Salesforce Certified Tableau CRM and Einstein Discovery Consultant

Salesforce Tableau CRM and Einstein Discovery Consultant Credential

The Salesforce Certified Tableau CRM and Einstein Discovery Consultant credential is intended for individuals who have the knowledge, skills, and experience with data ingestion processes, security and access implementations, and dashboard creation. This credential encompasses the fundamental knowledge and skills to design, build, and support apps, datasets, dashboards and stories in Tableau CRM and Einstein Discovery.

This exam guide provides information about the Salesforce Certified Tableau CRM and Einstein Discovery Consultant exam.

Try Online Exam »

Purpose of this Exam Guide

This exam guide is designed to help you evaluate if you are ready to successfully complete the Salesforce Certified Tableau CRM and Einstein Discovery Consultant exam. This guide provides information about the target audience for the certification exam, recommended training and documentation, and a complete list of exam objectives—all with the intent of helping you achieve a passing score. Salesforce highly recommends a combination of on-the-job experience, course attendance, and self-study to maximize your chances of passing the exam.

Audience Description

The Salesforce Certified Tableau CRM and Einstein Discovery Consultant exam is intended for an individual who has broad knowledge of the Tableau CRM and Einstein Discovery platform and its capabilities, including: dataset management, permissions and security implementations, advanced Salesforce Analytics Query Language (SAQL) coding to support querying and JSON to support dashboard creation on both desktop and mobile devices.

The Salesforce Certified Tableau CRM and Einstein Discovery Consultant generally has a minimum of one year of experience and skills across the Tableau CRM and Einstein Discovery domains, including:

FRONT END

• Select the right charts to satisfy a business requirement.
• Create meaningful and relevant dashboards through the application of UX design principles and Tableau CRM best practices.
• Build SAQL powered lenses.
• Evaluate which type of binding/interaction (selection or result) is needed for a dashboard.
• Connect data sources within the UI.
• Build and customize template apps.
• Develop dynamic calculation using compare tables.
• Improve dashboard performance.
• Embed pages in dashboards.
• Convert dashboard layouts for mobile.

ADMINISTRATIVE/MIDDLE

• Employ user provisioning to manage identity and access.
• Manage migration from lower environment change sets and API.
• Configure and manage integration with source control system.
• Incorporate governance of dashboards and datasets to manage and monitor Tableau CRM.
• Employ security predicates and sharing inheritance for datasets.
• Manage App permissions.
• Apply encryption to a dataset.
• Explain uses for the Tableau CRM API.

BACK END

• Load data into Tableau CRM including CSV uploads, defining connectors to load data from multi-org, and native Salesforce data.
• Create dataset recipes.
• Enable and use data sync (replication) to run independent data extracts.
• Recognize the impact of enabling data sync.
• Manage and workaround recipe and data sync limits.
• Implement role hierarchy.
• Add derived fields to a dataset.

Einstein Discovery

• Export data to Discovery
• Prepare data for Discovery.
• Examine story statistics and algorithms to make recommendations.
• Surface Discovery insights into standard Salesforce pages.

The Salesforce Certified Tableau CRM and Einstein Discovery Consultant candidate has the experience, skills, and knowledge outlined below:

• Certification or experience with other business intelligence (BI), extract-transform-load (ETL), Tableau CRM, and reporting tools.
• Understanding of dashboard/user experience (UX) design and aesthetics for mobile and for desktop.
• Competency in reading and writing Salesforce Analytics Query Language (SAQL) and Salesforce Object Query Language (SOQL).
• Competency in developing ETL processes for dataset preparation and management.
• Understanding of Master Data Management (MDM).
• Competency with developing stories in Einstein Discovery.
• Working knowledge of data science life cycle.
• Working knowledge of statistical analysis.
• Working knowledge of data modeling.
• Experience leading technical projects.
• Competency in administering, configuring, and securing Tableau CRM.
• Optional experience with administration, configuration, and securing Salesforce.
• Configure and perform writeback to Salesforce for Discovery models.

A candidate for this exam is not expected to …

• Write Apex code.
• Use the Tableau CRM Software Development Kit (SDK).
• Write code using the Tableau CRM API. 

Salesforce Tableau CRM and Einstein Discovery Consultant Exam Summary:

Exam Name	Salesforce Tableau CRM and Einstein Discovery Consultant
Exam Code	Tableau CRM and Einstein Discovery Consultant
Exam Price	Registration fee: USD 200 Retake fee: USD 100
Duration	90 minutes
Number of Questions	65
Passing Score	68%
Recommended Training / Books	Learn Tableau CRM Plus Building Lenses, Dashboards, and Apps in Tableau CRM (ANC201) Implement and Manage Tableau CRM (ANC301) Explore with Tableau CRM Gain Insight with Einstein Discovery Tableau CRM Apps Basics
Sample Questions	Salesforce Tableau CRM and Einstein Discovery Consultant Sample Questions
Recommended Practice	Salesforce Certified Tableau CRM and Einstein Discovery Consultant Practice Test

Salesforce Tableau CRM and Einstein Discovery Consultant Syllabus:

Section	Objectives	Weights
Data Layer	- Given data sources, use Data Manager to extract and load the data into the Tableau CRM application to create datasets. Describe how the Salesforce platform features map to the Model-View-Controller (MVC) pattern. - Given business needs and consolidated data, implement refreshes, data sync (replication), and/or recipes to appropriately solve the basic business need. Identify the common scenarios for extending an application's capabilities using the AppExchange. - Given a situation, demonstrate knowledge of what can be accomplished with the Tableau CRM API - Given a scenario, use Tableau CRM to design a solution that accommodates recipe limits.	24%
Security	- Given governance and Tableau CRM asset security requirements, implement necessary security settings including users, groups, and profiles. - Given row-based security requirements and security predicates, implement the appropriate dataset security settings. - Implement App sharing based on user, role, and group requirements.	11%
Administration	- Using change management strategies, manage migration from sandbox to production orgs. - Given user requirements or ease-of-use strategies, manage dataset extended metadata (XMD) by affecting labels, values, and colors. - Given a scenario, improve dashboard performance by restructuring the dataset and/or data using lenses, pages, and filters. - Given business and access requirements, enable Tableau CRM, options, and access as expected.	9%
Tableau CRM Dashboard Design	- Given a customer situation, determine and define their dashboarding needs. - Given customer requirements, create meaningful and relevant dashboards through the application of user experience (UX) design principles and Tableau CRM best practices. - Given business requirements, customize existing Tableau CRM template apps to meet the business needs.	19%
Tableau CRM Dashboard Implementation	- Given business requirements, define lens visualizations such as charts to use and dimensions and measures to display. - Given customer business requirements, develop selection and results bindings/interactions with static queries. - Given business expectations, create a regression time series. - Given customer requirements, develop dynamic calculations using compare tables. - Given business requirements that are beyond the standard user interface (UI), use Salesforce Analytics Query Language (SAQL) to build lenses, configure joins, or connect data sources.	18%
Einstein Discovery Story Design	- Given a dataset, use Einstein Discovery to prepare data for story output by accessing data and adjusting outputs. - Given initial customer expectations, analyze the story results and determine suggested improvements that can be presented to the customer. - Given derived results and insights, adjust data parameters, add/remove data, and improve story as needed. - Understand models in production and enable prediction features across Salesforce CRM and Tableau CRM	19%