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

When planning to enable data sync (replication) in Einstein Analytics, two specific limits that should be considered are:

C: Maximum number of objects that can be enabled for data sync (replication). This limit affects how many Salesforce objects can be set up for regular synchronization without creating new dataflows.

D:Timeout for ELT (Extract, Load, Transform) jobs that are scheduled but not yet executed. This limit impacts the maximum allowable time that data sync jobs can remain in the queue before execution, which is critical for maintaining up-to-date data.

For accessing Tableau CRM data from remote applications or websites, the following methods are recommended:

B Lightning Out enables Salesforce components, including Tableau CRM dashboards, to be embedded into external web applications, maintaining their interactive capabilities and security.

To increase adoption among account managers who need comprehensive account overviews, embedding a dashboard onto the account record page with filters that dynamically adjust to show relevant data about active cases, opportunities, and product whitespace is most effective. Here’s how to implement this:

Design a comprehensive dashboard in Tableau CRM that includes all the necessary lenses and widgets to show key details such as active cases,opportunities, and potential product sales opportunities.

Ensure the dashboard can dynamically filter data based on the account being viewed. This typically involves using dynamic dashboard filters linked to the account record page.

Embed the dashboard onto the Salesforce account record page. This integration allows account managers to have all the necessary information directly within the context of the account they are viewing, enhancing usability and relevance.

This approach promotes better user engagement by providing relevant data directly within the user's workflow.

In a Compare Table within Tableau CRM, when you are working with formula columns, you can change both the formula itself and the name of thecolumn. This allows you to tailor the calculations and the labeling to better fit the analysis needs and to make the table more understandable for users.

In Tableau CRM (formerly Einstein Analytics), you can restrict access to data at the row level using security predicates. Security predicates are filter expressions added to datasets that dynamically restrict data access based on user attributes or record specifics. This method allows administrators to enforce data security policies directly within the dataset, ensuring that users only see data relevant and permitted to them, without altering the underlying data structure like removing rows manually or adding flags. Reference: https://help.salesforce.com/s/articleView?id=sf.bi_security_predicates.htm &type=5

Predicate is a name for a filter condition that defines row-level access to records in a dataset Example: "rowLevelSecurityFilter":"'AccountOwner' == \"$User.Name\""