Salesforce Tableau-CRM-Einstein-Discovery-Consultant : Salesforce Tableau CRM Einstein Discovery Consultant

  • Exam Code: Tableau-CRM-Einstein-Discovery-Consultant
  • Exam Name: Salesforce Tableau CRM Einstein Discovery Consultant
  • Updated: Aug 26, 2026
  • Q & A: 244 Questions and Answers

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Salesforce Tableau-CRM-Einstein-Discovery-Consultant Exam Syllabus Topics:

SectionWeightObjectives
Topic 1: Security16%- Dataset security settings using sharing inheritance and security predicates
- App sharing based on user and group requirements
- Implementing security settings for users, groups, and profiles
Topic 2: Analytics Dashboard Design13%- Creating dashboards following CRM Analytics best practices and UX design principles
- Scoping, validating, and prioritizing dashboard design requirements
- Identifying appropriate use and configuration of standard CRM Analytics templated apps
Topic 3: Analytics Dashboard Implementation19%- Configuring dashboards using accurate query types and widget-level parameters
- Making dashboards actionable and accessible in Lightning pages
- Developing selection/result interactions with different query types
- 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
Topic 4: Data Layer24%- 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 5: Administration16%- Understanding recipes (Data Prep) for visual ETL interface
- Embedding analytics in Salesforce
- SAQL query language for dashboard JSON and lens queries
- Managing CRM Analytics environment and configurations
Topic 6: Einstein Discovery12%- Building models by assessing data and selecting prediction types (numeric, binary, multi-classification)
- Monitoring and interpreting Model Cards to improve or maintain model performance
- Analyzing model results and proposing data improvements
- Adjusting data parameters and adding/removing data or columns to improve models
- Enabling prediction features on Lightning record pages across Salesforce and CRM Analytics

Salesforce Tableau CRM Einstein Discovery Consultant Sample Questions:

Question 1

An Einstein Analytics team created a funnel chart to show the number of opportunities in each stage. The managers who use the chart report that the funnel shows stages in alphabetical order instead of sales cycle order.
In which two ways can a consultant help them address this issue? Choose 2 answers

A. Use a dataset XMD to rename stages.
B. Use a dataflow to sort the stages by their internal name.
C. Use a dataflow to rename the stages with a preceding number.
D. Use a dashboard JSON to rename stages.


Question 2

Which security option is not available in Einstein Analytics for securing datasets?

A. Inherited security
B. Row-level security with security predicates
C. App level security
D. Field-level security


Question 3

In an org, some of the Activity records do not have related Opportunity records. Additionally, there are Opportunity records that do not have related Activity records.
Which SAQL statement will fetch all Opportunities, even if they don't have associated Activities, and fetch related Activity data, if it exists?

A. q = cogroup Opportunity by 'Id' left, Activities by 'Opportunityld';
B. q = cogroup Opportunity by 'Id', Activities by 'Opportunityld';
C. q = cogroup Opportunity by 'Id' right, Activities by 'Opportunityld';
D. q = cogroup Opportunity by 'Id', Activities by 'Opportunityld' left;


Question 4

Exhibit:

A company wants to create a timeline chart to visualize the evolution of their Closed Won Opportunities. What are the required parameters to build a lens that displays output similar to the image shown?

A. 2 measures, 0-2 groupings if trellis is disabled, or 0-4 groupings if trellis is enabled
B. 1 measure, 0 groupings if trellis is disabled, or 0-2 groupings if trellis is enabled
C. 1 measure, 1-2 groupings if trellis is disabled, or 1-4 groupings if trellis is enabled
D. 1 measure, 1 grouping by a date field, and either 0-1 groupings by a dimension if trellis is disabled, or 0-2 groupings if trellis is enabled


Question 5

An Einstein Analytics team plans to enable data sync (replication).
Which two limits are specific to data sync (replication) and should be considered before enabling the feature because they might impact existing jobs?
Choose 2 answers

A. Maximum number of dataflow definitions
B. Maximum number of dataflow transformations
C. Timeout for ELT (Extract Load Transform) jobs that are scheduled but not yet executed
D. Maximum number of objects that can be enabled for data sync (replication)


Solutions:

Question 1
Answer: A,C
Question 2
Answer: D
Question 3
Answer: A
Question 4
Answer: D
Question 5
Answer: A,D

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