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Salesforce Tableau-CRM-Einstein-Discovery-Consultant Exam Syllabus Topics:
| Section | Weight | Objectives |
|---|---|---|
| Topic 1: Data Layer | 24% | - Understanding denormalized sequential datasets - Dataflow configuration for multi-object scenarios - Data extraction from sources - Troubleshooting failed dataflow jobs - Data transformation and loading into Einstein datasets - Incremental sync configuration |
| Topic 2: Einstein Discovery | 12% | - Analyzing model results and proposing data improvements - Building models by assessing data and selecting prediction types (numeric, binary, multi-classification) - Adjusting data parameters and adding/removing data or columns to improve models - Enabling prediction features on Lightning record pages across Salesforce and CRM Analytics - Monitoring and interpreting Model Cards to improve or maintain model performance |
| Topic 3: Administration | 16% | - Embedding analytics in Salesforce - SAQL query language for dashboard JSON and lens queries - Understanding recipes (Data Prep) for visual ETL interface - Managing CRM Analytics environment and configurations |
| Topic 4: Analytics Dashboard Design | 13% | - Creating dashboards following CRM Analytics best practices and UX design principles - Scoping, validating, and prioritizing dashboard design requirements - Identifying appropriate use and configuration of standard CRM Analytics templated apps |
| Topic 5: 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 - 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 - Developing selection/result interactions with different query types |
| Topic 6: 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 |
Salesforce Tableau CRM Einstein Discovery Consultant Sample Questions:
1. A consultant created a dashboard using Einstein Analytics for her client, a shipping company. It sources data from very large datasets. Now the client has requested that the consultant add more steps to the dashboard.
To ensure that the dashboard has acceptable performance, what two actions should the consultant take? Choose 2 answers
A) Split the steps and charts into different pages in a dashboard.
B) Avoid using conditional formatting.
C) Check if any steps can be reused for multiple purposes.
D) Replace AggregateFlex steps with SAQL steps.
2. Why would you use the Actions menu in a chart?
A) To expand the time period shown in a dashboard
B) To create workout plan for you and your team
C) To rearrange widgets in dashboards
D) To post to Chatter
3. As part of their analysis, Yasmine, Tonya, and Hadiqa need to create and save lenses to their project app. What is the minimum app role they need to do this?
A) Manager
B) Designer
C) Viewer
D) Editor
4. An Einstein Consultant is reviewing the "Why it Happened" Insights provided by Einstein Discovery with the customer. The customer would like to validate the results. Which action should the consultant take?
A) Show the customer how to export and review the R-Code model validation results
B) Use the Share and Export feature to help the customer determine if the findings make logical sense
C) Consult with a Data Scientist to validate the findings
D) Check the p-values and standard deviation
5. 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) All rows and fields in the datasets
C) None of the data
D) Only rows designated by the Salesforce administrator
Solutions:
| Question # 1 Answer: A,C | Question # 2 Answer: D | Question # 3 Answer: D | Question # 4 Answer: B | Question # 5 Answer: B |
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