Salesforce Certified Tableau CRM and Einstein Discovery Consultant Practice Exam

The Salesforce Certified Tableau CRM and Einstein Discovery Consultant certification is data analytics using Tableau certification for data analytics professionals using Tableau CRM (earlier called as Einstein Analytics) to for providing business insights and analytics solutions. This certification certifies your skills and knowledge to implement and manage Tableau CRM applications, build data models, and create effective visualizations for e data-informed decision making. It also assesses your expertise in applying Einstein Discovery to analyze data, predict outcomes, and recommend actions.
Why is Salesforce Certified Tableau CRM and Einstein Discovery Consultant important?

• Attests your skills in data visualization and analytics by applying Tableau CRM.
• Boosts credibility and recognition in data analysis and business intelligence domain.
• Complies with the skills needed for data-driven professionals in various industries.
• Enables competitive advantage in the job market for analytics and data science roles.
  
• Increases career advancement opportunities in companies using Salesforce products.

• Tableau CRM Consultant
• Data Analyst
• Business Intelligence Consultant
• Analytics Specialist
• Salesforce Administrator
• Data Scientist
• Business Analyst
• Salesforce Consultant
• Data Visualization Specialist
• Machine Learning Engineer

Skills Evaluated

Candidates taking the certification exam on the Salesforce Certified Tableau CRM and Einstein Discovery Consultant is evaluated for the following skills:

• Using Tableau CRM .
• Creating and managing data sources and datasets.
• Developing effective dashboards and visualizations.
• Using Einstein Discovery for predictive analytics.
• Data modeling and data preparation techniques.
• Business use cases for analytics solutions.
• Communicate insights effectively to stakeholders.

Salesforce Certified Tableau CRM and Einstein Discovery Consultant Certification Course Outline
The Salesforce Certified Tableau CRM and Einstein Discovery Consultant covers the following topics -

1. Admin/Configuration: 17%

• Given business and access requirements, enable CRM Analytics along with its features, encompassing permission sets and licenses.
• Given a scenario, use CRM Analytics to design a solution that accommodates data sync/dataflows/recipes limits.
• Given a situation, demonstrate knowledge of what can be accomplished with the CRM Analytics API.
• Given business requirements, migrate between different environments for deployment.

2. Data Layer: 23%

• Given data sources, use Data Manager to extract and load the data into the CRM Analytics application to create datasets.
• Given business needs and consolidated data, implement refreshes for data syncs and dataflows/recipes while keeping limits and considerations in mind.
• Given business/user requirements, perform data transformations in dataflows/recipes.
• Given user requirements or ease of use strategies, manage dataset extended metadata (XMD) by editing labels, values, and colors.
• Implement delivery management strategies in dataflows/recipes including versioning and conversion.

3. Security: 16%

• Given governance and CRM Analytics asset security requirements, implement necessary security settings for users, groups, and profiles.
• Given row-based security requirements, implement the appropriate dataset security settings by using sharing inheritance and security predicates.
• Implement app sharing based on user and group requirements.

4. Analytics Dashboard Design: 13%

• Given business requirements, scope, validate, and prioritize dashboard design requirements.
• Create appropriate dashboards to meet business requirements following CRM Analytics best practices and UX design principles.
• Identify the appropriate use and configuration of a standard CRM Analytics templated app to meet business requirements.

5. Analytics Dashboard Implementation: 19%

• Given business requirements, configure dashboards using accurate query types and widget level parameters.
• Given business requirements, develop selection/result interactions with different types of queries.
• Given business requirements, use advanced functionality such as windowing and time series analysis within compare tables.
• Given business requirements, make dashboards actionable and accessible in Lightning pages.
• Given a scenario, monitor and optimize query performance using Dashboard Inspector.
• Implement delivery management strategies using versioning and/or Dashboard Publisher.

6. Einstein Discovery: 12%

• Build a model by assessing data and selecting one of the three types of predictions (numeric, binary, multi-classification).
• Given business requirements, analyze the model results and propose data improvements to the customer.
• Given derived results and insights from the model, adjust data parameters and add/remove data or columns to improve the model.
• Enable prediction features on Lightning record pages across Salesforce and CRM Analytics.
• Monitor and interpret a Model Card to improve or maintain model performance.