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Updated: Oct 22, 2026

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Salesforce Tableau-CRM-Einstein-Discovery-Consultant Exam Overview:

Certification Vendor:Salesforce
Exam Name:Salesforce Certified Tableau CRM and Einstein Discovery Consultant
Exam Number:Tableau-CRM-Einstein-Discovery-Consultant
Exam Price:$200 USD
Related Certifications:Salesforce Certified Data Cloud Consultant
Salesforce Certified Platform App Builder
Exam Format:Multiple Select, Multiple Choice
Available Languages:German, English, Japanese, Spanish, French
Exam Duration:105 minutes
Certificate Validity Period:1 year (maintenance required annually)
Real Exam Qty:60
Recommended Training:Trailhead CRM Analytics & Einstein Discovery Learning Paths
Exam Registration:Salesforce Certification Registration
Sample Questions:Salesforce Tableau-CRM-Einstein-Discovery-Consultant Sample Questions
Exam Way:Online proctored or onsite testing center
Pre Condition:Recommended experience with Salesforce CRM Analytics (Tableau CRM) and data analytics concepts; prior Salesforce certification is helpful but not strictly required.
Official Syllabus URL:https://trailhead.salesforce.com/credentials

Salesforce Tableau-CRM-Einstein-Discovery-Consultant Exam Syllabus Topics:

SectionObjectives
Analytics Dashboarding- Lenses and Dashboards
  • 1. Creating and configuring dashboards
    • 2. Lens exploration and visualization types
      Data Preparation and Dataflows- Data Preparation Tools
      • 1. Recipes and dataflows usage
        • 2. Data transformation logic
          Data Layer and Data Management- Data Modeling and Data Sources
          • 1. Understanding CRM Analytics datasets
            • 2. Data ingestion and transformation concepts
              Security and Access- Row-Level Security
              • 1. Security predicates and sharing inheritance
                Einstein Discovery- Predictive Modeling Concepts
                • 1. Insights and recommendations
                  • 2. Story creation and interpretation

                    Salesforce Tableau CRM Einstein Discovery Consultant Sample Questions:

                    Question #1

                    A Einstein Analytics consultant is asked to help a company report on their sales activity. The company wants to train some users to create their own 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. Grant "Manage" access permission to the apps.
                    • D. Create two permission sets with different system permissions.
                    Reveal Solution  Discussion  0

                    Correct Answer: D  🗳️

                    Question #2

                    A dataset for building the Einstein Discovery story contains 72 fields that are potentially relevant predictors.
                    Which approach is considered best practice to assess the top predictors in order to get to a meaningful and robust model?

                    • A. Build a story with a first set of predictors and assess which predictors are important to the story. Then drop the less important ones and add the predictors that were omitted in the first run and assess their impact.
                    • B. Build the story with all the predictors and indicate that Einstein Discovery should show the top predictors.
                    • C. Go back to the data preparation and reduce the number of fields to less than 30 in order to produce a story.
                    • D. This dataset is too big and cannot be used in Einstein Discovery. Request a new dataset with fewer predictors.
                    Reveal Solution  Discussion  0

                    Correct Answer: A  🗳️

                    Explanation: Only visible for ActualTestsQuiz members. You can sign-up / login (it's free).

                    Question #3

                    A Tableau CRM consultant has created three recipes that each produce a dataset.
                    Recipe1 creates Dataset1.
                    Recipe2 created Dataset2.
                    Recipe2 created Dataset3.
                    Recipe3 is dependent on Dataset1, while Recipe1 and Recipe2 have no dependencies.
                    How should the consultant implement the recipe schedule?

                    • A. Make Recipe1 and Recipe2 time based, but make Recipe3 event based when Recipe1 and Recipe2 have successfully completed.
                    • B. Make Recipe1 and Recipe2 time based, but make Recipe3 event based when Recipe1 has successfully completed.
                    • C. Make Recipe1 and Recipe2 time based, but make Recipe3 event based when the local Salesforce connector has completed.
                    • D. Make all three recipe time based and schedule all of them at the same time, the data manage will automatically run them in the correct order.
                    Reveal Solution  Discussion  0

                    Correct Answer: B  🗳️

                    Question #4

                    What is the order of filter, limit, order and offset functions in SAQL?

                    Reveal Solution  Discussion  0

                    Correct Answer:

                    Filter and order can be interchanged. Offset must be after filter/order and limit must come after offset.

                    Question #5

                    To see predictive insights, what option do you select in the Story toolbar?

                    • A. Predictions & Improvements
                    • B. Why It Happened
                    • C. What Happened
                    • D. What Changed Over Time
                    • E. How Can I Improve It
                    Reveal Solution  Discussion  0

                    Correct Answer: A  🗳️

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