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Salesforce Tableau-CRM-Einstein-Discovery-Consultant Exam Syllabus Topics:
| Section | Weight | Objectives |
|---|---|---|
| Analytics Dashboard Implementation | 19% | - Monitoring and optimizing query performance using Dashboard Inspector - Developing selection/result interactions with different query types - Using advanced functionality such as windowing and time series analysis in compare tables - Configuring dashboards using accurate query types and widget-level parameters - Implementing delivery management strategies using versioning and/or Dashboard Publisher - Making dashboards actionable and accessible in Lightning pages |
| Administration | 16% | - Understanding recipes (Data Prep) for visual ETL interface - SAQL query language for dashboard JSON and lens queries - Embedding analytics in Salesforce - Managing CRM Analytics environment and configurations |
| Analytics Dashboard Design | 13% | - Creating dashboards following CRM Analytics best practices and UX design principles - Identifying appropriate use and configuration of standard CRM Analytics templated apps - Scoping, validating, and prioritizing dashboard design requirements |
| Data Layer | 24% | - Incremental sync configuration - Understanding denormalized sequential datasets - Data extraction from sources - Dataflow configuration for multi-object scenarios - Troubleshooting failed dataflow jobs - Data transformation and loading into Einstein datasets |
| Einstein Discovery | 12% | - Analyzing model results and proposing data improvements - Enabling prediction features on Lightning record pages across Salesforce and CRM Analytics - Adjusting data parameters and adding/removing data or columns to improve models - Building models by assessing data and selecting prediction types (numeric, binary, multi-classification) - Monitoring and interpreting Model Cards to improve or maintain model performance |
| Security | 16% | - Implementing security settings for users, groups, and profiles - App sharing based on user and group requirements - Dataset security settings using sharing inheritance and security predicates |
Salesforce Tableau CRM Einstein Discovery Consultant Sample Questions:
An Einstein Analytics consultant is notified of a performance issue with data sync (replication). The consultant researches the issue and determines that unnecessary data is being synced.
Which solution should the consultant implement to help improve data sync (replication) performance?
- A. Scale down the number of datasets to help improve data sync (replication) performance.
- B. Start over again with new dataflows that exclude unused fields with a filter to extract relevant data.
- C. Update the existing data sync (replication) process by removing unused fields with a filter to extract relevant data.
- D. Modify dataflows to exclude unused fields and include a filter to extract relevant data.
What is an Einstein Discovery story?
- A. A collection of graphs, statistical analysis, and text that helps you understand the relationships between multiple outcome variables and the factors that influence those variables
- B. A collection of graphs, statistical analysis, and text that proves exactly what caused an outcome
- C. A collection of graphs, statistical analysis, and text that helps you understand the relationships between a single outcome variable and the factors that influence that variable
- D. An account of imaginary or real people and events told for entertainment
A Senior Sales Business Analyst asks for a dashboard that contains fiscal year product opportunities. Information is maintained in a spreadsheet which is comprehensive, but its contents often need to be explained. After sketching the dashboard, the consultant is ready to start building.
Which concept should be applied to this dashboard?
- A. Use the different chart types to make the dashboard interesting and appealing.
- B. Design the dashboard with the desktop in mind and use the same layout for mobile devices for consistency.
- C. Use charts to help users ask questions, not illustrate a conclusion.
- D. Limit widget actions and exploration so users will focus only on the high-level information.
A consultant has been brought in to help increase the adaption of Tableau CRM. It has been identified that account managers are struggling to get an overview of their accounts before meeting with them. Ideally they would like to have key details highlighted about active cases and opportunities, opportunity value and product whitespace.
What can the consultant do to increase adoption?
- A. Create a dashboard and embed onto the account record page
- B. Create datasets for account managers to explore
- C. Create a dashboard and embed it onto the account record page with a filter based on the viewed account
- D. Create 4 analytics lenses and embed them onto the account record page
Universal Containers has a dashboard for Sales Managers. They need the ability to visualize the number of Closed Won opportunities by month, quarter, or year, and then display the result in a single chart. An Einstein Consultant created a static step to display three values: ClosedDate_month, ClosedDate_quarter, and ClosedDate_year.
What should the consultant do next?
- A. Use selection binding to update the grouping in the chart.
- B. Use selection binding to update the measure in the chart.
- C. Use result binding to update the measure in the chart.
- D. Use nested binding to update the grouping in the chart.
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