Certified Tableau CRM and Einstein Discovery ConsultantPreview

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 Tableau CRM consultant develops a dashboard called SalesPerformance_1 in a sandbox environment. To deploy the recipe, the consultant creates a package in workbench.

What is the correct meta data reference in the xml file?

A consultant built a very useful Einstein Analytics app for the corporate Sales Operations team of a company that has multiple Salesforce Orgs. Each Org has similar models and would like to review their data the way that the corporate Sales Operations team does. The app has been packaged and needs to be installed on the other production orgs.

What is the recommended practice to install the custom templated app?

Your sales team requests that datasets for their dashboards are refreshed every hour. You agree to investigate if this is possible and find that the dashboards use 5 datasets created from two recipes. The first recipe takes 43 min to run and the second recipe takes 25 min to run.

Is it possible to refresh data every hour?

A Tableau CRM consultant has created three recipes that each produce a dataset.
• Recipe1 creates Dataset1.
• Recipe2 created Dataset2.
• Recipe3 creates Dataset3.

Recipe3 is dependent on Dataset1, while Recipe1 and Recipe2 have no dependencies.

How should the consultant implement the recipe schedule?

A story created has an AUC of .62.

What two things could be done to possibly improve this AUC score? (Choose two.)

The Universal Containers Einstein Analytics team built a dashboard with two widgets:

1. List widget associated to the query Type_2" and grouped by the dimension "Type" (multi-selection)
2. Pie chart widget associated to the query "Step_pie_3" and grouped by the dimension "Type"

Additional notes:

• The queries use different datasets.
• Users should be able to choose more than one Type (multi-selection)

What is the right syntax for the binding/interaction?

A Tableau CRM Consultant is implementing encryption for a customer.

Which two statements about Tableau CRM Encryption are true? (Choose two.)

A consultant built a Tableau CRM app for the Sales Operations team. The Sales Operations team wants to share their app with other people at the company. The consultant recommends distributing the app as a Tableau CRM template app.

A set of JSON files will be generated after a template is created from the Sales Operations app.

What is the name of the JSON file that manages template metadata and all other template elements?

Universal Containers has a Dashboard for Sales Managers. They need to visualize their win rate.

Which chart type can be used to keep track if they are below or beyond the target?

A customer displays a lot of data and wants a way to dynamically emphasize certain values on a bar chart in order to properly grab the user’s attention.

What can a Tableau CRM Consultant use to accomplish this task?

A Tableau CRM consultant receives a new project from a client that wants to implement Tableau CRM. They do not currently have Tableau CRM, but want guidance around how to ensure that their users have correct access.

They have 1000 users with a small team of three people who will build datasets and dashboards. An additional 15 people should be able to create dashboards. The remaining users should only be able to view dashboards.

Which recommendation should the consultant give the client?

Which set of statements generates monthly amount on a cumulative basis annually?

A company uses role hierarchy to implement data security in Salesforce. They want the same role-hierarchy-based security model to apply in Tableau CRM, but want the users in a role to see data owned by other users in the same role.

Using the "flatten” transformation in a recipe, which attribute setting achieves this requirement?

A training dataset is being prepared for an Einstein Discovery story. One of its predictor (input) fields is skewed with outliers.

What action should the Einstein consultant take?

A client has a dashboard for Sales Managers. They want to have a list filter that shows the name of the month. However, based on the "CloseDate_Month" field, the list filter shows numbers instead of names.
Which recipe transformation can a Tableau CRM consultant use to generate the name of month as a new dimension in the dataset?

A list widget is added to a dashboard with existing charts and tables. What must be true for the list widget to facet the dashboard charts and tables using widget properties?

Universal Containers has a Sales Manager dashboard. They need to build a table as shown in the graphic and calculate the summary as the first line in a compare table.

How can the summary be calculated?

Universal Containers is evaluating the connection mode for the objects in their local Salesforce connector. They want to only sync updated and new records from the Order object, but they have some formula fields on the object and want to ensure those are updated weekly.

Which connection mode is best suited for this purpose?

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?

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?

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

Which widget property allows a consultant to restrict the view to a domain bounded by the values entered?