About the Salesforce Certified Tableau Architect Exam and Program

The Salesforce Certified Tableau Architect certification is intended for individuals who manage Tableau Server infrastructure. They have knowledge, skills, and experience in designing, deploying, monitoring, and maintaining a scalable Tableau platform, as well as migrations to Tableau Cloud. This role implements complex deployments of Tableau Server in enterprise-level environments.

This certification validates both core Tableau knowledge and hands-on development skills of employees, partners, customers, and freelancers, who need to work with various Tableau products including Tableau Cloud and Server.

There are no prerequisites for the exam. Upon successful completion of this exam, candidates are awarded the title of Salesforce Certified Tableau Architect.

Audience Description: Salesforce Certified Tableau Architect

Candidates for this exam are Tableau Technical Architects who engage with customers to lead the design of a Tableau Server deployment or a Tableau Cloud migration. They integrate Tableau with other products and create custom enterprise solutions. They provide strategic recommendations for the Tableau platform, including scaling, security, governance, complex customizations, and automation. They configure and maintain all services of Tableau Server, including services used by all Tableau products.

The Technical Architect typically has a minimum 2 years of experience with Tableau administration and Tableau products including Cloud, Server, and Bridge and has architected Tableau Server on at least one distributed environment. This environment can be a public cloud, private cloud, or on-premises.

Purpose of this Exam Guide

This exam guide is designed to help you prepare for the Salesforce Certified Tableau Architect Exam. This guide provides information about the target audience, the recommended training and documentation, and a complete list of exam objectives. Salesforce highly recommends a combination of on-the-job experience and self-study to maximize your chances of passing the exam.

About the Exam

Here are details about the Salesforce Certified Tableau Architect Exam.

• Content: 59 multiple-choice questions and up to five unscored questions
• Time allotted to complete the exam: 105 minutes
• Passing score: 63%
• Product Version: Currently testing on 2024.2
• Registration fee: US$400, JPY¥60,000, plus applicable taxes as required per local law
• Retake fee: US$200, JPY¥60,000, plus applicable taxes as required per local law
• Delivery options: Proctored exam delivered onsite at a testing center or in an online environment; find more information on scheduling an exam here.
• References: No hard-copy or online materials may be referenced during the exam.
• Prerequisite: None

This exam may contain up to five additional unscored questions to gather performance data. Unscored questions are randomly integrated and have no impact on your final exam result.

Exam Outline

As a reference, this exam guide includes test domains, coverage percentages, and objectives only. The following table lists the main content domains and their weightings.

Domain Objectives

Note: This is not a comprehensive listing of the content on this exam.

Design a Tableau Infrastructure: 22%

1.1 Gather requirements for implementing a complex Tableau deployment

• 1.1.1 Evaluate requirements for users and their role distributions
• 1.1.2 Identify relevant constraints and requirements, including future growth
• 1.1.3 Identify requirements for and recommend a strategy for licensing, including Authorization-to-Run (ATR)
• 1.1.4 Assess the need for high availability and disaster recovery
• 1.1.5 Map the features and capabilities of the Tableau Server Add-Ons to requirements

1.2 Plan and implement Tableau Cloud

• 1.2.1 Plan and implement Tableau Bridge
• 1.2.2 Plan and implement authentication
• 1.2.3 Plan and implement automated user provisioning, including System for Cross-Domain Identity Management (SCIM)
• 1.2.4 Troubleshoot advanced configuration issues
• 1.2.5 Plan and implement multi-sites using Tableau Cloud Manager

1.3 Plan a migration

• 1.3.1 Plan a migration of Tableau Cloud to Tableau Server
• 1.3.2 Plan a migration of Tableau Server to Tableau Cloud
• 1.3.3 Plan a migration from Windows to Linux
• 1.3.4 Plan a migration from Linux to Windows
• 1.3.5 Plan a migration from one identity store to another
• 1.3.6 Plan a consolidation of multiple Tableau servers or sites into fewer servers or sites
• 1.3.7 Plan a migration from one Tableau Server environment to another
• 1.3.8 Create scripts for migration
• 1.3.9 Use the Tableau Content Migration Tool

1.4 Design an appropriate process topology

• 1.4.1 Specify process counts (sizing)
• 1.4.2 Specify node count
• 1.4.3 Specify service-to-node relationships (node roles), including service isolation and service colocation
• 1.4.4 Specify when to use external services

1.5 Recommend a Tableau Server configuration

• 1.5.1 Recommend an appropriate identity store and authentication configuration
• 1.5.2 Recommend specific configuration keys and values to suit a given use case
• 1.5.3 Recommend a configuration to address security requirements such as encryption at rest and encryption over the wire
• 1.5.4 Recommend hardware and network specifications
• 1.5.5 Create a disaster recovery strategy

Deploy Tableau Server: 37%

2.1 Implement production-ready Tableau Server deployments

• 2.1.1 Deploy and configure Tableau Server
  • 2.1.1.1 Configure an external file store
  • 2.1.1.2 Configure an external repository
  • 2.1.1.3 Configure an external gateway
  • 2.1.1.4 Configure an unlicensed node
  • 2.1.1.5 Configure a coordination ensemble
  • 2.1.1.6 Configure a backgrounder process with a specific node role
  • 2.1.1.7 Configure Tableau for a load balancer
• 2.1.2 Install in an air-gapped environment
• 2.1.3 Validate a disaster recovery/high availability test strategy
• 2.1.4 Perform a blue-green deployment
• 2.1.5 Locate and interpret Tableau Server installation logs
• 2.1.6 Install and configure Resource Monitoring Tool server and agents
• 2.1.7 Plan and implement automated deployment (using a script, that is, Silent Installer)

2.2 Configure and troubleshoot supported authentication methods

• 2.2.1 Configure and troubleshoot SAML
• 2.2.2 Configure and troubleshoot Kerberos
• 2.2.3 Configure and troubleshoot OpenID Connect
• 2.2.4 Configure and troubleshoot Mutual SSL
• 2.2.5 Configure and troubleshoot trusted authentication
• 2.2.6 Configure and troubleshoot Connected App authentication
• 2.2.7 Configure and troubleshoot LDAP
• 2.2.8 Configure and troubleshoot Azure Active Directory
• 2.2.9 Identify dependencies between authentication methods and Tableau environments, including Tableau Cloud

2.3 Implement encryption

• 2.3.1 Implement SSL encryption
• 2.3.2 Implement database encryption
• 2.3.3 Implement extract encryption
• 2.3.4 Set up service principal names (SPNs) for Kerberos

2.4 Install and verify Tableau Server on Linux

• 2.4.1 Install Tableau Server on Linux by using CLI or the Installation Wizard
• 2.4.2 Identify and resolve issues with installation on Linux
• 2.4.3 Identify and resolve issues with operating system and networking configurations
• 2.4.4 Identify and resolve issues with interfaces and interactions with external systems
• 2.4.5 Identify and resolve issues with proxy issues
• 2.4.6 Identify appropriate operating system logs and Tableau logs for troubleshooting
• 2.4.7 Verify system groups and file system permissions

2.5 Install and verify Tableau Server on Windows

• 2.5.1 Install Tableau Server on Windows by using CLI or the Installation Wizard
• 2.5.2 Identify and resolve issues with installation on Windows
• 2.5.3 Identify and resolve issues with operating system and networking configurations
• 2.5.4 Identify and resolve issues with interfaces and interactions with external systems
• 2.5.5 Identify and resolve proxy issues
• 2.5.6 Identify appropriate operating system logs and Tableau logs for troubleshooting
• 2.5.7 Verify system groups and file system permissions
• 2.5.8 Use the Run As service account

Monitor and Maintain a Tableau Deployment: 41%

3.1 Create custom administrative views

• 3.1.1 Interpret the repository schema and the event types
• 3.1.2 Build admin dashboards for common scenarios
• 3.1.3 Utilize Admin Insights on Tableau Cloud

3.2 Perform load testing

• 3.2.1 Recommend a load testing strategy
• 3.2.2 Configure and use a load testing tool such as TabJolt
• 3.2.3 Configure a test environment
• 3.2.4 Create appropriate test plans
• 3.2.5 Interpret load test results and determine the appropriate action

3.3 Identify and resolve performance bottlenecks

• 3.3.1 Troubleshoot complex performance issues related to workbooks, data sources, and other types of content
• 3.3.2 Perform resource analysis, latency analysis, and workload analysis to determine root cause of performance issues
• 3.3.3 Create an action to resolve issues identified in performance recordings
• 3.3.4 Optimize caching for Tableau Server

3.4 Maintain and tune a Tableau Server environment by using observability data

• 3.4.1 Map the features and capabilities of the Tableau Server Resource Monitoring Tool to observability requirements
• 3.4.2 Recommend a strategy for collecting and analyzing Tableau Server logs
• 3.4.3 Recommend a strategy for collecting and analyzing Tableau Server process metrics
• 3.4.4 Recommend a strategy for collecting and analyzing operating system and hardware-related metrics
• 3.4.5 Interpret observability data
• 3.4.6 Revise architecture based on observability data
• 3.4.7 Troubleshoot connectivity in a single or multi-node environment, especially database connectivity
• 3.4.8 Configure and implement Activity Log for Tableau Cloud or Tableau Server

3.5 Automate server maintenance functions

• 3.5.1 Manage and change Tableau Server resources programmatically, including Tableau Services Manager (TSM), REST APIs, and tabcmd
• 3.5.2 Recommend a script deployment method, including Windows Scheduler and cron
• 3.5.3 Recommend automated deployment methods for Tableau Server, Tableau Desktop, and Tableau Prep
• 3.5.4 Design an automated complex disaster recovery process
• 3.5.5 Plan and implement multi-node server upgrades
• 3.5.6 Automate maintenance tasks, such as cleanup and backup
• 3.5.7 Configure and use the Metadata API

3.6 Manage server extensions

• 3.6.1 Schedule content automation tasks by using webhooks, tabcmd, REST, or Hyper APIs
• 3.6.2 Implement and configure dashboard extensions and web data connectors
• 3.6.3 Configure trusted tickets and connected apps for a custom embedded solution