Salesforce Consultant – Tableau CRM & Einstein Discovery Consultant

Salesforce Consultant – Tableau CRM & Einstein Discovery Consultant

The Salesforce Certified Tableau CRM and Einstein Discovery Consultant credential is intended for individuals who have the knowledge, skills, and experience with data ingestion processes, security and access implementations, and dashboard creation. This credential encompasses the fundamental knowledge and skills to design, build, and support apps, datasets, dashboards and stories in Tableau CRM and Einstein Discovery.

Course Key Learnings

Select the right charts to satisfy a business requirement.
Create meaningful and relevant dashboards through the application of UX design principles and Tableau CRM best practices.
Build SAQL powered lenses.
Evaluate which type of binding (selection or result) is needed for a dashboard.
Connect data sources within the UI.
Build and customize template apps.
Develop dynamic calculation using compare tables.
Improve dashboard performance.
Embed pages in dashboards.
Convert dashboard layouts for mobile.

Course Outline

Managing Apps, Lenses, Dashboards, and Datasets

Overview of building and managing apps
Building an app
Manage apps, lenses, dashboards, and datasets

Designing a Dashboard and Creating a Template

Dashboard Building Overview
Designing a Dashboard
Create a dashboard template

Building a Dashboard

Building a Dashboard
Adding Charts, Tables, and KPIs to a Dashboard
Adding Filters to a Dashboard

Modify a Dashboard for Mobile

Translating Desktop Dashboards to a Mobile Device
Creating/Updating Mobile Dashboard Layouts

About the Exam

Read on for details about the Salesforce Tableau CRM and Einstein Discovery Consultant exam.

Content: 60 multiple-choice/multiple-select questions and up to 5 unscored questions*
Time allotted to complete the exam: 90 minutes
Passing score: 68%
Registration fee: USD 200, plus applicable taxes as required per local law
Retake fee: USD 100, plus applicable taxes as required per local law
Delivery options: Proctored exam delivered onsite at a testing center or in an online proctored environment.
References: No hard-copy or online materials may be referenced during the exam.
Prerequisite: None

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