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Salesforce Tableau-CRM-Einstein-Discovery-Consultant Exam Syllabus Topics:
| Section | Weight | Objectives |
|---|---|---|
| Topic 1: Administration | 16% | - Understanding recipes (Data Prep) for visual ETL interface - Managing CRM Analytics environment and configurations - Embedding analytics in Salesforce - SAQL query language for dashboard JSON and lens queries |
| Topic 2: Analytics Dashboard Design | 13% | - Identifying appropriate use and configuration of standard CRM Analytics templated apps - Creating dashboards following CRM Analytics best practices and UX design principles - Scoping, validating, and prioritizing dashboard design requirements |
| Topic 3: Security | 16% | - App sharing based on user and group requirements - Implementing security settings for users, groups, and profiles - Dataset security settings using sharing inheritance and security predicates |
| Topic 4: Einstein Discovery | 12% | - Monitoring and interpreting Model Cards to improve or maintain model performance - Building models by assessing data and selecting prediction types (numeric, binary, multi-classification) - Enabling prediction features on Lightning record pages across Salesforce and CRM Analytics - Analyzing model results and proposing data improvements - Adjusting data parameters and adding/removing data or columns to improve models |
| Topic 5: Data Layer | 24% | - Data transformation and loading into Einstein datasets - Incremental sync configuration - Understanding denormalized sequential datasets - Dataflow configuration for multi-object scenarios - Data extraction from sources - Troubleshooting failed dataflow jobs |
| Topic 6: Analytics Dashboard Implementation | 19% | - Monitoring and optimizing query performance using Dashboard Inspector - Using advanced functionality such as windowing and time series analysis in compare tables - Configuring dashboards using accurate query types and widget-level parameters - Developing selection/result interactions with different query types - Making dashboards actionable and accessible in Lightning pages - Implementing delivery management strategies using versioning and/or Dashboard Publisher |
Salesforce Tableau CRM Einstein Discovery Consultant Sample Questions:
How can you restrict access to Analytics data at the row level?
- A. Remove restricted rows from the JSON file.
- B. Use a security predicate to filter which rows are returned.
- C. Use subtle thought control.
- D. Manually add a flag to each row to prevent access.
Correct Answer: B 🗳️
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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 a CSV file and load it to an external database.
- B. Export the dataset as an XLS file and use the Einstein Analytics Connector for Excel.
- C. Use the Analytics REST API and leverage the -query" resource.
- D. Use the Analytics External Data API and leverage the "query" resource.
Correct Answer: D 🗳️
A client has a dashboard for Sales Managers. They want to have a list filter that shows the name of the month. However, based on the "CloseDate_Month" field, the list filter shows numbers instead of names.
How can an Einstein Consultant use the Dataflow nodes to generate the name of month as a new dimension in the dataset?
- A. compute Expression
- B. append
- C. compute Relative
- D. flatten
Correct Answer: A 🗳️
A Tableau CRM consultant develops a dashboard called
SalesPerformance_l in a sardbox environment. To deploy the recipe the consultant creates a package in workbench What is the correct meta data reference in the xml file?
- A. SalesPefformance_1
- B. SalesPerformance_1 EADashboard
- C. SalesPerformance_1 waveDashboard
- D. SalesPerformance_1 EdgeOashboard
Correct Answer: C 🗳️
What can changing an answer to a wizard question do?
- A. Alter your Service Cloud implementation
- B. Fine-tune dashboards to reflect how your company measures key indicators
- C. Use up one of the three wishes granted you by the wizard
- D. Create a new set of dashboards with new KPIs
Correct Answer: B 🗳️
