Salesforce Certified Tableau Server Administrator Exam Guide

About the Salesforce Certified Tableau Server Administrator Exam
Audience Description: Salesforce Certified Tableau Server Administrator
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 Server Administrator Exam

The Salesforce Certified Tableau Server Administrator Exam is intended for individuals who have a comprehensive knowledge and skills related to Tableau Server functionality in a single-machine environment.

This certification validates core Tableau knowledge of employees, partners, customers, and freelancers, who need to work with various Tableau products including Tableau Desktop and Tableau Server.

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

Audience Description: Salesforce Certified Tableau Server Administrator

Candidates for this exam have a comprehensive understanding of Tableau Server functionality in a single-machine environment. They typically have a minimum 6 months experience applying this information in the product.

Purpose of This Exam Guide

This exam guide is designed to help you prepare for the Salesforce Certified Tableau Server Associate 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 Server Administrator Exam.

Content: 55 multiple-choice/multiple-select items and up to five unscored questions
Product Version: Currently testing on 2022.3
Time Limit: 90 minutes
Passing Score: 64%
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

The Salesforce Certified Tableau Server Administrator 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 exam.

Connecting to and Preparing Data: 20%

1.1 User Experience

1.1.1 User Interface
1.1.2 Navigation

1.2 Topology

1.2.1 Identify client components
1.2.2 Identify server components
1.2.3 Describe how they work together

1.3 Versions

1.3.1 Understand:
- 1.3.1.1 How to identify the current version of Tableau Server
- 1.3.1.2 Where to obtain the latest release of Tableau Server
- 1.3.1.3 Where to access release notes of Tableau Server

1.4 Minimum Hardware Requirements

1.4.1 Understand:
- 1.4.1.1 RAM requirements
- 1.4.1.2 CPU requirements
- 1.4.1.3 Hard disk requirements

1.5 Software Requirements

1.5.1 List the supporting Operating Systems
1.5.2 Understand:
- 1.5.2.1 Browser requirements
- 1.5.2.2 Options for email alerts
- 1.5.2.3 Anti-virus concerns
- 1.5.3 Identify the SMTP Server
- 1.5.4 Be familiar with potential port issues
- 1.5.5 Explain the purpose and benefits of a dedicated server
- 1.5.6 Identify the considerations for running in the cloud

1.6 Licensing

1.6.1 Understand user-based licensing
1.6.1.1 Describe the different license types
1.6.1.2 Describe how license types map to site roles

1.7 Server Processes

1.7.1 Describe each Tableau Services Manager and Tableau Server process
1.7.2 Understand:
- 1.7.2.1 Default process count at installation
- 1.7.2.2 Multiple-instance processes
- 1.7.2.3 Process-to-process workflows
- 1.7.2.4 Processes in distributed and high-availability environments
- 1.7.2.5 Purpose of a load balancer

1.8 Data Source Identification

1.8.1 Identify the ports required
1.8.2 Identify the necessary database drivers
1.8.3 Understand the differences between:
- 1.8.3.1 File vs. Relational vs. Cube
- 1.8.3.2 Extract vs. Live Connections
1.8.4 Explain the benefits of published data sources

1.9 Infrastructure Network

1.9.1 Understand network latency implications
1.9.2 Explain the risks of Dynamic-IP addressing

Installation and Configuration: 26%

2.1 Installation

2.1.1 Understand installation steps and options
2.1.1.1 Install Path
- 2.1.1.2 Gateway port
- 2.1.2 Understand Identity Store and SSO options:
- 2.1.2.1 External (Active Directory) vs. local
- 2.1.2.2 Trusted Tickets
- 2.1.2.3 SAML
- 2.1.2.4 Kerberos and OpenID Connect
2.1.3 Describe the impact of the automatic-login options
2.1.4 Understand how to set up SSL
2.1.5 Understand Tableau best practices for installing a single-machine environment
2.1.6 Understand silent installs

2.2 Tableau Server Configuration

2.2.1 Understand cache settings
2.2.2 Understand how to:
- 2.2.2.1 Apply process distribution
- 2.2.2.2 Configure Email alerts / subscriptions
- 2.2.2.3 Configure optional customizations
2.2.3 Describe:
- 2.2.3.1 Site configuration options
- 2.2.3.2 User quotas 2.2.3.3 Storage quota
- 2.2.3.4 How to enable and edit site subscriptions
- 2.2.3.5 Project configuration options
- 2.2.3.6 Group and User Configuration options
2.2.4 Understand who can add users

2.3 Adding Users

2.3.1 License type and site role
2.3.2 Admin level
2.3.3 Publisher level
2.3.4 Importing via Active Directory or Local

2.4 Security

2.4.1 Describe the security configuration for:
- 2.4.1.1 Site level
- 2.4.1.2 Project level
- 2.4.1.3 Group level
- 2.4.1.4 User level
- 2.4.1.5 Data source level
- 2.4.1.6 Workbook level

2.5 Permissions

2.5.1 Understand:
- 2.5.1.1 System permission composition
- 2.5.1.2 The ramifications of permission design
- 2.5.1.3 The Tableau Security Model
- 2.5.2 Describe the differences between Allow v. Deny v. None

Administration: 36%

3.1 Understand how to:

3.1.1 Maintain data connections
3.1.2 Create schedules
3.1.3 Create, edit and delete subscriptions
3.1.4 Perform Server analysis
3.1.5 Complete a backup and restore
3.1.6 Perform cleanup
3.1.7 Add, remove, or deactivate users
3.1.8 Update licenses
3.1.9 Start, stop or restart
3.1.10 Utilize tsm and tabcmd
3.1.11 Use REST API
3.1.12 Work with Log Files
3.1.13 Understand Embedding
3.1.14 Monitor Desktop license usage
3.1.15 Manage workbook and data source revision history

3.2 Describe how to:

3.2.1 View server status in multiple ways
3.2.2 View email alerts
3.2.3 Set data-driven alerts
3.2.4 Use built-in administrative views
3.2.5 Create custom admin views
3.2.6 Create a performance recording
3.2.7 Create a nested project
3.2.8 Work with Sites and Site Admin options

3.3 Contrast end-user with System-administrator capabilities

3.4 End-user Abilities

3.5 Understand:

3.5.1 Table recommendations
3.5.2 Publishing views and data sources
3.5.3 Renaming a workbook
3.5.4 Interacting with a view via the Web
3.5.5 Web authoring & editing
3.5.6 How to share views
3.5.7 Data Source Certification
3.5.8 Extract caching

Troubleshooting: 12%

4.1 Understand requirements of third-party cookies in a browser

4.2 Understand how to:

4.2.1 Reset passwords for a Tableau user or Tableau Run-As Service account
4.2.2 Package log files for reporting
4.2.3 Use tsm to validate site resources
4.2.4 Rebuild the search index
4.2.5 Use maintenance analysis reports
4.2.6 Create/open support requests

Migration & Upgrade: 6%

5.1 Understand the upgrade process
5.2 Explain how and why to perform a clean reinstall
5.3 Describe how to migrate to different hardware
5.4 Understand backwards compatibility

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:

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

One of the benefits of holding a Salesforce Certification is always being up to date on new product releases. You'll be required to complete the Tableau certification maintenance badge on Trailhead once a year.

Don’t let your hard-earned certification expire! If you don't complete all maintenance requirements by the due date, your certification will expire.

Bookmark these useful resources for maintaining your certifications.