Certified Tableau CRM and Einstein Discovery Consultant v1.0 (Certified Tableau CRM and Einstein Discovery Consultant)

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Total 68 questions

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);


Answer : C

Reference:
https://developer.salesforce.com/docs/atlas.en-us.bi_dev_guide_saql.meta/bi_dev_guide_saql/bi_saql_statement_timeseries.htm



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.


Answer : D

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


Answer : D

Reference:
https://resources.docs.salesforce.com/latest/latest/en-us/sfdc/pdf/bi_admin_guide_security.pdf


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.


Answer : BC

Reference:
https://trailhead.salesforce.com/en/content/learn/modules/analytics-app-design/principles-good-design

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.


Answer : AD

Reference:
https://www.biztory.com/blog/understanding-einstein-discovery-stories-in-einstein-analytics

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.


Answer : B

Reference:
https://help.tableau.com/current/pro/desktop/en-us/publish_userfilters.htm

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


Answer : C


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).


Answer : AC

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¿


Answer : B

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


Answer : B

Reference:
https://help.salesforce.com/s/articleView?id=sf.bi_chart_intro_hbar.htm&type=5


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.


Answer : CD

Reference:
https://help.salesforce.com/s/articleView?id=sf.bi_analytics_encryption.htm&type=5


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.


Answer : B

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.


Answer : A

Reference:
https://trailhead.salesforce.com/en/content/learn/modules/dm_einstein_discovery_advanced_stories/dm_understand_what_could_happen


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.


Answer : A

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


Answer : D

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Total 68 questions