If you’re aiming to showcase your expertise in Salesforce analytics and predictive insights, the Salesforce Certified Tableau CRM and Einstein Discovery Consultant Exam is a vital certification. This credential validates your ability to design, build, and implement advanced analytics solutions using Tableau CRM (formerly Einstein Analytics) and Einstein Discovery.

What Is the Salesforce Certified Tableau CRM and Einstein Discovery Consultant Exam?

This exam is designed for Salesforce professionals who specialize in data analytics and predictive modeling within the Salesforce ecosystem. It tests your skills in configuring Tableau CRM dashboards, building dataflows, designing datasets, and leveraging Einstein Discovery’s AI-powered models to generate actionable business insights.

Earning this certification proves you can help organizations unlock the power of their Salesforce data by creating impactful, user-friendly analytics apps and predictive models that drive smarter decisions.

What Will You Learn?

Preparing for this exam will deepen your knowledge across several critical areas, including:

Data Integration and Transformation: How to ingest data from multiple sources, build efficient dataflows and recipes, and optimize data transformations for performance.
Dataset and Dashboard Design: Best practices for structuring datasets, creating lenses, and building intuitive dashboards that highlight key metrics.
Einstein Discovery Modeling: Understanding how to create, interpret, and deploy predictive models that explain business outcomes and recommend actions.
Security and Access Controls: Implementing row-level security, managing user permissions, and applying security predicates to protect sensitive data.
Model Deployment and Automation: Embedding predictions in Salesforce workflows, using recommendation flows, and scheduling data updates.

This comprehensive knowledge empowers you to deliver end-to-end analytics solutions that are scalable, secure, and user-centric.

Key Exam Topics Covered

To excel in the exam, you should focus on these core topics:

Tableau CRM Data Management: Building dataflows, recipes, and optimizing dataset performance.
Dashboard and Lens Creation: Designing interactive and insightful analytics interfaces.
Einstein Discovery: Creating predictive models, interpreting explainability reports, and troubleshooting model outcomes.
Security and Compliance: Applying access controls and data governance within Tableau CRM.
Integration and Automation: Embedding analytics in Salesforce and automating refresh cycles and recommendations.

Why Choose Exam Sage for Your Exam Preparation?

At ExamSage.com, we provide high-quality, up-to-date practice exams and study materials specifically tailored for the Salesforce Certified Tableau CRM and Einstein Discovery Consultant Exam. Our resources include:

Realistic multiple-choice questions with detailed explanations.
Coverage of all key topics tested on the exam.
Practice tests designed to mimic the actual exam format and difficulty level.
Constantly updated content to reflect Salesforce platform changes.

Using Exam Sage’s trusted practice exams will boost your confidence and help you identify knowledge gaps, so you can focus your study efforts efficiently and pass the certification on your first try.

Final Thoughts

The Salesforce Certified Tableau CRM and Einstein Discovery Consultant certification opens doors to advanced career opportunities in Salesforce analytics and AI-powered business intelligence. By mastering dataflows, dashboards, and predictive modeling, you become a key contributor to data-driven decision-making in any Salesforce-powered organization.

Prepare thoroughly, practice regularly, and rely on expert resources like Exam Sage to guide your study journey. Good luck on your path to certification success!

Sample Questions and Answers

1. What is the primary purpose of Tableau CRM (formerly Einstein Analytics) in Salesforce?

A) To manage customer relationships
B) To provide predictive and prescriptive analytics
C) To create email campaigns
D) To handle customer support tickets

Answer: B) To provide predictive and prescriptive analytics
Explanation: Tableau CRM is designed to analyze Salesforce and external data to provide insights, predictions, and actionable recommendations.

2. Which Salesforce component does Tableau CRM primarily integrate with for seamless data access?

A) Salesforce Reports & Dashboards
B) Salesforce Objects and Fields
C) Salesforce Chatter
D) Salesforce Knowledge

Answer: B) Salesforce Objects and Fields
Explanation: Tableau CRM integrates deeply with Salesforce data objects and fields to provide real-time analytics.

3. What is a “Lens” in Tableau CRM?

A) A pre-built Salesforce report
B) A saved query used to explore data
C) A user permission set
D) A type of dashboard filter

Answer: B) A saved query used to explore data
Explanation: A Lens is an interactive view created by querying datasets to explore and analyze data in Tableau CRM.

4. What is the purpose of the “Einstein Discovery” feature in Tableau CRM?

A) To automate Salesforce user provisioning
B) To discover patterns and recommend actions based on data analysis
C) To design UI themes
D) To track email marketing campaigns

Answer: B) To discover patterns and recommend actions based on data analysis
Explanation: Einstein Discovery applies machine learning to data and provides recommendations and insights.

5. Which data format is primarily used to upload data into Tableau CRM?

A) XML
B) CSV
C) JSON
D) TXT

Answer: B) CSV
Explanation: CSV files are the most common format to import external data into Tableau CRM datasets.

6. What is a “Recipe” in Tableau CRM?

A) A sequence of data transformations and data preparation steps
B) A marketing automation workflow
C) A type of predictive model
D) A user license type

Answer: A) A sequence of data transformations and data preparation steps
Explanation: Recipes allow you to blend, transform, and clean datasets in Tableau CRM without writing code.

7. What is the function of “Bindings” in Tableau CRM dashboards?

A) To link dashboard widgets with datasets or filters dynamically
B) To grant access permissions to users
C) To create user profiles
D) To schedule data refresh

Answer: A) To link dashboard widgets with datasets or filters dynamically
Explanation: Bindings enable interactivity by connecting components, such as filters and charts, so user actions update the dashboard content.

8. Which of the following is NOT a supported dashboard component type in Tableau CRM?

A) Chart
B) Table
C) Flow
D) Email Template

Answer: D) Email Template
Explanation: Tableau CRM dashboards include charts, tables, and flows, but not email templates.

9. What does the “Dataflow” in Tableau CRM do?

A) It schedules user activities
B) It extracts, transforms, and loads data into datasets
C) It manages user licenses
D) It monitors system health

Answer: B) It extracts, transforms, and loads data into datasets
Explanation: Dataflows automate the ETL (Extract, Transform, Load) process for Salesforce and external data sources.

10. How can Einstein Discovery models be deployed within Salesforce?

A) Only via API calls
B) As embedded components within Salesforce records, flows, or dashboards
C) Only through third-party apps
D) By exporting as Excel files

Answer: B) As embedded components within Salesforce records, flows, or dashboards
Explanation: Einstein Discovery models can be embedded to provide predictions directly within Salesforce UI.

11. What is a “Story” in Einstein Discovery?

A) A collection of dashboards
B) A machine learning model with explanations and recommendations
C) A type of user report
D) A Salesforce event log

Answer: B) A machine learning model with explanations and recommendations
Explanation: Stories are the outputs of Einstein Discovery, showing insights, predictions, and recommended actions.

12. Which of these is an important consideration when building Tableau CRM datasets?

A) Dataset must always contain less than 100 records
B) Datasets should be designed to support efficient queries and dashboard performance
C) Datasets cannot be updated once created
D) Datasets are limited to standard Salesforce objects only

Answer: B) Datasets should be designed to support efficient queries and dashboard performance
Explanation: Proper dataset design improves performance and user experience in Tableau CRM.

13. How does Tableau CRM handle data security?

A) Tableau CRM ignores Salesforce sharing rules
B) Tableau CRM respects Salesforce’s sharing and security model by default
C) Tableau CRM encrypts all data and hides it from users
D) Tableau CRM uses separate user roles unrelated to Salesforce

Answer: B) Tableau CRM respects Salesforce’s sharing and security model by default
Explanation: Tableau CRM integrates with Salesforce’s security model to ensure users see only data they are authorized to access.

14. What is the maximum file size allowed when uploading data to Tableau CRM via the UI?

A) 50 MB
B) 100 MB
C) 250 MB
D) 500 MB

Answer: C) 250 MB
Explanation: The maximum size for CSV file uploads via the Tableau CRM UI is typically 250 MB.

15. Which Salesforce feature can be used to automate Tableau CRM data refresh?

A) Process Builder
B) Apex Scheduler
C) Dataflow scheduling in Tableau CRM
D) Flow Builder

Answer: C) Dataflow scheduling in Tableau CRM
Explanation: Tableau CRM allows scheduling dataflows to refresh datasets automatically.

16. What type of machine learning does Einstein Discovery primarily use?

A) Supervised learning
B) Unsupervised learning
C) Reinforcement learning
D) Deep learning

Answer: A) Supervised learning
Explanation: Einstein Discovery mainly uses supervised learning to analyze labeled data for predictions.

17. In Tableau CRM, what is the purpose of the “Compute Expression” node in a dataflow?

A) To calculate derived fields or values during data transformation
B) To encrypt datasets
C) To schedule refresh jobs
D) To create dashboards

Answer: A) To calculate derived fields or values during data transformation
Explanation: Compute Expression lets you create calculated fields by applying functions or formulas on data during ETL.

18. What is a “Dataset Filter” in Tableau CRM?

A) A way to restrict dataset records based on conditions
B) A user permission type
C) A report type in Salesforce
D) A type of email notification

Answer: A) A way to restrict dataset records based on conditions
Explanation: Dataset Filters limit the data shown in lenses or dashboards based on defined criteria.

19. What is the best way to handle multi-source data blending in Tableau CRM?

A) Using multiple dataflows separately
B) Using Recipes to combine and transform datasets without coding
C) Exporting data to Excel and importing again
D) Creating multiple dashboards

Answer: B) Using Recipes to combine and transform datasets without coding
Explanation: Recipes allow easy, no-code blending of multiple datasets.

20. Which is a key benefit of using Tableau CRM over traditional Salesforce reports?

A) It requires no data preparation
B) It supports AI-driven predictive insights and visualization in one platform
C) It has a simpler user interface
D) It replaces Salesforce Reports completely

Answer: B) It supports AI-driven predictive insights and visualization in one platform
Explanation: Tableau CRM integrates AI to deliver predictive analytics and advanced visualizations beyond basic reports.

21. How does Einstein Discovery explain its predictions?

A) By showing raw data only
B) By providing statistical explanations and key contributing factors
C) By hiding the model’s logic
D) By sending email alerts only

Answer: B) By providing statistical explanations and key contributing factors
Explanation: Einstein Discovery gives explanations about drivers of predictions and confidence scores.

22. What programming language is primarily used to customize Tableau CRM beyond the UI?

A) Apex
B) SQL
C) SAQL (Salesforce Analytics Query Language)
D) JavaScript

Answer: C) SAQL (Salesforce Analytics Query Language)
Explanation: SAQL is used for advanced queries and dashboard customization in Tableau CRM.

23. What is an Einstein Discovery “Prediction”?

A) A user-created forecast in Tableau CRM dashboard
B) A result generated by the model for a specific record or dataset
C) A Salesforce workflow rule
D) A data export function

Answer: B) A result generated by the model for a specific record or dataset
Explanation: Predictions are outputs produced by the Einstein Discovery model indicating likely outcomes.

24. Which Tableau CRM license is required to create dashboards and lenses?

A) Salesforce Platform License
B) Tableau CRM Plus License
C) Marketing Cloud License
D) Salesforce Inbox License

Answer: B) Tableau CRM Plus License
Explanation: Tableau CRM Plus license enables full use of Tableau CRM features including dashboard creation.

25. How are datasets refreshed if they include data from external sources?

A) Only manually refreshed
B) Through dataflow automation or recipes scheduling
C) Automatically every hour without setup
D) Datasets cannot include external data

Answer: B) Through dataflow automation or recipes scheduling
Explanation: Scheduled dataflows or recipes enable refreshing external data sources in Tableau CRM.

26. Which tool within Tableau CRM helps analyze and improve model quality?

A) Data Manager
B) Model Validator
C) Einstein Discovery Insights tab
D) Report Builder

Answer: C) Einstein Discovery Insights tab
Explanation: The Insights tab provides detailed model evaluation and quality metrics.

27. What is the main use of “Dashboard Templates” in Tableau CRM?

A) To standardize dashboard layout and reuse designs
B) To manage user permissions
C) To export dashboards as PDFs
D) To schedule data refresh

Answer: A) To standardize dashboard layout and reuse designs
Explanation: Templates speed up dashboard creation by providing predefined layouts.

28. Can Einstein Discovery models be retrained on new data?

A) No, models are fixed once created
B) Yes, models can be retrained to improve accuracy with new data
C) Only Salesforce admins can retrain models
D) Models update automatically without retraining

Answer: B) Yes, models can be retrained to improve accuracy with new data
Explanation: Retraining is supported to refine models as new data becomes available.

29. What is the recommended approach to optimize Tableau CRM dashboard performance?

A) Use many datasets in one dashboard
B) Limit queries, optimize datasets, and minimize dashboard widgets
C) Use complex SAQL in every widget
D) Avoid filters to reduce load

Answer: B) Limit queries, optimize datasets, and minimize dashboard widgets
Explanation: Optimizing datasets and limiting widget count improves performance and user experience.

30. Which user profile permission is required to view and use Einstein Discovery predictions embedded in Salesforce?

A) “View All Data” permission only
B) “Use Einstein Discovery” permission enabled
C) No special permission required
D) “Manage Dataflows” permission

Answer: B) “Use Einstein Discovery” permission enabled
Explanation: Users must have the “Use Einstein Discovery” permission to interact with predictions inside Salesforce.

31. What is the main purpose of “Data Recipes” compared to Dataflows?

A) Recipes provide a no-code, user-friendly way to blend and transform data
B) Recipes are used for scheduling data refresh only
C) Recipes replace Salesforce Reports
D) Recipes encrypt data

Answer: A) Recipes provide a no-code, user-friendly way to blend and transform data
Explanation: Recipes simplify data preparation with a visual interface, making complex transformations easier without coding.

32. Which feature in Tableau CRM allows users to interactively filter and drill down data in dashboards?

A) Lens
B) Binding
C) Dashboard Filter
D) Dataflow

Answer: C) Dashboard Filter
Explanation: Dashboard Filters enable users to dynamically refine data views within dashboards.

33. How does Tableau CRM ensure data freshness for end users?

A) Manual dataset uploads only
B) Scheduled dataflows or recipes for automatic data refresh
C) Real-time streaming data exclusively
D) Data does not get refreshed

Answer: B) Scheduled dataflows or recipes for automatic data refresh
Explanation: Tableau CRM uses scheduled dataflows and recipes to keep datasets updated regularly.

34. Which Salesforce object is commonly used to store predictions generated by Einstein Discovery models?

A) Prediction__c (custom object)
B) EinsteinPrediction__e (platform event)
C) Prediction Manager Object (standard object)
D) Salesforce does not store predictions

Answer: C) Prediction Manager Object (standard object)
Explanation: Predictions can be stored in standard or custom objects for reference and action.

35. What is the maximum number of dashboards a Tableau CRM user can create?

A) Unlimited
B) Limited by license type and org settings
C) Exactly 50 dashboards
D) 10 dashboards per user

Answer: B) Limited by license type and org settings
Explanation: The number of dashboards depends on licensing and organizational governance.

36. What is a key limitation of using Tableau CRM External Data Connectors?

A) They only support real-time data sync
B) Data refresh frequency is limited and may be slower than native dataflows
C) They do not support Salesforce data
D) They automatically overwrite Salesforce records

Answer: B) Data refresh frequency is limited and may be slower than native dataflows
Explanation: External connectors often have longer refresh intervals compared to native Tableau CRM processes.

37. Which of the following best describes SAQL?

A) A proprietary Salesforce programming language for automation
B) A query language used in Tableau CRM for advanced data manipulation
C) An Apex library for analytics
D) A type of Salesforce report

Answer: B) A query language used in Tableau CRM for advanced data manipulation
Explanation: SAQL (Salesforce Analytics Query Language) lets users perform complex queries and calculations in Tableau CRM.

38. What role does the “Data Manager” play in Tableau CRM?

A) It manages user permissions and profiles
B) It handles dataset and dataflow management, including scheduling and monitoring
C) It designs dashboards
D) It stores user preferences

Answer: B) It handles dataset and dataflow management, including scheduling and monitoring
Explanation: The Data Manager provides an interface to manage datasets, dataflows, and recipes.

39. How can a Tableau CRM consultant improve dashboard loading time?

A) Use large datasets with all fields included
B) Optimize datasets by limiting fields and records, and reduce dashboard widgets
C) Add many complex SAQL queries in dashboards
D) Avoid data refreshes

Answer: B) Optimize datasets by limiting fields and records, and reduce dashboard widgets
Explanation: Smaller, optimized datasets and fewer widgets improve dashboard performance.

40. What is “Einstein Discovery Stories” primarily used for?

A) Creating new Salesforce objects
B) Building and interpreting machine learning models with insights
C) Managing user licenses
D) Automating email campaigns

Answer: B) Building and interpreting machine learning models with insights
Explanation: Stories help visualize, understand, and communicate the results of predictive models.

41. What data security feature ensures that Tableau CRM respects Salesforce sharing rules?

A) User-specific encryption keys
B) Salesforce platform sharing and security model enforced in Tableau CRM
C) VPN-only access to datasets
D) Two-factor authentication only

Answer: B) Salesforce platform sharing and security model enforced in Tableau CRM
Explanation: Tableau CRM inherits Salesforce’s sharing and security permissions to control data access.

42. What type of model explanation does Einstein Discovery provide to help users understand predictions?

A) Confusion matrix
B) Feature importance and contribution explanations
C) Raw algorithm code
D) No explanation is provided

Answer: B) Feature importance and contribution explanations
Explanation: Einstein Discovery explains predictions by showing which features most influence outcomes.

43. What is the recommended first step when troubleshooting slow Tableau CRM dashboard performance?

A) Check internet connection speed
B) Review dataset size and optimize queries
C) Disable all filters
D) Reinstall Salesforce

Answer: B) Review dataset size and optimize queries
Explanation: Large datasets or inefficient queries often cause performance issues.

44. What can be used to embed Einstein Discovery predictions inside a Salesforce Lightning page?

A) Lightning Web Component or Aura Component for Einstein Discovery
B) Visualforce page only
C) Salesforce Classic page layouts
D) External website iframe only

Answer: A) Lightning Web Component or Aura Component for Einstein Discovery
Explanation: Salesforce provides components to embed predictions directly into Lightning pages.

45. What is the main benefit of using Dashboard Templates in Tableau CRM?

A) To enforce strict user access controls
B) To speed up dashboard creation and standardize design
C) To automate dataflows
D) To encrypt datasets

Answer: B) To speed up dashboard creation and standardize design
Explanation: Templates provide reusable layouts and formatting to save development time.

46. How can Einstein Discovery be integrated with Salesforce Flows?

A) It cannot be integrated
B) By using prebuilt Flow Actions to call Einstein Discovery predictions
C) Only via Apex triggers
D) Through external APIs only

Answer: B) By using prebuilt Flow Actions to call Einstein Discovery predictions
Explanation: Flow Actions enable Salesforce Flows to interact with Einstein Discovery models.

47. Which Tableau CRM feature allows users to see the impact of data filters on dashboard components dynamically?

A) Data Binding
B) Data Recipe
C) Dataflow Node
D) Data Encryption

Answer: A) Data Binding
Explanation: Data bindings connect dashboard components and filters to create interactive experiences.

48. When building an Einstein Discovery model, which type of outcome variable is supported?

A) Only numeric continuous variables
B) Only categorical variables
C) Both numeric and categorical variables
D) No outcome variable is required

Answer: C) Both numeric and categorical variables
Explanation: Einstein Discovery supports classification (categorical) and regression (numeric) outcomes.

49. What type of datasets can Tableau CRM work with?

A) Only Salesforce standard objects
B) Both Salesforce objects and external data sources imported via CSV or connectors
C) Only external data sources
D) Only JSON files

Answer: B) Both Salesforce objects and external data sources imported via CSV or connectors
Explanation: Tableau CRM is designed to analyze Salesforce data plus external data sources.

50. What is the use of the “Dashboard JSON” file in Tableau CRM?

A) To export and import dashboard definitions for deployment and version control
B) To store user data
C) To schedule data refresh
D) To encrypt dashboard content

Answer: A) To export and import dashboard definitions for deployment and version control
Explanation: Dashboards are saved as JSON files, allowing portability and version control.

51. Which tool allows admins to monitor Tableau CRM app usage and performance?

A) Salesforce Setup Audit Trail
B) Tableau CRM Analytics Usage app
C) Salesforce Health Check
D) Data Loader

Answer: B) Tableau CRM Analytics Usage app
Explanation: This app provides insights into user activity and dashboard performance.

52. What is the significance of “Prediction Confidence” in Einstein Discovery?

A) It indicates the accuracy of Salesforce reports
B) It shows the probability that a prediction is correct
C) It is a user permission level
D) It controls data encryption strength

Answer: B) It shows the probability that a prediction is correct
Explanation: Confidence scores help users understand prediction reliability.

53. What is the function of “Binding Context Variables” in Tableau CRM dashboards?

A) To store dashboard filter values used across components
B) To assign user roles
C) To schedule data refresh
D) To encrypt datasets

Answer: A) To store dashboard filter values used across components
Explanation: Context variables allow synchronized interaction between dashboard elements.

54. Which Salesforce feature is essential for sharing Tableau CRM dashboards with users?

A) Sharing Sets and Permission Sets
B) Campaign Membership
C) Salesforce Chatter Groups
D) Email Templates

Answer: A) Sharing Sets and Permission Sets
Explanation: Access to dashboards is controlled through Salesforce sharing and permissions.

55. What is an important consideration when blending multiple datasets in Tableau CRM?

A) All datasets must have the same number of records
B) Datasets should have at least one common field for joining or blending
C) Datasets cannot be blended
D) Only numeric fields can be used for joins

Answer: B) Datasets should have at least one common field for joining or blending
Explanation: Common keys enable blending and combining datasets meaningfully.

56. What is a key advantage of using Einstein Discovery for business users?

A) Requires deep coding knowledge
B) Provides automated AI-driven recommendations without manual analysis
C) Replaces Salesforce administrators
D) Runs only on external data

Answer: B) Provides automated AI-driven recommendations without manual analysis
Explanation: Einstein Discovery democratizes AI insights by making them accessible to business users.

57. How does Tableau CRM handle multi-currency data?

A) It does not support multi-currency
B) It respects Salesforce multi-currency settings and conversions
C) It converts all currency data to USD only
D) Users must convert currencies manually

Answer: B) It respects Salesforce multi-currency settings and conversions
Explanation: Tableau CRM honors Salesforce multi-currency configurations.

58. What is the typical process to create an Einstein Discovery story?

A) Upload data, define outcome variable, train model, review insights, deploy model
B) Write Apex code, compile, deploy
C) Create a dashboard, share with users
D) Create a Salesforce report

Answer: A) Upload data, define outcome variable, train model, review insights, deploy model
Explanation: This workflow captures the model-building lifecycle in Einstein Discovery.

59. How can Tableau CRM dataflows be monitored and troubleshot?

A) Through the Salesforce debug logs only
B) Using the Dataflow Monitoring page in Tableau CRM setup
C) By exporting datasets and analyzing offline
D) Through manual inspection of CSV files

Answer: B) Using the Dataflow Monitoring page in Tableau CRM setup
Explanation: This interface helps admins monitor execution and identify errors.

60. What is the benefit of creating dataflow nodes like “Filter” or “Compute Expression”?

A) To add security to datasets
B) To perform data transformation and cleansing during data ingestion
C) To create dashboards
D) To encrypt data

Answer: B) To perform data transformation and cleansing during data ingestion
Explanation: Nodes like Filter or Compute Expression allow manipulation of data before it becomes available for analysis.