Free Salesforce Tableau-CRM-and-Einstein-Discovery-Consultant Practice Exam with Questions & Answers

To address the requirement where some users need to create their own dashboards and others only need to use them, the best practice is to:

• A: Create two permission sets with different system permissions. One permission set would grant capabilities necessary for creating and managing dashboards, likely including permissions like "Create Dashboard," "Edit Dashboard," etc. The other permission set would grant only "View" permissions, restricting users to dashboard usage without modification capabilities.

For Benito to build and edit a dashboard using the Seed Bank dataset in the Einstein Analytics app, the admin needs to do the following two things:

• Grant Benito access to the specific app that contains the Seed Bank dataset. This ensures he can access the necessary dataset within the confines of the designated app.
• Assign him a permission set that includes the "Create and Edit Analytics Dashboards" permission. This permission is crucial for enabling Benito to not only view but also create and modify dashboards within the app.

This dual requirement ensures both data accessibility and the ability to perform required operations on the dashboard. Reference: Salesforce Help - Permission Sets

The correct timeseries statement to fix the SAQL query for predicting sales in each sales region is:

• C: q = timeseries q generate 'sum_Sales' as 'Forecasted_Sales' with (dateCols=('Date_Year', 'Date_Quarter', "Y-Q"), partition='Region', seasonality=4). This statement correctly specifies the required parameters for a timeseries analysis, including the date columns, the partition by 'Region', and the seasonality factor, which is crucial for accurate forecasting in time series analysis.

Data that has already been loaded into Einstein Analytics as datasets can be utilized directly in Einstein Discovery without requiring a separate load process. This integration within the Salesforce platform allows seamless transition of data from analytics to discovery, facilitating a streamlined workflow for data analysis and enhanced decision-making. Therefore, Danielle can use existing datasets in Einstein Analytics for her analysis in Einstein Discovery without needing additional permissions or import steps. Reference: Salesforce Help - Using Data in Einstein Discovery

To optimize data loads by extracting Salesforce objects ahead of time, the correct construct to use is "Data Sync (Replication)." This feature in Salesforce Einstein Analytics allows for the periodic refresh of datasets from Salesforce objects without needing to rerun the entire dataflow. This optimization helps in managing large datasets more efficiently by keeping the data up-to-date with less processing time and system load.

The best connection mode for Universal Containers, given their need to sync updated and new records from the Order object weekly, including updates to formula fields, is Periodic Full Sync. This mode will:

• Periodically sync all records from the source object (in this case, weekly).
• Ensure that all fields, including formula fields that may calculate values based on other periodically updated fields, are current in the destination system.

This mode is especially suitable when data completeness and accuracy are crucial, and where changes in the dataset need to reflect consistently, including computed or derived fields.

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 the column. 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.