Selected Tableau-CRM-and-Einstein-Discovery-Consultant Salesforce Consultant Questions Answers

In Tableau CRM, bindings are used to dynamically control the data and metadata in your dashboard components based on user interactions. The two main types of bindings are Results bindings, which allow you to use the results of one query as input for another component, and Selections bindings, which let you use the user's selections in one component to filter or alter the data in another.

A merge key in a dataset recipe is used to join related data from different sources within Tableau CRM. By specifying merge keys, users define the common fields between datasets that serve as the basis for combining records. This process is critical for creating comprehensive datasets that pull in relevant data from disparate sources, ensuring data accuracy and consistency across the joined datasets. The use of merge keys facilitates the alignment of data based on shared attributes, crucial for accurate analysis and reporting. Reference: https://help.salesforce.com/s/articleView?id=sf.bi_prep_recipes_join_data.htm &type=5

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.