstein Discovery certification valid, and what is the renewal process?
The Salesforce Certified CRM Analytics and Einstein Discovery Consultant certification remains valid for 3 years. To maintain status, professionals must complete annual release maintenance modules on Trailhead before the yearly deadline. These free, online modules cover critical new features and platform updates, ensuring your certification remains current without additional renewal fees.
What post-training support does Koenig provide after completing the Einstein Discovery course?
Koenig provides 6 months of post-training support, including access to class recordings, hands-on labs, and expert mentor guidance for technical queries. Learners benefit from our Happiness Guarantee, offering a free course retake. We also provide exam preparation resources, community forum access, and career guidance to ensure your long-term professional success.
What prerequisites or prior experience are recommended for the Einstein Discovery DEX402 course?
Learners should possess experience with Salesforce CRM, data modeling, and reporting tools. Familiarity with SAQL and SOQL is recommended. Salesforce suggests 6–12 months of hands-on experience with CRM Analytics or Tableau CRM. Foundational knowledge of business intelligence, ETL processes, and dashboard design is essential for achieving optimal results during this course.
What is the average salary impact or career benefit after earning the Einstein Discovery certification?
Professionals with Salesforce Einstein Discovery certification report average annual salaries between $110,000 and $140,000 USD in roles like CRM Analyst or Data Architect. Certification validates your expertise in predictive analytics and data-driven decision-making. Notably, 78% of certified individuals report accelerated career growth and increased project leadership opportunities within the global Salesforce ecosystem.
How does Koenig's Einstein Discovery training compare to self-study options?
Koenig’s training provides structured, instructor-led learning with hands-on labs and real-time mentorship, unlike self-study. With a 48% higher pass rate than average, Koenig offers a guided curriculum and practice tests. This approach reduces preparation time from approximately 42 self-study hours to a focused, accelerated path, ensuring you gain expert feedback and certification readiness.
100%

Happiness Guarantee

We are so confident in the quality of our training that we offer a full money-back guarantee. Not satisfied? Contact us within 24 hours of your first session — we'll refund you completely, no questions asked.

Full Refund

Within 24 hours

No Questions

Asked ever

Secure Payment

Encrypted checkout

PCI DSS

Compliant