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Exam Certified Tableau CRM and Einstein Discovery Consultant All Questions

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Exam Certified Tableau CRM and Einstein Discovery Consultant topic 1 question 48 discussion

An Einstein Analytics Consultant is working with a subscriptions based company to build a dashboard to understand customer renewals. Each subscription is captured as a Closed Won Opportunity within Salesforce and a single Account can only have one active subscription. Unfortunately, the Opportunity record does not specify whether it is a renewal or a net new subscription.
Which data transformation should be used to determine if a subscription is new or a renewal?

  • A. computeRelative
  • B. computeExpression
  • C. augment
  • D. flatten
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Suggested Answer: D 🗳️
Reference:
https://resources.docs.salesforce.com/latest/latest/en-us/sfdc/pdf/bi_admin_guide_security.pdf

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Nel_Capo
2 months, 3 weeks ago
Selected Answer: A
The computeRelative transformation is used to calculate values that are relative to other values in the dataset, such as identifying whether a subscription is a renewal or a net new subscription. By using computeRelative, you can compare the current subscription with previous subscriptions on the same Account, helping to determine whether the Opportunity is a renewal (if there was a prior subscription) or a net new subscription.
upvoted 1 times
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RMEZZA
10 months, 3 weeks ago
IMO, Augment is the correct one
upvoted 1 times
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AJE68
12 months ago
Selected Answer: A
It is not necessary to augment opportunity data with account data since you could easily find all opportunities for a given account by the AccountId field of the opportunity. This means C ist not necessary. You will use "flatten" if you want to flatten hierarchical relationships into a multi value field, which ist not applicable in this situation. computeExpression works only on fields in the same record within the dataset. computeRelative works with values of records before or after the current record in the dataset. So computeRelative will do the job. https://help.salesforce.com/s/articleView?id=sf.bi_integrate_saql_transformation.htm&type=5
upvoted 1 times
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BilJon
1 year, 8 months ago
ComputeExpression is used to create new columns or fields in the dataset by applying a formula or expression. In this case, the consultant could use a formula that checks if the Account has had any previous Closed Won Opportunities. If there are previous Closed Won Opportunities, the subscription would be considered a renewal. If there are no previous Closed Won Opportunities, the subscription would be considered a net new subscription. For example, the consultant could create a new formula field called "Subscription Type" with the following expression: IF(COUNT([Account].[Opportunities]) > 1, "Renewal", "New Subscription") This expression checks if there is more than one Closed Won Opportunity associated with the Account. If there is more than one, it would mean that the current Opportunity is a renewal. Otherwise, it would mean that the current Opportunity is a net new subscription. Once the "Subscription Type" field has been created, it can be used to filter and aggregate
upvoted 3 times
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snusmumrick
2 years, 1 month ago
Selected Answer: C
I believe C. augment is correct. You combine the Account object with the Opportunity object using the augment transformation. The result is a table with accounts and their corresponding opportunities. Base on this we can assume that an Account with only one Closed Won Opportunity is a new subscription and an Account with more than one Closed Won Opportunity is a renewal. https://help.salesforce.com/s/articleView?id=sf.bi_integrate_augment_transformation.htm&type=5
upvoted 1 times
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snusmumrick
2 years, 2 months ago
Question was on exam 21 August 2022.
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