Free Tableau-CRM-and-Einstein-Discovery-Consultant Questions Attempt

To create a results binding in Salesforce Einstein Analytics that enables a table from one dataset to be filtered based on the results of a chart from another dataset, follow these steps:

• A. Look up the API name of the filtering field: This is necessary to understand and reference the specific field in the dataset that you want to use for filtering.
• B. Look up the API name of the source field: You need to identify the field in the source dataset (the one used by the chart) that will provide the filtering criteria.
• C. Find source and target step names: Identifying the source (chart) and target (table) step names in the dashboard is crucial for configuring the binding correctly. These names are used in the binding syntax to define where the source data is coming from and where it should apply.

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 will be 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.

In Einstein Analytics (Tableau CRM), the security options include:

• Inherited Security: Utilizes the existing Salesforce security model to control access.
• Row-level Security with Security Predicates: Offers granular control by restricting data visibility at the row level based on specific criteria.
• App Level Security: Manages access at the application level within Einstein Analytics.

Field-level security is not directly configurable within Einstein Analytics; instead, it's managed through the broader Salesforce security settings, affecting data visibility before it's imported into Einstein Analytics datasets. Reference: &type=5