Salesforce Tableau CRM Einstein Discovery Consultant (SP25)
Last Update 4 days ago
Total Questions : 239
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A large company is rolling out Einstein Analytics to their field sales. They have a well-defined role hierarchy where everyone is assigned to an appropriate node on the hierarchy.
An individual Sales rep should be able to view all opportunities that she/he owns or as part of the account team or opportunity team. The Sales Manager should be able to view all opportunities for the entire Sales team. Similarly, the Sales Vice President should be able to view opportunities for everyone who rolls up in that hierarchy.
The opportunity dataset has a field called 'Ownerld' which represents the opportunity owner.
Given this information, how can an Einstein Consultant implement the above requirements?
A consultant built a Tableau CRM dashboard for a shipping company. The consultant enabled data sync (replication) to increase the speed to datasets refreshing.
How often will the data on the dashboard be refreshed?
Universal Containers reports that any selection in the List widget is not affecting the Pie chart in one of their Einstein Analytics dashboards. The step options associated with the List widget and Pie chart are shown in the graphic.
Which two changes can an Einstein Consultant implement to solve this issue, given that the steps are using the same dataset? Choose 2 answers
Benito has Viewer access to a new Einstein Analytics app. He wants to build and edit a dashboard using the Seed Bank dataset in this new app. What must an admin do for Benito to do this?
Universal Containers reports that any selection in the List widget is not affecting the Pie chart in one of their Einstein Analytics dashboards. The step options associated with the List widget and Pie chart are shown in the graphic.
Given that the steps are using different datasets. which two changes can an Einstein Consultant make to solve this issue' Choose 2 answers
Which set of statements generates monthly amount on a cumulative basis annually?
A)
B)
C)
D)
What can you do on the Edit Field Attributes page when uploading a CSV file to Analytics?
A company wants to build a webpage that displays KPIs that can be derived from values in datasets stored in Einstein Analytics. How can an Einstein Analytics consultant derive those KPIs from those datasets?
A Senior Sales Business Analyst asks for a dashboard that contains fiscal year product opportunities. Information is maintained in a spreadsheet which is comprehensive, but its contents often need to be explained. After sketching the dashboard, the consultant is ready to start building.
Which concept should be applied to this dashboard?
TESTED 05 Dec 2025
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