Legit Tableau-CRM-and-Einstein-Discovery-Consultant Exam Download

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.

The likely missed step in the deployment process of a Tableau CRM analytic app that includes a recipe and several datasets and dashboards, where the datasets aren't appearing post-deployment, is that the recipe needs to be run. Here's what should be done:

• Navigate to the Tableau CRM Analytics Studio.
• Locate the deployed recipe within the app.
• Manually initiate the recipe to run, or verify if it's scheduled to run automatically. If not, set up a schedule.
• Ensure that once the recipe runs, it processes and creates the datasets as designed.

This step is crucial because recipes are responsible for transforming data and generating the datasets needed for the dashboards.

To allow users who belong to an account team to see all the opportunities associated with that account in Einstein Analytics, the recommended actions are:

• Apply sharing inheritance: This ensures that the security settings and visibility of the Account object are inherited by related records, like Opportunities, making it easier to manage access based on existing Salesforce CRM security models.
• In the dataflow, extract the AccountTeamMember object and augment it with the Opportunity object using 'AccountId' as the join field: This method allows the consultant to directly link team members to the accounts and their opportunities, ensuring that visibility in Einstein Analytics mirrors the CRM's team-based permissions.

These approaches leverage Salesforce's inherent security features and ensure data visibility is consistent with user roles and relationships defined in the CRM system.

When validating the "Why it Happened" Insights provided by Einstein Discovery, the most appropriate action for a consultant to take is to review the p-values and standard deviations associated with the insights. These statistical measures indicate the reliability of the insights and whether they are statistically significant. By examining these values, the consultant and customer can better understand the robustness and credibility of the insights.