Salesforce Certified Tableau Desktop Foundations Exam Guide

About the Salesforce Certified Tableau Desktop Foundations Exam
Audience Description: Salesforce Certified Tableau Desktop Foundations
Purpose of This Exam Guide
About the Exam
Exam Outline
Recommended Training and Resources
Salesforce Certification Candidate Code of Conduct
Maintaining Your Salesforce Certification

About the Salesforce Certified Tableau Desktop Foundations Exam

The Salesforce Certified Tableau Desktop Foundations Exam is intended for individuals who have foundational knowledge and skills related to Tableau Desktop.

This credential validates core Tableau knowledge of employees, partners, customers, and freelancers, who need to work with Tableau Desktop.

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

Audience Description: Salesforce Certified Tableau Desktop Foundations

Candidates for this exam have foundational knowledge of and skills with Tableau Desktop. They typically have a minimum of 3 months experience applying this understanding in the product.

Purpose of This Exam Guide

This exam guide is designed to help you prepare for the Salesforce Certified Tableau Desktop Foundations 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 Desktop Foundations Exam.

Number of questions: 40 multiple-choice/multiple-select items and up to five unscored questions
Product Version: Currently testing on 2022.3
Time Limit: 70 minutes
Passing Score: English version 48%; Japanese version 55%
Registration fee: US$75, JPY¥10,000, plus applicable taxes as required by local law
Retake fee: Free
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

The Salesforce Certified Tableau Desktop Foundations Exam measures a candidate’s knowledge and skills related to the following objectives.

NOTE: This is not a comprehensive listing of the content on this examination.

Connecting to and Preparing Data: 23%

1.1 Create live connections and extracts

1.1.1 Create a live connection to a data source
1.1.2 Explain the differences between using live connections versus extracts
1.1.3 Create an extract
1.1.4 Save metadata properties in a .TDS
1.1.5 Create a data source that uses multiple connections

1.2 Create and manage the data model

1.2.1 Add relationships to a data source
1.2.2 Add joins and unions
1.2.3 Explain when to use a join versus a relationship

1.3 Manage data properties

1.3.1 Rename a data field
1.3.2 Assign an alias to a data value
1.3.3 Assign a geographic role to a data field
1.3.4 Change data type for a data field (number, date, string, Boolean, etc.)
1.3.5 Change default properties for a data field (number format, aggregation, color, date format, etc.)

Exploring and Analyzing Data: 37%

2.1 Create basic charts

2.1.1 Create a bar chart
2.1.2 Create a line chart
2.1.3 Create a scatterplot
2.1.4 Create a map using geographic data
2.1.5 Create a combined axis chart
2.1.6 Create a dual axis chart
2.1.7 Create a stacked bar
2.1.8 Create a density map
2.1.9 Create a chart to show specific values (crosstab, highlight table)

2.2 Organize data and apply filters

2.2.1 Create groups by using marks, headers, and the data pane
2.2.2 Create sets by using marks and the data pane
2.2.3 Organize dimensions into a hierarchy
2.2.4 Add a filter to a view
2.2.5 Add a date filter

2.3 Apply analytics to a worksheet

2.3.1 Add a manual or a computed sort
2.3.2 Add a reference line
2.3.3 Use a quick table calculation
2.3.4 Use bins and histograms
2.3.5 Create a calculated field (for example, string, date, simple arithmetic)
2.3.6 Explain when to use a parameter
2.3.7 Display totals on a worksheet

Sharing Insights: 25%

3.1 Format view for presentation

3.1.1 Use color from the marks card
3.1.2 Configure fonts
3.1.3 Format marks as shapes
3.1.4 Configure viz animations
3.1.5 Change size of marks
3.1.6 Show and hide legends

3.2 Create and modify a dashboard

3.2.1 Add worksheets to a dashboard
3.2.2 Add interactive elements for consumers (for example, show filters, data highlighter, tooltips)
3.2.3 Add dashboard actions (for example, filter action, highlight action, parameter control, URL action)
3.2.4 Configure a dashboard layout and create device-specific dashboards
3.2.5 Create a story and a story point

3.3 View and share workbook data

3.3.1 Share a workbook (for example, twbx as a PDF or an image, publish to Tableau Server)
3.3.2 View and export underlying data
3.3.3 Export to Microsoft PowerPoint

Understanding Tableau Concepts: 15%

4.1 Understand dimensions and measures

4.1.1 Explain what kind of information dimensions usually contain
4.1.2 Explain what kind of information measures usually contain
4.1.3 Explain the difference between dimensions and measures

4.2 Understand discrete and continuous fields

4.2.1 Explain how discrete fields are displayed
4.2.2 Explain how continuous fields are displayed
4.2.3 Explain the difference between discrete date parts and continuous date values

4.3 Understand aggregations

4.3.1 Explain the default aggregation for measures
4.3.2 Describe how an aggregated measure changes when dimensions are added to a view

Recommended Training and Resources

As preparation for this exam, we recommend a combination of hands-on experience, training course completion, Trailhead Trails, and self-study in the areas listed in the Exam Outline section of this exam guide.

The self-study materials recommended for this exam include:

To continue developing your Salesforce skill set, visit Trailhead Academy to enroll in expert-led courses.

The courses recommended for this exam include:

Desktop I: Fundamentals

To review online documentation, tip sheets, and user guides, search for the topics listed in the Exam Outline section of this guide on Salesforce Help and study the information related to those topics.

Salesforce Certification Candidate Code of Conduct

At Salesforce, Trust is our #1 value. Protecting the security of Salesforce Certifications is up to all of us. As a participant in the Salesforce Certification Program, you’re required to review and accept the terms of the Salesforce Certification Program Agreement and Code of Conduct at the beginning of each exam.

Maintaining Your Salesforce Certification

There's no required maintenance for the Salesforce Certified Tableau Desktop Foundations Exam certification at this time. Continued learning is encouraged through the Trailblazer Community, Trailhead, and Trailhead Academy.

Bookmark these useful resources for maintaining your certifications.