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Certified Tableau CRM and Einstein Discovery Consultant — Free Practice Questions

10 free sample questions from a bank of 96, with the correct answers and explanations. No signup required — start practising right now.

1A 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?
  • Create a Visualforce page and display a list view of the opportunities on this new page.
  • Create a link to download the list of opportunities as an Excel file.
  • Create a second page on the dashboard and move the table to this new page.
  • Create a second dashboard and move the table to this new dashboard.
Answer: C
2A customer is reviewing a story that is set to maximize the daily sales quantity of consumer products in stores, and the customer sees this chart related to promotional activities and to San Francisco specifically. What conclusion can be drawn from this insight?
Certified Tableau CRM and Einstein Discovery Consultant question 2
  • The best promotion type is Display.
  • Promotions increase sales stronger in San Francisco than they do in other cities.
  • The Other stores (visualized with the gray bars) show no significant data for the sales promotions.
  • Of all promotions types in San Francisco, sales were the highest using Display promotion.
Answer: D
3Universal 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?
Certified Tableau CRM and Einstein Discovery Consultant question 3
  • Use a SAQL query since the summary is not available in standard interface.
  • Create a computeExpression field in the Dataflow to calculate the summary.
  • Use the Show Summary option in the compare table.
  • Add a formula field to calculate the summary.
Answer: A
4A 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?
  • flatten
  • cluster
  • bucket
  • format dates
Answer: D
5A 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?
  • Change the method of binning to fixed width.
  • Nothing, because the field is not the outcome variable.
  • Remove the outlier rows.
  • Remove the field because it has bad data.
Answer: C
6What are two benefits of designing using the "Progressive Disclosure" principle? (Choose two.)
  • Improved ease of use for end users
  • Discounted EA licenses when growth is achieved
  • Better dashboard performance
  • Automatic conditional formatting
Answer: A, C
7A 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?
  • Set the attribute “Include Record ID Column value” to true.
  • Set the attribute “include_self_id” to false.
  • Set the attribute “include_self_id” to true.
  • Set the attribute “Include Record ID Column value” to false.
Answer: C
8Which set of statements generates monthly amount on a cumulative basis annually?
    Answer:
    9A Tableau CRM Consultant needs to add some data values to an existing dataflow: a text field, a number (via case statement), and a date (via SAQL). In order to achieve this, which compute option should be used?
    • computeField
    • computeValue
    • computeData
    • computeExpression
    Answer: D
    10A 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?
    • Assign the app permissions “viewer,” “editor,” and “manager” to the three types of roles defined.
    • Create and assign three new Salesforce profiles according to the three types of roles defined.
    • Assign “Tableau CRM Explorer” licenses to users that should only view the dashboard, and assign “Tableau CRM Developer” licenses to users that should be able to create datasets and dashboards.
    • Create and assign Salesforce permission sets according to the three types of roles defined.
    Answer: D

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