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Salesforce Tableau-CRM-Einstein-Discovery-Consultant Exam Syllabus Topics:
| Section | Weight | Objectives |
|---|---|---|
| Einstein Discovery Story Design | 19% | - Model creation and evaluation - Deploying results to Salesforce - Data preparation for modeling - Interpreting insights and predictions |
| Data Layer | 24% | - Data ingestion and synchronization - Dataset management and transformation - Dataflows and recipes - Schema design and optimization |
| Tableau CRM Dashboard Design | 19% | - Visualization best practices - Mobile optimization - Interactive design and bindings |
| Security | 11% | - Data encryption and governance - User permissions and access control - Row-level security and sharing |
| Administration | 9% | - Platform configuration and provisioning - Performance optimization - Deployment and change management |
| Tableau CRM Dashboard Implementation | 18% | - SAQL and query logic - Embedded analytics - Lens and dashboard building |
Salesforce Tableau CRM Einstein Discovery Consultant Sample Questions:
A consultant has been brought in to help increase the adaption of Tableau CRM. It has been identified that account managers are struggling to get an overview of their accounts before meeting with them. Ideally they would like to have key details highlighted about active cases and opportunities, opportunity value and product whitespace.
What can the consultant do to increase adoption?
- A. Create a dashboard and embed onto the account record page
- B. Create a dashboard and embed it onto the account record page with a filter based on the viewed account
- C. Create datasets for account managers to explore
- D. Create 4 analytics lenses and embed them onto the account record page
A company wants to build a webpage that displays KPIs that can be derived from values in datasets stored in Einstein Analytics. How can an Einstein Analytics consultant derive those KPIs from those datasets?
- A. Export the dataset as an XLS file and use the Einstein Analytics Connector for Excel.
- B. Export the dataset as a CSV file and load it to an external database.
- C. Use the Analytics REST API and leverage the -query" resource.
- D. Use the Analytics External Data API and leverage the "query" resource.
Exhibit:
A company wants to create a timeline chart to visualize the evolution of their Closed Won Opportunities. What are the required parameters to build a lens that displays output similar to the image shown?
- A. 1 measure, 0 groupings if trellis is disabled, or 0-2 groupings if trellis is enabled
- B. 1 measure, 1 grouping by a date field, and either 0-1 groupings by a dimension if trellis is disabled, or 0-2 groupings if trellis is enabled
- C. 2 measures, 0-2 groupings if trellis is disabled, or 0-4 groupings if trellis is enabled
- D. 1 measure, 1-2 groupings if trellis is disabled, or 1-4 groupings if trellis is enabled
What do Analytics apps do?
- A. Let you add new types of charts to Salesforce
- B. Let you create configuration wizards to make Analytics setup easier
- C. Alert you when you need a visa for an upcoming trip
- D. Use ready-made dashboards to tell easy-to-follow stories about your data
The Einstein Analytics Plus Platform license is enabled for a Salesforce org and assigned to each user. However, these users cannot see the Einstein Analytics Studio in the App Launcher.
How can this issue be addressed?
- A. Assign the users to the permission set containing Manage Analytics.
- B. Create user accounts for the users in Einstein Analytics.
- C. Share the app with the users in Einstein Analytics.
- D. Assign the users to the permission set containing Use Analytics.
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