Free Salesforce Tableau-CRM-and-Einstein-Discovery-Consultant Practice Exam with Questions & Answers | Set: 6

To increase adoption among account managers who need comprehensive account overviews, embedding a dashboard onto the account record page with filters that dynamically adjust to show relevant data about active cases, opportunities, and product whitespace is most effective. Here’s how to implement this:

• Design a comprehensive dashboard in Tableau CRM that includes all the necessary lenses and widgets to show key details such as active cases, opportunities, and potential product sales opportunities.
• Ensure the dashboard can dynamically filter data based on the account being viewed. This typically involves using dynamic dashboard filters linked to the account record page.
• Embed the dashboard onto the Salesforce account record page. This integration allows account managers to have all the necessary information directly within the context of the account they are viewing, enhancing usability and relevance.

This approach promotes better user engagement by providing relevant data directly within the user's workflow.

To enable Analytics for Communities in Tableau CRM, you need specific prerequisites:

• License Requirements: A Customer Community Plus or Partner Community license is necessary, enabling more extensive CRM functionalities for community members.
• Permission Set License: Community members must be assigned the Analytics for Communities permission set license. This setup ensures that community users have the appropriate access to use and benefit from Analytics features within their community environments.

Among the listed options, which is not a method for controlling record-level access in Salesforce:

• A: Profiles. While profiles control what a user can do broadly within the Salesforce platform (such as read, create, edit, and delete permissions on objects), they do not directly control record-level access. Record-level access is specifically managed through Sharing Rules, Organization-Wide Defaults, and Role Hierarchy.

In Salesforce Tableau CRM, with data sync enabled, the maximum number of dataflow definitions an organization can have is 25. This limit is designed to balance the need for comprehensive data operations with system performance and manageability.

An Analytics app in Salesforce is a collection of datasets, dashboards, lenses, and a dataflow. These components are bundled together within an app to provide a comprehensive analytics solution tailored to specific business needs or project requirements. The app facilitates organized access to related analytics assets, making it easier for users to navigate and utilize data for decision-making and insights. Reference: Salesforce Help - Understanding Analytics Apps

In Einstein Analytics, the limit for uploading external files to a dataset on a rolling 24-hour basis is 50 files. This limitation is designed to manage the data ingestion process effectively and ensure optimal performance of the analytics system.

In Salesforce Tableau CRM, the timeout for ETL (Extract, Transform, Load) jobs that have been scheduled but not executed is 15 minutes. This timeout setting helps manage system resources efficiently by ensuring that jobs do not indefinitely occupy system capacity if they fail to initiate.

In the context of Einstein Analytics, when creating a template app from an existing app, the JSON file that manages the template metadata and all other template elements is: D. template-info.json. This file contains essential metadata about the template, including definitions of the template's properties and behaviors, facilitating the reuse and customization of the app as a template. This file is crucial for managing and distributing template apps within Einstein Analytics. Reference: Salesforce Documentation on Analytics Templates

In Tableau CRM, each run of a recipe counts towards the 24-hour rolling recipe run limit, regardless of the duration of each recipe. Therefore, if all three recipes (myRecipeOne, myRecipeTwo, and myRecipeThree) are executed, all three count towards the limit. This is crucial for managing system resources and ensuring optimal performance of the analytics environment.