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

  • Exam Code: Tableau-CRM-Einstein-Discovery-Consultant
  • Exam Name: Salesforce Tableau CRM Einstein Discovery Consultant
  • Updated: Aug 11, 2026
  • Q & A: 244 Questions and Answers

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

SectionObjectives
Topic 1: Security and Access- Row-Level Security
  • 1. Security predicates and sharing inheritance
    Topic 2: Einstein Discovery- Predictive Modeling Concepts
    • 1. Story creation and interpretation
      • 2. Insights and recommendations
        Topic 3: Analytics Dashboarding- Lenses and Dashboards
        • 1. Creating and configuring dashboards
          • 2. Lens exploration and visualization types
            Topic 4: Data Layer and Data Management- Data Modeling and Data Sources
            • 1. Data ingestion and transformation concepts
              • 2. Understanding CRM Analytics datasets
                Topic 5: Data Preparation and Dataflows- Data Preparation Tools
                • 1. Data transformation logic
                  • 2. Recipes and dataflows usage

                    Salesforce Tableau CRM Einstein Discovery Consultant Sample Questions:

                    1. A consultant built a Tableau CRM dashboard for a shipping company. The consultant enabled data sync (replication) to increase the speed to datasets refreshing.
                    How often will the data on the dashboard be refreshed?

                    A) When the dashboard viewer clicks the Refresh button.
                    B) When the Data Sync runs to completion, and then recipe runs to completion.
                    C) When recipe runs to completion, and then Data Sync runs to completion.
                    D) Each time a user opens the dashboard


                    2. 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 an Einstein Consultant use to accomplish this task?

                    A) Chart Markers
                    B) Customize tooltip
                    C) XMD
                    D) Compare Table


                    3. Number of queries per user per day

                    A) 20,000
                    B) 10,000
                    C) 50,000
                    D) 1,000


                    4. Salesforce Analytics is...

                    A) A CRM alternative to Salesforce
                    B) An application built on top of Salesforce
                    C) A tool for analyzing surf reports and forecasts
                    D) An online repository of infographics


                    5. A Tableau CRM consultant is asked to add a new SalesTax field to a Product Sales dataset. The formula to calculate SalesTax is (SubTotal'CountyTax).
                    Which node should the consultant use in a recipe to calculate and insert SalesTax to the dataset?

                    A) Update
                    B) Transform
                    C) join
                    D) Append


                    Solutions:

                    Question # 1
                    Answer: C
                    Question # 2
                    Answer: A
                    Question # 3
                    Answer: B
                    Question # 4
                    Answer: B
                    Question # 5
                    Answer: B

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