Certified Tableau CRM and Einstein Discovery Consultant

Here you have the best Salesforce Certified Tableau CRM and Einstein Discovery Consultant practice exam questions

  • You have 98 total questions to study from
  • Each page has 5 questions, making a total of 20 pages
  • You can navigate through the pages using the buttons at the bottom
  • This questions were last updated on May 27, 2025
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Question 1 of 98

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?

    Correct Answer: C

    The best way to improve the performance of the dashboard is to create a second page on the dashboard and move the Opportunities Table to this new page. By splitting the content of the dashboard into multiple pages, the load time can be significantly reduced since the resource-heavy component (the Opportunities Table) will no longer impact the initial load time of the main dashboard. This approach ensures that the dashboard remains responsive while allowing access to the Opportunities Table when specifically needed. Such modularization is a common best practice for optimizing dashboard performance.

Question 2 of 98

A company used Tableau CRM to create two datasets:

1. "OpportunityWithAccount" dataset, which contains data from the Opportunity standard object augmented by the Account data.

2. "CaseWithAccount" dataset, which contains data from the Case standard object augmented by the Account data.

The company wants to build a lens showing the total number of Opportunities and Cases per Account.

How can a consultant help them build this lens?

    Correct Answer: B

    To build a lens showing the total number of Opportunities and Cases per Account by using Tableau CRM, you can utilize a SAQL (Salesforce Analytics Query Language) query. SAQL allows you to perform complex data manipulations including grouping and joining datasets. In this case, you can group and join the 'OpportunityWithAccount' and 'CaseWithAccount' datasets based on the 'AccountId' field, then aggregate the relevant information to get the total counts per Account. This approach efficiently combines and processes the necessary data to produce the desired insights.

Question 3 of 98

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?

    Correct Answer: B, C

    To display boolean fields as 'Yes' in green and 'No' in red, two methods can be used. First, you can download the XMD for the dataset, change the values and colors for the fields, and then upload the modified XMD back to the dataset. This allows for a comprehensive customization of dataset display options. Second, you can achieve this customization in the explorer by selecting the boolean fields and using the 'edit values' option to change the displayed values and colors. This method provides an alternative way to customize the display directly within the user interface.

Question 4 of 98

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?

    Correct Answer: A

    The correct endpoint to post to when creating a Tableau CRM template app is '/services/data/v##.#/wave/templates'. This endpoint is specifically designated for working with Tableau CRM templates, as indicated by the 'wave' and 'templates' in the endpoint. This allows data and configuration from the source app to be reused and extended in the creation of the template.

Question 5 of 98

Which three statements are true regarding sharing inheritance? (Choose three.)

    Correct Answer: B, D, E

    ABE

    Reference:

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

    Exam Certified Tableau CRM and Einstein Discovery Consultant Question 5