About the Salesforce Certified Tableau Consultant Exam and Program

The Salesforce Certified Tableau Consultant certification is intended for individuals who engage with customers to lead the design of an analytics solution within the Tableau Platform.

This certification validates core Tableau knowledge and development skills of employees, partners, customers, and freelancers who need to work with Tableau products including Tableau Prep, Desktop, Cloud, Server, and Bridge.

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

Audience Description: Salesforce Certified Tableau Consultant

Candidates for this exam engage with customers to lead the design of an analytics solution within the Tableau Platform. They can work through very complex data issues. Projects may be scoped to the executive level rather than just the business unit level. They provide longer-term, strategic recommendations for analytics and handle complex performance issues independently.

The consultant typically has a minimum of 2 years of experience using Tableau products such as Tableau Prep, Desktop, Cloud, Server, and Bridge. The consultant has hands-on experience building a variety of solutions and is capable of leading implementations on Tableau Server or Tableau Cloud.

The consultant has the skills to pass the Salesforce Certified Tableau Desktop Foundations and Salesforce Certified Tableau Data Analyst certification exams. This exam is the advancement of that skill set. Candidates will not be tested on the level of the Salesforce Certified Tableau Desktop Foundations and Salesforce Certified Tableau Data Analyst exams because they are assumed to possess the competencies covered in those exams.

Purpose of this Exam Guide

This exam guide is designed to help you prepare for the Salesforce Certified Tableau Consultant 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

Read on for details about the Salesforce Certified Tableau Consultant Exam.

• Content: 60 multiple-choice and multiple-select items and up to five non-scored items
• Product version: Currently testing on 2024.2
• Time Limit: 105 minutes
• Passing Score: 63%
• Registration fee: US$200, JPY¥30,000, plus applicable taxes as required by local law
• Retake fee: US$100, JPY¥30,000, plus applicable taxes as required by 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 used 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 table below lists the main content domains and their weightings.

Domain Objectives

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

Evaluate Current State: 22%

1.1 Map current state of analytics to future state

• 1.1.1 Map business needs to Tableau capabilities.
• 1.1.2 Translate analytical requirements into Tableau context by using best practices.
• 1.1.3 Recommend whether to use Tableau Server or Tableau Cloud, including migration.
• 1.1.4 Recommend and plan a Tableau Server upgrade.

1.2 Evaluate current data structures

• 1.2.1 Evaluate whether existing data supports business needs.
• 1.2.2 Evaluate lineage of existing data structures.
• 1.2.3 Evaluate existing data structures for performance risks and enhancement opportunities.

Plan and Prepare Data Connections: 22%

2.1 Plan for data transformation

• 2.1.1 Recommend an appropriate data transformation strategy.
• 2.1.2 Specify the requirements for minimum level of granularity.

2.2 Design a row-level security (RLS) data structure

• 2.2.1 Implement RLS and an entitlement table.
• 2.2.2 Identify group functions versus user functions.
• 2.2.3 Compare RLS approaches.

2.3 Plan and implement advanced connections to data

• 2.3.1 Recommend an appropriate method to connect to data, such as Web Data Connectors, web extract APIs, custom SQL, or ODBC.
• 2.3.2 Create connections by using Tableau Bridge.
• 2.3.3 Specify aggregation level and strategy for data sources in Tableau products (Tableau Desktop, Tableau Prep, Tableau Cloud, Tableau Server).

Design and Troubleshoot Calculations and Workbooks: 40%

3.1 Design analytics for advanced use cases

• 3.1.1 Recommend when to use an advanced chart type, such as Sankey, chord, radar, tile map, small multiples, and data densification.
• 3.1.2 Identify the effect of the Tableau order of operations on calculations.
• 3.1.3 Troubleshoot issues caused by the Tableau order of operations.
• 3.1.4 Plan and implement advanced techniques to build interactivity into dashboards, such as dynamic URL actions, parameter actions, and filter actions.

3.2 Design workbooks to optimize performance

• 3.2.1 Identify and resolve resource-intensive queries.
• 3.2.2 Maximize caching for Tableau Server.
• 3.2.3 Identify and resolve performance issues caused by calculations such as string comparisons, IF THEN statements, and Level of Detail (LOD) expressions.
• 3.2.4 Recommend calculations that should be moved upstream of Tableau.
• 3.2.5 Interpret and resolve issues by using performance recordings.
• 3.2.6 Identify and resolve performance issues caused by design elements such as number of sheets, number of filters, and image size.

3.3 Implement advanced calculations that include multiple steps

• 3.3.1 Implement aggregations that include dimensions.
• 3.3.2 Implement advanced table calculations, such as window, nested table, or multi-directional.
• 3.3.3 Implement advanced date functions, such as fiscal calendars.
• 3.3.4 Implement advanced LODs, such as nested LODs.
• 3.3.5 Implement combinations of advanced calculations.
• 3.3.6 Troubleshoot advanced calculations.

Establish Governance and Support Published Content: 16%

4.1 Recommend and apply a Tableau governance strategy

• 4.1.1 Map an organization’s governance requirements to Tableau features and capabilities.
• 4.1.2 Recommend a strategy for securing access to content.
• 4.1.3 Recommend a strategy for ensuring data quality, including certifying data sources, minimizing data proliferation, and configuring data quality warnings.

4.2 Leverage administrative views

• 4.2.1 Specify insights that require an administrative view.
• 4.2.2 Recommend the appropriate administrative views and data sources for a given scenario.

4.3 Recommend a content distribution strategy

• 4.3.1 Map publishing requirements to features and capabilities of Tableau.
• 4.3.2 Recommend an approach for the workbook lifecycle, including building, testing, deployment, distribution, and maintenance.