Salesforce Tableau-CRM-and-Einstein-Discovery-Consultant - Salesforce Tableau CRM Einstein Discovery Consultant (SP25)

To build a table in a Sales Managerdashboard and include a summary as the first line in a compare table:

A: Use the Show Summary option in the compare table. This feature automatically calculates and displays a summary row at the top of the compare table, providing an aggregated view of the data points included in the table.

Creating an Einstein Discovery story begins with selecting a dataset in Tableau CRM. Users can navigate to the desired dataset and initiate the story creation process by selecting the "Create Story" option. This feature allows users to explore data automatically, uncovering patterns and predictive insights that help in making data-driven decisions. The process does not involve copying textsor uploading presentations but rather utilizes the existing datasets to generate meaningful and actionable insights.Reference: https://help.salesforce.com/s/articleView?id=sf.bi_edd_create_story.htm &type=5

Faceting in Tableau CRM (formerly Einstein Analytics) is a powerful feature that allows different charts and components within a dashboard to interact with each other. When you make a selection in one chart, itautomatically applies that filter across other charts within the same dashboard. This interconnected filtering enhances the analysis by allowing users to explore data across multiple dimensions simultaneously, providing a more holistic view of the data set. Faceting ensures that all visual components are contextually relevant, improving the user's ability to draw insights from the data.Reference: https://help.salesforce.com/s/articleView?id=sf.bi_dashboards_faceting.htm &type=5

In statistical terms, the standard deviation measures the amount of variation or dispersion in a set of values. A higher standard deviation indicates that the values are more spread out from the mean (average). Among the options provided, a standard deviation of 16 suggests the highest degree of spread away from the average compared to the other values.

Based on the "Why it Happened" graphic: A. Germany performs lower than average but better when the product is Call Center. This interpretation is supported by the presence of the Call Center product in Germany as a factor that increases the probability of Opportunity Won, contrary to its general performance. D. Germany sells more Call Center product and that helps them increase their win rate. The graph indicates that Call Center products have a positive impact in Germany on the win rate, suggesting that the higher sales volume of this product helps improve overall performance in the region.These insights are derived from understanding the visualization in the context of what contributes positively and negatively to theoutcomes, which is a key feature of Einstein Analytics. Reference: Einstein Discovery Insights

In Tableau CRM (formerly Einstein Analytics), a dataset recipe allows users to combine data from different datasets, enriching the data through transformations such as joins, aggregations, and calculated fields. This functionality enables users to integrate varied data sources into a unified dataset that can be further analyzed and visualized within the platform. Recipes provide a user-friendly interface to manipulate and merge data without the need for complex coding, making it accessible to users with varying levels of technical expertise.Reference: https://help.salesforce.com/s/articleView?id=sf.bi_prep_recipes.htm &type=5