Tableau-CRM-and-Einstein-Discovery-Consultant Exam Dumps - Salesforce Consultant Questions and Answers

The Service Analytics Overview dashboard in Tableau CRM is designed to provide comprehensive insights into various aspects of service operations. It includes:

• Key metrics such as open cases, average time to close, first contact resolution, and customer satisfaction, offering a quick overview of service efficiency.
• Drill-down capabilities into more detailed dashboards like agent performance, channel review, and telephony metrics, enabling deeper analysis.
• Availability on both desktop and mobile platforms, ensuring accessibility across different devices.
• It serves as an excellent starting point for service analytics, providing a holistic view of the service department’s performance.

This dashboard is a central tool for managing and analyzing service operations effectively, helping organizations to optimize their customer service strategies. Reference: https://help.salesforce.com/s/articleView?id=sf.bi_service_analytics.htm &type=5

To increase adoption among account managers who need comprehensive account overviews, embedding a dashboard onto the account record page with filters that dynamically adjust to show relevant data about active cases, opportunities, and product whitespace is most effective. Here’s how to implement this:

• Design a comprehensive dashboard in Tableau CRM that includes all the necessary lenses and widgets to show key details such as active cases, opportunities, and potential product sales opportunities.
• Ensure the dashboard can dynamically filter data based on the account being viewed. This typically involves using dynamic dashboard filters linked to the account record page.
• Embed the dashboard onto the Salesforce account record page. This integration allows account managers to have all the necessary information directly within the context of the account they are viewing, enhancing usability and relevance.

This approach promotes better user engagement by providing relevant data directly within the user's workflow.

Creating a regression timeseries in Salesforce Tableau CRM involves the use of the SAQL (Salesforce Analytics Query Language). Specifically, the timeseries function is used within SAQL to model and forecast data points across time. Here are the required steps:

• Partition: This argument in the timeseries function specifies how the data should be grouped. In most cases, this will be based on a time dimension such as date or month.
• Seasonality: Setting this parameter to 12 is typical for capturing yearly patterns and trends in the data.

The "Progressive Disclosure" design principle in dashboard design means: A. Only provide the user with the level of detail they need to see, with the option to drill down deeper into more details. This approach helps to keep the user interface simple and clean, avoiding information overload while still offering more detailed data as needed. This principle ensures that dashboards are user-friendly and efficient, focusing on user engagement and information relevance. Reference: Salesforce Documentation on Progressive Disclosure