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Salesforce Tableau-CRM-Einstein-Discovery-Consultant Exam Syllabus Topics:
| Section | Weight | Objectives |
|---|---|---|
| Einstein Discovery | 12% | - 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 - Monitoring and interpreting Model Cards to improve or maintain model performance - Adjusting data parameters and adding/removing data or columns to improve models |
| 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 - Developing selection/result interactions with different query types - Making dashboards actionable and accessible in Lightning pages |
| Security | 16% | - Implementing security settings for users, groups, and profiles - Dataset security settings using sharing inheritance and security predicates - App sharing based on user and group requirements |
| 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 |
| Administration | 16% | - Embedding analytics in Salesforce - SAQL query language for dashboard JSON and lens queries - Managing CRM Analytics environment and configurations - Understanding recipes (Data Prep) for visual ETL interface |
| Data Layer | 24% | - Dataflow configuration for multi-object scenarios - Data transformation and loading into Einstein datasets - Data extraction from sources - Understanding denormalized sequential datasets - Troubleshooting failed dataflow jobs - Incremental sync configuration |
Salesforce Tableau CRM Einstein Discovery Consultant Sample Questions:
1. What is another name for the type of insight that examines how one variable explains variation of the outcome variable?
A) Second-order analysis
B) Third-order analysis
C) First-order analysis
D) Spectrum analysis
E) Object-oriented analysis
2. A company wants to build a webpage that displays KPIs that can be derived from values in datasets stored in Einstein Analytics. How can an Einstein Analytics consultant derive those KPIs from those datasets?
A) Export the dataset as a CSV file and load it to an external database.
B) Use the Analytics External Data API and leverage the "query" resource.
C) Export the dataset as an XLS file and use the Einstein Analytics Connector for Excel.
D) Use the Analytics REST API and leverage the -query" resource.
3. Universal Containers has a Dashboard for Sales Managers. They need to visualize their win rate.
Which chart type can be used to keep track if they are below of beyond the target?
A) Gauge
B) Line
C) Metric Radar
D) Heatmap
4. What does a configuration wizard do?
A) Customizes your template based on Salesforce settings
B) Lets you know the best way to set up your Salesforce data
C) Automatically creates multiple versions of the same app
D) Asks you questions about how you store data in your org to help you create your app
5. What kind of org should you use for checking challenges when you do Trailhead modules about Analytics?
A) A trial org, because you don't need to save anything
B) A Developer Edition org, because it's a free, safe environment where you can try things out
C) An enterprise org, because that type of org is typically used by large companies
D) A higher education org, because analytics requires advanced math
Solutions:
| Question # 1 Answer: C | Question # 2 Answer: B | Question # 3 Answer: A | Question # 4 Answer: D | Question # 5 Answer: B |






