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Salesforce Tableau CRM Einstein Discovery Consultant : Tableau-CRM-Einstein-Discovery-Consultant

Tableau-CRM-Einstein-Discovery-Consultant

Exam Code: Tableau-CRM-Einstein-Discovery-Consultant

Exam Name: Salesforce Tableau CRM Einstein Discovery Consultant

Updated: Jun 22, 2026

Q&A Number: 244 Q&As

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Salesforce Tableau CRM Einstein Discovery Consultant Sample Questions:

1. A company wants to allow users who belong to an account team to see all the Opportunities associated with that Account in Einstein Analytics.
Which two actions accomplish this requirement? Choose 2 answers

A) In the dataflow, extract the OpportunityTeamMember object and augment it with the Opportunity object using 'Opportunityld' as the join field and apply the following security predicate: 'OpportunityTeamMember.Userld' == "$User.Id".
B) In the dataflow, extract the AccountTeamMember object and augment it with the Opportunity object using 'Accountld' as the join field and apply following security predicate: 'AccountTeamMember.Userld' == "$User.Id".
C) Create a master-detail relationship between the Salesforce Account and Opportunity objects.
D) Apply sharing inheritance.


2. In the Insights list, insights are ranked in what order?

A) Time
B) Geospatial
C) Alphabetical
D) Statistical significance
E) There is no order


3. Refer to the exhibit.

Universal Containers reports that nay selection in the List widget is not affecting the pie chart in one of their tableau CRM dashboard. They query options associated with the List widget and Pie chart are shown in the graphic Which change can a Tableau CRM Consultant implement to solve this issues, given that the queries are using the same dataset?

A) Use selection binding/interaction in the filters section of the query "Region_1."
B) Use result binding/interaction in the filters section of the query "Step_pie_1."
C) Set faceting to all instead of None in the query "Region_1."
D) Set faceting to All instead of None in the query "Step_pie_1."


4. In Einstein Discovery:

A) 'What Is The Difference' insights are comparative insights that help you better understand the relationships between explanatory variables and the goal (target outcome variable) in your story. These insights, based on a statistical analysis of your dataset, help you figure out which factors contribute to the biggest changes in the outcome variable. Einstein Discovery uses waterfall charts to help you visualize comparisons in What Is The Difference insights.
B) 'Predictions and Improvements' insights help you explore what might happen in the future. For example, you can interactively perform "what if analyses in your story. Einstein Discovery provides you with predictions and suggested improvements based on a statistical analysis of your dataset and predictive analytics. To help you visualize these insights, Einstein Discovery uses:
- waterfall charts for predictions
- bar charts for suggested improvements
C) 'Why It Happened' insights help you take a deeper look into the exact factors that led to an outcome. Why It Happened s/ Q insights drill deeper into the various factors that contributed to your story's goal. These insights are based on a statistical analysis of your dataset. Einstein Discovery uses waterfall charts to help you visualize Why It Happened insights.
D) 'What Happened' insights are the primary insights in your story. They are descriptive insights that help you explore, at an y/ Q overview level, what factors contributed to the outcome, based on a statistical analysis of your dataset. .Einstein Discovery uses bar charts to help you visualize What Happened insights.


5. An Einstein Discovery team created a model to maximize the margin of their sales opportunities. They want to deploy the model to the Opportunity object in order to predict the outcome of every newly created or updated Opportunity.
What are the steps to accomplish this?

A) Create a trigger on Opportunity and install the Einstein Discovery Writeback managed package from the AppExchange.
B) Create a trigger on Opportunity and use the REST API to get predictions from Einstein Discovery.
C) Create an Apex batch on Opportunity and use the REST API to get predictions from Einstein Discovery.
D) Create a trigger on Opportunity and use the Salesforce External Connector to get predictions from Einstein Discovery.


Solutions:

Question # 1
Answer: B,D
Question # 2
Answer: D
Question # 3
Answer: D
Question # 4
Answer: A,B,D
Question # 5
Answer: A

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