Salesforce Updated Tableau-CRM-and-Einstein-Discovery-Consultant Exam Questions and Answers by michal

In Tableau CRM (formerly Einstein Analytics), you can restrict access to data at the row level using security predicates. Security predicates are filter expressions added to datasets that dynamically restrict data access based on user attributes or record specifics. This method allows administrators to enforce data security policies directly within the dataset, ensuring that users only see data relevant and permitted to them, without altering the underlying data structure like removing rows manually or adding flags. Reference: https://help.salesforce.com/s/articleView?id=sf.bi_security_predicates.htm &type=5

Predicate is a name for a filter condition that defines row-level access to records in a dataset Example: "rowLevelSecurityFilter":"'AccountOwner' == \"$User.Name\""

When you select one variable in an Einstein Discovery story and examine its insights, you are comparing the impact of that selected variable with all other data in the story. This involves analyzing how much the selected variable influences the outcome variable relative to other variables in the dataset. The process evaluates the contribution of the selected variable to the overall variance in the outcome, offering insights into its significance and relationship within the broader data context. Reference: Salesforce Einstein Discovery Story Insights

In Einstein Analytics, the "sfdcDigest" node is used in a dataflow to extract data from a registered dataset. This node is specifically designed to query and ingest data from Salesforce objects and datasets into the dataflow for further transformations and analyses.

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.