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Salesforce Tableau CRM Einstein Discovery Consultant (SU24) Questions and Answers

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Viewing questions 31-40 out of questions

Questions # 31:

A client has a dataset comprised of Opportunity data and Opportunity Line level data. The client wants to use this dataset with Einstein Discovery to understand the Opportunity win rate.

What must be done to the dataset to achieve this goal?

Options:

Select the isWon = True outcome variable and generate the story.

Filter to only look at isWon = True records to avoid skewing the results.

Click Create Story and Einstein will take care of the rest.

Change the grain by removing the line level detail as it will skew the win rate.

Answer

Explanation

To properlyanalyze the Opportunity win rate using Einstein Discovery, it's crucial to:

D: Change the grain by removing the line level detail as it will skew the win rate. This modification ensures that the analysis focuses on the opportunities as a whole rather thanthe potentially misleading details of individual line items, providing a more accurate view of the overall win rate.

[Reference: https://help.salesforce.com/, ]

Questions # 32:

How do you create a regression timeseries?

Options:

In SAQL, use the timeseriesfunction with the following arguments: Partition (the group_by piece), Seasonality (set to 12 to get yearly seasonality).

Answer

Explanation

Creating a regression timeseries in Salesforce Tableau CRM involves the use of the SAQL (Salesforce Analytics Query Language). Specifically, the timeseries function is used within SAQL to model and forecast data points across time. Here are the required steps:

Partition: This argument in the timeseries function specifies how the data should be grouped. In most cases, this willbe based on a time dimension such as date or month.

Seasonality: Setting this parameter to 12 is typical for capturing yearly patterns and trends in the data.

[Reference: Salesforce SAQL Reference, ]

Questions # 33:

What does the Division is Naval section of the waterfall graph tell you?

Options:

How combinations of factors affect the CLV for Naval customers

How individual factors separately affect the outcome for Naval customers

What the relationship is between significant and insignificant factors as they impact CLV for Naval customers

How the chosen variable is related to all other factors in the model for Naval customers

Answer

Explanation

[Reference: Salesforce Documentation on Analytics Visualization]

Questions # 34:

In what order does Einstein Discovery present the insights that it uncovers?

Options:

Alphabetical, in ascending order

Alphabetical, in descending order

Insights that explain the most variation in the outcome variable, in ascending order

Insights that explain the most variation in the outcome variable, in descending order

B and D

Answer

Explanation

[Reference: Einstein Discovery Insights Documentation]

Questions # 35:

Can you share data from a widget?

Options:

No, you can't share data from a widget.

Select the step of the widget and share data.

Select "Share" icon, click on "Download", and select "Download in .png, .XLS, or CSV" format.

Only with the proper Einstein Analytics Platform license.

Answer

Explanation

[Reference: Sharing and Downloading Data in Tableau CRM]

Questions # 36:

Upper and lower limits on columns (vars) in discovery:

Options:

20 column minimum, 50 maximum

10 column minimum, 200 maximum

2 column minimum, 50 maximum

2 column minimum, 25 maximum

Answer

Explanation

For Discovery in Salesforce Tableau CRM, the limits on the number of columns (variables) are setat a minimum of 2 and a maximum of 50. These boundaries ensure that the Discovery models are both manageable and robust enough to generate meaningful insights without overwhelming the computational resources.

[Reference: Salesforce Help Documentation, ]

Questions # 37:

About what does the configuration wizard ask you questions about how you measure?

Options:

Case duration

Customer geography

Customer satisfaction

Case resolution

All of the above

Answer

Explanation

The configuration wizard in Salesforce Tableau CRM Einstein Discovery asks questions about various measurements that are critical for understanding and analyzing customer interactions and service effectiveness, which include:

A: Case duration

B: Customer geography

C: Customer satisfaction

D: Case resolution

E: All of the above

[Reference: https://help.salesforce.com/, ]

Questions # 38:

Which chart type issuitable for rendering five measures in a lens visualization?

Options:

Treemap chart

Scatter chart

Metric Radar chart

Stacked Bar chart

Answer

Explanation

A Metric Radar chart is most suitable for rendering five measures in a lens visualization within Salesforce Tableau CRM. This chart type can effectively display multiple metrics at once, providing a comprehensive overview where each measure is represented as a point along a spoke, which is ideal for comparing multiple measures in a single visualization.

[Reference: https://help.salesforce.com/, ]

Questions # 39:

Why would you use the Actions menu in a chart?

Options:

To expand the time period shown in a dashboard

To rearrange widgets in dashboards

To post to Chatter

To create workout plan for you and your team

Answer

Explanation

The Actions menu in a chart within Salesforce Tableau CRM (Einstein Analytics) typically includes options that enhance interactivity and integration with Salesforce features. One of the key functionalities offered by the Actions menu is the ability to post to Chatter directly from a chart. This allows users to share insights, collaborate on data visualizations, and engage with team members directly within the flow of analytics. Reference: Salesforce Help - Chatter in Dashboards

Questions # 40:

To model customer value, a consultant decided to aggregate the amount ($) individual customers spent over a 2-year span.

With reference to the outcome variable, whichaction should the consultant take?