- Exam Code: Tableau-CRM-Einstein-Discovery-Consultant
- Exam Name: Salesforce Tableau CRM Einstein Discovery Consultant
- Updated: Sep 28, 2026
- Q & A: 244 Questions and Answers
Salesforce Tableau-CRM-Einstein-Discovery-Consultant Exam : Salesforce Tableau CRM Einstein Discovery Consultant
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Salesforce Tableau-CRM-Einstein-Discovery-Consultant Exam Syllabus Topics:
| Section | Weight | Objectives |
|---|---|---|
| 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 |
| Security | 16% | - App sharing based on user and group requirements - Dataset security settings using sharing inheritance and security predicates - Implementing security settings for users, groups, and profiles |
| Administration | 16% | - Understanding recipes (Data Prep) for visual ETL interface - SAQL query language for dashboard JSON and lens queries - Managing CRM Analytics environment and configurations - Embedding analytics in Salesforce |
| Analytics Dashboard Implementation | 19% | - Making dashboards actionable and accessible in Lightning pages - 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 - Using advanced functionality such as windowing and time series analysis in compare tables |
| Einstein Discovery | 12% | - 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 - Monitoring and interpreting Model Cards to improve or maintain model performance - Analyzing model results and proposing data improvements - Enabling prediction features on Lightning record pages across Salesforce and CRM Analytics |
| Data Layer | 24% | - Understanding denormalized sequential datasets - Troubleshooting failed dataflow jobs - Data extraction from sources - Dataflow configuration for multi-object scenarios - Data transformation and loading into Einstein datasets - Incremental sync configuration |
Salesforce Tableau CRM Einstein Discovery Consultant Sample Questions:
Question #1
A consultant built a very useful Einstein Analytics app for the corporate Sales Operations team of a company that has multiple Salesforce Ogrs, Each Org has similar models and would like to review their data the way that the corporate Sales Operations team does. The app has been packaged and needs to be installed on the other production orgs.
What is the recommended practice to install the custom template app?
- A. Rest API
- B. Change Sets
- C. Salesforce Managed Package
- D. Metadata API
Correct Answer: C 🗳️
Question #2
Which of the following is true about the Service Analytics Overview dashboard?
- A. It instantly provides key metrics on open cases, average time to close, first contact resolution, and customer satisfaction.
- B. It's a great place to start your analysis.
- C. It's available on desktop and mobile.
- D. It lets you drill down to more detailed dashboards, like agent performance, channel review, and telephony metrics.
- E. All of the above.
Correct Answer: E 🗳️
Question #3
What is an Einstein Discovery story?
- A. 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
- B. An account of imaginary or real people and events told for entertainment
- C. A collection of graphs, statistical analysis, and text that proves exactly what caused an outcome
- D. 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
Correct Answer: A 🗳️
Question #4
A consultant built an Einstein Analytics app for the Sales Operations team. The team wants to share this app with other people at the company. The consultant recommends distributing the app as an Einstein Analytics template app.
In the process of creating the template, which role does the original Einstein Analytics app for the Sales Operation team play?
- A. It is the instance.
- B. It is the master.
- C. It is the template.
- D. It is the target.
Correct Answer: B 🗳️
Question #5
What are two main steps for creating a dataset?
- A. Plan and map
- B. Extract and prepare
- C. Run and monitor
- D. Build and explore
Correct Answer: B 🗳️
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