Certified Tableau CRM and Einstein Discovery Consultant Exam Prep Free – 50 Practice Questions to Get You Ready for Exam Day
Getting ready for the Certified Tableau CRM and Einstein Discovery Consultant certification? Our Certified Tableau CRM and Einstein Discovery Consultant Exam Prep Free resource includes 50 exam-style questions designed to help you practice effectively and feel confident on test day
Effective Certified Tableau CRM and Einstein Discovery Consultant exam prep free is the key to success. With our free practice questions, you can:
- Get familiar with exam format and question style
- Identify which topics you’ve mastered—and which need more review
- Boost your confidence and reduce exam anxiety
Below, you will find 50 realistic Certified Tableau CRM and Einstein Discovery Consultant Exam Prep Free questions that cover key exam topics. These questions are designed to reflect the structure and challenge level of the actual exam, making them perfect for your study routine.
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.
A shipping company created a dataset, "Book11," containing budget per region per month for the first six months of 2018. The dataset is shown in the graphic. Now, they want to create a lens showing the total budget for each region for each month. Every combination of region and month must be shown in the lens, even if there is no data. How can a Tableau CRM Consultant help this company build this lens?
A. Use a “Compare Table” and add a column leveraging the “Running Total” function.
B. Use a “Compare Table” and use the “Show summary” option.
C. Use a SAQL query leveraging the “fill” statement with a “partition” parameter.
D. Use a SAQL query to create fake rows for any data that is missing data from the dataset.
Universal Containers has a Sales Manager dashboard. They need to build a table as shown in the graphic and calculate the summary as the first line in a compare table. How can the summary be calculated?
A. Use a SAQL query since the summary is not available in standard interface.
B. Create a computeExpression field in the Dataflow to calculate the summary.
C. Use the Show Summary option in the compare table.
D. Add a formula field to calculate the summary.
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.
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
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.
The Universal Containers company used Tableau CRM to create two datasets: ✑ Dataset A: contains a list of activities with an "activityID" dimension and a "userID" dimension ✑ Dataset B: contains a list of users with a "userID" dimension The team wants to delete from Dataset A all activities related to users in Dataset B. How can a Tableau CRM Consultant help them achieve this?
A. Use an external ETL tool to extract both datasets and delete records.
B. Use a combination of dataflow transformations: “augment” and “filter.”
C. Use the dataflow transformation “delete” and set “userID” as the deletion ID.
D. Use the recipe operation “delete” and set “userID” as the deletion ID.
Universal Containers (UC) has 10 models currently in production that are being used to predict across their org, UC is interested in understanding how well these 10 models are performing. What are the steps required to achieve this?
A. Update the Models settings for the models and add a prediction field.
B. Update the Model settings for the models and set a terminal state filter.
C. Run the models against all the data currently in org to calculate their performance.
D. Run the models against the dataset used to create the stories.
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 client has a dashboard for Sales Managers. They want to have a list filter that shows the name of the month. However, based on the "CloseDate_Month" field, the list filter shows numbers instead of names. Which recipe transformation can a Tableau CRM consultant use to generate the name of month as a new dimension in the dataset?
A. flatten
B. cluster
C. bucket
D. format dates
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 data architect wants to use a recipe transformation to implement row-level security that is based on role hierarchy in Salesforce. Which transformation should be used to level the dataset hierarchy?
A. flatten transformation
B. delta transformation
C. aggregate transformation
D. append transformation
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”.
The Vice President of Sales wants to create a "Pipeline Trending" dashboard in Tableau CRM that displays specific colors depending on the values of the fields. Which two techniques should a consultant use to help address this requirement? (Choose two.)
A. Assign conditional formatting on a dashboard widget.
B. Use a Recipe and assign colors to each field value with the Color transformation.
C. Use a computeRelative to calculate a color field and assign it to each field value.
D. Choose the “Show Fields Panel” option when exploring the dataset and then assign colors to each field value.
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 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. update
B. append
C. join
D. transform
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 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 list widget is added to a dashboard with existing charts and tables. What must be true for the list widget to facet the dashboard charts and tables using widget properties?
A. The list, chart, and table queries must share a common name.
B. The list, chart, and table queries must share common dimensions from different datasets.
C. The list, chart, and table queries must share the same dataset.
D. Chart and table queries must have their own list widgets.
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 dashboard using Tableau CRM for a client, a shipping company. It sources data from very large datasets. Now the client has requested that the consultant add more queries to the dashboard. What two actions should the consultant take to ensure that the dashboard has acceptable performance? (Choose two.)
A. Replace AggregateFlex queries with SAQL queries.
B. Split the queries and charts into different pages in a dashboard.
C. Avoid using conditional formatting.
D. Check if any query can be reused for multiple purposes.
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 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.
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
A company wants to allow users who belong to an account team to see all the Opportunities associated with that Account in Tableau CRM. Which two actions accomplish this requirement? (Choose two.)
A. Create a master-detail relationship between the Salesforce Account and Opportunity objects.
B. Apply sharing inheritance.
C. In the dataflow, extract the AccountTeamMember object and augment it with the Opportunity object using ‘AccountId’ as the join field and apply following security predicate: ‘AccountTeamMember.UserId’ == “$User.Id”.
D. In the dataflow, extract the OpportunityTeamMember object and augment it with the Opportunity object using ‘OpportunityId” as the join field and apply the following security predicate: ‘OpportunityTeamMember.UserId’ == “sUser.Id”.
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.
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);
A consultant plans to extract an Opportunity object for training and wants to create a story to identify opportunities that are likely to be won. Which two actions should the consultant take to prepare the training dataset? (Choose two.)
A. Exclude IsClosed (FALSE).
B. Maximize on IsWon (TRUE).
C. Include opportunities that are in all stages for completeness.
D. Include StageName because this field is highly correlated to IsWon (True).
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 is implementing encryption for a customer. Which two statements about Tableau CRM Encryption are true? (Choose two.)
A. Bring Your Own Key is not supported.
B. By default, the same keys are used to encrypt data in Tableau CRM as are used to encrypt data in Salesforce objects.
C. When Tableau CRM Encryption is enabled, all newly registered datasets are encrypted at rest.
D. The customer’s org must have a Shield Platform Encryption tenant secret.
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. Given that the queries are using different datasets, which two changes can a Tableau CRM Consultant make to solve this issue? (Choose two.)
A. Use selection binding in the filters section of the query “Type_1.”
B. Use selection binding in the filters section of the query “Step_pie_2.”
C. Use “Connect Data Sources” and create a connection to connect the two widgets.
D. Use “Connect Data Sources” and create a connection to connect the two datasets.
Which dataflow transformation does data sync (replication) reference, in an existing dataflow, to determine which Salesforce objects and fields are currently being extracted?
A. edgemart
B. export
C. sfdcDigest
D. sfdcRegister
Which three parameters are used in a compare table formula field to calculate and display a field as percentage value? (Choose three.)
A. Length
B. Column Name
C. Column Color
D. Format
E. Calculation
Which three statements are true regarding sharing inheritance? (Choose three.)
A. A dataset using sharing must also have a security predicate defined.
B. If a user can see more than 3,000 records on the object in Salesforce, but the user does not have the “View All Data” permission, sharing inheritance is not used. The backup security predicate takes effect. This limitation does not apply to the Opportunity object.
C. When sharing inheritance is enabled, security predicates are ignored.
D. Sharing inheritance supports a foreign key for enforcing security.
E. Sharing inheritance supports Account, Campaign, Case, Contact, Opportunity, Lead, Order, and User. If you use custom objects, you must use security predicates for those.
The Universal Containers Sales team is looking to build a dashboard that shows the total revenue from their top 10 accounts (based on revenue) and make it dynamic with the filters of the dashboard. What two steps are required to accomplish this? (Choose two.)
A. Create a query with a selection based interaction as a filter using the limited query to pass in the 10 Account Id’s.
B. Create a query and sort descending by revenue and limit it to 10 results.
C. Create a query that groups by Account Id and sorts descending by revenue and limit it to 10 results.
D. Create a query with a results based interaction as a filter using the limited query to pass in the 10 Account Id’s.
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.
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 team reports that when they start their dataflow it runs successfully with no errors or warnings, but one of the fields does not return values when it is queried. What can be the origin of this issue?
A. The “Integration User Profile” does not have access to the field.
B. The field does not contain any data in Salesforce.
C. The user who runs the dataflow does not have access to the field.
D. The “Security User Profile” does not have access to the field.
A company used Tableau CRM to create two datasets: 1. "OpportunityWithAccount" dataset, which contains data from the Opportunity standard object augmented by the Account data. 2. "CaseWithAccount" dataset, which contains data from the Case standard object augmented by the Account data. The company wants to build a lens showing the total number of Opportunities and Cases per Account. How can a consultant help them build this lens?
A. Use “Compare Table” to join the “OpportunityWithAccount” and “CaseWithAccount” datasets using the “AccountId” and then aggregate by Account.
B. Use a SAQL query to group and join the “OpportunityWithAccount” and “CaseWithAccount” datasets then generate the results.
C. Use a Salesforce Direct query to join “OpportunityWithAccount” and “CaseWithAccount” datasets.
D. Set up Connect Data Sources in the UI between the “OpportunityWithAccount” and “CaseWithAccount” datasets.
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.
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
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 or beyond the target?
A. Metric Radar
B. Heatmap
C. Line
D. Gauge
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
What are two core design principles to consider when building Analytics apps or dashboards? (Choose two.)
A. Balance: make sure they have a balance of different charts to get a more interesting design.
B. Clarity: make sure they are uncluttered and easy to interpret.
C. Consistency: make sure they have a sense of familiarity to strengthen your users’ ease of use.
D. Emphasis: make sure they have space for important information, such as headlines and key charts.
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
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 consultant built a Tableau CRM 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 a Tableau CRM template app. In the process of creating the template, which role does the original Tableau CRM app for the Sales Operation team play?
A. It is the target.
B. It is the template.
C. It is the instance.
D. It is the master.
The Tableau CRM team at a company created a dataset based on the Sales_Target c custom object. The VP of Sales reports seeing the message "No results ן¼¿ found" when opening the dataset to explore it. Other users below the VP in the role hierarchy can see rows on the same dataset. Which problem might be causing this issue?
A. The Security Predicates set up at the dataset level are preventing the VP from seeing data. B. The Salesforce profile for the VP does not have read permission on some fields of the Sales_Target c custom object. ן¼¿
C. The dataset is inheriting sharing from Salesforce and the VP can see more than 3000 rows. D. The Salesforce profile for the VP does not have read permission on the Sales_Target c custom object. ן¼¿
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
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.
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