Tableau-CRM-and-Einstein-Discovery-Consultant Salesforce Tableau CRM Einstein Discovery Consultant (SP25) Free Practice Exam Questions (2025 Updated)

The best practice for handling user roles and permissions in Einstein Analytics is to create and assign Salesforce permission sets tailored to the distinct types of user roles. In this scenario, the consultant should recommend creating permission sets for:

Dataset and dashboard builders (3 users),

Dashboard creators (15 users),

Dashboard viewers (982 users).

This approach allows for fine-grained control over access rights and ensures that each user has the appropriate level of permissions based on their responsibilities. Salesforce permission sets are a flexible and scalable way to manage access and can be tailored to the specific needs of any organization.

To meet the requirement where sales roles have varying levels of access to opportunities based on their role hierarchy and team membership, the best approach is:

D: Use the flatten operation on the role hierarchy and create a multivalue attribute called 'ParentRoleIDs' on the opportunity dataset and apply the following security predicate: 'ParentRoleIDs' == "$User.UserRoleId" || 'TeamMember.Id' == "$User.Id" || 'Ownerld' == "$User.Id". This method allows the use of dynamic role hierarchy data to control visibility effectively, ensuring that each role has the appropriate level of access according to their position and team membership in the organization.

To display boolean fields in a dataset as "Yes" in green for true and "No" in red for false across all dashboards:

A: Download the XMD for the dataset and change the values and color for the fields and then upload to the dataset. Modifying the Extended Metadata (XMD) allows for comprehensive customization of how data values are displayed across all views that utilize the dataset.

D: In the explorer, select the boolean fields, then create a derived dimension that references the boolean fields, and then modify the values and colors of the derived dimension. This approach allows for custom display settings to be applied directly within the explorer tool, tailoring the presentation of boolean values on a per-dashboard basis.

In Tableau CRM's Insights list, insights are ranked according to their statistical significance. This means that the insights considered most impactful or relevant based on the underlying statistical analysis are presented first. This ranking helps users quickly identify the most critical insights derived from their data.

In Salesforce Tableau CRM, thetimeout for ETL (Extract, Transform, Load) jobs that have been scheduled but not executed is 15 minutes. This timeout setting helps manage system resources efficiently by ensuring that jobs do not indefinitely occupy system capacity if they fail to initiate.

Regarding Einstein Analytics Encryption, the true statements are:

A: When Einstein Analytics Encryption is enabled, all newly registereddatasets are encrypted at rest. This ensures that any data stored within the platform is secured against unauthorized access, protecting sensitive information.

C: The customer's org must have a Shield Platform Encryption tenant secret. This requirement isnecessary for enabling encryption capabilities within Salesforce, which includes Einstein Analytics, ensuring data security complies with organizational and regulatory standards.

In Salesforce Analytics, the basic actions within a query that are fundamental to building meaningful visualizations and data summaries include:

A. Aggregate by a measure: This involves summarizing data using statistical measures like sum,average, maximum, etc., which help in understanding the distribution and trends of data.

C. Filter to narrow down your results: Filtering allows users to limit the data shown in the dashboard to only those records that meet certain criteria, thus focusingon more relevant subsets of data.

D. Grouping by a dimension: Grouping involves categorizing data based on specific fields (dimensions), which helps in analyzing the data across different segments or categories.

In Salesforce Tableau CRM (Einstein Analytics), the visibility of data in a dataset like the Seed Bank Orders is controlled by the app manager within the context of the app to which the dataset hasbeen added. Therefore, a project team member with the Viewer role in the Mosaic Seed Bank project team can see only the rows in the dataset that are designated by the App Manager. This access is configured to ensure data security and relevancy based on user roles and permissions. Reference: Salesforce Help - Dataset Security

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Save changes to existing dashboards, lenses, and datasets in the app (saving dashboards requires the appropriate permission set license and permission) available in Editor and Manager*##**##*

The Chi-square test in statistics is used to identify whether there is a significant association between categorical variables. It is especially useful in scenarios like in Tableau CRM where one might want to determineif the differences between observed and expected frequencies in one or more categories are just random variations or are statistically significant. This test helps in identifying categories that exhibit a pattern that deviates from the overall average, making it a valuable tool for data analysis in categorical data sets.Reference: https://help.salesforce.com/s/articleView?id=sf.bi_edd_statistical_tests.htm &type=5