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Salesforce Tableau-CRM-Einstein-Discovery-Consultant Exam Syllabus Topics:
| Section | Weight | Objectives |
|---|---|---|
| Topic 1: 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 2: 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 |
| 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% | - Embedding analytics in Salesforce - Managing CRM Analytics environment and configurations - Understanding recipes (Data Prep) for visual ETL interface - SAQL query language for dashboard JSON and lens queries |
| Topic 5: Data Layer | 24% | - Dataflow configuration for multi-object scenarios - Data transformation and loading into Einstein datasets - Understanding denormalized sequential datasets - Troubleshooting failed dataflow jobs - Data extraction from sources - Incremental sync configuration |
| Topic 6: Analytics Dashboard Implementation | 19% | - Using advanced functionality such as windowing and time series analysis in compare tables - Making dashboards actionable and accessible in Lightning pages - Developing selection/result interactions with different query types - Monitoring and optimizing query performance using Dashboard Inspector - Implementing delivery management strategies using versioning and/or Dashboard Publisher - Configuring dashboards using accurate query types and widget-level parameters |
Salesforce Tableau CRM Einstein Discovery Consultant Sample Questions:
Max of objects that can be enabled for Data Sync
- A. 200
- B. 100
- C. 50
- D. 150
Correct Answer: B 🗳️
What permissions are necessary for someone to edit the XMD?
- A. Manage Analytics Templated Apps
- B. Upload External Data to Analytics
- C. Edit Dataset Recipes
- D. Edit Analytics Dataflows
Correct Answer: B,D 🗳️
Results from an Einstein Discovary story are reviewed with a business user. They agree with the findings but noticed that none of the fields used in the story have a correlation value greater than 4%. The client is now concerned that the model may not be good enough to next steps?
- A. Proceed with deployment if the model quality metric values ire sufficient.
- B. Rerun and update the story with a different algorithm.
- C. Identify additional data that may have a stronger relationship with the outcome variable.
- D. Edit the model accuracy settings and rerun the story.
Correct Answer: A,C 🗳️
Why would you use a merge key in a dataset recipe?
- A. To find out what the merge icons represent in a dataset
- B. To join related data from different sources
- C. To schedule when a dataset recipe runs
- D. To deal with duplicate records
Correct Answer: B 🗳️
A Tableau CRM consultant develops a dashboard called
SalesPerformance_l in a sardbox environment. To deploy the recipe the consultant creates a package in workbench What is the correct meta data reference in the xml file?
- A. SalesPefformance_1
- B. SalesPerformance_1 EADashboard
- C. SalesPerformance_1 waveDashboard
- D. SalesPerformance_1 EdgeOashboard
Correct Answer: C 🗳️
