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Salesforce Tableau-CRM-Einstein-Discovery-Consultant Exam Syllabus Topics:
| Section | Weight | Objectives |
|---|---|---|
| Einstein Discovery | 12% | - Analyzing model results and proposing data improvements - Monitoring and interpreting Model Cards to improve or maintain model performance - Building models by assessing data and selecting prediction types (numeric, binary, multi-classification) - Enabling prediction features on Lightning record pages across Salesforce and CRM Analytics - Adjusting data parameters and adding/removing data or columns to improve models |
| Data Layer | 24% | - Dataflow configuration for multi-object scenarios - Troubleshooting failed dataflow jobs - Understanding denormalized sequential datasets - Incremental sync configuration - Data transformation and loading into Einstein datasets - Data extraction from sources |
| Security | 16% | - Implementing security settings for users, groups, and profiles - Dataset security settings using sharing inheritance and security predicates - App sharing based on user and group requirements |
| Analytics Dashboard Design | 13% | - Identifying appropriate use and configuration of standard CRM Analytics templated apps - Scoping, validating, and prioritizing dashboard design requirements - Creating dashboards following CRM Analytics best practices and UX design principles |
| Administration | 16% | - SAQL query language for dashboard JSON and lens queries - Managing CRM Analytics environment and configurations - Understanding recipes (Data Prep) for visual ETL interface - Embedding analytics in Salesforce |
| Analytics Dashboard Implementation | 19% | - Configuring dashboards using accurate query types and widget-level parameters - Developing selection/result interactions with different query types - Making dashboards actionable and accessible in Lightning pages - Using advanced functionality such as windowing and time series analysis in compare tables - Monitoring and optimizing query performance using Dashboard Inspector - Implementing delivery management strategies using versioning and/or Dashboard Publisher |
Salesforce Tableau CRM Einstein Discovery Consultant Sample Questions:
Question 1
A consultant is creating a Churn Prediction model to identify customers who are not likely to renew their contract.
What is the appropriate action to take?
A. Exclude active customers (customer who have not churned) from the training dataset since their Churned) from the training dataset since their Churn Reason field are nulls.
B. Exclude the Churn reason field from the dataset.
C. For the Churn Reason field, enable the ''This variable contains sensitive data'' box because it may contain sensitive customer behavior.
D. Replace nulls in the Churn Reason filed as 'No reason given'',
Question 2
A company wants to use Einstein Analytics to analyze the trend of their sales pipeline. The company wants to accelerate the sales process. To do so, they need to know the average time an opportunity spends in each stage. This value is not pre-calculated in Salesforce, so a consultant recommends using a dataflow to calculate it.
How can a dataflow be used to calculate the average time an opportunity spends in each stage?
A. computeRelative Transformation with SAQL Expression to calculate the duration
B. computeRelative Transformation with offset parameter to calculate the duration
C. flatten Transformation with Offset Expressions to calculate the duration
D. computeExpression Transformation with SAQL Expression to calculate the duration
Question 3
An Einstein consultant created a dashboard that went through review. Some few charts were added and removed in the process. The dashboard is now approved for production.
Which best practice should be done before releasing the dashboard?
A. Apply conditional formatting on the new charts.
B. Remove the redundant steps to ensure dashboard performance.
C. Modify the XMD so all labels and values are user-friendly.
D. Rename all the steps to correspond with the defined naming convention.
Question 4
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. Create one custom app for the datasets and share it with marketing and sales as "viewer."
B. 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.
C. 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."
D. 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."
Question 5
Default # rows in compare table.
A. 3000
B. 2000
C. 1500
D. 1000
Solutions:
| Question 1 Answer: C | Question 2 Answer: A | Question 3 Answer: B | Question 4 Answer: C | Question 5 Answer: B |
