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Salesforce Tableau-CRM-Einstein-Discovery-Consultant Exam Syllabus Topics:
| Section | Weight | Objectives |
|---|---|---|
| Topic 1: Analytics Dashboard Design | 13% | - Scoping, validating, and prioritizing dashboard design requirements - Creating dashboards following CRM Analytics best practices and UX design principles - Identifying appropriate use and configuration of standard CRM Analytics templated apps |
| Topic 2: Analytics Dashboard Implementation | 19% | - Making dashboards actionable and accessible in Lightning pages - Using advanced functionality such as windowing and time series analysis in compare tables - Implementing delivery management strategies using versioning and/or Dashboard Publisher - Configuring dashboards using accurate query types and widget-level parameters - Monitoring and optimizing query performance using Dashboard Inspector - Developing selection/result interactions with different query types |
| Topic 3: Einstein Discovery | 12% | - Monitoring and interpreting Model Cards to improve or maintain model performance - Enabling prediction features on Lightning record pages across Salesforce and CRM Analytics - Building models by assessing data and selecting prediction types (numeric, binary, multi-classification) - Analyzing model results and proposing data improvements - Adjusting data parameters and adding/removing data or columns to improve models |
| Topic 4: Administration | 16% | - SAQL query language for dashboard JSON and lens queries - Understanding recipes (Data Prep) for visual ETL interface - Embedding analytics in Salesforce - Managing CRM Analytics environment and configurations |
| Topic 5: Security | 16% | - Dataset security settings using sharing inheritance and security predicates - App sharing based on user and group requirements - Implementing security settings for users, groups, and profiles |
| Topic 6: Data Layer | 24% | - Data extraction from sources - Incremental sync configuration - Understanding denormalized sequential datasets - Data transformation and loading into Einstein datasets - Troubleshooting failed dataflow jobs - Dataflow configuration for multi-object scenarios |
Salesforce Tableau CRM Einstein Discovery Consultant Sample Questions:
Question 1
What do Analytics apps do?
A. Use ready-made dashboards to tell easy-to-follow stories about your data
B. Alert you when you need a visa for an upcoming trip
C. Let you create configuration wizards to make Analytics setup easier
D. Let you add new types of charts to Salesforce
Question 2
Max Analytics API calls per user per hour
A. 50,000
B. 10,000
C. 5,000
D. 100,000
Question 3
The Universal Containers company uses a Microsoft Azure SQL Data Warehouse to gather information about sales representatives' objectives. They want to use Einstein Analytics to gain insights from this data; therefore, they need to automatically load the warehouse's data into an Einstein Analytics dataset on a daily basis. The data also needs to be transformed and merged with data from the company's org.
Which three Einstein Analytics user interface features can be used to complete these requirements? Choose 3 answers
A. Recipes
B. Dataflow
C. Einstein Analytics Connector for Excel
D. Analytics REST API
E. Microsoft Azure SQL Data Warehouse Connector
Question 4
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. Create a compare table formula to specify a hidden metric for coloring purposes.
C. Use conditional formatting under the bar chart widget properties by selecting the dimension.
D. Use conditional formatting under the bar chart widget properties by selecting the measure.
Question 5
A consultant is asked to configure a user to view a dashboard, within a designated app, without the ability to create and save lenses. After adding the user to the app, which action should the consultant take to implement this requirement?
A. Assign the Viewer role to the user.
B. Ensure the user has the Use Analytics permission.
C. Assign the Manager role to the user.
D. Assign the Editor role to the user.
Solutions:
| Question 1 Answer: A | Question 2 Answer: B | Question 3 Answer: A,B,E | Question 4 Answer: D | Question 5 Answer: B |
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