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Salesforce Tableau-CRM-Einstein-Discovery-Consultant Exam Syllabus Topics:
| Section | Weight | Objectives |
|---|---|---|
| Data Layer | 24% | - Data transformation and loading into Einstein datasets - Dataflow configuration for multi-object scenarios - Incremental sync configuration - Troubleshooting failed dataflow jobs - Understanding denormalized sequential datasets - Data extraction from sources |
| 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) - Adjusting data parameters and adding/removing data or columns to improve models - Analyzing model results and proposing data improvements - Enabling prediction features on Lightning record pages across Salesforce and CRM Analytics |
| Analytics Dashboard Implementation | 19% | - Monitoring and optimizing query performance using Dashboard Inspector - Implementing delivery management strategies using versioning and/or Dashboard Publisher - Using advanced functionality such as windowing and time series analysis in compare tables - Configuring dashboards using accurate query types and widget-level parameters - Making dashboards actionable and accessible in Lightning pages - Developing selection/result interactions with different query types |
| Analytics Dashboard Design | 13% | - Scoping, validating, and prioritizing dashboard design requirements - Identifying appropriate use and configuration of standard CRM Analytics templated apps - Creating dashboards following CRM Analytics best practices and UX design principles |
| Security | 16% | - App sharing based on user and group requirements - Dataset security settings using sharing inheritance and security predicates - Implementing security settings for users, groups, and profiles |
| Administration | 16% | - Understanding recipes (Data Prep) for visual ETL interface - Embedding analytics in Salesforce - SAQL query language for dashboard JSON and lens queries - Managing CRM Analytics environment and configurations |
Salesforce Tableau CRM Einstein Discovery Consultant Sample Questions:
How many external files can be uploaded to Einstein Analytics on rolling 24 hour basis?
- A. 50 files Per dataset
- B. 500 files per dataset
- C. 100 files per dataset
- D. 300 files per dataset
Correct Answer: A 🗳️
Where can you view the status of a CSV upload in Analytics?
- A. The Create Dataset page
- B. The data manager
- C. The Setup menu
- D. The Analytics home page
Correct Answer: B 🗳️
A company used Einstein Analytics to create two datasets:
1. "Opportunity With Account- dataset, which contains data from the Opportunity standard object augmented by the Account data.
2. "Case with Account" dataset. which contains data from the Case standard object augmented by the Account data.
The company wants to build a lens showing the total number of Opportunities and Cases per Account. How can a consultant help them build this lens'
- A. Set up Connect Data Sources in the UI between the "OpportunityWithAccount" and "CaseWithAccount" datasets.
- B. Use a SAQL query to group and join the "OpportunityWithAccount" and "CaseWithAccount" datasets then generate the results.
- C. Use "Compare Table" to join the "OpportunityWithAccount" and "CaseWithAccount" datasets using the "Accountld" and then aggregate by Account.
- D. Create a recipe to generate a new dataset from the "OpportunityWithAccount" and "CaseWithAccount" datasets aggregated by Account, and use the generated dataset in a lens.
Correct Answer: B 🗳️
An Einstein Analytics team reports that when they start their dataflow it runs successfully with no errors or warnings, but one of the fields does not return values when it is queried.
What can be the origin of this issue?
- A. The "Integration User Profile" does not have access to the field.
- B. The field does not contain any data in Salesforce.
- C. The user who runs the dataflow does not have access to the field.
- D. The ""Security User Profile" does not have access to the field.
Correct Answer: B 🗳️
An Einstein Analytics team created a funnel chart to show the number of opportunities in each stage. The managers who use the chart report that the funnel shows stages in alphabetical order instead of sales cycle order.
In which two ways can a consultant help them address this issue? Choose 2 answers
- A. Use a dashboard JSON to rename stages.
- B. Use a dataflow to sort the stages by their internal name.
- C. Use a dataflow to rename the stages with a preceding number.
- D. Use a dataset XMD to rename stages.
Correct Answer: C,D 🗳️
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