Salesforce Certified Tableau CRM and Einstein Discovery Consultant

About the Salesforce Einstein Analytics and Discovery Consultant 

The Salesforce Certified Tableau CRM and Einstein Discovery Consultant certification is designed for candidate who possess expertise in data ingestion procedures, security and access configurations, and the creation of dashboards. The Salesforce Certified Tableau CRM and Einstein Discovery Consultant certification exam covers the essential knowledge and competencies required to plan, construct, and provide assistance for applications, datasets, dashboards, and stories within Tableau CRM and Einstein Discovery.

Who should take the exam?

The Salesforce Certified Tableau CRM and Einstein Discovery Consultant examination is designed for individuals with extensive expertise in the Tableau CRM and Einstein Discovery platform, encompassing various aspects such as dataset administration, permission settings, security configurations, advanced skills in Salesforce Analytics Query Language (SAQL) for query support, and proficiency in utilizing JSON for dashboard creation on both desktop and mobile devices.

Purpose of the Exam

Salesforce Einstein Analytics and Discovery Consultant exam has been developed to assist in determining your preparedness to successfully pass the Salesforce Certified Tableau CRM and Einstein Discovery Consultant exam.

Skills and Experience Required

A Salesforce Certified Tableau CRM and Einstein Discovery Consultant typically possesses at least one year of experience and proficiency across various domains within Tableau CRM and Einstein Discovery. These domains include:

FRONT END ROLE

• Identifying appropriate chart types to fulfill specific business requirements.
• Crafting meaningful and relevant dashboards by applying principles of user experience (UX) design and adhering to Tableau CRM best practices.
• Constructing lenses powered by Salesforce Analytics Query Language (SAQL).
• Assessing the need for different types of binding/interaction (selection or result) within a dashboard.
• Establishing connections to data sources directly within the user interface.
• Building and customizing template applications.
• Creating dynamic calculations using compare tables.
• Enhancing dashboard performance.
• Embedding pages within dashboards.
• Adapting dashboard layouts for mobile devices.

ADMINISTRATIVE/MIDDLE ROLE

• Utilizing user provisioning for identity and access management.
• Handling migrations from lower environments using change sets and APIs.
• Configuring and managing integrations with source control systems.
• Implementing governance for dashboards and datasets to effectively oversee and monitor Tableau CRM usage.
• Applying security predicates and sharing inheritance for datasets.
• Managing permissions for applications.
• Applying encryption to datasets.
• Explaining the use cases for the Tableau CRM API.

BACK END ROLE

• Loading data into Tableau CRM, including methods such as CSV uploads, defining connectors for multi-org data loading, and integrating native Salesforce data.
• Creating dataset recipes for data transformation and preparation.
• Enabling and utilizing data synchronization (replication) to perform independent data extracts.
• Understanding the implications of enabling data synchronization.
• Managing and working around limitations related to dataset recipes and data synchronization.
• Implementing role hierarchies for access control.
• Adding derived fields to datasets as needed.

Exam Details

• Total Questions: 60 multiple-choice/multiple-select questions and 5 non scored questions
• Exam Duration: 90 minutes
• Passing score: 68% and above
• Exam Delivery options: Proctored exam or online proctored Exam 
  
• References: No hard-copy or online materials may be referenced during the exam.
• Prerequisite: None

Exam Outline

The Salesforce Einstein Analytics and Discovery Consultant exam covers the following topics - 

Domain 1 - Data Layer (24%)

• Use Data Manager to extract and load data from specified data sources into the Tableau CRM application in order to generate datasets. Explain the alignment of Salesforce platform functionalities with the Model-View-Controller (MVC) architectural pattern.
• In response to business requirements and consolidated data, implement refresh procedures, data synchronization (replication), and/or recipe configurations to effectively address the fundamental business needs. Identify typical scenarios for expanding an application's capabilities through the use of the AppExchange.
  
• In a given context, demonstrate your understanding of the possibilities offered by the Tableau CRM API.
  
• In a specific scenario, employ Tableau CRM to devise a solution that accommodates the limitations associated with recipes.

Domain 2 - Security (11%)

• Considering governance and the need for Tableau CRM asset security, establish the essential security configurations, encompassing the setup of users, groups, and profiles as required.
• In response to row-based security prerequisites and the utilization of security predicates, apply the relevant dataset security settings.
• Implement the sharing of applications in accordance with user, role, and group specifications.

Domain 3 - Administration (9%)

• Employing change management techniques, oversee the migration process from sandbox environments to production orgs.
• In response to user requirements or strategies focused on enhancing user-friendliness, oversee the management of dataset extended metadata (XMD) by adjusting labels, values, and colors.
• In a given situation, enhance the performance of dashboards by reorganizing datasets and data through the utilization of lenses, pages, and filters.
• In accordance with business needs and access prerequisites, enable Tableau CRM functionalities, options, and access permissions as required.

Domain 4 - Tableau CRM Dashboard Design (19%)

• In response to a customer's specific circumstances, assess and outline their requirements for dashboarding.
• Based on the customer's stated needs, design dashboards that are both meaningful and pertinent by adhering to principles of user experience (UX) design and following best practices for Tableau CRM.
• Tailor pre-existing Tableau CRM template applications to align with the business requirements as specified.

Domain 5 - Implementation of Tableau CRM Dashboards (18%)

• In accordance with business needs, specify the visualizations to be employed within lenses, including the selection of charts, dimensions, and measures for presentation.
• In response to customer business requirements, establish interactive bindings and interactions with static queries.
• To meet business expectations, generate a regression time series.
• In accordance with customer specifications, craft dynamic calculations utilizing compare tables.
• When facing business requirements that extend beyond the capabilities of the standard user interface (UI), utilize Salesforce Analytics Query Language (SAQL) to construct lenses, configure joins, or establish connections with data sources.

Domain 6 - Designing Einstein Discovery Stories (19%)

• When provided with a dataset, utilize Einstein Discovery to prepare data for the creation of story outputs, involving the retrieval of data and fine-tuning output configurations.
• Upon receiving initial customer expectations, assess the results of the story and identify potential enhancements to present to the customer.
• In response to derived results and insights, make necessary adjustments to data parameters, add or remove data, and refine the story as required.
• Gain an understanding of models in production and enable predictive capabilities throughout Salesforce CRM and Tableau CRM.

What do we offer?

• Full-Length Mock Test with unique questions in each test set
• Practice objective questions with section-wise scores
• The in-depth and exhaustive explanation for every question
• The reliable exam reports to evaluate strengths and weaknesses
• Latest Questions with an updated version
• Tips & Tricks to crack the test
• Unlimited access

What are our Practice Exams?

• Practice exams have been designed by professionals and domain experts that simulate real-time exam scenario.
• Practice exam questions have been created on the basis of content outlined in the official documentation.
• Each set in the practice exam contains unique questions built with the intent to provide real-time experience to the candidates as well as gain more confidence during exam preparation.
• Practice exams help to self-evaluate against the exam content and work towards building strength to clear the exam.
• You can also create your own practice exam based on your choice and preference