Certified Tableau CRM and Einstein Discovery Consultant Dump Free – 50 Practice Questions to Sharpen Your Exam Readiness.
Looking for a reliable way to prepare for your Certified Tableau CRM and Einstein Discovery Consultant certification? Our Certified Tableau CRM and Einstein Discovery Consultant Dump Free includes 50 exam-style practice questions designed to reflect real test scenarios—helping you study smarter and pass with confidence.
Using an Certified Tableau CRM and Einstein Discovery Consultant dump free set of questions can give you an edge in your exam prep by helping you:
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Below, you will find 50 free questions from our Certified Tableau CRM and Einstein Discovery Consultant Dump Free collection. These cover key topics and are structured to simulate the difficulty level of the real exam, making them a valuable tool for review or final prep.
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.
The Universal Containers company uses a Microsoft Azure SQL Data Warehouse to gather information about sales representatives' objectives. They want to use Einstein Analytics to gain insights from this data; therefore, they need to automatically load the warehouse's data into a Tableau CRM dataset on a daily basis. The data also needs to be transformed and merged with data from the company's org. Which three Tableau CRM user interface features can be used to complete these requirements? (Choose three.)
A. Microsoft Azure SQL Data Warehouse Connector
B. Recipes
C. Dataflow
D. Tableau CRM Connector for Excel
E. Analytics REST API
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.
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.
Results from an Einstein Discovery story are reviewed with a business user. They agree with the findings but noticed that none of the fields used in the story have a correlation value greater than 4%. The client is now concerned that the model may not be good enough to deploy. What are two possible next steps? (Choose two.)
A. Identify additional data that may have a stronger relationship with the outcome variable.
B. Rerun and update the story with a different algorithm.
C. Proceed with deployment if the correlation values are sufficient.
D. Edit the model accuracy settings and rerun the story.
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.
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 company uses Tableau CRM to build dashboards for different departments: Sales, Service, and Marketing, Users for the same department have the same role and need to have access to the same dashboards. Dashboards for different departments use some common datasets with the same row-level security. How can a Tableau CRM address this need?
A. Create one application for each department, put common datasets in the shared app, and use profiles to share applications.
B. Create one application for each department, put common datasets in the shared app, and use roles to share applications.
C. Create one application for each department, put common datasets in the shared app, and use permission sets to share applications.
D. Create one application for each department and use roles to share applications
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.
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.
A customer displays a lot of data and wants a way to dynamically emphasize certain values on a bar chart in order to properly grab the user’s attention. What can a Tableau CRM Consultant use to accomplish this task?
A. XMD
B. Customize tooltip
C. Compare Table
D. Chart Markers
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);
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.”
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.
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 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
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 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.
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. { "folderSource" : { "id" : "Sales Operations ID"} } Given the code statement above, which endpoint should it be posted to?
A. /services/data/v##.#/wave/templates
B. /services/data/v##.#/analytics/projects
C. /services/data/v##.#/analytics/wizard
D. /services/data/v##.#/wave/apps
A training dataset is being prepared for an Einstein Discovery story. One of its predictor (input) fields is skewed with outliers. What action should the Einstein consultant take?
A. Change the method of binning to fixed width.
B. Nothing, because the field is not the outcome variable.
C. Remove the outlier rows.
D. Remove the field because it has bad data.
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 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.
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 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¿
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.
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 consultant is working with the client to define goals and metrics for a dashboard that will be built. The consultant 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 to get as much information as possible onto one page.
B. How to quickly convey key information.
C. Which colors to use and how to use them.
D. Which charts to use to best support the defined goal.
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 consultant is tasked with creating one query that shows how many opportunities and cases there are per account. Cases and opportunities are found in two different datasets with a reference to the related Account via the AccountId. What options do the consultant have in Analytics Studio to create the query?
A. a union statement
B. a fill statement
C. a cogroup statement
D. a cogroup or union statement
A consultant wants to optimize data loads by extracting Salesforce objects using independent Tableau CRM dataflows ahead of time. Which construct should be used to accomplish this?
A. Clone
B. Dataflow
C. Data Sync (Replication)
D. Augment
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 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
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 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 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 Salesforce administrator wants to create a new dashboard that uses custom geoJSON to display data; however, the administrator is unable to upload the file via the UI. What should be done?
A. Add the system permission “Manage Analytics Custom Maps” to the permission set used.
B. Enable “Custom maps with geoJSON” in the analytics settings.
C. Upload the geoJSON via the API because it is not a function in the UI.
D. Contact Salesforce support and request to get custom maps and geoJSON enabled for the org.
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)
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
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.
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. How can a Tableau CRM Consultant use the Dataflow nodes to generate the name of month as a new dimension in the dataset?
A. flatten
B. append
C. computeRelative
D. computeExpression
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 client has two datasets that are used across seven different dashboards. Three of these dashboards are used by marketing and four are used by sales. The client requires that only marketing can access the marketing dashboards and only sales can access the sales dashboards. What solution should be recommended?
A. Duplicate the datasets and create two custom apps: one for marketing dashboards and datasets with marketing as “editor” and one for sales dashboards and datasets with sales as “editor.”
B. Create three custom apps: one for marketing dashboards with marketing as “viewer,” one for sales dashboards with sales as “viewer,” and one for datasets where marketing and sales are “viewer.”
C. Create one custom app for the datasets and share it with marketing and sales as “viewer.”
D. Create two custom apps: one for marketing dashboards with marketing as “viewer” and one for sales dashboards with sales as “viewer.” Add the datasets as references to both custom apps.
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.
The client asks a Tableau CRM Consultant to build a dashboard with a chart that shows revenue and quantity of units sold. Which type of Combo Chart can the consultant use?
A. Grid over Bar
B. Line over Bar
C. Line over Scatter Plot
D. Line over Stacked Bar
In a dataset, there are multiple boolean fields. When displayed on any dashboard, the boolean fields should all be displayed in the same way: a value of true should result in the display of the word "Yes" in green; a value of false should result in the display of the word "No" in red. In which two ways can this be accomplished?
A. Create an XMD node in the dataflow to change the label and color of the values in the fields.
B. In the explorer, select the boolean fields and use the “edit values” option on the fields to change values and colors.
C. Download the XMD for the dataset and change the values and color for the fields and then upload to the dataset.
D. In the explorer, select the boolean fields, then create a derived dimension that references the boolean fields, and then modify the values and colors of the derived dimension.
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.
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.
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.
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
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()
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