Certified Tableau CRM and Einstein Discovery Consultant v1.0
Question 1
A consultant is creating a Churn Prediction model to identify customers who did not renew their contract.
What is the appropriate action to take?
- A. For the Churn Reason field, enable the "This variable contains sensitive data" box because it may contain sensitive customer behavior.
- B. Replace nulls in the Churn Reason field as "No reason given".
- C. Exclude the Churn Reason field from the dataset.
- D. Exclude active customers (customers who have not churned) from the training dataset since their Churn Reason field are nulls.
Answer : B
Reference:
https://towardsdatascience.com/marketing-automation-customer-churn-prediction-6001cf91d8ae
Question 2
A small Business Intelligence team is overwhelmed with multiple requests to create new dashboards. An option is to use layout templates to help with dashboard development.
What are two advantages of using layout templates? (Choose two.)
- A. Layout templates offer a universal layout thus reducing the hours spent on design.
- B. Layout templates are fast to create because they are fixed and read-only.
- C. Layout templates offer a consistent end user experience.
- D. Layout templates are equipped with design best practices, such as optimally positioned KPIs and filters.
Answer : CD
Reference:
https://developer.salesforce.com/docs/atlas.en-us.bi_dev_guide_wave_templates.meta/bi_dev_guide_wave_templates/ bi_templatesdev_intro_wave_templates.htm
Question 3
A company wants to allow users who belong to an account team to see all the Opportunities associated with that Account in Tableau CRM.
Which two actions accomplish this requirement? (Choose two.)
- A. Create a master-detail relationship between the Salesforce Account and Opportunity objects.
- B. Apply sharing inheritance.
- C. In the dataflow, extract the AccountTeamMember object and augment it with the Opportunity object using 'AccountId' as the join field and apply following security predicate: 'AccountTeamMember.UserId' == "$User.Id".
- D. In the dataflow, extract the OpportunityTeamMember object and augment it with the Opportunity object using 'OpportunityId" as the join field and apply the following security predicate: 'OpportunityTeamMember.UserId' == "sUser.Id".
Answer : BC
Reference:
https://resources.docs.salesforce.com/latest/latest/en-us/sfdc/pdf/bi_admin_guide_security.pdf
Question 4
A shipping company created a dataset, "Book11," containing budget per region per month for the first six months of 2018. The dataset is shown in the graphic.
Now, they want to create a lens showing the total budget for each region for each month. Every combination of region and month must be shown in the lens, even if there is no data.
How can a Tableau CRM Consultant help this company build this lens?
- A. Use a "Compare Table" and add a column leveraging the "Running Total" function.
- B. Use a "Compare Table" and use the "Show summary" option.
- C. Use a SAQL query leveraging the "fill" statement with a "partition" parameter.
- D. Use a SAQL query to create fake rows for any data that is missing data from the dataset.
Answer : C
Question 5
A Tableau CRM team reports that when they start their dataflow it runs successfully with no errors or warnings, but one of the fields does not return values when it is queried.
What can be the origin of this issue?
- A. The "Integration User Profile" does not have access to the field.
- B. The field does not contain any data in Salesforce.
- C. The user who runs the dataflow does not have access to the field.
- D. The "Security User Profile" does not have access to the field.
Answer : B
Reference:
https://kb.tableau.com/articles/issue/salesforce-fields-do-not-appear-as-expected
Question 6
Universal Containers (UC) has 10 models currently in production that are being used to predict across their org, UC is interested in understanding how well these
10 models are performing.
What are the steps required to achieve this?
- A. Update the Models settings for the models and add a prediction field.
- B. Update the Model settings for the models and set a terminal state filter.
- C. Run the models against all the data currently in org to calculate their performance.
- D. Run the models against the dataset used to create the stories.
Answer : C
Question 7
Universal Containers has a dashboard for Sales Managers to visualize the YoY Growth of their customers. The formula used is: YoY = [(This Year - Last Year) /
Last Year] %
Based on the graphic, when there is no account in the Last Year column, the YoY Growth shows null results. The Sales Managers want to replace it with 100% value.
What is the correct function to use?
- A. coalesce()
- B. number_to_string()
- C. substr()
- D. replace()
Answer : A
Question 8
Using the Setup menu, the Universal Containers company activated data sync (replication) in the Tableau CRM settings. After running the sync, they notice that the aggregate sum of a field within their dataset is different than what they manually calculated by summing the same data in the Salesforce object from which the dataset was populated.
Which two differences in the newly synced data can explain this? (Choose two.)
- A. Differences involving trigger-updated fields
- B. Differences involving permanently deleted records
- C. Differences involving workflow-updated fields
- D. Differences involving formula fields
Answer : BD
Reference:
https://blog.bessereau.eu/assets/pdfs/bi_admin_guide_setup.pdf
Question 9
After getting approval of the dashboard layout design for a desktop, the Tableau CRM consultant is ready to start the design process for a mobile layout.
What are three considerations that the consultant should keep in mind when developing the layout? (Choose three.)
- A. If more than one layout is eligible, the one with the most device properties set is used. If there is a tie, the most recently defined layout is used.
- B. A layout for mobile is eligible for use when the device meets all the device properties set in the Layout panel.
- C. If no layouts are eligible for the mobile device, the first defined layout is used.
- D. If no layouts are eligible for the mobile device, an error message will be displayed.
- E. There are widgets that cannot be displayed on mobile layouts.
Answer : ABC
Reference:
https://help.salesforce.com/s/articleView?id=sf.bi_dashboard_layout_rules.htm&language=en_US&r=https%3A%2F%2Fwww.google.com%2F&type=5
Question 10
Which dataflow transformation does data sync (replication) reference, in an existing dataflow, to determine which Salesforce objects and fields are currently being extracted?
- A. edgemart
- B. export
- C. sfdcDigest
- D. sfdcRegister
Answer : C
Reference:
https://help.salesforce.com/s/articleView?id=sf.bi_integrate_tranformation_overview.htm&type=5
Question 11
A consultant is asked to configure a user to view a dashboard, within a designated app, without the ability to create and save lenses.
After adding the user to the app, which action should the consultant take to implement this requirement?
- A. Assign the Editor role to the user.
- B. Assign the Manager role to the user.
- C. Assign the Viewer role to the user.
- D. Ensure the user has the Use Analytics permission.
Answer : B
Reference:
https://help.salesforce.com/s/articleView?id=sf.bi_setup_enable_create_permset.htm&type=5
Question 12
The Universal Containers Sales team is looking to build a dashboard that shows the total revenue from their top 10 accounts (based on revenue) and make it dynamic with the filters of the dashboard.
What two steps are required to accomplish this? (Choose two.)
- A. Create a query with a selection based interaction as a filter using the limited query to pass in the 10 Account Id's.
- B. Create a query and sort descending by revenue and limit it to 10 results.
- C. Create a query that groups by Account Id and sorts descending by revenue and limit it to 10 results.
- D. Create a query with a results based interaction as a filter using the limited query to pass in the 10 Account Id's.
Answer : AB
Reference:
https://resources.docs.salesforce.com/latest/latest/en-us/sfdc/pdf/bi_dev_guide_bindings.pdf
Question 13
A consultant is working with the client to define goals and metrics for a dashboard that will be built. The consultant is in the design phase prior to starting the actual build.
Which two design considerations should be determined at this time? (Choose two.)
- A. How to get as much information as possible onto one page.
- B. How to quickly convey key information.
- C. Which colors to use and how to use them.
- D. Which charts to use to best support the defined goal.
Answer : BD
Reference:
https://researchbank.swinburne.edu.au/file/5df17f0d-7f60-4c90-ac1f-79c189fa561f/1/Amelia%20Cahyadi%20Thesis.pdf
Question 14
Universal Containers has a Sales Manager dashboard. They have a compare table that displays the count of Customers and the Sum of Annual Revenue per year and per Account type. A consultant is asked to add more groupings to enhance details about their customers.
What is the maximum number of grouping columns that the consultant must be aware of in order to continue using a compare table versus creating the query using SAQL?
- A. 4
- B. 8
- C. unlimited
- D. 10
Answer : B
Question 15
Universal Containers reports that any selection in the List widget is not affecting the Pie chart in one of their Tableau CRM dashboards. The query options associated with the List widget and Pie chart are shown in the graphic.
Which two changes can a Tableau CRM Consultant implement to solve this issue, given that the queries are using the same dataset? (Choose two.)
- A. Use selection binding in the filters section of the query "Step_pie_1."
- B. Enable the option "Apply filters from faceting" in the query "Step_pie_1."
- C. Enable the option "Apply filters from faceting" in the query "Region_1."
- D. Use selection binding in the filters section of the query "Region_1."
Answer : AB