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Salesforce Certified Tableau CRM and Einstein Discovery Consultant Exam (page: 4)
Salesforce Certified Tableau CRM and Einstein Discovery Consultant
Updated on: 12-Feb-2026

Viewing Page 4 of 50
Certified Tableau CRM and Einstein Discovery Consultant PDF 242 Questions

A consultant created an Einstein Analytics dashboard in a sandbox. Now, the dashboard needs to be migrated into production.

To complete the migration, what are the consultant's three options? Choose 3 answers

  1. Ant Migration Tool
  2. Analytics External Data API
  3. Analytics REST API
  4. Change sets
  5. Analytics dashboard connector

Answer(s): A,C,D

Explanation:

https://help.salesforce.com/articleView?id=bi_explore_packaging_intro.htm&type=0



An Einstein Consultant receives a new project from a client that wants to implement Einstein Analytics. They do not currently have Einstein Analytics, 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?

  1. Create and assign Salesforce permission sets according to the three types of roles defined.
  2. Assign the app permissions "viewer/' "editor," and "manager" to the three types of roles defined.
  3. Create and assign three new Salesforce profiles according to the three types of roles defined.
  4. Assign "Einstein Analytics Explorer" licenses to users that should only view the dashboard, and assign "Einstein Analytics Developer" licenses to users that should be able to create datasets and dashboards.

Answer(s): A



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

  1. Apply sharing inheritance.
  2. Create a master-detail relationship between the Salesforce Account and Opportunity objects.
  3. 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' == "$User.Id".
  4. In the dataflow, extract the OpportunityTeamMember object and augment it with the Opportunity object using 'Opportunityld' as the join field and apply the following security predicate: 'OpportunityTeamMember.Userld' == "$User.Id".

Answer(s): A,C



An Einstein consultant created a dashboard that went through review. Some few charts were added and removed in the process. The dashboard is now approved for production.
Which best practice should be done before releasing the dashboard?

  1. Modify the XMD so all labels and values are user-friendly.
  2. Rename all the steps to correspond with the defined naming convention.
  3. Remove the redundant steps to ensure dashboard performance.
  4. Apply conditional formatting on the new charts.

Answer(s): C

Explanation:

https://help.salesforce.com/articleView?id=bi_dashboards_inspector.htm&type=5



A consultant built a very useful Einstein Analytics app for Sales Operations, and they want to share its contents with the rest of Global Sales. However, they do not want to add everyone in Sales to their app. The consultant recommends extending the Sales Operations app and distributing it as an Einstein Analytics template app, but needs to locate specific information to get started.



Given the code statement above, which endpoint should it be posted to?

  1. /services/data/v . /wave/apps
  2. /services/data/v . /analytics/wizard
  3. /services/data/v . /wave/templates
  4. /services/data/v . /analytics/projects

Answer(s): C

Explanation:

https://developer.salesforce.com/docs/atlas.en-
us.bi_dev_guide_rest.meta/bi_dev_guide_rest/bi_resources_templates.htm



Viewing Page 4 of 50



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