Certified Tableau CRM and Einstein Discovery Consultant Practice Test Free – 50 Real Exam Questions to Boost Your Confidence
Preparing for the Certified Tableau CRM and Einstein Discovery Consultant exam? Start with our Certified Tableau CRM and Einstein Discovery Consultant Practice Test Free – a set of 50 high-quality, exam-style questions crafted to help you assess your knowledge and improve your chances of passing on the first try.
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- Get familiar with the real exam format and question types
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Below, you will find 50 free Certified Tableau CRM and Einstein Discovery Consultant practice questions to help you prepare for the exam. These questions are designed to reflect the real exam structure and difficulty level. You can click on each Question to explore the details.
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 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.
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
An Einstein Analytics Consultant is working with a subscriptions based company to build a dashboard to understand customer renewals. Each subscription is captured as a Closed Won Opportunity within Salesforce and a single Account can only have one active subscription. Unfortunately, the Opportunity record does not specify whether it is a renewal or a net new subscription. Which data transformation should be used to determine if a subscription is new or a renewal?
A. computeRelative
B. computeExpression
C. augment
D. flatten
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.
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)
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()
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'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
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 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 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.
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 built a Tableau CRM dashboard for a shipping company. The consultant enabled data sync (replication) to increase the speed of datasets refreshing. How often will the data on the dashboard be refreshed?
A. When the dashboard viewer clicks the Refresh button.
B. When Data Sync runs to completion, and then Dataflow runs to completion.
C. Each time a user opens the dashboard.
D. When Dataflow runs to completion, and then Data Sync runs to completion.
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 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.
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
Which set of statements generates monthly amount on a cumulative basis annually?
A.
B.
C.
D.
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
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 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 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 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.
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.
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.
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 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
Universal Containers has a Sales Manager dashboard. They have a compare table that displays the count of Customers and the Sum of Annual Revenue per year and per Account type. A consultant is asked to add more groupings to enhance details about their customers. What is the maximum number of grouping columns that the consultant must be aware of in order to continue using a compare table versus creating the query using SAQL?
A. 4
B. 8
C. unlimited
D. 10
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.
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).
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”.
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 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
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.
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 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.
A story created has an AUC of .62. What two things could be done to possibly improve this AUC score? (Choose two.)
A. Change the order of the story insights to descending.
B. Add more rows of relevant data.
C. Run detect sentiment on the dataflow before creating the story.
D. Segment the training set.
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 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 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.
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.
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.
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.
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
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.
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.
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 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 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
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