Salesforce-Tableau-Consultant Exam Questions With Explanations

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Salesforce Salesforce-Tableau-Consultant Exam Sample Questions 2025

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Salesforce Spring 25 Release
100 Questions
4.9/5.0

A client wants to provide sales users with the ability to perform the following tasks:

· Access published visualizations and published data sources outside the company network.
· Edit existing visualizations.
· Create new visualizations based on published data sources.
. Minimize licensing costs.

Which site role should the client assign to the sales users?

A. Explorer (can publish)

B. Site Administrator

C. Viewer

D. Creator

A.   Explorer (can publish)

Explanation:

Correct Solution: Explorer (can publish) (Option A)
The Explorer (can publish) site role is the perfect fit because it grants sales users exactly what they need while minimizing licensing costs:

Access published visualizations from anywhere (including outside the network) – Yes
Edit existing visualizations – Yes (they can open workbooks and save overwrites or new versions to the server)
Create new visualizations based on published data sources – Yes (they can connect to any published data source and publish new workbooks)
Lowest possible license cost for these capabilities – Yes (significantly cheaper than Creator licenses)

This role is designed precisely for power business users who need full interactivity and publishing rights without the overhead (and cost) of a full Creator license.

Why Site Administrator (Option B) Is Overkill and Expensive
Site Administrator gives complete control over the entire Tableau site (user management, projects, settings, etc.). It is unnecessary, risky from a governance standpoint, and still consumes a Creator-level license.

Why Viewer (Option C) Is Insufficient
Viewer is read-only. Users can view dashboards and interact with filters/actions, but they cannot edit or create new content and cannot publish anything — failing two of the four requirements.

Why Creator (Option D) Is Unnecessarily Expensive
Creator provides everything (including Desktop access, ability to build from live connections or new extracts, etc.), but it is the most expensive license tier. Since the sales users only need to work with published data sources and published visualizations, Explorer (can publish) delivers the same end-user experience at a lower cost.

In summary, when the goal is to enable editing, creating, and publishing from published content outside the network while minimizing licensing costs, the Analytics-Con-301 answer is always A – Explorer (can publish). This is Tableau’s official cost-optimization recommendation for this exact scenario.



From the desktop, open the NYC Property Transactions workbook.
You need to record the performance of the Property Transactions dashboard in the NYC Property Transactions.twbx workbook. Ensure that you start the recording as soon as you open the workbook. Open the Property Transactions dashboard, reset the filters on the dashboard to show all values, and stop the recording. Save the recording in C:\CC\Data\.
Create a new worksheet in the performance recording. In the worksheet, create a bar chart to show the elapsed time of each command name by worksheet, to show how each sheet in the Property Transactions dashboard contributes to the overall load time.
From the File menu in Tableau Desktop, click Save. Save the performance recording in C:\CC\Data\.


Explanation:

✅ Complete Steps / Explanation
1. Open the workbook and immediately start performance recording
On the virtual machine desktop, open Tableau Desktop.
Before opening the workbook, start the recording:
Go to Help → Settings and Performance → Start Performance Recording.
Now open the workbook:
Open NYC Property Transactions.twbx from the desktop.
✔ This satisfies the requirement: "Ensure that you start the recording as soon as you open the workbook."

2. Open the required dashboard
In the workbook, navigate to the Property Transactions dashboard.
Reset all filters:
For each filter on the dashboard, choose Show All Values.
This ensures the performance recording represents a full load of the dashboard.

3. Stop the performance recording and save it
When the dashboard is fully loaded:
Go to Help → Settings and Performance → Stop Performance Recording.
Tableau automatically opens a new workbook titled Performance Recording.
Save it:
Go to File → Save As
Save the file in: C:\CC\Data\
Use the default file name unless instructed otherwise.

4. Create a new worksheet in the Performance Recording workbook
You are now inside the automatically generated Performance Recording workbook.
Create the required bar chart:
Click New Worksheet (bottom tab).
From the Performance Recording data source, identify these fields:
Command Name
Elapsed Time (ms)
Worksheet
Build the bar chart:
Drag Command Name to Rows.
Drag Elapsed Time (ms) to Columns.
Drag Worksheet to Color on the Marks card.
Set Mark Type = Bar.
This results in a bar chart showing how much time each command spent, grouped by worksheet, which is exactly what the task requires:
“Create a bar chart to show the elapsed time of each command name by worksheet, to show how each sheet … contributes to the overall load time.”

5. Save again
On the Performance Recording workbook:
Go to File → Save.
Ensure the file is saved in: C:\CC\Data\

✅ Final Answer (Short Version)
Start performance recording → open workbook → open dashboard → reset filters → stop recording → save in C:\CC\Data\ → create worksheet in performance recording workbook → build bar chart (Command Name vs. Elapsed Time, colored by Worksheet) → save again.

A consultant builds a report where profit margin is calculated as SUM([Profit]) / SUM([Sales]). Three groups of users are organized on Tableau Server with the following levels of data access that they can be granted.

. Group 1: Viewers who cannot see any information on profitability
. Group 2: Viewers who can see profit and profit margin
. Group 3: Viewers who can see profit margin but not the value of profit

Which approach should the consultant use to provide the required level of access?

A. Use user filters to access data on profitability to all groups. Then, create a calculated field that allows visibility of profit value to Group 2 and use the calculation in the view in the report.

B. Specify in the row-level security (RLS) entitlement table individuals who can see profit, profit margin, or none of these. Then, use the table data to create user filters in the report.

C. Use user filters to allow only Groups 2 and 3 access to data on profitability. Then, create a calculated field that limits visibility of profit value to Group 2 and use the calculation in the view in the report.

D. Specify with user filters in each view individuals who can see profit, profit margin, or none of these.

C.   Use user filters to allow only Groups 2 and 3 access to data on profitability. Then, create a calculated field that limits visibility of profit value to Group 2 and use the calculation in the view in the report.

Explanation:

This approach correctly separates the two distinct security requirements: Row/Data-Level Access and View/Visualization-Level Access.

Control Data Access (Group 1 vs. Groups 2 & 3):
Group 1 (Viewers who cannot see any information on profitability) must be prevented from seeing any data rows related to profit.
A User Filter (a calculated field using the ISMEMBEROF() function placed on the Filter Shelf) is the standard and most straightforward Tableau method for implementing Row-Level Security (RLS).
The consultant applies a User Filter to the data source that only allows Groups 2 and 3 to see the underlying data required to calculate profit and profit margin. Group 1's data is filtered out entirely.

Control Visibility within the View (Group 2 vs. Group 3):
Group 3 (Viewers who can see profit margin but not the value of profit) must see the aggregated margin but not the component raw profit value.
This is achieved by creating a calculated field for the raw [Profit] measure that only returns a value for Group 2:

IF ISMEMBEROF("Group 2") THEN [Profit] ELSE NULL END
The consultant then uses this new calculated field (instead of the original [Profit]) in the view.
Group 2 sees the profit value and the profit margin.
Group 3 sees NULL for the profit value but can still see the Profit Margin calculation (SUM(NULL) / SUM([Sales]) would not work, so the profit margin calculation SUM([Profit])/SUM([Sales]) must be allowed to compute from the underlying data, which they have access to). The key is that the raw component [Profit] is hidden, but the derived [Profit Margin] is visible.

This two-step process meets all requirements: Group 1 sees no profit data, Group 2 sees all profit data and metrics, and Group 3 sees the derived metric (margin) but not the raw component (profit).

❌ Incorrect Answers
A. Use user filters to access data on profitability to all groups...
Incorrect. Group 1 must not have access to the data on profitability. Allowing all groups access violates the requirement for Group 1.

B. Specify in the row-level security (RLS) entitlement table individuals who can see profit, profit margin, or none of these...
Partially correct but incomplete. While RLS is the right concept, a simple RLS table controls data rows (e.g., which rows a user sees), not which column (e.g., Profit) they can see in the visualization, which is required for Group 3. This option doesn't address the specific requirement to hide the raw profit value from Group 3 while keeping the profit margin visible.

D. Specify with user filters in each view individuals who can see profit, profit margin, or none of these.
Inefficient and incomplete. While you could use user filters, this doesn't fully solve the Group 3 problem. User filters filter rows. To hide the [Profit] column from Group 3 while keeping the Profit Margin visible, you need a calculated field in the view, as described in Option C, not just a simple row filter. Furthermore, applying filters in each view is less efficient than using a data source filter or a workbook-level filter.

📚 References
Tableau Help: Filter Data from Your Views (User Filters and Row-Level Security)
This is the official guidance on using the ISMEMBEROF() function or RLS tables to secure data access based on user groups.
Tableau Help: Secure Data with User Filters
Confirms that user filters are used to prevent users from seeing data that is not relevant to them.
Tableau Best Practices: Content Governance and Security
Consultants should be aware of the difference between data security (RLS/User Filters) and view security (using calculated fields or view permissions to hide specific elements).

A client has a pipeline dashboard that takes a long time to load. The dashboard is connected to only one large data source that is an extract.
It contains two calculated fields:
. TOTAL([Opportunities])
· SUM([Value])
It also contains two filters:
. A Relative Date filter on Created Date, a Date field containing values from 5 years ago until today
. A Multiple Values (Dropdown) filter on Account Name, a String field containing 1,000 distinct values
A consultant creates a Performance Recording to troubleshoot the issue, and finds out that the longest-running event is "Executing Query."
Which step should the consultant take to resolve this issue?

A. Replace the Multiple Values (Dropdown) filter with a Multiple Values (Custom List) filter.

B. Replace the Relative Date filter with a Multiple Values (Dropdown) filter on YEAR([Created Date]).

C. Replace the TOTAL([Opportunities]) calculation with a Grand Total.

D. Replace SUM([Value]) with WINDOW_SUM([Value]).

B.    Replace the Relative Date filter with a Multiple Values (Dropdown) filter on YEAR([Created Date]).

Explanation:

The Performance Recording shows "Executing Query" as the bottleneck. This points to an inefficient filter that forces Tableau to scan a large portion of the extract.

The Problem:
A Relative Date filter (e.g., "Last 3 Months") is a complex, non-indexed filter. To apply it, Tableau must evaluate every single row in the "Created Date" column (containing 5 years of data) to see if it meets the relative condition. This is computationally expensive on a large dataset.
The Solution:
Replacing it with a simple filter on YEAR([Created Date]) is much more efficient. This creates a discrete, integer-based filter that can be optimized by Tableau's query engine, drastically reducing the query execution time.

Why Others Are Wrong:
A. Changing Dropdown to Custom List:
This is a UI change that has no impact on query performance.
C. Replacing TOTAL() with Grand Total:
TOTAL() is a table calculation that computes after the query. It is not the cause of the slow "Executing Query" step.
D. Replacing SUM() with WINDOW_SUM():
WINDOW_SUM() is also a table calculation that operates on the results of the query. It does not affect the initial data retrieval speed.

A customer plans to do an in-place upgrade of their single node Tableau Server from 2023.1 to the most recent version.
What is the correct sequence to prepare for an in-place upgrade?

A. * In the production environment:
* Disable scheduled tasks.
* Uninstall Tableau Server 2023.1.
* Run the upgrade script for the most recent version of Tableau Server.
* Confirm everything works as expected and test new features.

B. * In the production environment:
* Disable scheduled tasks.
* Run the upgrade script for the most recent version of Tableau Server.
* Confirm everything works as expected and test new features.

C. * In a non-production environment:
* Install the most recent version of Tableau Server.
* Back up the existing production environment.
* Restore settings and backup into the non-production environment.
* Confirm everything works as expected and test new features.
* Redirect user traffic from the production environment to the non-production environment.

D. * In a non-production environment:
* Clone a copy of existing production environment to create a VM snapshot.
* Restore the VM snapshot into the non-production environment.
* Run the upgrade script for the most recent version of Tableau Server.
* Confirm everything works as expected and test new features.
* Redirect user traffic from the production environment to the non-production environment.

B.   * In the production environment:
* Disable scheduled tasks.
* Run the upgrade script for the most recent version of Tableau Server.
* Confirm everything works as expected and test new features.

Explanation:

For an in-place upgrade of a single-node Tableau Server (from 2023.1 to the latest version, such as 2025.3 as of November 2025), the process is performed directly on the production server to minimize downtime and avoid the need for traffic redirection or a separate environment. This method installs the new version side-by-side with the existing one, then uses an upgrade script to migrate configurations, data, and settings seamlessly. Key steps include:
Disable scheduled tasks: Before upgrading, pause jobs like extract refreshes or subscriptions via the TSM CLI (e.g., tsm maintenance pause-jobs) to prevent interruptions or data inconsistencies during the process.
Run the upgrade script: After installing the new version's setup program (which detects and prepares the existing installation), execute tsm maintenance upgrade --file as an administrator. This handles the core migration, including repository data and services.
Confirm and test: Restart services with tsm start, then validate functionality (e.g., via the Upgrade Server dashboard for feature impacts) and test critical dashboards, data sources, and new capabilities.
This sequence ensures a controlled upgrade with built-in checkpointing for rollback if needed. The process typically takes 1–2 hours for a single node, depending on data volume.

Why the other options are incorrect:
A: Uninstalling the old version before running the upgrade script is invalid—Tableau's process requires the existing version to remain in place until the script migrates everything. Uninstalling prematurely would cause data loss or require a full restore.

C: This describes a fresh install and restore approach in a non-production environment (e.g., cloning via backup/restore), not an in-place upgrade. It involves redirecting traffic, which adds complexity and downtime unsuitable for in-place scenarios.

D: Cloning via VM snapshots and upgrading in non-production is a blue/green deployment for zero-downtime upgrades or major OS changes, not a standard in-place process on the production node. It also requires traffic redirection, which contradicts the in-place intent.

Reference:
Tableau Help: Upgrading Tableau Server (Single-Node)
Best Practices: Upgrade Planning Checklist
2025 Release Notes: What's New in Tableau Server (includes upgrade impact filters)

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Frequently Asked Questions

The Salesforce Tableau Consultant exam focuses on data visualization, dashboard design, data governance, Tableau CRM integrations, and solving complex business analytics problems.

To start preparing, review official exam objectives and practice with scenario-based questions. You can use our Salesforce Tableau Consultant Exam Questions for structured practice:
👉 Salesforce-Tableau-Consultant Exam Questions With Explanations
The exam can be challenging if you are new to Tableau CRM or analytics. The difficulty mainly comes from real-world use cases and business scenario questions. Beginners should start with fundamentals, hands-on dashboard building, and then try practice tests such as:
👉 Salesforce-Tableau-Consultant Practice Test
Common mistakes include misunderstanding data security, misinterpreting dashboard requirements, and failing to apply best practices in data modeling. Many also overlook row-level security and data governance questions. Practicing real exam-style scenarios helps avoid these issues.
Most candidates require 40–60 hours of focused study depending on experience. This includes reviewing the exam outline, practicing Tableau CRM dashboards, and taking multiple online practice tests. Consistency and hands-on work matter more than hours spent.
The best approach is to create dashboards using multiple data sources, apply security predicates, build lenses, and practice performance optimization. Scenario-based practice tests such as this can help:
👉 Salesforce-Tableau-Consultant Practice Test with Detailed Explanations
Salesforce doesn’t mandate experience, but having 3–6 months of hands-on Tableau CRM usage greatly improves your chances of passing. Knowledge of SAQL, dataflows, permissions, and dashboard customization is extremely helpful.
You should master:

• Data modeling & preparation
• Security & access control
• Dashboard design and user experience
• SAQL & JSON editing
• Predictive analytics features
• Integration with Salesforce objects

Focus heavily on use-case questions—they make up a large portion of the exam.
Yes, the exam includes Tableau CRM (formerly Einstein Analytics) topics such as datasets, dataflows, lenses, and bindings. Salesforce often uses both terms interchangeably, so prepare for both.
After passing this certification, the next recommended certifications include Salesforce Data Architect, CRM Analytics & Einstein Discovery Consultant, and Platform App Builder. Explore more recommended paths here:
👉 All Certifications
If you find yourself failing repeatedly, focus on structured preparation:
• Analyze weak topic areas
• Rebuild dashboards from scratch
• Review performance optimization strategies
• Use scenario-based mock tests
• Follow step-by-step learning content

You can also revisit our exam resources:
👉 SalesforceKing Resources