Exam Certified Tableau CRM and Einstein Discovery Consultant topic 1 question 63 discussion

i think also it's C based on this link https://developer.salesforce.com/docs/atlas.en-us.bi_dev_guide_ext_data.meta/bi_dev_guide_ext_data/bi_ext_data_configure_upload.htm SObject sobj = new SObject(); sobj.setType("InsightsExternalData"); sobj.setField("Format","Csv"); sobj.setField("EdgemartAlias", DatasetName); sobj.setField("MetadataJson",metadataJson); sobj.setField("Operation","Overwrite"); sobj.setField("Action","None"); SaveResult[] results = partnerConnection.create(new SObject[] { sobj }); for(SaveResult sv:results) if(sv.isSuccess()) parentID = sv.getId();

I think it is overwrite. Eventhough you have the Sales Rep ID, you do not have the ID to point to the exact sales target attainment record for each month to properly update that record if necessary.

The operation that the consultant should use with the Analytics External Data API to upload the file would be "Append". The reason for this is that the target data changes every month and needs to be updated on a monthly basis. "Append" operation adds new records to an existing dataset. Therefore, it is the most appropriate option for adding new data to an existing dataset, which is what is required in this case. Using "Overwrite" would replace the entire dataset with the new target data, which is not desirable as it would delete all the previous data. "Join" is used to combine two datasets based on a common field, but in this case, there is only one dataset being uploaded. "Update" is used to modify existing records in a dataset, but in this case, new records are being added to the dataset, so "Update" is not the correct option.

D is correct. The key thing to focus on is that there are existing Sales Rep IDs.

I am wondering : both Overwrite and Update would work, it seems. However, for new sales rep to be added -> Upsert would be required. Therefore Overwrite might be better ...

--Update-- exists as well https://blog.bessereau.eu/assets/pdfs/bi_dev_guide_ext_data.pdf Since the dataset contains a Sales Rep ID, it can be used as key for update.

Based on information in "Tableau CRM External Data API Developer Guide". The following operations are available to use when loading data into a dataset: --Append-- Append all data to the dataset. Creates a dataset if it doesn’t exist. Note: If the dataset or rows contain a unique identifier, the append operation is not allowed. --Delete-- Delete the rows from the dataset. The rows to delete must contain one (and only one) field with a unique identifier. --Overwrite-- Create a dataset with the given data, and replace the dataset if it exists. --Upsert-- Insert or update rows in the dataset. Creates a dataset if it doesn’t exist. The rows to upsert must contain one (and only one) field with a unique identifier. Append cannot contain unique identifiers, and the questions tells us that the csv file contains Salesforce ID's of each Sales representative. Salesforce ID's are unique. Based on this information the correct answer should be C, overwrite.

Question was on exam 21 August 2022.