Certified Tableau CRM and Einstein Discovery Consultant Practice Questions Free – 50 Exam-Style Questions to Sharpen Your Skills
Are you preparing for the Certified Tableau CRM and Einstein Discovery Consultant certification exam? Kickstart your success with our Certified Tableau CRM and Einstein Discovery Consultant Practice Questions Free – a carefully selected set of 50 real exam-style questions to help you test your knowledge and identify areas for improvement.
Practicing with Certified Tableau CRM and Einstein Discovery Consultant practice questions free gives you a powerful edge by allowing you to:
- Understand the exam structure and question formats
- Discover your strong and weak areas
- Build the confidence you need for test day success
Below, you will find 50 free Certified Tableau CRM and Einstein Discovery Consultant practice questions designed to match the real exam in both difficulty and topic coverage. They’re ideal for self-assessment or final review. You can click on each Question to explore the details.
A company uses role hierarchy to implement data security in Salesforce. They want the same role-hierarchy-based security model to apply in Tableau CRM, but want the users in a role to see data owned by other users in the same role. Using the "flatten” transformation in a recipe, which attribute setting achieves this requirement?
A. Set the attribute “Include Record ID Column value” to true.
B. Set the attribute “include_self_id” to false.
C. Set the attribute “include_self_id” to true.
D. Set the attribute “Include Record ID Column value” to false.
A consultant built a very useful Tableau CRM app for Sales Operations and they want to share its contents with the rest of Global Sales. However, they do not want to add everyone in Sales to their app. The consultant recommends extending the Sales Operations app and distributing it as a Tableau CRM template app, but needs to locate specific information to get started. What is the REST API URL where the consultant can find current template apps?
A. /services/data/v##.#/analytics/projects
B. /services/data/v##.#/analytics/wizard
C. /services/data/v##.#/wave/apps
D. /services/data/v##.#/wave/templates
After loading data to Einstein Discovery and creating a story, the client asks the Einstein consultant to explain the Unexplained Bar in the "Why does this do better/ worse" chart. Which explanation is correct?
A. It shows the difference between the predicted outcome and the observed outcome.
B. It only appears for outcomes that do not have an explanation.
C. It should always be 0 or the model should not be used.
D. It displays the difference between the analyzed data and the data not reviewed.
Using the Setup menu, the Universal Containers company activated data sync (replication) in the Tableau CRM settings. After running the sync, they notice that the aggregate sum of a field within their dataset is different than what they manually calculated by summing the same data in the Salesforce object from which the dataset was populated. Which two differences in the newly synced data can explain this? (Choose two.)
A. Differences involving trigger-updated fields
B. Differences involving permanently deleted records
C. Differences involving workflow-updated fields
D. Differences involving formula fields
After the initial creation of a story, the first story insight explains 93% of the variation of the outcome variable. This is unusually high. What is the most likely reason for this?
A. The dataset contains too many rows.
B. The dataset contains multiple dominant values.
C. The outcome variable is causing data leakage.
D. The dataset used in the story suffers from too many outlier values.
A consultant is creating a Churn Prediction model to identify customers who did not renew their contract. What is the appropriate action to take?
A. For the Churn Reason field, enable the “This variable contains sensitive data” box because it may contain sensitive customer behavior.
B. Replace nulls in the Churn Reason field as “No reason given”.
C. Exclude the Churn Reason field from the dataset.
D. Exclude active customers (customers who have not churned) from the training dataset since their Churn Reason field are nulls.
A consultant is working with the client to define goals and metrics for an app that will be built. The consultant decides to base the dashboards on personas and is in the design phase prior to starting the actual build. Which two design considerations should be determined at this time? (Choose two.)
A. How many charts should be allowed on a single dashboard
B. Which colors to use and how to use them
C. Which fonts to use for headers and body text
D. Which charts to use to best support the defined goal
Universal Containers reports that any selection in the List widget is not affecting the Pie chart in one of their Tableau CRM dashboards. The query options associated with the List widget and Pie chart are shown in the graphic. Which two changes can a Tableau CRM Consultant implement to solve this issue, given that the queries are using the same dataset? (Choose two.)
A. Use selection binding in the filters section of the query “Step_pie_1.”
B. Enable the option “Apply filters from faceting” in the query “Step_pie_1.”
C. Enable the option “Apply filters from faceting” in the query “Region_1.”
D. Use selection binding in the filters section of the query “Region_1.”
A consultant built a very useful Einstein Analytics app for the corporate Sales Operations team of a company that has multiple Salesforce Orgs. 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 templated app?
A. Change Sets
B. Salesforce Managed Package
C. REST API
D. Metadata API
A Tableau CRM consultant has been asked to refactor a dashboard so that it loads more quickly. After some analysis, the consultant found that most of the dashboard queries run in less than five seconds; however, the Opportunities Table takes 30 seconds to run. How can the consultant improve the performance of this dashboard?
A. Create a Visualforce page and display a list view of the opportunities on this new page.
B. Create a link to download the list of opportunities as an Excel file.
C. Create a second page on the dashboard and move the table to this new page.
D. Create a second dashboard and move the table to this new dashboard.
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. Create five bins of revenues, ranging from Very High Value, High Value, Average Value, Low Value, and Very Low Value in data prep.
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. Select the option: Are you expecting a whole number greater than or equal to 0?
A new field called "CardBalance" is added to the standard object, Account. The team wants to add this new field to a Tableau CRM dataset that sources the Account object; however, the team needs to limit the users who are able to view that field's data in the dataset. How can a Tableau CRM Consultant help them implement this new requirement?
A. Add the new field to the existing dataset and use the XMD file parameters to hide the new field from users who should not have access to it.
B. Create a new Account dataset containing the new field and give access to this dataset only to users who should be able to see the new field.
C. Add the new field to the existing dataset and use “Security Predicates” to hide it from users who should not access it.
D. Add the new field to the existing dataset and activate “Sharing inheritance” in the Account object so only users who have access to the field in Salesforce will have access in Tableau CRM.
A Tableau CRM consultant develops a dashboard called SalesPerformance_1 in a sandbox environment. To deploy the recipe, the consultant creates a package in workbench. What is the correct meta data reference in the xml file?
A. SalesPerformance_1 EADashboard
B. SalesPerformance_1 WaveDashboard
C. SalesPerformance_1 EdgeDashboard
D. SalesPerformance_1
A Tableau CRM consultant is notified of a performance issue with data sync (replication). The consultant researches the issue and determines that unnecessary data is being synced. Which solution should the consultant implement to help improve data sync (replication) performance?
A. Modify dataflows to exclude unused fields and include a filter to extract relevant data.
B. Start over again with new dataflows that exclude unused fields with a filter to extract relevant data.
C. Update the existing data sync (replication) process by removing unused fields with a filter to extract relevant data.
D. Scale down the number of datasets to help improve data sync (replication) performance.
Which widget property allows a consultant to restrict the view to a domain bounded by the values entered?
A. Add Filter
B. Add Custom Range
C. Add Custom Domain
D. Filter by Range
A consultant built a Tableau CRM app for the Sales Operations team. The Sales Operations team wants to share their app with other people at the company. The consultant recommends distributing the app as a Tableau CRM template app. What can the consultant do to give the Sales team more choices and options with future apps that are generated from the Sales Operations app?
A. Create a configuration wizard for the app.
B. Ensure the Sales team has the necessary permissions to customize their apps.
C. Update contents in the Sales Operations app and changes will be pushed down to its generated apps.
D. Update contents in the Sales Operations app and create new template versions of the app.
A Tableau CRM consultant has created three recipes that each produce a dataset. • Recipe1 creates Dataset1. • Recipe2 created Dataset2. • Recipe3 creates Dataset3. Recipe3 is dependent on Dataset1, while Recipe1 and Recipe2 have no dependencies. How should the consultant implement the recipe schedule?
A. Make Recipe1 and Recipe2 time based, but make Recipe3 event based when the local Salesforce connector has completed.
B. Make all three recipes time based and schedule all of them at the same time, the data manager will automatically run them in the correct order.
C. Make Recipe1 and Recipe2 time based, but make Recipe3 event based when Recipe1 has successfully completed.
D. Make Recipe1 and Recipe2 time based, but make Recipe3 event based when Recipe1 and Recipe2 have successfully completed.
Which three things can be done with the Tableau CRM Dashboard Inspector? (Choose three.)
A. Automatically remove bottlenecks to make queries run faster.
B. Get a list of recommendations on how to improve the performance of the dashboard.
C. See the final query for each query along with query results.
D. View all queries and the time it took to run each one.
E. View the total time required to run all queries.
A small Business Intelligence team is overwhelmed with multiple requests to create new dashboards. An option is to use layout templates to help with dashboard development. What are two advantages of using layout templates? (Choose two.)
A. Layout templates offer a universal layout thus reducing the hours spent on design.
B. Layout templates are fast to create because they are fixed and read-only.
C. Layout templates offer a consistent end user experience.
D. Layout templates are equipped with design best practices, such as optimally positioned KPIs and filters.
Refer to the graphic. Einstein found a recommendation to improve the story; apparently, there are two variables that behave the same. Given there is no additional information, what is the correct action?
A. Cancel this story and redefine the dataset.
B. Retain amount; not knowing the size of a deal makes it hard to predict if will be won.
C. Do nothing; they appear to be similar, but there might be differences from the business perspective.
D. Retain promotion; it is an actionable variable and without it, we cannot recommend prescriptive actions.
The Tableau CRM team at a company creates three recipes. 1) myRecipeOne: this recipe takes 2 hours to run. 2) myRecipeTwo: this recipe takes 1 hour and 30 minutes to run. 3) myReapeThree: this recipe takes 1 minute and 30 seconds to run. If all three recipes run, how many count towards the 24 hour rolling recipe run limit?
A. 0
B. 1
C. 2
D. 3
The Universal Containers Einstein Analytics team built a dashboard with two widgets: 1. List widget associated to the query "Type_2" and grouped by the dimension "Type" (multi-selection) 2. Pie chart widget associated to the query "Step_pie_3" and grouped by the dimension "Type" Additional notes: * The queries use different datasets. The team wants any selection in the List widget to filter the Pie chart and vice-versa. Users should be able to choose more than one Type (multi-selection). What is the recommended way to accomplish the required filtering?
A. Set up a result and selection based interaction for each query.
B. Use “Connect Data Sources” to create a mapping of the two fields from the two datasets.
C. Use a selection based interaction and apply it to the query of “Step_pie_3”.
D. Use a results based interaction and apply it to the query of “Step_pie_3”.
A company's Salesforce org has multi-currency enabled. This company's business intelligence team used Tableau CRM to build a dataflow that creates a dataset, "OpportunityDataSet". This dataset is populated with data extracted from the standard object, Opportunity. One of the extracted fields is the standard field, Amount. If a user explores the "OpportunityDataSet" in Tableau CRM, in which currency will the Amount values be shown?
A. In the integration user’s currency
B. In the currency that is set on the “currency” attribute in the dataflow
C. In the currency that is set on the “currency” attribute in the dataset
D. n the connected user’s currency
A consultant has created a story to maximize the daily sales quantity of consumer products in stores. After creating a story, the consultant is presented with this recommendation by Einstein Discovery (see graphic). What are two appropriate actions to take? (Choose two.)
A. Remove the outliers as suggested by Einstein and deploy the model.
B. Remove the outliers as suggested by Einstein, and verify using model metrics and story insights if the quality improved.
C. Discuss with the client if values below 0 and above 2,489 are so uncommon that they should perhaps be left out of the story.
D. Manually remove the sales below 0 (negative sales must be a data issue), but keep the large values (the more data, the better the model will be).
A Tableau CRM consultant decides to use a recipe to create a new dataset. Which two source types can be used for the recipe? (Choose two.)
A. Records from a Salesforce object
B. Dataset lens
C. Connected data(Synced)
D. Existing datasets
A customer has a dataset consisting of over 300 unique product names. They request a prediction model with the product names included. Which action should the Einstein Consultant take?
A. Adjust the model to eliminate extreme values in the outcome variable.
B. Use SKU numbers rather than product names to increase clarity.
C. Split the analysis into multiple models with each having fewer products.
D. Run the model using the default variables in the Product object.
A Tableau CRM consultant receives a new project from a client that wants to implement Tableau CRM. They do not currently have Tableau CRM, but want guidance around how to ensure that their users have correct access. They have 1000 users with a small team of three people who will build datasets and dashboards. An additional 15 people should be able to create dashboards. The remaining users should only be able to view dashboards. Which recommendation should the consultant give the client?
A. Assign the app permissions “viewer,” “editor,” and “manager” to the three types of roles defined.
B. Create and assign three new Salesforce profiles according to the three types of roles defined.
C. Assign “Tableau CRM Explorer” licenses to users that should only view the dashboard, and assign “Tableau CRM Developer” licenses to users that should be able to create datasets and dashboards.
D. Create and assign Salesforce permission sets according to the three types of roles defined.
When deploying a model to an existing Prediction, what number should be considered?
A. 5: Limit of total number of Prediction Definitions.
B. 10: Limit of number of models under a Prediction Definition.
C. 20: Limit of number of models under a Prediction Definition.
D. 3: Limit of total number of Models.
When organizing information in a Tableau CRM dashboard, what does the "Progressive Disclosure" design principle mean?
A. Utilize the latest templates for the most modern look and feel.
B. Intentionally omit specific details so that users can do ad-hoc exploration if needed for root-cause analysis.
C. Only provide the user with the level of detail they need to see, with the option to drill down deeper into more details.
D. Implement strict security predicates to minimize the amount of information displayed to users.
Results from an Einstein Discovery story are reviewed with a client. They agree with the findings but noticed that a field used in the story has incomplete data that was not originally noticed. The client is now concerned the model may not be good enough to deploy. Which two next steps should a consultant consider to improve the outcome? (Choose two.)
A. Identify additional data and include it in the dataset.
B. Reduce the expectations on the model.
C. Review and change the story settings and rerun the story.
D. Rerun the story with the current settings to confirm and solidify the results.
Your sales team requests that datasets for their dashboards are refreshed every hour. You agree to investigate if this is possible and find that the dashboards use 5 datasets created from two recipes. The first recipe takes 43 min to run and the second recipe takes 25 min to run. Is it possible to refresh data every hour?
A. No, the total duration of the recipe jobs exceeds one hour.
B. Yes, the number of recipe runs does not exceed the limit of 60 in a 24 hour rolling period.
C. Yes, with two concurrent recipe runs the duration is less than an hour.
D. No, the number of recipe runs exceed the limit of 40 in a 24 hour rolling period.
A company wants to create a timeline chart to visualize the evolution of their Closed Won Opportunities. What are the required parameters to build a lens that displays output similar to the image shown?
A. 1 measure, 0 groupings if trellis is disabled, or 0-2 groupings if trellis is enabled
B. 1 measure, 1 grouping by a date field, and either 0-1 groupings by a dimension if trellis is disabled, or 0-2 groupings if trellis is enabled
C. 2 measures, 0-2 groupings if trellis is disabled, or 0-4 groupings if trellis is enabled
D. measure, 1-2 groupings if trellis is disabled, or 1-4 groupings if trellis is enabled
Universal Containers is evaluating the connection mode for the objects in their local Salesforce connector. They want to only sync updated and new records from the Order object, but they have some formula fields on the object and want to ensure those are updated weekly. Which connection mode is best suited for this purpose?
A. Full Sync
B. Incremental Sync
C. Periodic Full Sync
D. Periodic Incremental Sync
The Universal Containers company plans to upload target data from an external tool to Tableau CRM so they can calculate the Sales team target attainments. The target data changes every month, so the datasets need to be updated on a monthly basis. The target data is a CSV file that contains the Salesforce ID of the sales representative, the target amount, and the month of the target. For each sales representative, the file contains a target for every month of the current year as well as all previous years. Based on this information, which operation should a consultant use with the Analytics External Data API to upload the file?
A. Append
B. Join
C. Overwrite
D. Update
A customer is reviewing a story that is set to maximize the daily sales quantity of consumer products in stores, and the customer sees this chart related to promotional activities and to San Francisco specifically. What conclusion can be drawn from this insight?
A. The best promotion type is Display.
B. Promotions increase sales stronger in San Francisco than they do in other cities.
C. The Other stores (visualized with the gray bars) show no significant data for the sales promotions.
D. Of all promotions types in San Francisco, sales were the highest using Display promotion.
A Tableau CRM Consultant is implementing encryption for a customer. Which two statements about Tableau CRM Encryption are true? (Choose two.)
A. By default, the same keys are used to encrypt data in Tableau CRM as are used to encrypt data in Salesforce objects.
B. The customer’s org must have a tenant secret persisted in the Shield Platform key management store.
C. When Tableau CRM Encryption is enabled, all newly registered datasets are encrypted at rest.
D. Bring Your Own Key is supported only if replication is enabled.
A Tableau CRM consultant is asked to help a company report on their sales activity. The company wants to train some users to create dashboards. They also want another team to only be able to use the dashboards. What must be configured to address these requirements?
A. Use a permission set license with two different levels of access.
B. Create a permission set license assignment with two different levels of access.
C. Create two permission sets with different system permissions.
D. Grant “Manage” access permission to the apps.
Universal Containers (UC) sells mostly to the North American market. A consultant is studying the spending habits of UC's customers where the consultant collects the data with a Region column that is 94% North America, 3% Rest of the World, 3% null. What is the appropriate action to take?
A. Leave the data as-is, let Discovery deal with nulls.
B. Replace the nulls with “Rest of the World” since Discovery rejects nulls.
C. Replace the nulls with North America since they are likely “North America”.
D. Drop the column since there is no valuable information from the column.
A consultant created a Tableau CRM dashboard in a sandbox. Now, the dashboard needs to be migrated into production. To complete the migration, what are the consultant's three options? (Choose three.)
A. Analytics dashboard connector
B. Analytics External Data API
C. Change sets
D. Analytics REST API
E. Ant Migration Tool
A consultant is asked to configure a user to view a dashboard, within a designated app, without the ability to create and save lenses. After adding the user to the app, which action should the consultant take to implement this requirement?
A. Assign the Editor role to the user.
B. Assign the Manager role to the user.
C. Assign the Viewer role to the user.
D. Ensure the user has the Use Analytics permission.
After getting approval of the dashboard layout design for a desktop, the Tableau CRM consultant is ready to start the design process for a mobile layout. What are three considerations that the consultant should keep in mind when developing the layout? (Choose three.)
A. If more than one layout is eligible, the one with the most device properties set is used. If there is a tie, the most recently defined layout is used.
B. A layout for mobile is eligible for use when the device meets all the device properties set in the Layout panel.
C. If no layouts are eligible for the mobile device, the first defined layout is used.
D. If no layouts are eligible for the mobile device, an error message will be displayed.
E. There are widgets that cannot be displayed on mobile layouts.
A consultant built a Tableau CRM app for the Sales Operations team. The Sales Operations team wants to share their app with other people at the company. The consultant recommends distributing the app as a Tableau CRM template app. A set of JSON files will be generated after a template is created from the Sales Operations app. What is the name of the JSON file that manages template metadata and all other template elements?
A. master-info.json
B. template-to-app-rules.json
C. ui.json
D. template-info.json
A Tableau CRM Consultant needs to add some data values to an existing dataflow: a text field, a number (via case statement), and a date (via SAQL). In order to achieve this, which compute option should be used?
A. computeField
B. computeValue
C. computeData
D. computeExpression
A Tableau CRM consultant is asked to add a new SalesTax field to a Product Sales dataset. The formula to calculate SalesTax is (SubTotal"CountyTax). Which node should the consultant use in a Dataflow to calculate and insert SalesTax to the dataset?
A. computeExpression
B. augment
C. computeRelative
D. append
Which chart type is best suited to track progress of sales revenue that is realized versus the target?
A. Pie chart
B. Pivot table
C. Flat gauge
D. Bar chart
Universal Containers has a dashboard for Sales Managers to visualize the YoY Growth of their customers. The formula used is: YoY = [(This Year - Last Year) / Last Year] % Based on the graphic, when there is no account in the Last Year column, the YoY Growth shows null results. The Sales Managers want to replace it with 100% value. What is the correct function to use?
A. coalesce()
B. number_to_string()
C. substr()
D. replace()
What are two benefits of designing using the "Progressive Disclosure" principle? (Choose two.)
A. Improved ease of use for end users
B. Discounted EA licenses when growth is achieved
C. Better dashboard performance
D. Automatic conditional formatting
A Tableau CRM team plans to enable data sync (replication). Which limit is specific to data sync (replication) and should be considered before enabling the feature because it might impact existing jobs?
A. Maximum number of dataflow transformations
B. Maximum number of recipes allowed
C. Timeout for ELT (Extract Load Transform) jobs that are scheduled but not yet executed
D. Maximum number of objects that can be enabled for data sync (replication)
The Universal Containers Einstein Analytics team built a dashboard with two widgets: 1. List widget associated to the query Type_2" and grouped by the dimension "Type" (multi-selection) 2. Pie chart widget associated to the query "Step_pie_3" and grouped by the dimension "Type" Additional notes: * The queries use different datasets. * Users should be able to choose more than one Type (multi-selection) What is the right syntax for the binding/interaction?
A.
B.
C.
D.
The client is trying to create a SAQL query to predict sales in each sales region. They cannot get the query to return any results, but have identified that the enror is in the timeseries statement. They have asked a Tableau CRM Consultant to review the following query and fix any errors. q = load "sales"; q = group q by ('Date_Year', 'Date_Month', 'Region'); q = foreach q generate 'Date_Year', 'Date_Month', 'Region', sum('Sales') as 'sum_Sales'; q = timeseries q generate 'sum_Sales' as 'Forecasted_Sales' with (dateCols=('Date_Year', 'Date_Month', "Y-M"), partition='Region'); q = foreach q generate 'Date_Year' + "~~~" + 'Date_Month' as 'Date_Year~~~Date_Month', 'Region', coalesce('sum_Sales', 'Forecasted_Sales') as 'Sales'; q = order q by ('Date_Year~~~Date_Month' asc, 'type' asc); q = limit q 2000; Which timeseries statement will fix the query?
A. q = timeseries q generate ‘sum_Sales’ as ‘Forecasted_Sales’ with (dateCols=(‘Date_Year’, ‘Date_Quarter’, “Y-Q”), partition=’Region’, ignoreLast=true);
B. q = timeseries q generate ‘sum_Sales’ as ‘Forecasted_Sales’ with (length=12, dateCols=(‘Date_Year’, ‘Date_Month’, “Y-M”), partition =’Region’);
C. q = timeseries q generate ‘sum_Sales’ as ‘Forecasted_Sales’ with (dateCols=(‘Date_Year’, ‘Date_Quarter’, “Y-Q”), partition =”Region’);
D. q = timeseries q generate ‘sum_Sales’ as ‘Forecasted_Sales’ with (dateCols=(‘Date_Year’, ‘Date_Quarter’, “Y-Q”), partition =’Region’, seasonality=4);
Free Access Full Certified Tableau CRM and Einstein Discovery Consultant Practice Questions Free
Want more hands-on practice? Click here to access the full bank of Certified Tableau CRM and Einstein Discovery Consultant practice questions free and reinforce your understanding of all exam objectives.
We update our question sets regularly, so check back often for new and relevant content.
Good luck with your Certified Tableau CRM and Einstein Discovery Consultant certification journey!