Salesforce Tableau-CRM-and-Einstein-Discovery-Consultant Exam With Confidence Using Practice Dumps

alesforce Tableau CRM uses two internal users—Integration User and Security User—to manage access to Salesforce data for analytics purposes. The Integration User is used to extract data from Salesforce objects and fields during dataflow jobs, ensuring that data movements are secure and compliant with the organization's access policies. The Security User's permissions are employed when querying datasets with row-level security based on the User object, allowing for secure and appropriate data access based on user roles and permissions.

To optimize data loads by extracting Salesforce objects ahead of time, the correct construct to use is "Data Sync (Replication)." This feature in Salesforce Einstein Analytics allows for the periodic refresh of datasets from Salesforce objects without needing to rerun the entire dataflow. This optimization helps in managing large datasets more efficiently by keeping the data up-to-date with less processing time and system load.

To address the issue of stages appearing in alphabetical order rather than sales cycle order in a funnel chart, a consultant can:

• Use a dataflow to rename the stages with a preceding number (A): This method involves preprocessing the data to append a numerical prefix to each stage name, thus forcing a specific order in the visualization.
• Use a dataset XMD to rename stages (D): The Extended Metadata (XMD) of a dataset allows for the customization of how data is displayed, including defining custom labels for dimensions which can enforce a particular order in the visualization.