Salesforce Certified Tableau Server Administrator Preparation Details
The Salesforce Certified Tableau Server Administrator exam validates your ability to install, configure, and maintain Tableau Server in a single-machine environment. This guide maps every domain from the official exam guide to verified Tableau documentation, covering installation, security, backup, performance, and troubleshooting. You can also explore more Tableau certification study guides on the Salesforce Certification category to keep building your skills.
Salesforce Certified Tableau Server Administrator Materials
| Coursera | Tableau Cloud and AI for Analytics |
| Udemy | Salesforce Certified Tableau Server Admin Exam Prep |
| Whizlabs | Tableau Fundamentals |
Connecting to and Preparing Data: 20%
1.1 User Experience
User Interface
Navigate the Admin Areas of the Tableau Web Environment
Sign in to the Tableau Server Admin Area
Navigation
Navigate the Admin Areas of the Tableau Web Environment
Get Started with Tableau Server on Windows
1.2 Topology
Identify client components
Get Started with Tableau Server on Windows
Server Administrator Reference
Identify server components
Server Administrator Reference
Describe how they work together
Recommended Baseline Configurations
Example: Install and Configure a Three-Node HA Cluster
1.3 Versions
1.3.1 Understand: How to identify the current version of Tableau Server
Server Administrator Reference
1.3.1 Understand: Where to obtain the latest release of Tableau Server
Install and Configure Tableau Server
Upgrade Tableau Server Overview
1.3.1 Understand: Where to access release notes of Tableau Server
Upgrade Tableau Server Overview
Troubleshoot Tableau Server Install and Upgrade
1.4 Minimum Hardware Requirements
1.4.1 Understand: RAM requirements
1.4.1 Understand: CPU requirements
1.4.1 Understand: Hard disk requirements
1.5 Software Requirements
List the supporting Operating Systems
1.5.2 Understand: Browser requirements
1.5.2 Understand: Options for email alerts
Configure Server Event Notification
1.5.2 Understand: Anti-virus concerns
Identify the SMTP Server
Be familiar with potential port issues
Tableau Services Manager Ports
Explain the purpose and benefits of a dedicated server
Recommended Baseline Configurations
Identify the considerations for running in the cloud
Self-Deploy a Single Tableau Server on Microsoft Azure
1.6 Licensing
1.6.1 Understand user-based licensing: Describe the different license types
Understanding License Models and Product Keys
1.6.1 Understand user-based licensing: Describe how license types map to site roles
Understanding License Models and Product Keys
1.7 Server Processes
Describe each Tableau Services Manager and Tableau Server process
Tableau Services Manager Overview
1.7.2 Understand: Default process count at installation
Recommended Baseline Configurations
1.7.2 Understand: Multiple-instance processes
1.7.2 Understand: Process-to-process workflows
1.7.2 Understand: Processes in distributed and high-availability environments
Example: Install and Configure a Three-Node HA Cluster
Install and Configure Additional Nodes
1.7.2 Understand: Purpose of a load balancer
Configuring Proxies and Load Balancers for Tableau Server
1.8 Data Source Identification
Identify the ports required
Tableau Services Manager Ports
Identify the necessary database drivers
1.8.3 Understand the differences between: File vs. Relational vs. Cube
1.8.3 Understand the differences between: Extract vs. Live Connections
Explain the benefits of published data sources
Edit Connections on Tableau Server
1.9 Infrastructure Network
Understand network latency implications
Communicating with the Internet
Configuring Proxies and Load Balancers for Tableau Server
Explain the risks of Dynamic-IP addressing
Add Trusted IP Addresses or Host Names to Tableau Server
Configuring Proxies and Load Balancers for Tableau Server
Installation and Configuration: 26%
2.1 Installation
2.1.1 Understand installation steps and options: Install Path
Install and Configure Tableau Server
2.1.1 Understand installation steps and options: Gateway port
Tableau Server Gateway Process
2.1.2 Understand Identity Store and SSO options: External (Active Directory) vs. local
2.1.2 Understand Identity Store and SSO options: Trusted Tickets
2.1.2 Understand Identity Store and SSO options: SAML
2.1.2 Understand Identity Store and SSO options: Kerberos and OpenID Connect
Configure Tableau Server for OpenID Connect
Describe the impact of the automatic-login options
Understand how to set up SSL
Configure SSL for External HTTP Traffic to and from Tableau Server
Configure Mutual SSL Authentication
Understand Tableau best practices for installing a single-machine environment
Install and Configure Tableau Server
Recommended Baseline Configurations
Understand silent installs
Automated Installation of Tableau Server
2.2 Tableau Server Configuration
Understand cache settings
General Performance Guidelines
2.2.2 Understand how to: Apply process distribution
2.2.2 Understand how to: Configure Email alerts / subscriptions
Configure Server Event Notification
2.2.2 Understand how to: Configure optional customizations
Server Settings (General and Customization)
2.2.3 Describe: Site configuration options
2.2.3 Describe: User quotas
2.2.3 Describe: Storage quota
2.2.3 Describe: How to enable and edit site subscriptions
2.2.3 Describe: Project configuration options
Use Projects to Manage Content Access
2.2.3 Describe: Group and User Configuration options
Understand who can add users
2.3 Adding Users
License type and site role
Understanding License Models and Product Keys
Admin level
Publisher level
Importing via Active Directory or Local
Create Groups via Active Directory
2.4 Security
2.4.1 Describe the security configuration for: Site level
2.4.1 Describe the security configuration for: Project level
Use Projects to Manage Content Access
2.4.1 Describe the security configuration for: Group level
2.4.1 Describe the security configuration for: User level
2.4.1 Describe the security configuration for: Data source level
Edit Connections on Tableau Server
2.4.1 Describe the security configuration for: Workbook level
2.5 Permissions
2.5.1 Understand: System permission composition
2.5.1 Understand: The ramifications of permission design
Manage Permissions with Projects
2.5.1 Understand: The Tableau Security Model
Describe the differences between Allow v. Deny v. None
Administration: 36%
3.1 Understand how to:
Maintain data connections
Edit Connections on Tableau Server
Create schedules
Create, edit and delete subscriptions
Perform Server analysis
Pre-built Administrative Views
Collect Data with the Tableau Server Repository
Complete a backup and restore
Perform a Full Backup and Restore of Tableau Server
Perform cleanup
Add, remove, or deactivate users
Update licenses
Start, stop or restart
Utilize tsm and tabcmd
Use REST API
Fundamentals-Tableau Server REST API
Work with Log Files
Log File Snapshots (Archive Logs)
Understand Embedding
Monitor Desktop license usage
Manage Tableau Desktop License Usage
Manage workbook and data source revision history
Allow Users to Save Revision History
3.2 Describe how to:
View server status in multiple ways
View email alerts
Configure Server Event Notification
Set data-driven alerts
Use built-in administrative views
Pre-built Administrative Views
Create custom admin views
Create Custom Administrative Views
Create a performance recording
Create a Performance Recording
Interpret a Performance Recording
Create a nested project
Use Projects to Manage Content Access
Manage Permissions with Projects
Work with Sites and Site Admin options
Navigate the Admin Areas of the Tableau Web Environment
3.3 Contrast end-user with System-administrator capabilities
Contrast end-user with System-administrator capabilities
Navigate the Admin Areas of the Tableau Web Environment
3.4 End-user Abilities
End-user Abilities
3.5 Understand:
Table recommendations
Use Projects to Manage Content Access
Publishing views and data sources
Edit Connections on Tableau Server
Renaming a workbook
Interacting with a view via the Web
Web authoring & editing
How to share views
Navigate the Admin Areas of the Tableau Web Environment
Data Source Certification
Manage Permissions with Projects
Extract caching
Troubleshooting: 12%
4.1 Understand requirements of third-party cookies in a browser
Understand requirements of third-party cookies in a browser
4.2 Understand how to:
Reset passwords for a Tableau user or Tableau Run-As Service account
Change the Run As Service Account
Package log files for reporting
Log File Snapshots (Archive Logs)
Use tsm to validate site resources
Rebuild the search index
Use maintenance analysis reports
Pre-built Administrative Views
Create/open support requests
Migration & Upgrade: 6%
5.1 Understand the upgrade process
Understand the upgrade process
Upgrade Tableau Server Overview
Troubleshoot Tableau Server Install and Upgrade
5.2 Explain how and why to perform a clean reinstall
Explain how and why to perform a clean reinstall
Troubleshoot Tableau Server Install and Upgrade
Perform a Full Backup and Restore of Tableau Server
5.3 Describe how to migrate to different hardware
Describe how to migrate to different hardware
5.4 Understand backwards compatibility
Understand backwards compatibility
Perform a Full Backup and Restore of Tableau Server
Upgrade Tableau Server Overview
Wrapping Up Salesforce Certified Tableau Server Administrator
This study guide walked through every domain of the Salesforce Certified Tableau Server Administrator exam, from installation and security to performance tuning and troubleshooting. With official documentation linked throughout, you now have a complete roadmap for building the hands-on skills this certification requires. Keep practicing in a real Tableau Server environment to reinforce what you have learned. You can also explore more Tableau certification study guides on the Salesforce Certification category to keep building your skills. Have a question or tip? Leave a comment below.
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