Free Practice Questions for Salesforce Tableau-CRM-and-Einstein-Discovery-Consultant Exam

Before releasingan updated dashboard to production, the best practice is to remove redundant steps to ensure dashboard performance. This optimization helps in minimizing the load time and resource consumption, particularly important after iterative modifications such asadding or removing charts.

To meet the security requirements of allowing only a subset of users to access the dataset and ensuring they only see data relevant to their region, the consultant can:

Use a security predicate in the dataset so users can see only rows belonging to their respective regions (B): This involves configuring row-level security usingsecurity predicates based on the UserRegion field, which filters data dynamically based on the user's region.

Save the dataset under a new application and give "viewer" access to a public group containing the list of users allowed to see the dataset (D):This method segregates access at the application level, allowing only designated users to view the dataset within that application.

Einstein Discovery offers several types of insights, among which "What Happened" is considered descriptive. This type of insight focuses on describing the data, summarizing past events or outcomes without delving into causation or forecasting future trends. It's crucial for understanding the basic facts of adataset before moving on to more complex analysis.

In Salesforce Tableau CRM, the limit on the number of queries that a user can execute per day is set to 50,000. This is designed to ensure optimal performance across the platform while providing sufficient capacity for users tocarry out extensive data analysis throughout the day.

To delete activities in Dataset A related to users in Dataset B, the consultant can use a combination of dataflow transformations: "augment" and "filter."First, augment Dataset A with Dataset B using"userID" to combine the datasets based on user association. Then, apply a filter to retain only those records in Dataset A that do not have a corresponding entry in Dataset B.

Creating an Einstein Discovery story begins with selecting a dataset in Tableau CRM. Users can navigate to the desired dataset and initiate the story creation process by selecting the "Create Story" option. This feature allows users to explore data automatically, uncovering patterns and predictive insights that help in making data-driven decisions. The process does not involve copying textsor uploading presentations but rather utilizes the existing datasets to generate meaningful and actionable insights.Reference: https://help.salesforce.com/s/articleView?id=sf.bi_edd_create_story.htm &type=5

The appropriate action when Einstein Discovery surfaces an unexpected pattern is to determine if the pattern is a data issue or a new insight. This approach involves verifying the integrity and accuracy of the data, and understanding whether the pattern represents a meaningful insight into thebusiness operations or an anomaly caused by data issues.