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Category: Certified Tableau CRM and Einstein Discovery Consultant

In a dataset, there are multiple boolean fields.

In a dataset, there are multiple boolean fields. When displayed on any dashboard, the boolean fields should all be displayed in the same way: a value of true should result in the display of the word “Yes” in green; a value of false should result in the display of the word “No” in red. In […]

A company used Tableau CRM to create two datasets:

1. “OpportunityWithAccount” dataset, which contains data from the Opportunity standard object augmented by the Account data. 2. “CaseWithAccount” dataset, which contains data from the Case standard object augmented by the Account data. The company wants to build a lens showing the total number of Opportunities and Cases per Account. How can a consultant help them […]

A Tableau CRM consultant has been asked to refactor a dashboard so that it loads more quickly.

A Tableau CRM consultant has been asked to refactor a dashboard so that it loads more quickly. After some analysis, the consultant found that most of the dashboard queries run in less than five seconds; however, the Opportunities Table takes 30 seconds to run. How can the consultant improve the performance of this dashboard? A. […]


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