Tableau CRM and Einstein Discovery Consultant Certification Exam Guide.

1. About the Tableau CRM and Einstein Discovery Consultant Exam

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.

  • Content: 60 multiple-choice/multiple-select questions and up to 5 unscored questions
  • Time allotted to complete the exam: 90 minutes
  • Passing score: 68% (41 Questions out of 60)
  • Registration fee: USD 200, plus applicable taxes as required per local law
  • Retake fee: USD 100, plus applicable taxes as required per local law

2. Exam Outline

Data Layer: 24%

  • 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 dataflow limits.

Security: 11%

  • 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.

Administration: 9%

  • 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.

Tableau CRM Dashboard Design: 19%

  • 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.

Tableau CRM Dashboard Implementation: 18%

  • 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 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.

Einstein Discovery Story Design: 19%

  • 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

3. Tableau CRM and Einstein Discovery Certification Exam Guide

4. Tableau CRM and Einstein Discovery Certification Trailmix

4. Important Topics for Tableau CRM and Einstein Discovery Certification exam

4.1 Data Layer – 24% (14 Questions)

4.2 Security – 11% (7 Questions)

  • Tableau CRM Users, Groups, and Profiles
  • Tableau CRM Platform Licenses and Permission Sets
    • The Tableau CRM Growth license (grants access Tableau CRM platform) includes two prebuilt permission sets:
      • Tableau CRM Growth Admin 
      • Tableau CRM Growth User 
    • The Tableau CRM Plus license (grants access to Einstein Discovery) includes two prebuilt permission sets:
      • Tableau CRM Plus Admin
      • Tableau CRM Plus User 

4.3 Administration – 9% (6 Questions)

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