Certified Tableau CRM and Einstein Discovery Consultant practice test

1. Question 1 · 1

   A 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?

   Choose one answer.

   • 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.

2. Question 2 · 1

   A 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?

   Choose one answer.

   

   • 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.

3. Question 3 · 1

   Universal 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?

   Choose one answer.

   

   • 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.

4. Question 4 · 1

   What are two benefits of designing using the "Progressive Disclosure" principle? (Choose two.)

   Choose all answers that apply.

   • Improved ease of use for end users
   • Discounted EA licenses when growth is achieved
   • Better dashboard performance
   • Automatic conditional formatting

5. Question 5 · 1

   A 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?

   Choose one answer.

   • 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.

6. Question 6 · 1

   A 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?

   Choose one answer.

   • 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.

7. Question 7 · 1

   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 a Tableau CRM Consultant use to accomplish this task?

   Choose one answer.

   • XMD
   • Customize tooltip
   • Compare Table
   • Chart Markers

8. Question 8 · 1

   Universal Containers has a Dashboard for Sales Managers. They need to visualize their win rate. Which chart type can be used to keep track if they are below or beyond the target?

   Choose one answer.

   • Metric Radar
   • Heatmap
   • Line
   • Gauge

9. Question 9 · 1

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

   Choose one answer.

   • When the dashboard viewer clicks the Refresh button.
   • When Data Sync runs to completion, and then Dataflow runs to completion.
   • Each time a user opens the dashboard.
   • When Dataflow runs to completion, and then Data Sync runs to completion.

10. Question 10 · 1

    The Vice President of Sales wants to create a "Pipeline Trending" dashboard in Tableau CRM that displays specific colors depending on the values of the fields. Which two techniques should a consultant use to help address this requirement? (Choose two.)

    Choose all answers that apply.

    • Assign conditional formatting on a dashboard widget.
    • Use a Recipe and assign colors to each field value with the Color transformation.
    • Use a computeRelative to calculate a color field and assign it to each field value.
    • Choose the "Show Fields Panel" option when exploring the dataset and then assign colors to each field value.

11. Question 11 · 1

    The Universal Containers company uses Tableau CRM to build dashboards for different departments: Sales, Service, and Marketing, Users for the same department have the same role and need to have access to the same dashboards. Dashboards for different departments use some common datasets with the same row-level security. How can a Tableau CRM address this need?

    Choose one answer.

    • Create one application for each department, put common datasets in the shared app, and use profiles to share applications.
    • Create one application for each department, put common datasets in the shared app, and use roles to share applications.
    • Create one application for each department, put common datasets in the shared app, and use permission sets to share applications.
    • Create one application for each department and use roles to share applications

12. Question 12 · 1

    A consultant built a Tableau CRM app for the Sales Operations team. The team wants to share this app with other people at the company. The consultant recommends distributing the app as a Tableau CRM template app. In the process of creating the template, which role does the original Tableau CRM app for the Sales Operation team play?

    Choose one answer.

    • It is the target.
    • It is the template.
    • It is the instance.
    • It is the master.

13. Question 13 · 1

    A consultant is working with the client to define goals and metrics for an app that will be built. The consultant decides to base the dashboards on personas and is in the design phase prior to starting the actual build. Which two design considerations should be determined at this time? (Choose two.)

    Choose all answers that apply.

    • How many charts should be allowed on a single dashboard
    • Which colors to use and how to use them
    • Which fonts to use for headers and body text
    • Which charts to use to best support the defined goal

14. Question 14 · 1

    A consultant created a dashboard using Tableau CRM for a client, a shipping company. It sources data from very large datasets. Now the client has requested that the consultant add more queries to the dashboard. What two actions should the consultant take to ensure that the dashboard has acceptable performance? (Choose two.)

    Choose all answers that apply.

    • Replace AggregateFlex queries with SAQL queries.
    • Split the queries and charts into different pages in a dashboard.
    • Avoid using conditional formatting.
    • Check if any query can be reused for multiple purposes.

15. Question 15 · 1

    A company used Tableau CRM to create two datasets: 1. "OpportunityWithAccount" dataset, which contains data from the Opportunity standard object augmented by the Account data. 2. "CaseWithAccount" dataset, which contains data from the Case standard object augmented by the Account data. The company wants to build a lens showing the total number of Opportunities and Cases per Account. How can a consultant help them build this lens?

    Choose one answer.

    • Use "Compare Table" to join the "OpportunityWithAccount" and "CaseWithAccount" datasets using the "AccountId" and then aggregate by Account.
    • Use a SAQL query to group and join the "OpportunityWithAccount" and "CaseWithAccount" datasets then generate the results.
    • Use a Salesforce Direct query to join "OpportunityWithAccount" and "CaseWithAccount" datasets.
    • Set up Connect Data Sources in the UI between the "OpportunityWithAccount" and "CaseWithAccount" datasets.

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