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Last Updated: Sep 27, 2026
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Salesforce Tableau-CRM-Einstein-Discovery-Consultant Exam Syllabus Topics:
| Section | Objectives |
|---|---|
| Topic 1: Data Layer and Data Management | - Data Modeling and Data Sources
|
| Topic 2: Security and Access | - Row-Level Security
|
| Topic 3: Einstein Discovery | - Predictive Modeling Concepts
|
| Topic 4: Analytics Dashboarding | - Lenses and Dashboards
|
| Topic 5: Data Preparation and Dataflows | - Data Preparation Tools
|
Salesforce Tableau CRM Einstein Discovery Consultant Sample Questions:
What do you have to assign to users before they can access Analytics?
- A. A and B
- B. Analytics permission set license (PSL)
- C. Permission set with at least one Analytics user permission
- D. Username and password
- E. B and C
Correct Answer: A 🗳️
To model customer value, a consultant decided to aggregate the amount ($) individual customers spent over a 2-year span.
With reference to the outcome variable, which action should the consultant take?
- A. Select the option: Are you expecting a whole number greater than or equal to 0?
- B. Select to minimize the outcome variable.
- C. Create five bins of revenues, ranging from Very High Value, high Value, average Value, Low Value, and very Low Value in dataflow.
- D. Create five bins or revenue, ranging from very high Value, High Value, Average Value, Low Value, and Very Low Value in data prep.
Correct Answer: A 🗳️
What's a good way to see which required questions in the configuration wizard don't have default values?
- A. Answer only questions that involve custom objects
- B. Download the app and run a SAQL query on the JSON
- C. Click "Looks good, next" and look for questions highlighted in red
- D. Try each option in the dropdown one at a time
Correct Answer: C 🗳️
The Einstein Analytics team at a company created a clataset based on the Opportunity__c custom object. The VP of Sales reports seeing the message "No results found" when opening the dataset to explore it. Other users below the VP in the role hierarchy can see rows on the same dataset. Which two problems might be causing this issue?
- A. The Salesforce profile for the VP does not have read permission on some fields of the Opportunity__c custom object
- B. The dataset is inheriting sharing from Salesforce and the VP can see more than 3000 rows
- C. The Salesforce profile for the VP does not have read permission on the Opportunity__c custom object
- D. The Security Predicates set up at the dataset level are preventing the VP from seeing data
Correct Answer: B,C 🗳️
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. Set faceting to all instead of None in 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 "Step_pie_1."
- D. Use selection binding/interaction in the filters section of the query "Region_1."
Correct Answer: C 🗳️
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