Salesforce Tableau CRM and Einstein Discovery Consultant Certification Guide 2024
Achieving the Salesforce Tableau CRM & Einstein Discovery Consultant certification marks a major achievement in your professional journey. This certification demonstrates your ability to craft solutions using Salesforce Tableau CRM & Einstein Discovery, a skill in high demand across multiple industries.
- Skill Boost: Getting this certification improves your expertise in Tableau CRM & Einstein Discovery consulting, making you an attractive option for a variety of jobs.
- In Demand: There’s a big market need for experts who can develop smart strategies using Salesforce Cloud technologies. With this certification, you prove you have these essential skills.
- Career Growth: This certification is evidence of your commitment to developing your abilities, opening doors to new career possibilities, and helping you climb higher in your professional life.
Understanding the value of this certification not only shows the benefits for your career path but also marks your special place within the Salesforce community.
About the Salesforce Tableau CRM & Einstein Discovery Certification
The Salesforce Certified Tableau CRM and Einstein Discovery Consultant certification is designed for those who possess expertise in managing data processes, implementing security measures, and creating dashboards. This guide provides insights into the Salesforce Certified Tableau CRM and Einstein Discovery Consultant exam, highlighting the crucial skills needed for creating, building, and managing apps, datasets, dashboards, and narratives within Tableau CRM and Einstein Discovery.
Who’s the Ideal Candidate?
Overview
The ideal candidate for this certification has extensive understanding and hands-on experience with the Tableau CRM and Einstein Discovery platforms. They are skilled in managing datasets, ensuring data security, and crafting dynamic dashboards tailored for both desktop and mobile use.
Key Skills and Experience
- Business Intelligence and Tools: Knowledge or certification in BI, ETL processes, Tableau CRM, and other reporting tools.
- Dashboard Design: A solid grasp of dashboard design and user experience (UX) for both mobile and desktop interfaces.
- SAQL and SOQL Competence: Skilled in using Salesforce Analytics Query Language (SAQL) and Salesforce Object Query Language (SOQL) to efficiently query and manage data.
- Data Management Expertise: Capable of creating ETL (Extract, Transform, Load) workflows to efficiently handle data sets, with a solid grasp of Master Data Management (MDM) principles.
- Einstein Discovery: Experience in creating stories within Einstein Discovery.
- Data Science and Analysis: Familiarity with the data science life cycle, statistical analysis, and data modeling.
- Leadership in Tech Projects: Experience in leading technical projects.
- Tableau CRM Administration: Skills in administering, setting up, and ensuring the security of Tableau CRM.
- Optional Salesforce Experience: May also have experience in administering and securing Salesforce.
- Writeback Configuration: Ability to configure and execute writeback operations to Salesforce from Discovery models.
This profile outlines the qualifications of an aspirant for the Salesforce Certified Tableau CRM and Einstein Discovery Consultant, emphasizing their comprehensive knowledge and practical skills in managing, analyzing, and presenting data effectively.
How to Get Salesforce Tableau CRM & Einstein Discovery Consultant Certification?
- Creating Your Account: Start by setting up a new account on Webassessor, Salesforce’s official platform for certification exams.
- Registering for the Exam: After setting up your account, search for the Salesforce Tableau CRM & Einstein Discovery Consultant exam to register.
- Confirming Exam Details: Make sure you’ve chosen the correct exam by checking its unique ID and the languages it’s offered in.
- Scheduling Your Exam: Pick a date that works for you, and decide if you’d like to take the exam online from your home or at a physical test center.
- Completing Your Registration: Wrap up the registration process by paying the exam fee.
- Studying for the Exam: Craft a comprehensive study strategy to thoroughly review all the exam materials and set yourself up for success.
Salesforce Tableau CRM & Einstein Discovery Consultant Exam Pattern
Detail | Description |
|---|---|
Questions | 60 (multiple-choice/select) + up to 5 extra (not scored) |
Exam Time | 90 minutes |
Passing Score | 68% |
Registration Cost | $200 USD + local taxes if applicable |
Retake Cost | $100 USD + local taxes if applicable |
Exam Delivery | You can take the exam either at a testing center or online under the supervision of a proctor. |
Materials Allowed | No printed or digital resources during the exam. |
Prerequisites | None |
Salesforce Tableau CRM & Einstein Discovery Consultant Certification Syllabus
Data Layer (24%)
- Utilize the Data Manager to extract and import data into Tableau CRM, thereby generating datasets.
- Explain the connection between Salesforce platform features and the MVC pattern.
- Address basic business needs with data refreshes, syncs, or recipes.
- Extend application capabilities through the AppExchange for specific scenarios.
- Demonstrate abilities with the Tableau CRM API and design solutions within recipe constraints.
Security (11%)
- Set up security settings for users, groups, and profiles based on governance needs.
- Apply dataset security settings based on row-level security needs.
- Configure sharing settings for apps according to roles and groups.
Administration (9%)
- Manage migrations by applying change management tactics.
- Manage dataset metadata to improve user interface elements.
- Optimize dashboard performance and user access through dataset adjustments and settings.
Tableau CRM Dashboard Design (19%)
- Identify customer dashboard needs and apply UX design principles.
- Adapt template apps to align with distinct business needs.
- Create dashboards that are meaningful and relevant to customer needs.
Tableau CRM Dashboard Implementation (18%)
- Select appropriate lens visualizations and display settings based on business needs.
- Develop interactive elements and dynamic calculations for dashboards.
- Use SAQL for advanced data manipulation and lens creation.
Einstein Discovery Story Design (19%)
- Prepare and adjust data in Einstein Discovery for story creation.
- Analyze and suggest improvements for story results.
- Adjust stories by refining data parameters and model settings and enable predictive features across platforms.
This summary offers a concise breakdown of the exam’s key focus areas, ensuring an understanding of the required knowledge and skills in a clear and professional manner.
Preparation Tips for the Salesforce Tableau CRM & Einstein Discovery Consultant Certification
Starting Your Preparation
- Kickoff with Trailhead: Begin your study journey with the Salesforce Tableau CRM & Einstein Discovery Consultant Trailhead modules for a solid start.
- Study Guides: Utilize the comprehensive study guides from Salesforce to deeply understand exam topics.
- Practice Tests: Regularly take practice exams to get familiar with the question formats and exam style.
Deepening Your Knowledge
- Enroll in Targeted Courses: Find and take specific courses for the Salesforce Tableau CRM & Einstein Discovery Consultant exam on platforms like Udemy and Coursera.
- Join Online Communities: Engage with online forums and groups for insights and tips from other candidates.
- Stay Updated: Follow relevant blogs and Trailhead discussions to keep abreast of the latest exam strategies and insights.
Enhancing Your Study Approach
- Consistent Study Routine: Commit to a regular study plan to make continuous progress.
- Varied Learning Methods: Incorporate different study techniques to enrich your learning experience.
- Continuous Practice: Consistently use exam simulations to build confidence and pinpoint areas for improvement.
By implementing these approaches and fully utilizing the recommended resources, you will be well-prepared for the Salesforce Tableau CRM & Einstein Discovery Consultant certification exam.
Conclusion
Working on the path to secure the Salesforce Tableau CRM & Einstein Discovery Consultant certification represents a pivotal leap in your technology career. View this not merely as an addition to your CV but as a significant enhancement to your role in the tech industry.
Our aim is to guide you through the essentials of the exam, the critical areas for your attention, and the most effective preparation strategies. Achieving this certification holds considerable weight. Beyond just acing an exam, it’s about laying a solid foundation for your career and unlocking new doors within the ever-evolving landscape of Salesforce. Preparing for this certification prepares you for a brighter career horizon. Securing the Tableau CRM & Einstein Discovery Consultant certification carves out new avenues for professional development and injects your career trajectory with added excitement. Therefore, approach your study period with vigor and an optimistic outlook, ready to seize the outstanding opportunities afforded by being a member of the Salesforce ecosystem.
Salesforce offers more than 41 certifications: Explore the list of Salesforce certifications available to identify the best trajectory for your professional growth.