Final Exam

Question 1

A Tableau CRM consultant has been asked to refactor a dashboard so that it loads more quickly. After some analysis, the consultant found that most of the dashboard queries run in less than five seconds; however, the Opportunities Table takes 30 seconds to run.
How can the consultant improve the performance of this dashboard?

A. Create a Visualforce page and display a list view of the opportunities on this new page.
B. Create a link to download the list of opportunities as an Excel file.
C. Create a second page on the dashboard and move the table to this new page.
D. Create a second dashboard and move the table to this new dashboard.

Answer 1

D. Create a second dashboard and move the table to this new dashboard.

Question 2

A company used Tableau CRM to create two datasets:
1. “OpportunityWithAccount” dataset, which contains data from the Opportunity standard object augmented by the Account data.
2. “CaseWithAccount” dataset, which contains data from the Case standard object augmented by the Account data.
The company wants to build a lens showing the total number of Opportunities and Cases per Account.
How can a consultant help them build this lens?

A. Use “Compare Table” to join the “OpportunityWithAccount” and “CaseWithAccount” datasets using the “AccountId” and then aggregate by Account.
B. Use a SAQL query to group and join the “OpportunityWithAccount” and “CaseWithAccount” datasets then generate the results.
C. Use a Salesforce Direct query to join “OpportunityWithAccount” and “CaseWithAccount” datasets.
D. Set up Connect Data Sources in the UI between the “OpportunityWithAccount” and “CaseWithAccount” datasets.

Answer 2

B. Use a SAQL query to group and join the “OpportunityWithAccount” and “CaseWithAccount” datasets then generate the results.

Question 3

In a dataset, there are multiple boolean fields. When displayed on any dashboard, the boolean fields should all be displayed in the same way: a value of true should result in the display of the word “Yes” in green; a value of false should result in the display of the word “No” in red.
In which two ways can this be accomplished?

A. Create an XMD node in the dataflow to change the label and color of the values in the fields.
B. In the explorer, select the boolean fields and use the “edit values” option on the fields to change values and colors.
C. Download the XMD for the dataset and change the values and color for the fields and then upload to 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.

Answer 3

C. Download the XMD for the dataset and change the values and color for the fields and then upload to the dataset.

Question 4

A consultant built a very useful Tableau CRM 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 a Tableau CRM template app, but needs to locate specific information to get started.
{
“folderSource” : { “id” : “Sales Operations ID”}
}
Given the code statement above, which endpoint should it be posted to?

A. /services/data/v##.#/wave/templates
B. /services/data/v##.#/analytics/projects
C. /services/data/v##.#/analytics/wizard
D. /services/data/v##.#/wave/apps

Answer 4

B. /services/data/v##.#/analytics/projects

Question 5

Which three statements are true regarding sharing inheritance? (Choose three.)

A. A dataset using sharing must also have a security predicate defined.
B. If a user can see more than 3,000 records on the object in Salesforce, but the user does not have the “View All Data” permission, sharing inheritance is not used. The backup security predicate takes effect. This limitation does not apply to the Opportunity object.
C. When sharing inheritance is enabled, security predicates are ignored.
D. Sharing inheritance supports a foreign key for enforcing security.
E. Sharing inheritance supports Account, Campaign, Case, Contact, Opportunity, Lead, Order, and User. If you use custom objects, you must use security predicates for those.

Answer 5

A. A dataset using sharing must also have a security predicate defined.
B. If a user can see more than 3,000 records on the object in Salesforce, but the user does not have the “View All Data” permission, sharing inheritance is not used. The backup security predicate takes effect. This limitation does not apply to the Opportunity object.
E. Sharing inheritance supports Account, Campaign, Case, Contact, Opportunity, Lead, Order, and User. If you use custom objects, you must use security predicates for those.

Question 6

Which widget property allows a consultant to restrict the view to a domain bounded by the values entered?

A. Add Filter
B. Add Custom Range
C. Add Custom Domain
D. Filter by Range

Answer 6

C. Add Custom Domain

Question 7

A Tableau CRM consultant is asked to add a new SalesTax field to a Product Sales dataset. The formula to calculate SalesTax is (SubTotal”CountyTax).
Which node should the consultant use in a Dataflow to calculate and insert SalesTax to the dataset?

A. computeExpression
B. augment
C. computeRelative
D. append

Answer 7

A. computeExpression

Question 8

Universal Containers reports that any selection in the List widget is not affecting the Pie chart in one of their Tableau CRM dashboards. The query options associated with the List widget and Pie chart are shown in the graphic.
Given that the queries are using different datasets, which two changes can a Tableau CRM Consultant make to solve this issue? (Choose two.)

A. Use selection binding in the filters section of the query “Type_1.”
B. Use selection binding in the filters section of the query “Step_pie_2.”
C. Use “Connect Data Sources” and create a connection to connect the two widgets.
D. Use “Connect Data Sources” and create a connection to connect the two datasets.

Answer 8

B. Use selection binding in the filters section of the query “Step_pie_2.”
D. Use “Connect Data Sources” and create a connection to connect the two datasets.

Question 9

Which three things can be done with the Tableau CRM Dashboard Inspector? (Choose three.)

A. Automatically remove bottlenecks to make queries run faster.
B. Get a list of recommendations on how to improve the performance of the dashboard.
C. See the final query for each query along with query results.
D. View all queries and the time it took to run each one.
E. View the total time required to run all queries.

Answer 9

B. Get a list of recommendations on how to improve the performance of the dashboard.
D. View all queries and the time it took to run each one.

Question 10

What are two benefits of designing using the “Progressive Disclosure” principle? (Choose two.)

A. Improved ease of use for end users
B. Discounted EA licenses when growth is achieved
C. Better dashboard performance
D. Automatic conditional formatting

Answer 10

A. Improved ease of use for end users
B. Discounted EA licenses when growth is achieved

Question 11

A Tableau CRM Consultant needs to add some data values to an existing dataflow: a text field, a number (via case statement), and a date (via SAQL).
In order to achieve this, which compute option should be used?

A. computeField
B. computeValue
C. computeData
D. computeExpression

Answer 11

D. computeExpression

Question 12

A consultant built a Tableau CRM dashboard for a shipping company. The consultant enabled data sync (replication) to increase the speed of datasets refreshing.
How often will the data on the dashboard be refreshed?

A. When the dashboard viewer clicks the Refresh button.
B. When Data Sync runs to completion, and then Dataflow runs to completion.
C. Each time a user opens the dashboard.
D. When Dataflow runs to completion, and then Data Sync runs to completion.

Answer 12

B. When Data Sync runs to completion, and then Dataflow runs to completion.

Question 13

The Vice President of Sales wants to create a “Pipeline Trending” dashboard in Tableau CRM that displays specific colors depending on the values of the fields.
Which two techniques should a consultant use to help address this requirement? (Choose two.)

A. Assign conditional formatting on a dashboard widget.
B. Use a Recipe and assign colors to each field value with the Color transformation.
C. Use a computeRelative to calculate a color field and assign it to each field value.
D. Choose the “Show Fields Panel” option when exploring the dataset and then assign colors to each field value.

Answer 13

B. Use a Recipe and assign colors to each field value with the Color transformation.
D. Choose the “Show Fields Panel” option when exploring the dataset and then assign colors to each field value.

Question 14

The Universal Containers company uses Tableau CRM to build dashboards for different departments: Sales, Service, and Marketing, Users for the same department have the same role and need to have access to the same dashboards. Dashboards for different departments use some common datasets with the same row-level security.
How can a Tableau CRM address this need?

A. Create one application for each department, put common datasets in the shared app, and use profiles to share applications.
B. Create one application for each department, put common datasets in the shared app, and use roles to share applications.
C. Create one application for each department, put common datasets in the shared app, and use permission sets to share applications.
D. Create one application for each department and use roles to share applications

Answer 14

D. Create one application for each department and use roles to share applications

Question 15

A consultant built a Tableau CRM app for the Sales Operations team. The team wants to share this app with other people at the company. The consultant recommends distributing the app as a Tableau CRM template app.
In the process of creating the template, which role does the original Tableau CRM app for the Sales Operation team play?

A. It is the target.
B. It is the template.
C. It is the instance.
D. It is the master.

Answer 15

B. It is the template.

Question 16

A Tableau CRM team plans to enable data sync (replication).
Which limit is specific to data sync (replication) and should be considered before enabling the feature because it might impact existing jobs?

A. Maximum number of dataflow transformations
B. Maximum number of recipes allowed
C. Timeout for ELT (Extract Load Transform) jobs that are scheduled but not yet executed
D. Maximum number of objects that can be enabled for data sync (replication)

Answer 16

D. Maximum number of objects that can be enabled for data sync (replication)

Question 17

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 two.)

A. How many charts should be allowed on a single dashboard
B. Which colors to use and how to use them
C. Which fonts to use for headers and body text
D. Which charts to use to best support the defined goal

Answer 17

A. How many charts should be allowed on a single dashboard
D. Which charts to use to best support the defined goal

Question 18

A consultant created a dashboard using Tableau CRM for a client, a shipping company. It sources data from very large datasets. Now the client has requested that the consultant add more queries to the dashboard.
What two actions should the consultant take to ensure that the dashboard has acceptable performance? (Choose two.)

A. Replace AggregateFlex queries with SAQL queries.
B. Split the queries and charts into different pages in a dashboard.
C. Avoid using conditional formatting.
D. Check if any query can be reused for multiple purposes.

Answer 18

B. Split the queries and charts into different pages in a dashboard.
C. Avoid using conditional formatting.

Question 19

Which three parameters are used in a compare table formula field to calculate and display a field as percentage value? (Choose three.)

A. Length
B. Column Name
C. Column Color
D. Format
E. Calculation

Answer 19

A. Length
D. Format
E. Calculation

Question 20

A consultant plans to extract an Opportunity object for training and wants to create a story to identify opportunities that are likely to be won.
Which two actions should the consultant take to prepare the training dataset? (Choose two.)

A. Exclude IsClosed (FALSE).
B. Maximize on IsWon (TRUE).
C. Include opportunities that are in all stages for completeness.
D. Include StageName because this field is highly correlated to IsWon (True).

Answer 20

B. Maximize on IsWon (TRUE).
C. Include opportunities that are in all stages for completeness.

Question 21

A Tableau CRM consultant is notified of a performance issue with data sync (replication). The consultant researches the issue and determines that unnecessary data is being synced.
Which solution should the consultant implement to help improve data sync (replication) performance?

A. Modify dataflows to exclude unused fields and include a filter to extract relevant data.
B. Start over again with new dataflows that exclude unused fields with a filter to extract relevant data.
C. Update the existing data sync (replication) process by removing unused fields with a filter to extract relevant data.
D. Scale down the number of datasets to help improve data sync (replication) performance.

Answer 21

C. Update the existing data sync (replication) process by removing unused fields with a filter to extract relevant data.

Question 22

A Tableau CRM consultant decides to use a recipe to create a new dataset.
Which two source types can be used for the recipe? (Choose two.)

A. Records from a Salesforce object
B. Dataset lens
C. Connected data(Synced)
D. Existing datasets

Answer 22

A. Records from a Salesforce object
B. Dataset lens

Question 23

After loading data to Einstein Discovery and creating a story, the client asks the Einstein consultant to explain the Unexplained Bar in the “Why does this do better/ worse” chart.
Which explanation is correct?

A. It shows the difference between the predicted outcome and the observed outcome.
B. It only appears for outcomes that do not have an explanation.
C. It should always be 0 or the model should not be used.
D. It displays the difference between the analyzed data and the data not reviewed.

Answer 23

A. It shows the difference between the predicted outcome and the observed outcome.

Question 24

A consultant wants to optimize data loads by extracting Salesforce objects using independent Tableau CRM dataflows ahead of time.
Which construct should be used to accomplish this?

A. Clone
B. Dataflow
C. Data Sync (Replication)
D. Augment

Answer 24

C. Data Sync (Replication)

Question 25

When creating a story in Einstein Discovery, a client is wondering if all potential collinear fields need to be removed before executing the build story.
What would accurately answer the client’s question?

A. Yes. If the collinear variables are not removed, the Einstein Discovery model build will fail.
B. Yes. If all collinear variables are not excluded, the model will overfit and not make any sense.
C. No. Although it is ideal to eliminate collinearity as soon as possible, Einstein will give a warning post-build, and the ridge regression will prevent collinearity from overfitting.
D. No. Einstein Discovery is impervious to collinearity, so the story and subsequent model will be fine.

Answer 25

C. No. Although it is ideal to eliminate collinearity as soon as possible, Einstein will give a warning post-build, and the ridge regression will prevent collinearity from overfitting.

Question 26

A Tableau CRM consultant is asked to help a company report on their sales activity. The company wants to train some users to create dashboards. They also want another team to only be able to use the dashboards.
What must be configured to address these requirements?

A. Use a permission set license with two different levels of access.
B. Create a permission set license assignment with two different levels of access.
C. Create two permission sets with different system permissions.
D. Grant “Manage” access permission to the apps.

Answer 26

C. Create two permission sets with different system permissions.

Question 27

The Universal Containers company uses a Microsoft Azure SQL Data Warehouse to gather information about sales representatives’ objectives. They want to use
Einstein Analytics to gain insights from this data; therefore, they need to automatically load the warehouse’s data into a Tableau CRM dataset on a daily basis.
The data also needs to be transformed and merged with data from the company’s org.
Which three Tableau CRM user interface features can be used to complete these requirements? (Choose three.)

A. Microsoft Azure SQL Data Warehouse Connector
B. Recipes
C. Dataflow
D. Tableau CRM Connector for Excel
E. Analytics REST API

Answer 27

A. Microsoft Azure SQL Data Warehouse Connector
B. Recipes
C. Dataflow

Question 28

A Salesforce administrator wants to create a new dashboard that uses custom geoJSON to display data; however, the administrator is unable to upload the file via the UI.
What should be done?

A. Add the system permission “Manage Analytics Custom Maps” to the permission set used.
B. Enable “Custom maps with geoJSON” in the analytics settings.
C. Upload the geoJSON via the API because it is not a function in the UI.
D. Contact Salesforce support and request to get custom maps and geoJSON enabled for the org.

Answer 28

C. Upload the geoJSON via the API because it is not a function in the UI.

Question 29

A consultant is creating a Churn Prediction model to identify customers who did not renew their contract.
What is the appropriate action to take?

A. For the Churn Reason field, enable the “This variable contains sensitive data” box because it may contain sensitive customer behavior.
B. Replace nulls in the Churn Reason field as “No reason given”.
C. Exclude the Churn Reason field from the dataset.
D. Exclude active customers (customers who have not churned) from the training dataset since their Churn Reason field are nulls.

Answer 29

B. Replace nulls in the Churn Reason field as “No reason given”.

Question 30

A small Business Intelligence team is overwhelmed with multiple requests to create new dashboards. An option is to use layout templates to help with dashboard development.
What are two advantages of using layout templates? (Choose two.)

A. Layout templates offer a universal layout thus reducing the hours spent on design.
B. Layout templates are fast to create because they are fixed and read-only.
C. Layout templates offer a consistent end user experience.
D. Layout templates are equipped with design best practices, such as optimally positioned KPIs and filters.

Answer 30

C. Layout templates offer a consistent end user experience.
D. Layout templates are equipped with design best practices, such as optimally positioned KPIs and filters.

Question 31

A company wants to allow users who belong to an account team to see all the Opportunities associated with that Account in Tableau CRM.
Which two actions accomplish this requirement? (Choose two.)

A. Create a master-detail relationship between the Salesforce Account and Opportunity objects.
B. Apply sharing inheritance.
C. In the dataflow, extract the AccountTeamMember object and augment it with the Opportunity object using ‘AccountId’ as the join field and apply following security predicate: ‘AccountTeamMember.UserId’ == “$User.Id”.
D. In the dataflow, extract the OpportunityTeamMember object and augment it with the Opportunity object using ‘OpportunityId” as the join field and apply the following security predicate: ‘OpportunityTeamMember.UserId’ == “sUser.Id”.

Answer 31

B. Apply sharing inheritance.
C. In the dataflow, extract the AccountTeamMember object and augment it with the Opportunity object using ‘AccountId’ as the join field and apply following security predicate: ‘AccountTeamMember.UserId’ == “$User.Id”.

Question 32

A Tableau CRM team reports that when they start their dataflow it runs successfully with no errors or warnings, but one of the fields does not return values when it is queried.
What can be the origin of this issue?

A. The “Integration User Profile” does not have access to the field.
B. The field does not contain any data in Salesforce.
C. The user who runs the dataflow does not have access to the field.
D. The “Security User Profile” does not have access to the field.

Answer 32

B. The field does not contain any data in Salesforce.

Question 33

Universal Containers (UC) has 10 models currently in production that are being used to predict across their org, UC is interested in understanding how well these
10 models are performing.
What are the steps required to achieve this?

A. Update the Models settings for the models and add a prediction field.
B. Update the Model settings for the models and set a terminal state filter.
C. Run the models against all the data currently in org to calculate their performance.
D. Run the models against the dataset used to create the stories.

Answer 33

C. Run the models against all the data currently in org to calculate their performance.

Question 34

Using the Setup menu, the Universal Containers company activated data sync (replication) in the Tableau CRM settings. After running the sync, they notice that the aggregate sum of a field within their dataset is different than what they manually calculated by summing the same data in the Salesforce object from which the dataset was populated.
Which two differences in the newly synced data can explain this? (Choose two.)

A. Differences involving trigger-updated fields
B. Differences involving permanently deleted records
C. Differences involving workflow-updated fields
D. Differences involving formula fields

Answer 34

B. Differences involving permanently deleted records
D. Differences involving formula fields

Question 35

After getting approval of the dashboard layout design for a desktop, the Tableau CRM consultant is ready to start the design process for a mobile layout.
What are three considerations that the consultant should keep in mind when developing the layout? (Choose three.)

A. If more than one layout is eligible, the one with the most device properties set is used. If there is a tie, the most recently defined layout is used.
B. A layout for mobile is eligible for use when the device meets all the device properties set in the Layout panel.
C. If no layouts are eligible for the mobile device, the first defined layout is used.
D. If no layouts are eligible for the mobile device, an error message will be displayed.
E. There are widgets that cannot be displayed on mobile layouts.

Answer 35

A. If more than one layout is eligible, the one with the most device properties set is used. If there is a tie, the most recently defined layout is used.
B. A layout for mobile is eligible for use when the device meets all the device properties set in the Layout panel.
C. If no layouts are eligible for the mobile device, the first defined layout is used.

Question 36

Which dataflow transformation does data sync (replication) reference, in an existing dataflow, to determine which Salesforce objects and fields are currently being extracted?

A. edgemart
B. export
C. sfdcDigest
D. sfdcRegister

Answer 36

C. sfdcDigest

Question 37

A consultant is asked to configure a user to view a dashboard, within a designated app, without the ability to create and save lenses.
After adding the user to the app, which action should the consultant take to implement this requirement?

A. Assign the Editor role to the user.
B. Assign the Manager role to the user.
C. Assign the Viewer role to the user.
D. Ensure the user has the Use Analytics permission.

Answer 37

B. Assign the Manager role to the user.

Question 38

The Universal Containers Sales team is looking to build a dashboard that shows the total revenue from their top 10 accounts (based on revenue) and make it dynamic with the filters of the dashboard.
What two steps are required to accomplish this? (Choose two.)

A. Create a query with a selection based interaction as a filter using the limited query to pass in the 10 Account Id’s.
B. Create a query and sort descending by revenue and limit it to 10 results.
C. Create a query that groups by Account Id and sorts descending by revenue and limit it to 10 results.
D. Create a query with a results based interaction as a filter using the limited query to pass in the 10 Account Id’s.

Answer 38

A. Create a query with a selection based interaction as a filter using the limited query to pass in the 10 Account Id’s.
B. Create a query and sort descending by revenue and limit it to 10 results.

Question 39

A consultant is working with the client to define goals and metrics for a dashboard that will be built. The consultant is in the design phase prior to starting the actual build.
Which two design considerations should be determined at this time? (Choose two.)

A. How to get as much information as possible onto one page.
B. How to quickly convey key information.
C. Which colors to use and how to use them.
D. Which charts to use to best support the defined goal.

Answer 39

B. How to quickly convey key information.
D. Which charts to use to best support the defined goal.

Question 40

After loading data to Einstein Discovery and creating a story, the client asks the Einstein Consultant to explain the “Unexplained Bar” in the “Why It Happened” chart. Which explanation is correct?

A. It should always be 0 or the model should not be used
B. It shows the difference between the predicted outcome and the observed outcome
C. It displays the difference between the analyzed data and the data not reviewed
D. It only appears for outcomes that do not have an explanation

Answer 40

B. It shows the difference between the predicted outcome and the observed outcome