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Salesforce Tableau-CRM-Einstein-Discovery-Consultant Exam Syllabus Topics:
| Section | Weight | Objectives |
|---|---|---|
| Topic 1: Administration | 16% | - Understanding recipes (Data Prep) for visual ETL interface - Managing CRM Analytics environment and configurations - Embedding analytics in Salesforce - SAQL query language for dashboard JSON and lens queries |
| Topic 2: Security | 16% | - App sharing based on user and group requirements - Dataset security settings using sharing inheritance and security predicates - Implementing security settings for users, groups, and profiles |
| Topic 3: Einstein Discovery | 12% | - Building models by assessing data and selecting prediction types (numeric, binary, multi-classification) - Monitoring and interpreting Model Cards to improve or maintain model performance - Enabling prediction features on Lightning record pages across Salesforce and CRM Analytics - Adjusting data parameters and adding/removing data or columns to improve models - Analyzing model results and proposing data improvements |
| Topic 4: Analytics Dashboard Implementation | 19% | - Making dashboards actionable and accessible in Lightning pages - Monitoring and optimizing query performance using Dashboard Inspector - Configuring dashboards using accurate query types and widget-level parameters - Using advanced functionality such as windowing and time series analysis in compare tables - Implementing delivery management strategies using versioning and/or Dashboard Publisher - Developing selection/result interactions with different query types |
| Topic 5: Data Layer | 24% | - Troubleshooting failed dataflow jobs - Dataflow configuration for multi-object scenarios - Understanding denormalized sequential datasets - Incremental sync configuration - Data extraction from sources - Data transformation and loading into Einstein datasets |
| Topic 6: Analytics Dashboard Design | 13% | - Scoping, validating, and prioritizing dashboard design requirements - Identifying appropriate use and configuration of standard CRM Analytics templated apps - Creating dashboards following CRM Analytics best practices and UX design principles |
Salesforce Tableau CRM Einstein Discovery Consultant Sample Questions:
1. Which widget property allows a consultant to restrict the view to a domain bounded by the values entered'
A) Add Custom Range
B) Add Custom Domain
C) Filter by Range
D) Add Filter
2. Which isn't an option for setting a security predicate for a dataset created from an external data file?
A) In the dataset Security Predicate
B) In the metadata file associated with the external data file using the rowLevelSecurityFilter key
C) On each row prior to upload
D) In the Register transformation node of a dataflow that uses this dataset
3. Why is it important to prepare the data in a CSV file before you bring it into Analytics?
A) To remove column headers
B) To make sure the content is interesting
C) To add currency symbols to numeric fields
D) To make sure Analytics can set the field type correctly
4. To model customer value, a consultant decided to aggregate the amount ($) individual customers spent over a 2-year span.
With reference to the outcome variable, which action should the consultant take?
A) Select the option: Are you expecting a whole number greater than or equal to 0?
B) Select to minimize the outcome variable.
C) Create five bins of revenues, ranging from Very High Value, high Value, average Value, Low Value, and very Low Value in dataflow.
D) Create five bins or revenue, ranging from very high Value, High Value, Average Value, Low Value, and Very Low Value in data prep.
5. In what order does Einstein Discovery present the insights that it uncovers?
A) Insights that explain the most variation in the outcome variable, in ascending order
B) Alphabetical, in ascending order
C) Insights that explain the most variation in the outcome variable, in descending order
D) Alphabetical, in descending order
Solutions:
| Question # 1 Answer: B | Question # 2 Answer: C | Question # 3 Answer: D | Question # 4 Answer: A | Question # 5 Answer: C |
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