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Salesforce Tableau-CRM-Einstein-Discovery-Consultant Exam Syllabus Topics:
| Section | Weight | Objectives |
|---|---|---|
| Topic 1: Administration | 9% | - Platform configuration and provisioning - Performance optimization - Deployment and change management |
| Topic 2: Tableau CRM Dashboard Design | 19% | - Mobile optimization - Interactive design and bindings - Visualization best practices |
| Topic 3: Security | 11% | - Row-level security and sharing - User permissions and access control - Data encryption and governance |
| Topic 4: Einstein Discovery Story Design | 19% | - Deploying results to Salesforce - Interpreting insights and predictions - Model creation and evaluation - Data preparation for modeling |
| Topic 5: Data Layer | 24% | - Dataflows and recipes - Data ingestion and synchronization - Schema design and optimization - Dataset management and transformation |
| Topic 6: Tableau CRM Dashboard Implementation | 18% | - Embedded analytics - Lens and dashboard building - SAQL and query logic |
Salesforce Tableau CRM Einstein Discovery Consultant Sample Questions:
1. In the context of Analytics, what is faceting?
A) Something only programmers can access
B) Filtering all related widgets in a dashboard by your selection
C) Measuring the number of significant digits of precision for a particular metric
D) Choosing the color of the background in a graph
E) Representing the number of widgets on a dashboard
2. What can you do with the dataflow?
A) Extract data from an external CSV file into Analytics
B) Extract Salesforce object data into Analytics
C) Explore a dataset
D) Build a dashboard
3. A company uses role hierarchy to implement data security in Salesforce. They want the same role-hierarchy-based security model to apply in Einstein Analytics, but want the users in a role to see data owned by other users in the same role.
Using the "flatten" transformation, which attribute setting achieves this requirement?
A) Set the attribute "selfjield" to true.
B) Set the attribute "selfjield" to false.
C) Set the attribute "include_self_id" to true.
D) Set the attribute "include_self_id" to false.
4. A consultant is tasked with creating one query that shows how many opportunities and cases there are per account.
Cases and opportunities are found in two different datasets with a reference to the related Account via the AccoundId.
What options do the consultant have in Analytics Studio to create the query?
A) A cogroup statement
B) A union statement
C) A cogrouop or union statement
D) A fill statement
5. An Einstein Consultant receives a request from the Marketing department to help them understand lead conversion. Presently, they are unaware of the percentage of leads that get converted to sales. They hope to view results by account manager, value, and quarter. The data is there, so the consultant can add it to the marketing dashboard.
How should this metric be calculated?
A) Create a new step in the dashboard using a compare table and the running total function.
B) Create a formula field on the lead object in Salesforce and add it to the dataset.
C) Create a computeExpression in the dataflow.
D) Create a new step in the dashboard using a compare table and define a formula.
Solutions:
| Question # 1 Answer: B | Question # 2 Answer: B | Question # 3 Answer: C | Question # 4 Answer: C | Question # 5 Answer: C |



