Sample Questions and Answers
How can Tableau CRM Recipes handle null or missing values during data transformation?
A) Use the “Fill” or “Replace” steps to substitute default or calculated values
B) Automatically ignore null values without user action
C) Recipes do not allow handling nulls
D) Delete all records containing nulls
Answer: A) Use the “Fill” or “Replace” steps to substitute default or calculated values
Explanation: Recipes provide options to manage missing data proactively.
In Einstein Discovery, which of the following is NOT a supported outcome type?
A) Multi-class classification
B) Binary classification
C) Regression (numeric)
D) Blockchain transaction
Answer: D) Blockchain transaction
Explanation: Blockchain transactions are unrelated to model outcomes in Einstein Discovery.
What is a key advantage of using Tableau CRM lenses?
A) They enable fast, interactive data exploration and ad-hoc analysis
B) They replace dataflows
C) They store raw data permanently
D) They export dashboards automatically
Answer: A) They enable fast, interactive data exploration and ad-hoc analysis
Explanation: Lenses provide quick insights by slicing and dicing datasets.
How would you update Tableau CRM dashboards to reflect changes in the underlying dataset fields?
A) Refresh the dashboard metadata and ensure bindings match new field names
B) Delete the dashboard and recreate it
C) Changes in datasets do not affect dashboards
D) Export dashboards and edit in Excel
Answer: A) Refresh the dashboard metadata and ensure bindings match new field names
Explanation: Synchronizing dashboards with dataset updates avoids broken components.
What kind of join types are supported in Tableau CRM dataflows?
A) Left, Right, Inner, Outer joins
B) Only Inner joins
C) Only Left joins
D) No joins are supported
Answer: A) Left, Right, Inner, Outer joins
Explanation: Dataflows support multiple join types for flexible dataset merges.
What does the term “security predicates” refer to in Tableau CRM?
A) Filters applied to datasets based on user context to enforce row-level security
B) User passwords
C) Dashboard color themes
D) Data export restrictions
Answer: A) Filters applied to datasets based on user context to enforce row-level security
Explanation: Security predicates ensure users only see authorized data rows.
How do Einstein Discovery models handle missing values in the dataset?
A) They apply imputation techniques or ignore missing values depending on algorithm
B) They fail immediately if any missing values exist
C) They require manual deletion of missing records only
D) They treat missing values as zeros by default
Answer: A) They apply imputation techniques or ignore missing values depending on algorithm
Explanation: Models manage missing data internally during training.
Which tool can be used to export Tableau CRM data for external use?
A) Tableau CRM Data Export feature or APIs
B) Einstein Analytics only
C) Visualforce pages only
D) Only manual copy-paste
Answer: A) Tableau CRM Data Export feature or APIs
Explanation: Export options support external integrations and reporting.
When embedding Einstein Discovery predictions into Salesforce Lightning pages, what should you consider?
A) Use the Einstein Discovery Lightning component and ensure proper permissions
B) Embed predictions using Visualforce only
C) Predictions cannot be embedded in Lightning pages
D) Use only static reports
Answer: A) Use the Einstein Discovery Lightning component and ensure proper permissions
Explanation: Lightning components enable seamless prediction display.
What is the effect of applying “Dataflow Edgemaps” in Tableau CRM?
A) They define relationships between datasets for incremental data processing
B) They create user roles
C) They export dashboards
D) They control data security
Answer: A) They define relationships between datasets for incremental data processing
Explanation: Edgemaps enable efficient updates by mapping dataset joins.
Which Salesforce feature allows scheduling Tableau CRM dataflows and recipes?
A) Data Manager scheduling interface
B) Apex scheduler only
C) Visual Workflow only
D) No scheduling is available
Answer: A) Data Manager scheduling interface
Explanation: Data Manager provides a UI to schedule refreshes.
How can Einstein Discovery help with root cause analysis?
A) By identifying key drivers and factors influencing a target variable using explanatory insights
B) By generating dashboards only
C) By deleting irrelevant data
D) It does not support root cause analysis
Answer: A) By identifying key drivers and factors influencing a target variable using explanatory insights
Explanation: Insightful explanations reveal causality behind outcomes.
What is the recommended format for uploading external data to Tableau CRM?
A) CSV files or external connectors like Salesforce Connect, Data Integration Tools
B) Only XLS files
C) PDF files
D) Image files
Answer: A) CSV files or external connectors like Salesforce Connect, Data Integration Tools
Explanation: CSV is the most common supported format.
How do you handle version control for Tableau CRM dashboards and dataflows?
A) Use Salesforce sandboxes and manual export/import processes
B) Automatic versioning is built-in
C) Version control is not needed
D) Use third-party software only
Answer: A) Use Salesforce sandboxes and manual export/import processes
Explanation: Salesforce native version control is limited; best done with sandboxes.
Which data transformation step in Tableau CRM Recipes lets you create new columns based on formulas?
A) Compute Expression step
B) Filter step
C) Aggregate step
D) Append step
Answer: A) Compute Expression step
Explanation: Allows calculated fields creation in recipes.
How do Einstein Discovery “What-If” scenarios work?
A) They allow users to modify input variables and see predicted outcome changes dynamically
B) They create new datasets
C) They automate report creation
D) They disable predictions
Answer: A) They allow users to modify input variables and see predicted outcome changes dynamically
Explanation: “What-If” analysis supports scenario planning.
Which of the following is NOT a use case for Einstein Discovery?
A) Predicting customer churn
B) Forecasting sales revenue
C) Building static dashboards only
D) Root cause analysis
Answer: C) Building static dashboards only
Explanation: Einstein Discovery focuses on predictive analytics, not static dashboard creation.
How can Einstein Discovery models be shared across Salesforce environments?
A) By using Salesforce Change Sets or Metadata API to deploy models
B) Models are environment-specific only
C) Export as Excel files
D) Email the model file
Answer: A) By using Salesforce Change Sets or Metadata API to deploy models
Explanation: Standard Salesforce deployment mechanisms apply.
What is the purpose of “Recommendation Flows” in Einstein Discovery?
A) To automate actions based on model predictions within Salesforce processes
B) To schedule dataflows only
C) To create dashboards
D) To manage user permissions
Answer: A) To automate actions based on model predictions within Salesforce processes
Explanation: Recommendation Flows embed AI into business workflows.
How does Tableau CRM handle incremental data refreshes?
A) By processing only new or changed records using incremental jobs and Edgemaps
B) It refreshes the entire dataset every time
C) Data must be manually refreshed only
D) Incremental refresh is not supported
Answer: A) By processing only new or changed records using incremental jobs and Edgemaps
Explanation: Incremental refresh saves processing time and resources.
What tool would you use to debug failed Tableau CRM dataflows?
A) Dataflow Monitoring and Error Logs in the Tableau CRM Data Manager
B) Salesforce Setup Audit Trail
C) Apex Debug Logs only
D) Visualforce pages
Answer: A) Dataflow Monitoring and Error Logs in the Tableau CRM Data Manager
Explanation: Provides detailed error info and troubleshooting support.
Which of the following is a key consideration when designing Einstein Discovery stories for business users?
A) Focus on actionable insights and avoid technical jargon
B) Include all technical metrics regardless of audience
C) Use complex mathematical formulas in stories
D) Avoid explaining model predictions
Answer: A) Focus on actionable insights and avoid technical jargon
Explanation: Stories must be accessible and useful to non-technical stakeholders.
How does Tableau CRM integrate with Salesforce reports and dashboards?
A) Tableau CRM can complement Salesforce reporting by providing advanced analytics but does not directly embed Salesforce reports
B) Tableau CRM replaces Salesforce reports entirely
C) Tableau CRM exports Salesforce reports only
D) Integration is not possible
Answer: A) Tableau CRM can complement Salesforce reporting by providing advanced analytics but does not directly embed Salesforce reports
Explanation: Both tools serve different analytic needs.
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