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Updated: Jul 12, 2026
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Salesforce Tableau CRM Einstein Discovery Consultant Sample Questions:
1. Universal Containers has a dashboard for Sales Managers. They need the ability to visualize the number of Closed Won opportunities by month, quarter, or year, and then display the result in a single chart. An Einstein Consultant created a static step to display three values: ClosedDate_month, ClosedDate_quarter, and ClosedDate_year.
What should the consultant do next?
A) Use selection binding to update the measure in the chart.
B) Use nested binding to update the grouping in the chart.
C) Use selection binding to update the grouping in the chart.
D) Use result binding to update the measure in the chart.
2. A consultant is creating a Churn Prediction model to identify customers who are not likely to renew their contract.
What is the appropriate action to take?
A) Exclude the Churn reason field from the dataset.
B) For the Churn Reason field, enable the ''This variable contains sensitive data'' box because it may contain sensitive customer behavior.
C) Replace nulls in the Churn Reason filed as 'No reason given'',
D) Exclude active customers (customer who have not churned) from the training dataset since their Churned) from the training dataset since their Churn Reason field are nulls.
3. How many groupings can you have in a Compare Table?
A) One
B) Up to four
C) None
D) Infinite
4. A company wants to build a webpage that displays KPIs that can be derived from values in datasets stored in Einstein Analytics. How can an Einstein Analytics consultant derive those KPIs from those datasets?
A) Use the Analytics External Data API and leverage the "query" resource.
B) Export the dataset as an XLS file and use the Einstein Analytics Connector for Excel.
C) Use the Analytics REST API and leverage the -query" resource.
D) Export the dataset as a CSV file and load it to an external database.
5. About what does the configuration wizard ask you questions about how you measure?
A) Case duration
B) Case resolution
C) Customer satisfaction
D) All of the above
E) Customer geography
Solutions:
| Question # 1 Answer: C | Question # 2 Answer: B | Question # 3 Answer: B | Question # 4 Answer: A | Question # 5 Answer: D |
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