Maintain Your Tableau CRM Consultant Certification for Spring ’23

Learning Objectives

After completing this unit, you’ll be able to:

Use multivalue data in your recipes.
Get a clearer view of your data with data sampling.
Convert dataflows to recipes.
Make real-time decisions with the Input widget.
Refresh templated analytics app data with one click.
Create tooltips for repeater widgets.

Maintain Your Certification

If you hold the Tableau CRM and Einstein Discovery Consultant credential, keep in mind that you need to complete this module by the due date to maintain your certification. Another important part of maintaining your credential is ensuring your Trailhead and Webassessor accounts are linked.

Interested in learning more about getting certified? Check out the Tableau CRM Consultant credential.

Salesforce introduced a bunch of great feature enhancements over the past year. Let’s take a look at some of the more important ones.

Protect the Integrity of Your Certification

The quality of our certification exams and the value our credentials provide are our highest priority. Protecting the security and confidentiality of our exams is essential to providing our customers with credentials that are respected and industry-leading.

As a participant of the Salesforce Certification Program, you’re required to accept the terms of the Salesforce Credential and Certification Program Agreement. Please review the Salesforce certification exam-taking policies in the Salesforce Credential and Certification Program Agreement and Code of Conduct Trailhead Help article for more details.

Use Multivalue Data in Your Recipes

Use the new multivalue functions in Data Prep’s formula transformation to get the most out of your multivalue data. For example, look for a specific value, count how many values there are, create a new multivalue by combining other text, convert a multivalue to a string, or split a string and return a multivalue.

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. This change also applies to Salesforce Data Pipelines in Lightning Experience. Salesforce Data Pipelines is available for an extra cost in Enterprise, Performance, and Unlimited editions.

How: In a Data Prep recipe transform node, use the toolbar to select Formula (the fx dropdown), and then select Custom Formula.

Custom formula highlighted on transform node toolbar

In the formula editor panel, choose a multivalue function.

Five multivalue functions to select in the formula editor panel

Get a Clearer View of Your Data with Data Sampling

See a more complete preview of your data by selecting a sampling option most appropriate for your dataset. Previously, when working with recipes, you could view only the sample output of data operations based on the values in the top rows of the preview table. This change applies only to direct datasets.

How: In a Data Prep recipe input node, under Data Preview Sampling, select the number of rows to include in the preview.

Dropdown menu in Data Prep recipe input node highlighting sample size

Under Sampling Mode, select the mode that best fits the needs of your data. To populate a sample when you want to see all column values, such as when creating a bucket, select All Column Values. To isolate specific values, select Filtered Rows.

Filtered rows in the Data Prep recipe input node

If you choose the Filtered Rows sampling mode, click the + under Filter and choose the column value to filter on. Select the values to include in your filtered results.

Data Prep recipe input node with Filter by Account Name selected

Click Done.

Convert Dataflows to Recipes

Turn dataflows into recipes with the click of a button. Upgrade your old dataflows to recipes to use the latest Data Prep features such as joins, aggregates, sentiment detection, and more within an improved user experience. With the new Convert to Recipe option, you can create recipes from dataflows. Your original dataflows are untouched when new recipes are generated.

How: In Data Manager (Legacy), from the dataflow menu, select Convert to Recipe.

Convert to Recipe option highlighted in dataflow dropdown in Data Manager.

The Input widget captures numeric values and uses them as a data source for use in other dashboard widgets and formula queries. For example, use values from the input widget to perform what-if calculations, such as the effect of inventory shortages on profit margins in real time.

How: Drag the Input widget to the dashboard.

Adding the Input widget to a new Analytics Studio dashboard

In the widget properties, click Input Type (1) to specify how to capture data. Select a display format (2), such as currency or percentage. Add minimum and maximum values (3) as the input range. Add a start value (4), and change increments (5).

Input widget properties: Input Type, Display Format, Minimum and Maximum Value, Start Value, and Increments

Refresh Templated Analytics App Data with One Click

Ensure that your CRM Analytics templated apps are running with current data by refreshing an entire app with one click. You can also schedule automatic app refreshes. Gone are the days of finding individual app assets and working out how to schedule them in the right order. An app refresh runs all the data assets associated with the app in the required order, including recipes, dataflows, connectors, Einstein Discovery models, and prediction definitions.

How: From Setup, in the Quick Find box, enter App Install History, then select App Install History. Look for the app you want to refresh or create a schedule for.

The action dropdown for an installed app with Refresh Now and Schedule options

To run data-related assets for your app immediately, from the app's actions, select Refresh Now. The app template runs all the data syncs and refreshes all assets in the correct sequence. To schedule regular data refreshes, select Schedule. When you create a schedule, the refresh runs according to the time zone of the user who set the schedule.

Create Tooltips for Repeater Widgets

For a quick review of related data while reviewing metrics in a scrollable layout, add tooltips to a repeater. Now you can design a separate tooltip for text, numbers, images, and polar gauge or flat gauge charts in the repeater. The options available vary depending on the widget type. For example, on a number widget, you can choose a default or custom tooltip, while you can include custom text, data point details, and visualizations in a chart widget’s tooltip.

How: In the dashboard designer, with the repeater widget selected, click Edit Repeater Content in the Widget tab.

Edit Repeater Content button in Dashboard Designer widget

In the repeater, select the widget to which you want to add the tooltip, and then click Tooltip (1). Set tooltip content and its size (2). Preview the tooltip (3).

Tooltip settings in repeater widget

Click Done and save your changes to the dashboard.