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Tableau CRM Interview Question and Answers

What is Tableau CRM?

Ans: Tableau CRM (formerly Einstein Analytics) is a revolutionary customer and business analytics platform that’s optimized for mobile use and brings flexible customer analytics to your CRM. It works with any data, from any data source, and it will change the way your company answers critical questions

What’s the difference between Tableau and Tableau CRM?
Ans: Tableau remains outside the overall Salesforce ecosystem, while Tableau CRM is a direct add-on you can purchase on top of any Salesforce software.

Is Einstein analytics now tableau CRM?
Ans: Tableau CRM is a self-service data visualization and business intelligence (BI) platform that integrates Salesforce data with external data. Formerly known as Einstein Analytics, this product boasts some of the most powerful data analysis capabilities in the market.

What is Data set builder?
Ans: The dataset builder is a point and Click UI feature provided by salesforce to create data sets. you can generate the JSON instructions needed to build a dataset and adds the instructions to your data flow. The data flow then does the actual building.

What are transformations and what does Augment Transformation do?
Ans: A transformation refers to the manipulation of data. You can add transformations to a data flow to extract data from Salesforce objects or datasets, transform datasets, etc.

The augment transformation adds columns to a dataset from another related dataset. The resulting, augmented dataset enables queries across both related input datasets. For example, you can augment the Account dataset with the User dataset to enable a query to return account records and the full names of the account owners.

What is the difference between computeExpression and computeRelative transformations?
Ans: The computeExpression and computeRelative transformations are mostly similar, but they have a key difference. The computeExpression transformation performs calculations based on other fields within the same row. The computeRelative transformation performs calculations based on the previous and next values of the same field in other rows.

What is computeExpression Transformation?
Ans: The computeExpression transformation enables you to add derived fields to a dataset. The values for derived fields aren’t extracted from the input data source. Instead, Tableau CRM generates the values using a SAQL expression, which can be based on one or more fields from the input data or other derived fields. For example, you can use an expression to assign a value to a field, concatenate text fields, or perform mathematical calculations on numeric fields.

when do you implement row-level security on a dataset?
Ans: If a Tableau CRM user has access to a dataset, the user has access to all records in the dataset by default. To restrict access to records, you can implement row-level security on a dataset when you use sharing inheritance and security predicates. Sharing inheritance automatically applies a Salesforce object’s sharing logic to the dataset’s rows. A security predicate is a manually assigned filter condition that defines dataset row access.

How do you control visibility in an app?
Ans: App Managers and Editors can use the Asset Visibility feature to control the visibility of select assets. Asset visibility is limited for users that are assigned ‘Viewer’ sharing access. Assets remain visible to app Managers and Editors regardless of the asset’s status.

What are Dashboards?
Ans: Dashboards help you visually understand changing business conditions so you can make decisions based on the real-time data you have gathered with reports. dashboards help users to identify trends, sort out quantities, and measure the impact of their activities. Before building, reading, and sharing dashboards, review these dashboard basics.

What is Calendar Heat Map Charts?
Ans: Calendar heat maps are useful for visualizing recurring discrete activities, such as closing accounts, over long periods of time. In this chart, you can easily change the granularity of the time-based grouping, such as from month to week or day.

What is Fuzzy Matching?
Ans: Fuzzy matching adds uniformity to spelling variations in variables, resulting in smarter categorizations and better predictions.

Can you facet queries with multiple datasets?
Ans: You can use a query with multiple datasets in a widget and then facet the query. The query receives filters from all of its datasets but broadcasts selections from its first loaded dataset.

What are My private app and Shared app on a wave?
Ans:  Salesforce by default provides my private app and Shared app.

My private app:
This app is visible to you only. You can’t able to share this app with anyone. The main purpose of this app is to keep assets with sensitive data or work in progress dashboards.

Shared app:
This app is completely opposite to my private app. This app is available to everyone in your org who has wave analytics permissions.

What is the maximum file size for external data API upload?
Ans: The maximum file size per external data upload is 40 GB.

What is a Salesforce Analytics Query Language (SAQL)?
Ans: SAQL (Salesforce Analytics Query Language) is used to access data in Analytics datasets. It consists of a sequence of statements that are made up of filter, group, order, identifiers, literals, or special characters. Statements can be multiple lines and must end with a semicolon. Every statement has a result, and you can chain statements together. SAQL is compositional.

what is sfdcdigest ?
Ans: The sfdcDigest transformation generates a dataset based on data that it extracts from a Salesforce object. You specify the Salesforce object and fields from which to extract data. You might choose to exclude particular fields that contain sensitive information or that aren’t relevant for analysis.

What is data flow in Tableau CRM?
Ans: The data flow is a set of instructions in JavaScript Object Notation (JSON) that runs to extract data and create datasets. These instructions specify which objects and fields you want to extract data from and the names of the datasets you want to create. The data flow also has other uses, such as joining data together, but for now, we just focus on its extraction skills.

What is the data set in Tableau CRM?
Ans: A dataset is a collection of related data that is stored in an indexed, denormalized, and highly compressed form. Tableau CRM offers multiple ways to load your data into datasets.

What is Measure in Tableau CRM?
Ans: A Mesure is a quantitative value for example it can be an amount, price. The measure can be used to make any calculations such as sum, average, maximum, minimum, and so on.

What is Dimensions Tableau CRM?
A Dimension is a qualitative value or example city, region, Status. Dimension can be used to create grouping and filtering.

What are Lenses?
A Lens is a particular view of datasets data similarly to reports in salesforce. IT will provide insights into data and help you analyze and visualize data.

What is apps in Tabelau CRM ?
An Application is a combination of dashboards and lenses. It holds all data about your application like the data set, lens, Details.

What are Metadata Files?
Metadata files is a JSON file that describes the structure of an external data file.

What is faceting in Tableau CRM?
Faceting is the easiest and fast way to connect widgets on a dashboard. All Facted components on the dashboard can interact with each other.

What are declarative Bindings in Tableau CRM?
Declarative Binding is a process of connecting data sources to make dashboards more responsive and accurate data based on filters.

How can we set Declarative Binding in Tableau CRM?
Open Dashboard designer and click on dropdown on the right side of the screen and select connect data sources then add both data sources and click on Save.

What is the different type of charts available in Tableau CRM?
They are many charts are available for visualization of data Such as

  • Bar Chart
  • Column Chart
  • Stacked Bar Chart
  • Stacked Column Chart
  • Donut Chart
  • Scatter plot chart
  • Heat Map Chart
  • Line Chart
  • Horizontal Dot Plot Chart
  • Vertical Dot Plot Chart
  • Timeline Chart
  • Waterfall Chart
  • Funnel Chart
  • Map Chart
  • Bubble Map Chart
  • Gauge Chart
  • Rating Chart
  • TreeMap Chart
  • Bullet Chart   and SO on

What is a Salesforce Action ?
Salesforce Action helps users to perform actions like opening records and update records from Tableau CRM without exiting it. These actions can be added into two places like charts and tables.

How many ways we can secure data in tableau CRM?
They are two types of security we can embed like
Salesforce Security 
In Salesforce Security we can secure data using

  • Roles and profiles
  • Organisation Wide defaults (OWD) and Record ownership
  • Sharing Rules

Einstein Analytics Security

  • Inheritance Security
  • Security Predicates
  • Application-level Security

How many types of access we can provide to  Tableau CRM application?
They are 3 types of access we can provide such as Viewer, Editor, and Manager 
Viewer can able to view dashboards, lenses, and datasets of application
Editor Can able to edit dashboard and lenses
Manager can able change application access like sharing setting of application, Rename and Delete of application

 

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What is Tableau CRM?

Tableau CRM (formerly Einstein Analytics) is a revolutionary customer and business analytics platform that’s optimized for mobile use and brings flexible customer analytics to your CRM. It works with any data, from any data source, and it will change the way your company answers critical questions

How many types of access we can provide to  Tableau CRM application?

They are 3 types of access we can provide such as Viewer, Editor, and Manager 
Viewer can able to view dashboards, lenses, and datasets of application
Editor Can able to edit dashboard and lenses
Manager can able change application access like sharing setting of application, Rename and Delete of application

What is faceting in Tableau CRM?

Faceting is the easiest and fast way to connect widgets on a dashboard. All Facted components on the dashboard can interact with each other.

What is DataSet Builder ?

The dataset builder is a point and Click UI feature provided by salesforce to create data sets. you can generate the JSON instructions needed to build a dataset and adds the instructions to your data flow. The data flow then does the actual building.

What is SAQL in Tableau CRM ?

SAQL (Salesforce Analytics Query Language) is used to access data in Analytics datasets. It consists of a sequence of statements that are made up of filter, group, order, identifiers, literals, or special characters. Statements can be multiple lines and must end with a semicolon. Every statement has a result, and you can chain statements together. SAQL is compositional.

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