Tableau-CRM-and-Einstein-Discovery-Consultant Questions Bank

To determine whether a subscription is new or a renewal when working with Closed Won Opportunity records in Salesforce that do not explicitly specify this information, the appropriate data transformation is ComputeExpression. This transformation allows you to create a new field or modify existing ones based on a specified expression. For instance, the consultant can use logic comparing the account's first purchase date to the opportunity close date to ascertain whether the subscription is a renewal.

In the context of Einstein Discovery in Tableau CRM, "Second-order analysis" refers to the type of insight that examines how one variable explains variation of the outcome variable. This analysis delves deeper into understanding the relationships between variables, particularly how they interact to influence the outcome. Second-order analysis is more advanced than first-order, which typically looks at direct relationships without considering interactions between multiple variables. This level of insight helps in identifying underlying patterns that might not be apparent from simple direct analysis. Reference: https://help.salesforce.com/s/articleView?id=sf.bi_edd_understanding_analysis.htm &type=5

For Benito to build and edit a dashboard using the Seed Bank dataset in the Einstein Analytics app, the admin needs to do the following two things:

• Grant Benito access to the specific app that contains the Seed Bank dataset. This ensures he can access the necessary dataset within the confines of the designated app.
• Assign him a permission set that includes the "Create and Edit Analytics Dashboards" permission. This permission is crucial for enabling Benito to not only view but also create and modify dashboards within the app.

This dual requirement ensures both data accessibility and the ability to perform required operations on the dashboard. Reference: Salesforce Help - Permission Sets