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TABLEAU-CRM Exam Topics and Domains
TABLEAU-CRM is organized into 6 weighted domains. Expect to work with Dashboard Designer, Metadata API, Analytics Settings, App Builder, and more.
Data Layer
Data Extraction and Loading
- Given data sources, use Data Manager to extract and load the data into the EA application to create datasets
- Given business needs and consolidated data, implement refreshes, replication (sync), and/or recipes to appropriately solve the basic business need
Dataset Recipes and Dataflows
- Given a scenario, use Einstein Analytics to design a solution that accommodates dataflow limits
- Create dataset recipes for data preparation
CRM Analytics API
Given a situation, demonstrate knowledge of what can be accomplished with the EA API
Security
User and Asset Security
Given governance and EA asset security requirements, implement necessary security settings including users, groups, and profiles
Dataset Security
- Given row-based security requirements and security predicates, implement the appropriate dataset security settings
- Employ security predicates and sharing inheritance for datasets
App Sharing
Implement App sharing based on user, role, and group requirements
Administration
Change Management and Migration
- Using change management strategies, manage migration from sandbox to production orgs
- Configure and manage integration with source control system
Dataset Management
Given user requirements or ease of use strategies, manage dataset extended metadata (XMD) by affecting labels, values, and colors
Performance Optimization
Given a scenario, improve dashboard performance by restructuring the dataset and/or data using lenses, pages, and filters
Platform Enablement
Given business and access requirements, enable Einstein Analytics, options, and access as expected
CRM Analytics Dashboard Design
Requirements Gathering
Given a customer situation, determine and define their dashboarding needs
UX Design and Best Practices
- Given customer requirements, create meaningful and relevant dashboards through the application of UX design principles and EA best practices
- Select the right charts to satisfy a business requirement
Template Apps
- Given business requirements, customize existing EA template apps to meet the business needs
- Build and customize template apps
CRM Analytics Dashboard Implementation
Lens Visualizations
- Given business requirements, define lens visualizations such as charts to use and dimensions and measures to display
- Build SAQL powered lenses
Bindings and Interactions
Given customer business requirements, develop selection and results bindings with static steps
Advanced Calculations
- Given customer requirements, develop dynamic calculations using compare tables
- Given business expectations, create a regression time series
SAQL and Data Connections
- Given business requirements that are beyond the standard UI, use SAQL to build lenses, configure joins, or connect data sources
- Connect data sources within the UI
- Competency in reading and writing SAQL and SOQL
Einstein Discovery Story Design
Data Preparation for Discovery
- Given a dataset, use Einstein Discovery to prepare data for story output by accessing data and adjusting outputs
- Prepare data for Discovery
Story Analysis and Interpretation
Given initial customer expectations, analyze the story results and determine suggested improvements that can be presented to the customer
Story Optimization
Given derived results and insights, adjust data parameters, add/remove data, and rerun story as needed
Discovery Deployment
- Describe the process to perform writebacks to Salesforce objects
- Surface Discovery insights into standard Salesforce pages
- Configure and perform writeback to Salesforce for Discovery models
How do I earn this certification?
Passing TABLEAU-CRM earns the Salesforce Certified CRM Analytics and Einstein Discovery Consultant certification. It sits in the Analytics and Data Science track.
- Marketing-Cloud-Intelligence - Salesforce Marketing Cloud Intelligence Consultant Analytics focus in marketing domain
- B2B-Solution-Architect - Salesforce B2B Solution Architect Architecture skills with business analytics focus
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How to study for this exam?
The most effective way to prepare for TABLEAU-CRM is by using the PlanetCert Simulator to practice questions and review detailed explanations.
What's changed on this exam?
- ACTIVE
- Last content update: 2024-06-01
- CRM Analytics Generative AI Winter '25 Potential future exam coverage of AI-assisted query building • Release date: 2024-10-15
- Enhanced Data Sync Summer '24 Improved data sync capabilities covered in Data Layer domain • Release date: 2024-06-10
- Dashboard Templates Library Expansion Spring '24 More template options for Dashboard Design domain • Release date: 2024-02-12
Who should take this exam?
This exam is typically taken by CRM Analytics Consultants and Business Intelligence Analysts.
- Minimum 1 year of experience with CRM Analytics and Einstein Discovery
- Experience with other BI, ETL, analytics, and reporting tools
- Understanding of dashboard/UX design for mobile and desktop
- Competency in reading and writing SAQL and SOQL
- Experience with ETL processes for dataset preparation
- Understanding of Master Data Management (MDM)
- Working knowledge of data science lifecycle
- Working knowledge of statistical analysis
- Working knowledge of data modeling
- Experience leading technical projects