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Salesforce Analytics-Con-202 Exam Syllabus Topics:

SectionWeightObjectives
Evaluate Current State22%- Map current state of analytics to future state
  • 1. Map business needs to Tableau capabilities
    • 2. Recommend Tableau Server vs Tableau Cloud including migration
      • 3. Translate analytical requirements using best practices
        - Evaluate current data structures
        • 1. Assess whether existing data supports business needs
          • 2. Evaluate data lineage and performance risks
            Establish Governance and Support Published Content16%- Apply governance strategy
            • 1. Security, data quality, and certification strategy
              • 2. Map governance requirements to Tableau capabilities
                - Deploy and manage content lifecycle
                • 1. Content distribution and publishing strategy
                  • 2. Workbook lifecycle and maintenance
                    Plan and Prepare Data Connections22%- Plan for data transformation
                    • 1. Recommend appropriate data transformation strategy
                      • 2. Specify granularity requirements
                        - Design row-level security (RLS) and advanced connections
                        • 1. Recommend connection methods and Tableau Bridge
                          • 2. Implement RLS and entitlement structures
                            Design and Troubleshoot Calculations and Workbooks40%- Optimize workbook performance
                            • 1. Identify and resolve performance bottlenecks
                              • 2. Leverage performance recordings and caching
                                - Implement and optimize calculations
                                • 1. Level of Detail (LOD) expressions
                                  • 2. Table calculations, date functions, and aggregations
                                    - Design visualizations and advanced analytics
                                    • 1. Recommend advanced chart types and densification
                                      • 2. Apply Tableau order of operations

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                                        Salesforce Certified Tableau Next Consultant Sample Questions (Q31-Q36):

                                        NEW QUESTION # 31
                                        A Tableau Next Consultant is preparing a Tableau Next environment for analysts who need to create and share dashboard templates. The goal is to give analysts the ability to convert their dashboards into standardized templates. The consultant needs to enable the feature that allows this conversion. Which action must the consultant perform in Tableau Next Administration settings?

                                        Answer: C

                                        Explanation:
                                        The consultant must enable Template Builder in Tableau Next Administration. Salesforce describes Template Builder as the functionality that allows users to convert existing Tableau Next dashboards into standardized, reusable templates that can subsequently be made available through the Tableau Next Marketplace.
                                        The administrative workflow is explicit: navigate to Tableau Next - > Administration - > Settings - > General, and enable Template Builder. Once enabled, eligible dashboard authors can use the Generate Template action to transform a dashboard into a configurable template. They can then define supporting metadata, configuration steps, descriptions, and preview information.
                                        Tableau Next Auditing has an entirely different function: it captures user-interaction activity for governance and monitoring. It does not enable dashboard templating. "Templated Data 360 Home Org Operations" is not the documented switch for converting dashboards into Tableau Next templates.
                                        References/Topics: Basic Setup and Admin - > Administration Settings - > Template Builder - > Tableau Next Marketplace.


                                        NEW QUESTION # 32
                                        A Tableau Next Consultant identifies an issue with the default filtering on a metric embedded on an Opportunity record page. The metric is showing data aggregated for the parent account of the Opportunity, but it should be filtered to the Opportunity level. The consultant has verified that the relevant dimensions are added to the metric definition. Which change should the consultant make to the metric?

                                        Answer: B

                                        Explanation:
                                        The existing parent-account filter is causing the metric to operate at Account scope, so merely adding another filter does not correctly express the desired record context. The consultant should remove that Account-based mapping and configure the metric dimension Opportunity ID to equal the Opportunity ID of the current Salesforce record. Therefore, B is correct.
                                        Salesforce's embedded Tableau Next components support Record Value filtering on Lightning record pages.
                                        With Record Value, the filter dynamically retrieves a field from the Salesforce record currently being viewed and compares it against the selected field or dimension in the Tableau Next data model.
                                        Option A fails to remove the inappropriate parent Account filter, leaving conflicting or overly restrictive context. Option C maps unlike identifiers-Opportunity ID against Account ID-which is logically invalid.
                                        This question tests contextual embedding architecture: the metric definition must expose the required dimension, while Lightning App Builder supplies the current record value used to dynamically scope the embedded metric.
                                        References/Topics: Visualizations and Dashboards - > Embedded Tableau Next Metrics - > Record Value Filters - > Lightning Record Context.


                                        NEW QUESTION # 33
                                        A Tableau Next Consultant is asked to configure Slack integration for proactive alerts. Which setup step is required?

                                        Answer: B

                                        Explanation:
                                        The administrator must enable Collaborate with Slack and Tableau Next, making A correct. Salesforce's documented setup requires connecting the Salesforce org to Slack and then navigating to Tableau Next Administration settings to confirm that Collaborate with Slack and Tableau Next is enabled.
                                        For Inspector Proactive Data Alerts specifically, Salesforce states that Slack must first be enabled for Tableau Next. Users can then receive Inspector alerts through Slack after the Agentforce app and associated connection are configured.
                                        Option B is not the documented prerequisite. Tableau Next relies on appropriate Tableau Next permissions plus Salesforce/Slack identity and connection configuration; assigning a generic "Slack User" permission set is not the required answer.
                                        Option C is also inaccurate as written. A properly configured Analytics and Visualization agent must contain the relevant Data Analysis and Data Alert Management capabilities, but administrators do not necessarily need to create an entirely new agent solely because Slack is being enabled; an existing qualifying agent can be configured and activated.
                                        References/Topics: Embedding, Cross-Cloud, and Interoperability - > Tableau Next with Slack - > Inspector Alerts - > Collaboration Settings - > Agentforce App.


                                        NEW QUESTION # 34
                                        Cloud Kicks (CK) has created Tableau Next dashboards and visualizations in a sandbox. These assets rely on new semantic models also developed in the same sandbox. CK's Tableau Next Consultant plans to use a data kit to deploy all assets to the production org. During the data kit creation process, they added the dashboards and visualizations. Which step must the consultant perform to ensure the deployment succeeds?

                                        Answer: C

                                        Explanation:
                                        When Tableau Next assets and their semantic-model dependencies are deployed through a Data Kit, the consultant must explicitly review and correct the publishing sequence. Salesforce documents a minimum dependency sequence of Semantic Models - > Workspaces - > Visualizations - > Dashboards. This ordering is mandatory because visualizations depend on both semantic models and workspaces, while dashboards depend on their visualizations. Salesforce specifically warns that deployment can fail if the publishing sequence isn't reviewed and updated appropriately.
                                        Selecting DevOps is part of creating the deployment Data Kit, but it does not automatically resolve every dependency sequence, making B insufficient. Salesforce notes that the default sequence can be based on asset creation dates and therefore might not match the required dependency order. A is also incorrect because semantic models and Tableau Next assets can be included in a Data Kit deployment to a production home org; deploying the semantic model separately through a change set is not the required approach.
                                        References/Topics: Managing Workspaces and Orgs - > Data Kits - > DevOps Deployment - > Publishing Sequence - > Dependency Management.


                                        NEW QUESTION # 35
                                        During a Tableau Next implementation, a Tableau Next Consultant is explaining to the admin team when Agent Scoping for Tableau Agent actually takes effect. When is Agent Scoping used?

                                        Answer: C

                                        Explanation:
                                        Agent Scoping is specifically designed for situations in which Tableau Agent receives a question without clear analytical context. Salesforce defines Agent Scoping as the administrator-controlled list of semantic models that Tableau Agent can search when context cannot otherwise determine which model should answer the user's question.
                                        Typical examples include Tableau Agent being used in Slack or embedded on a page that does not contain a Tableau Next dashboard, metric, or other asset capable of supplying context. The configured semantic-model list serves as a fallback list. Tableau Agent can then determine which approved model should be used to resolve the user's request.
                                        Agent Scoping does not run indiscriminately for every question, which eliminates B. When Tableau Agent is invoked from an analytical surface that already provides clear semantic context, that existing context guides the interaction. C is also overly restrictive; Agent Scoping is not limited to metric-details pages or scenarios involving multiple models attached to a metric.
                                        Administrators can configure approved fallback semantic models for active Analytics and Visualization agents using the Data Analysis subagent.
                                        References/Topics: Agentic Experiences - > Tableau Agent - > Agent Scoping - > Fallback Semantic Models
                                        - > Context Resolution.


                                        NEW QUESTION # 36
                                        ......

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