Salesforce Updated Tableau-CRM-and-Einstein-Discovery-Consultant Exam Questions and Answers by kaia

To add a new field, SalesTax, to a Product Sales dataset and calculate its value using the formula (SubTotal + CountyTax), the correct node to use in a recipe is the Update node. This node allows you to modify existing records by adding new fields or updating values in existing fields based on defined calculations.

When clients express disappointment that Einstein Discovery only detected known patterns, an appropriate response is to highlight the efficiency benefits, specifically how Einstein significantly reduces the time to insight compared to traditional methods. This emphasizes the value of using Einstein Discovery to quickly validate known patterns and potentially explore nuances within those patterns more swiftly than through manual analysis.

To meet the requirement where sales roles have varying levels of access to opportunities based on their role hierarchy and team membership, the best approach is:

• D: Use the flatten operation on the role hierarchy and create a multivalue attribute called 'ParentRoleIDs' on the opportunity dataset and apply the following security predicate: 'ParentRoleIDs' == "$User.UserRoleId" || 'TeamMember.Id' == "$User.Id" || 'Ownerld' == "$User.Id". This method allows the use of dynamic role hierarchy data to control visibility effectively, ensuring that each role has the appropriate level of access according to their position and team membership in the organization.

In Tableau CRM (formerly Einstein Analytics), you can restrict access to data at the row level using security predicates. Security predicates are filter expressions added to datasets that dynamically restrict data access based on user attributes or record specifics. This method allows administrators to enforce data security policies directly within the dataset, ensuring that users only see data relevant and permitted to them, without altering the underlying data structure like removing rows manually or adding flags. Reference: https://help.salesforce.com/s/articleView?id=sf.bi_security_predicates.htm &type=5

Predicate is a name for a filter condition that defines row-level access to records in a dataset Example: "rowLevelSecurityFilter":"'AccountOwner' == \"$User.Name\""