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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: 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 3: Data Layer | 24% | - Troubleshooting failed dataflow jobs - Dataflow configuration for multi-object scenarios - Data extraction from sources - Data transformation and loading into Einstein datasets - Understanding denormalized sequential datasets - Incremental sync configuration |
| Topic 4: Analytics Dashboard Implementation | 19% | - Using advanced functionality such as windowing and time series analysis in compare tables - Monitoring and optimizing query performance using Dashboard Inspector - Developing selection/result interactions with different query types - Implementing delivery management strategies using versioning and/or Dashboard Publisher - Configuring dashboards using accurate query types and widget-level parameters - Making dashboards actionable and accessible in Lightning pages |
| Topic 5: Einstein Discovery | 12% | - 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 - Monitoring and interpreting Model Cards to improve or maintain model performance - Building models by assessing data and selecting prediction types (numeric, binary, multi-classification) |
| Topic 6: 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 |
Salesforce Tableau CRM Einstein Discovery Consultant Sample Questions:
1. When deploying a model to an existing Prediction, w number should be considered"1
A) 5: Limit of total number of Prediction Definitions.
B) 3: Limit of total number of Models.
C) 10: Limit of number of models under a Prediction Definition.
D) 20: Limit of number of models under a Prediction Definition.
2. Which two recommended techniques can be used to access tableau CRM data from a remote app or website? Choose 2 answers
A) Use Lightning out to embed a dashboard component in the remote site.
B) Use an Iframe to embed the Salesforce page in a remote site.
C) Export the data to a CSV, copy it to a USB drive, and load it on the remote site.
D) Use HTTPS to call the /wave/query API, supplying an encoded SAQL query as a parameter.
3. Philip adds a recently created Seed Bank Orders dataset to an Einstein Analytics app for which the Mosaic Seed Bank project team has the Viewer app role. How much data in the Seed Bank Orders dataset can a project team member see?
A) Only rows designated by the App Manager
B) None of the data
C) All rows and fields in the datasets
D) Only rows designated by the Salesforce administrator
4. A company's Salesforce org has multi-currency enabled. This company's business intelligence team used Einstein Analytics to build a dataflow that creates a dataset, "OpportunityDataSet". This dataset is populated with data extracted from the standard object, Opportunity. One of the extracted fields is the standard field, Amount.
If a user explores the "OpportunityDataSet" in Einstein Analytics, in which currency will the Amount values be shown?
A) In the connected user's currency
B) In the currency that is set on the "currency" attribute in the dataflow
C) In the currency that is set on the "currency" attribute in the dataset
D) In the integration user's currency
5. Exhibit:
Universal Containers has a Sales Manager dashboard. They need to build a table as shown in the graphic and calculate the summary as the first line in a compare table.
How can the summary be calculated'
A) Create a computeExpression field in the Dataflow to calculate the summary.
B) Use a SAQL query since the summary is not available in standard interface.
C) Add a formula field to calculate the summary.
D) Use the Show Summary option in the compare table.
Solutions:
| Question # 1 Answer: C | Question # 2 Answer: A,D | Question # 3 Answer: C | Question # 4 Answer: D | Question # 5 Answer: D |

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