Salesforce Certified Tableau CRM and Einstein Discovery Consultant Exam (page: 6)
Salesforce Certified Tableau CRM and Einstein Discovery Consultant
Updated on: 15-Feb-2026

A company wants to use Einstein Analytics to analyze the trend of their sales pipeline. The company wants to accelerate the sales process. To do so, they need to know the average time an opportunity spends in each stage. This value is not pre-calculated in Salesforce, so a consultant recommends using a dataflow to calculate it.

How can a dataflow be used to calculate the average time an opportunity spends in each stage?

  1. computeExpression Transformation with SAQL Expression to calculate the duration
  2. flatten Transformation with Offset Expressions to calculate the duration
  3. computeRelative Transformation with offset parameter to calculate the duration
  4. computeRelative Transformation with SAQL Expression to calculate the duration

Answer(s): D

Explanation:

https://help.salesforce.com/articleView?id=bi_integrate_computeRelative_transformation_operatio n.htm



A consultant is working with the client to define goals and metrics for an app that will be built. The consultant decides to base the dashboards on personas and is in the design phase prior to starting the actual build.

Which two design considerations should be determined at this time? Choose 2 answers

  1. Which fonts to use for headers and body text
  2. Which charts to use to best support the defined goal
  3. How many charts should be allowed on a single dashboard
  4. Which colors to use and how to use them

Answer(s): B,D

Explanation:

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



Universal Containers reports that any selection in the List widget is not affecting the Pie chart in one of their Einstein Analytics dashboards. The step options associated with the List widget and Pie chart are shown in the graphic.



Which two changes can an Einstein Consultant implement to solve this issue, given that the steps are using the same dataset? Choose 2 answers

  1. Use selection binding in the filters section of the step "Step_pie_1."
  2. Enable the option "Apply filters from faceting" in the step "Region_1."
  3. Enable the option "Apply filters from faceting" in the step "Step_pie_1."
  4. Use selection binding in the filters section of the step "Region_1."

Answer(s): A,C



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.

What is the REST API URL where the consultant can find current template apps?

  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): B



An Einstein Analytics team created a funnel chart to show the number of opportunities in each stage. The managers who use the chart report that the funnel shows stages in alphabetical order instead of sales cycle order.

In which two ways can a consultant help them address this issue? Choose 2 answers

  1. Use a dataflow to rename the stages with a preceding number.
  2. Use a dashboard JSON to rename stages.
  3. Use a dataflow to sort the stages by their internal name.
  4. Use a dataset XMD to rename stages.

Answer(s): A,D



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