Key Takeaways:

• Master Tableau CRM and Einstein Discovery.
• Ideal candidate: Hands-on experience.
• Key Topics: Data, Dashboards, Story Design, Administration, Security.

Introduction:

Navigate the certification journey with insights on key topics, ideal candidates, and effective study strategies for Tableau CRM and Einstein Discovery.

Tableau CRM and Einstein Discovery Consultant Certification Guide

After passing the Community Cloud Consultant exam in August 2020, I set my sights on the Tableau CRM and Einstein Discovery Consultant certification. This guide details my six-week journey, the surprises encountered, and valuable study resources.

Exam Topics:

1. Security & Access
2. Extending Custom Objects & Applications
3. Auditing & Monitoring
4. Sales Cloud Applications
5. Service Cloud Applications
6. Data Management
7. Content Management
8. Change Management
9. Analytics, Reports & Dashboards
10. Process Automation

Ideal Candidate:

The ideal candidate possesses hands-on experience with data ingestion, security, and dashboard creation in Tableau CRM. This certification showcases competency in designing and building apps, datasets, dashboards, and stories in Tableau CRM and Einstein Discovery.

Key Exam Topics:

1. Data Layer (24%)

• Extract, transform, and load data into Einstein Analytics
• Data transformations and dataset creation
• Extended metadata (XMD) usage
• Code data flows and recipes

1. Analytics Dashboard Design (19%)

• Templated and pre-built apps
• Dashboard widget usage
• Best practices in appearance and design
• Types of Einstein Discovery charts

1. Einstein Discovery Story Design (19%)

• Understanding Einstein stories
• Analyzing story output
• Insights: Descriptive, diagnostic, predictive, prescriptive, selective
• Outcome variables, over-fitting, under-fitting, GINI coefficient

1. Analytics Dashboard Implementation (18%)

• Event Monitoring Analytics App usage
• Code lenses and filters
• Trend reports and faceting
• Interactive features and template repositories

1. Administration (9%)

• Dataset management and migration
• Dashboard Inspector and change sets
• Integration user, security user, and license differences
• Permission sets for Einstein Analytics Platform and Einstein Analytics Plus

1. Security (11%)

• Row, column, data set, and app security
• App-level sharing and roles
• Security predicates and sharing inheritance

Study Strategy:

1. Initial Study:

• Explore exam guide, release notes, books, Trailhead, manuals, videos, articles, and blogs.
• Understand the product, identify key study topics, enumerate learning resources, and create a study plan.

1. Execution:

• Follow a structured study plan.
• Utilize recommended resources like Trailhead, videos, and manuals.
• Attend webinars and take detailed notes.

1. Practice Tests:

• Gauge readiness with practice tests.
• Rely on Einstein super badges for practice due to limited practice test availability.

Salesforce Einstein: A Different Animal:
EAD is distinct from other Salesforce consultant exams, focusing on historical analytics and predictions. Three components—Analytics, Discovery, and Monitoring—comprise EAD, leveraging statistical principles.

Resources:

1. Exam Guide, Release Notes, and Practice Orgs
2. EA Certification Guide by Kelsey Shannon
3. Salesforce Einstein Analytics Udemy Class by Debasis Jena
4. Salesforce Einstein Trail in Trailhead
5. Einstein Analytics Plus Training from Salesforce

Prepare Easy Certified-Tableau-CRM-and-Einstein-Discovery-Consultant With Us

The Certified-Tableau-CRM-and-Einstein-Discovery-Consultant Exam is an important certification that demonstrates your understanding of the Tableau CRM and Einstein Discovery platform. It is an excellent way to demonstrate your knowledge and expertise to employers and to stand out from other candidates.

Preparing for this exam can be a challenging experience, but it is possible to do it well if you take the time to study and practice. This guide will provide you with tips and resources to help you prepare for the Salesforce Tableau CRM Einstein Discovery Consultant (SP23).

What Are the Key Exam Objectives of the Certified-Tableau-CRM-and-Einstein-Discovery-Consultant?

The Certified-Tableau-CRM-and-Einstein-Discovery-Consultant are designed to assess a candidate’s knowledge and proficiency in the following areas:

1. Understanding analytics concepts:

This includes an understanding of the fundamentals of analytics, such as data analysis, data visualization, data mining, predictive analytics, and machine learning.

2. Understanding CRM and Salesforce:

Candidates must demonstrate an understanding of the various components of Salesforce, such as Salesforce Cloud, Salesforce Classic, Salesforce Marketing Cloud, and Salesforce Service Cloud.

3. Working with Tableau Desktop:

This includes an understanding of Tableau’s data manipulation and visualization features, as well as the ability to create interactive visualizations.

4. Working with Tableau Prep:

Candidates must demonstrate an understanding of Tableau Prep’s capabilities, including data preparation, data cleaning, data integration, and data transformation.

5. Working with Einstein Discovery:

This includes an understanding of the various components of Einstein Discovery, such as data ingestion, feature engineering, ML algorithms, and advanced analytics.

6. Working with Salesforce Einstein Analytics:

Candidates must demonstrate an understanding of the various components of Salesforce Einstein Analytics, such as dashboards, insights, and predictive models.

7. Working with Salesforce Einstein Conversation:

Candidates must demonstrate an understanding of the various components of Salesforce Einstein Conversation, such as natural language processing and conversational AI.

8. Working with Tableau Server:

Candidates must demonstrate an understanding of the various components of Tableau Server, such as data security, governance, and scalability.

What Are the Benefits of Taking the Certified-Tableau-CRM-and-Einstein-Discovery-Consultant?

Taking the Certified-Tableau-CRM-and-Einstein-Discovery-Consultant provides many benefits to those who successfully pass the exam. The certification serves as proof of expertise and knowledge in the areas of Tableau and Einstein Analytics, allowing individuals to demonstrate their understanding of the platforms and their ability to provide consulting services.

Further, by passing the exam, professionals can demonstrate their commitment to professional development and continuous learning. The certification also provides several other benefits. It serves as a way for professionals to stand out from the competition, as the certification is a demonstration of their knowledge and experience.

Additionally, it can provide access to more career opportunities, as those who are certified have more credibility and are more likely to be considered for higher-level roles. Moreover, it can provide access to additional resources and support, as certified professionals are eligible for exclusive events, conferences, and training opportunities.

In conclusion, the Salesforce Tableau CRM Einstein Discovery Consultant (SP23) provides many benefits to those who successfully pass the exam. It serves as proof of expertise, allows individuals to stand out from the competition, and provides access to more career opportunities, resources, and support.

How Can I Prepare for the Certified-Tableau-CRM-and-Einstein-Discovery-Consultant?

To effectively prepare for the Certified-Tableau-CRM-and-Einstein-Discovery-Consultant, it is important to become familiar with the Tableau CRM and Einstein Discovery platforms and their features, as well as the structure of the exam. First, become familiar with the Tableau CRM and Einstein Discovery platforms. Read through the official Tableau CRM and Einstein Discovery documentation to gain an understanding of the features and tools that are available.

Then, practice using the platforms with sample data sets. This will help you gain an understanding of how each feature works and how to apply them to different data sets. Next, familiarize yourself with the structure of the exam. The exam consists of multiple-choice and essay-style questions. Start by going through the syllabus and becoming familiar with the topics that are covered in the exam. Then, review practice materials and sample questions to get an idea of the types of questions you may be asked. Finally, make sure that you are well-prepared for the exam day.

Make sure that you get a good night’s sleep before the exam and that you have all the necessary materials with you. Additionally, it is important to arrive at the exam center early and ensure that you have enough time to complete the exam without feeling rushed. By familiarizing yourself with the Tableau CRM and Einstein Discovery platforms, understanding the structure of the exam, and preparing yourself for the exam day, you can create an effective strategy for success on the Certified Tableau CRM and Einstein Discovery Consultant Exam.

What Resources Should I Use to Prepare for the Certified-Tableau-CRM-and-Einstein-Discovery-Consultant?

To prepare for the Certified-Tableau-CRM-and-Einstein-Discovery-Consultant, it is important to use a variety of resources. The official Tableau website provides a comprehensive list of study materials, as well as sample questions and answers. Additionally, textbooks and study guides specifically tailored to the exam can be purchased online or at bookstores. The Tableau Community Forums is an excellent resource for those preparing for the exam. Here, people who have already taken the exam can share their experiences and provide advice and tips.

Additionally, there are many online tutorials and courses available that cover the topics covered in the exam. It is also beneficial to practice with real-world data sets and scenarios. Utilizing data sets that are similar to those encountered in the exam can help to build familiarity and understanding. Lastly, it is important to stay up to date with the latest developments in Tableau CRM and Einstein Discovery. Reading blogs and watching online videos can help to ensure that a candidate is well-prepared for the exam.

What Tips Should I Follow to Ensure Success on the Certified-Tableau-CRM-and-Einstein-Discovery-Consultant?

1. Become familiar with the Tableau CRM and Einstein Discovery Consultant Exam objectives. Understand the topics covered in the exam, and review the Tableau CRM and Einstein Discovery Consultant Exam blueprint.

2. Create a study plan. Break down the topics covered in the exam into manageable chunks and plan how to study them.

3. Utilize available study resources. Take advantage of online study materials such as practice exams, tutorials, books, and blogs.

4. Take practice exams. Taking practice exams can help you identify areas of weakness and focus your studying efforts.

5. Develop your problem-solving skills. Exams are designed to assess your ability to solve problems. Practice solving different types of problems to develop your skills.

6. Utilize exam preparation tools. Many vendors offer exam preparation tools and practice exams to help you prepare for the exam.

7. Make use of test-taking strategies. Develop strategies to approach different types of questions on the exam.

8. Get plenty of rest before the exam. Make sure you are well-rested and alert on the day of the exam.

9. Arrive early and be prepared. Be sure to arrive at least fifteen minutes before the exam to ensure you have enough time to complete the registration process.

10. Stay focused and manage your time. Make sure to read and understand each question before answering and manage your time wisely.

Conclusion

The Certified-Tableau-CRM-and-Einstein-Discovery-Consultant Exam is a valuable certification that is highly sought after by those who have a passion for data and analytics. Taking the time to properly prepare for the exam can help you to get the highest score possible and increase your chances of success. It is important to use a variety of resources, such as study guides, practice exams, and tutorials, to gain a comprehensive understanding of the material. Additionally, it is important to remember to relax and stay focused on your goal to ensure you have the best chance of passing the exam.