Free Salesforce Tableau-CRM-and-Einstein-Discovery-Consultant Practice Exam with Questions & Answers | Set: 2

An Einstein Discovery story in Salesforce is essentially a detailed analysis presentation consisting of charts, statistical data, and text. Its purpose is to help users understand the relationships between a single outcome variable and the various factors that influence it. The story uses data exploration and advanced analytics to reveal patterns and insights that can guide decision-making processes. Reference: Salesforce Help - Einstein Discovery Stories

For a dashboard that needs to visualize Closed Won opportunities by different time groupings (month, quarter, year) using a single chart, the appropriate action is: D. Use selection binding to update the grouping in the chart. This method allows the chart to dynamically change the grouping based on user selection, effectively switching between month, quarter, or year views within the same visual representation. Reference: Salesforce Documentation on Dynamic Dashboards

Before users can access Analytics in Salesforce, they need two things: an Analytics permission set license (PSL) and a permission set containing at least one Analytics user permission. The PSL enables access to the Analytics functionality at a license level, while the permission set defines what specific actions the user is authorized to perform within Analytics.

The configuration wizard in Salesforce Tableau CRM Einstein Discovery asks questions about various measurements that are critical for understanding and analyzing customer interactions and service effectiveness, which include:

• A: Case duration
• B: Customer geography
• C: Customer satisfaction
• D: Case resolution
• E: All of the above

Posting to Chatter from a Salesforce Wave (Tableau CRM) dashboard is done by selecting "Post to Chatter" from the Actions drop-down menu at the top of the dashboard. This feature allows users to directly communicate findings, share insights, or discuss data visible on the dashboard with other team members through Salesforce Chatter, enhancing collaboration and information sharing. Reference: Salesforce Documentation - Post to Chatter from Dashboards

Setting security predicates for a dataset in Salesforce can be done in several ways, but not directly on each row before uploading. Security predicates are typically set in the metadata file associated with the external data file or in the transformation node of a dataflow. This is essential for managing data visibility at a granular level and ensuring compliance with organizational security policies.

The Event Monitoring Analytics app in Salesforce is specifically designed to analyze Event Log File data. This app provides insights into user behavior and system performance, helping organizations understand how their Salesforce environments are being used and how they can be optimized. The app includes prebuilt dashboards and metrics that focus on this specific type of data.