Passed Exam Today Tableau-CRM-and-Einstein-Discovery-Consultant

In Tableau CRM, recipes allow users to create new datasets from various sources. The sources that can be utilized include:

• A. Existing datasets: Recipes can combine or transform data from datasets that have been previously created or imported into Tableau CRM.
• B. Records from a Salesforce object: Direct extraction of data from Salesforce objects into a new dataset via a recipe is supported, allowing users to leverage live Salesforce data for further analysis.

Creating an Einstein Discovery story begins with selecting a dataset in Tableau CRM. Users can navigate to the desired dataset and initiate the story creation process by selecting the "Create Story" option. This feature allows users to explore data automatically, uncovering patterns and predictive insights that help in making data-driven decisions. The process does not involve copying texts or uploading presentations but rather utilizes the existing datasets to generate meaningful and actionable insights. Reference: &type=5

XMD stands for Extended Metadata. This component in Salesforce Tableau CRM allows users to customize datasets and dashboards further. With XMD, users can define label overrides, specify numeric formats, set up color coding, and more, enhancing the visualization and interpretation of data within the analytics environment.

To build a lens showing the total number of Opportunities and Cases per Account using two separate datasets, the consultant can:

• D: Use a SAQL query to group and join the "OpportunityWithAccount" and "CaseWithAccount" datasets then generate the results. This method involves writing a SAQL query that groups the data by Account and aggregates the number of Opportunities and Cases, providing a unified view of the data across both datasets.