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Salesforce Certified Tableau CRM and Einstein Discovery Consultant Spring ’24

Maintain Your Tableau CRM Einstein Disc. Cons. Certification for Spring ’24

Start a Dynamic Flow Directly from a Dashboard Text Widget
Launch flows from your Analytics dashboard using flow interactions. For example, on a dashboard tracking case, design a text widget that launches your custom case assignment flow with a single click. The flow interaction passes dynamic user ID values to the flow, so users don’t have to leave your dashboard to do their work. Flow interactions are available only for the text widget.

Where: This change applies to CRM Analytics in Lightning Experience and Salesforce Classic. CRM Analytics is available in Developer Edition and for an extra cost in Enterprise, Performance, and Unlimited editions.

How: In the dashboard editor, select a text widget. On the Interactions tab on the Widget Properties panel, add a Start a Flow action and select the flow. After adding the interaction, a user can click the text widget and preview the dynamic values before starting the flow.

Create Consistent Dashboards with Themes
Creating widgets with selected formats, such as brand colors or a border style, is now easier with themes. Create a style and then save it as a theme for other widgets in the dashboard to inherit. You can now focus on dashboard content and functionality instead of creating aesthetic properties from scratch for each widget.

Where: This change applies to CRM Analytics in Lightning Experience and Salesforce Classic. CRM Analytics is available in Developer Edition and for an extra cost in Enterprise, Performance, and Unlimited editions.

How: Click the Dashboard Properties button in the dashboard.
On the Theme tab (2), create the style (3).
Create More Efficient Queries with Semi-Joins and Anti-Joins
Create cleaner queries with better performance and stop worrying about filter item limitations. Generate semi-join or anti-join results from different datasets in a single SAQL query using the join statement with a join_type specifier.

Where: This change applies to CRM Analytics in Lightning Experience and Salesforce Classic. CRM Analytics is available in Developer Edition and for an extra cost in Enterprise, Performance, and Unlimited editions.

How: Use the CRM Analytics SAQL editor to create your queries.

This example uses a semi-join statement to query for accounts with more than 10 opportunities.
account = load \"accounts\";
opp = load \"opportunities\";
opp = group opp by accountId;
opp = foreach opp generate accountId, count() as count;
opp = filter opp by count > 10;
q = join account by (id) semi, opp by (accountId)

Questions and Answers:

1. Which action is added to Widget Properties to launch a flow from the Analytics dashboard?
Ans: Start a Flow

2. Which attributes can be saved as a theme to create a consistent widget style?
Ans: Border style and Background and border colors (A and B)

3. Where does Dashboard Inspector 2.0 display information?
Ans: A comprehensive tab

4. What’s the purpose of sorting repeater widget cards?
Ans: View metrics in a preferred order.

5. Which feature can reduce processing time in a multiple-recipe data strategy?
Ans: Staged Data

6. How can you allocate dataflows and recipes together toward concurrency limits?
Ans: Enable concurrency limit sharing

7. What’s an efficient way to generate results from different datasets using a single query?
Ans: Use semi-joins and anti-joins.





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