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Salesforce Tableau-CRM-Einstein-Discovery-Consultant Exam Syllabus Topics:
| Section | Weight | Objectives |
|---|---|---|
| Administration | 16% | - Embedding analytics in Salesforce - Understanding recipes (Data Prep) for visual ETL interface - SAQL query language for dashboard JSON and lens queries - Managing CRM Analytics environment and configurations |
| Analytics Dashboard Implementation | 19% | - Configuring dashboards using accurate query types and widget-level parameters - Implementing delivery management strategies using versioning and/or Dashboard Publisher - Developing selection/result interactions with different query types - Making dashboards actionable and accessible in Lightning pages - Monitoring and optimizing query performance using Dashboard Inspector - Using advanced functionality such as windowing and time series analysis in compare tables |
| Analytics Dashboard Design | 13% | - Identifying appropriate use and configuration of standard CRM Analytics templated apps - Creating dashboards following CRM Analytics best practices and UX design principles - Scoping, validating, and prioritizing dashboard design requirements |
| 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 |
| Einstein Discovery | 12% | - Monitoring and interpreting Model Cards to improve or maintain model performance - Analyzing model results and proposing data improvements - Adjusting data parameters and adding/removing data or columns to improve models - 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) |
| Data Layer | 24% | - Data transformation and loading into Einstein datasets - Understanding denormalized sequential datasets - Troubleshooting failed dataflow jobs - Data extraction from sources - Dataflow configuration for multi-object scenarios - Incremental sync configuration |
Salesforce Tableau CRM Einstein Discovery Consultant Sample Questions:
1. 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 target.
C) It is the master.
D) It is the template.
2. To model customer value, a consultant decided to aggregate the amount ($) individual customers spent over a 2-year span.
With reference to the outcome variable, which action should the consultant take?
A) Select the option: Are you expecting a whole number greater than or equal to 0?
B) Create five bins of revenues, ranging from Very High Value, high Value, average Value, Low Value, and very Low Value in dataflow.
C) Select to minimize the outcome variable.
D) Create five bins or revenue, ranging from very high Value, High Value, Average Value, Low Value, and Very Low Value in data prep.
3. Yasmine wants to create a lens with the Seed Bank Orders dataset, but she currently doesn't see any rows in the dataset. Since Yasmine is Hadiqa's manager, Yasmine asks Hadiqa if she's experiencing the same problem, but Hadiqa replies that she can see all the rows. Why is this happening?
A) Yasmine doesn't have the Manager app role.
B) The dataset's security predicate was set up incorrectly.
C) Yasmine wasn't assigned a permission set.
D) Yasmine doesn't have the Create and Edit Analytics Dashboards permission.
4. In an org, some of the Activity records do not have related Opportunity records. Additionally, there are Opportunity records that do not have related Activity records.
Which SAQL statement will fetch all Opportunities, even if they don't have associated Activities, and fetch related Activity data, if it exists?
A) q = cogroup Opportunity by 'Id', Activities by 'Opportunityld';
B) q = cogroup Opportunity by 'Id' right, Activities by 'Opportunityld';
C) q = cogroup Opportunity by 'Id', Activities by 'Opportunityld' left;
D) q = cogroup Opportunity by 'Id' left, Activities by 'Opportunityld';
5. Which statement best describes how to ensure Einstein Analytics dashboards are easily used across both desktop and mobile devices?
A) Create multiple layouts, ensure the layout selectors match the device, and resize/hide widgets as necessary to ensure the content is appropriate for the device screen size.
B) Create a single layout and reorder all the widgets so that they fit nicely when viewing on either device.
C) Create multiple layouts, and reorder all the widgets so that they fit nicely within the new default width.
D) Create a single layout and allow Einstein Analytics to automatically organize dashboard contents to be optimal for the device type.
Solutions:
| Question # 1 Answer: C | Question # 2 Answer: A | Question # 3 Answer: B | Question # 4 Answer: D | Question # 5 Answer: A |
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