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Salesforce Tableau-CRM-Einstein-Discovery-Consultant Exam Syllabus Topics:
| Section | Weight | Objectives |
|---|---|---|
| Topic 1: Tableau CRM Dashboard Design | 19% | - Mobile optimization - Visualization best practices - Interactive design and bindings |
| Topic 2: Tableau CRM Dashboard Implementation | 18% | - Lens and dashboard building - Embedded analytics - SAQL and query logic |
| Topic 3: Data Layer | 24% | - Schema design and optimization - Dataflows and recipes - Data ingestion and synchronization - Dataset management and transformation |
| Topic 4: Einstein Discovery Story Design | 19% | - Interpreting insights and predictions - Model creation and evaluation - Data preparation for modeling - Deploying results to Salesforce |
| Topic 5: Security | 11% | - Data encryption and governance - Row-level security and sharing - User permissions and access control |
| Topic 6: Administration | 9% | - Performance optimization - Deployment and change management - Platform configuration and provisioning |
Salesforce Tableau CRM Einstein Discovery Consultant Sample Questions:
1. A customer wants to change the default blue color on a bar chart. What is the easiest way to change blue to another color?
A) Use bindings to specify a color per bar.
B) Use conditional formatting under the bar chart widget properties by selecting the dimension.
C) Use conditional formatting under the bar chart widget properties by selecting the measure.
D) Create a compare table formula to specify a hidden metric for coloring purposes.
2. Universal Containers (UC) is a multinational company that utilizes Salesforce and has a variety of internal systems. UC uses Einstein Analytics for their data analysis platform and they want to automate their weekly manual process to create a dataset from their on-premise data warehouse. Which solution should a consultant recommend to meet this requirement?
A) Utilize a dataflow
B) Utilize Analytics Connector.
C) Utilize a Salesforce weekly export feature
D) Utilize middleware with Analytics External Data API
3. The model quality metrics of an Einstein Discovery story indicate that the GINI coefficient in the four folds are 0.82, 0.83, 0.84, and 0.75, respectively.
Which two actions should a consultant take? Choose 2 answers
A) Confirm that the overall GINI coefficient is good prior to deploying the story.
B) Deploy the story, because the variation in the metrics is within the normal range.
C) Research and check the dataset for outliers in the target field and the main predictors that are shown on top of the story.
D) Do not deploy the story immediately, and research why one fold is performing worse than the others.
4. What does Einstein Analytics check when a user submits a query against a dataset?
A) Which rows the user has access to
B) If the user has access to the dataset
C) Which fields the user has access to
D) Whether the user has access to the app
5. A consultant built a Tableau CRM dashboard for a shipping company. The consultant enabled data sync (replication) to increase the speed to datasets refreshing.
How often will the data on the dashboard be refreshed?
A) Each time a user opens the dashboard
B) When recipe runs to completion, and then Data Sync runs to completion.
C) When the dashboard viewer clicks the Refresh button.
D) When the Data Sync runs to completion, and then recipe runs to completion.
Solutions:
| Question # 1 Answer: C | Question # 2 Answer: D | Question # 3 Answer: A,D | Question # 4 Answer: A | Question # 5 Answer: B |






