Salesforce Certified Tableau Architect Preparation Details
The Salesforce Certified Tableau Architect exam validates the skills needed to design, deploy, and maintain enterprise Tableau Server and Tableau Cloud environments. This guide maps every domain, task, and objective to verified Tableau documentation for focused, exam-ready study.
You can also explore more Salesforce certification study guides on the Salesforce Certification category to keep building your skills.
Salesforce Certified Tableau Architect Materials
| Coursera | Tableau for Data Visualization and Analysis |
| Udemy | Salesforce Certified Tableau Architect Exam Prep |
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
Understanding License Models and Product Keys
1.1.2 Identify relevant constraints and requirements, including future growth
Minimum Hardware Requirements and Recommendations for Tableau Server
1.1.3 Identify requirements for and recommend a strategy for licensing, including Authorization-to-Run (ATR)
Activate Tableau Server Using the Authorization-To-Run (ATR) Service
Login-based License Management
1.1.4 Assess the need for high availability and disaster recovery
Distributed and High Availability Tableau Server Installations
Recommended Baseline Configurations
Perform a Full Backup and Restore of Tableau Server
1.1.5 Map the features and capabilities of the Tableau Server Add-Ons to requirements
About Tableau Advanced Management on Tableau Server
About Resource Monitoring Tool
1.2 Plan and implement Tableau Cloud
1.2.1 Plan and implement Tableau Bridge
1.2.2 Plan and implement authentication
SAML Requirements for Tableau Cloud
1.2.3 Plan and implement automated user provisioning, including System for Cross-Domain Identity Management (SCIM)
Configure SCIM with Microsoft Entra ID
1.2.4 Troubleshoot advanced configuration issues
Troubleshoot Refresh Issues – Tableau Cloud
Troubleshoot Issues with Bridge
1.2.5 Plan and implement multi-sites using Tableau Cloud Manager
Add, Delete, or Activate Sites
Manage Users With 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
Migrate Tableau Server to Tableau Cloud
Technical Considerations for Migrating from Tableau Server to Tableau Cloud
Tableau Cloud Manual Migration Guide
1.3.3 Plan a migration from Windows to Linux
Migrate Tableau Server 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
About Tableau Content Migration Tool
1.3.7 Plan a migration from one Tableau Server environment to another
Migrate Tableau Server from an On-Premises Computer to a VM in the Cloud
1.3.8 Create scripts for migration
Example: Scripting Migration Plans
Using the Content Migration Tool Command Line Interface
Using the Tableau Content Migration Tool Console Runner
1.3.9 Use the Tableau Content Migration Tool
About Tableau Content Migration Tool
Install Tableau Content Migration Tool
1.4 Design an appropriate process topology
1.4.1 Specify process counts (sizing)
When to Add Nodes and Reconfigure
1.4.2 Specify node count
Install and Configure Additional Nodes
Example: Install and Configure a Three-Node HA Cluster
1.4.3 Specify service-to-node relationships (node roles), including service isolation and service colocation
Workload Management through Node Roles
1.4.4 Specify when to use external services
Tableau Server External File Store
Tableau Server External Repository
Deploy a Coordination Service Ensemble
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
Tableau Server Key Management System
Configure SSL for External HTTP Traffic to and from Tableau Server
1.5.4 Recommend hardware and network specifications
Recommended Baseline Configurations
Minimum Hardware Requirements and Recommendations for Tableau Server
Communicating with the Internet
1.5.5 Create a disaster recovery strategy
Recommended Baseline Configurations
Perform a Full Backup and Restore of Tableau Server
Deploy Tableau Server: 37%
2.1 Implement production-ready Tableau Server deployments
2.1.1 Deploy and configure Tableau Server
Install and Configure Tableau Server
Distributed and High Availability Tableau Server Installations
2.1.1.1 Configure an external file store
Tableau Server External File Store
2.1.1.2 Configure an external repository
Tableau Server External Repository
Install Tableau Server with External PostgreSQL Repository
Re-Configure Tableau Server Repository
2.1.1.3 Configure an external gateway
Tableau Server Independent Gateway
2.1.1.4 Configure an unlicensed node
Handle an Unlicensed Server Process
2.1.1.5 Configure a coordination ensemble
Deploy a Coordination Service Ensemble
2.1.1.6 Configure a backgrounder process with a specific node role
Workload Management through Node Roles
2.1.1.7 Configure Tableau for a load balancer
Configuring Proxies and Load Balancers for Tableau Server
2.1.2 Install in an air-gapped environment
Install Tableau Server in a Disconnected (Air-Gapped) Environment
Activate Tableau Server Offline
2.1.3 Validate a disaster recovery/high availability test strategy
Recommended Baseline Configurations
Distributed and High Availability Tableau Server Installations
Perform a Full Backup and Restore of Tableau Server
2.1.4 Perform a blue-green deployment
Using a Blue/Green approach for upgrading Tableau Server
Best Practices for Updating Your Tableau Server Computer
2.1.5 Locate and interpret Tableau Server installation logs
Tableau Server Logs and Log File Locations
Troubleshoot Tableau Server Install and Upgrade
2.1.6 Install and configure Resource Monitoring Tool server and agents
About Resource Monitoring Tool
Installing Resource Monitoring Tool
Install the RMT Server Using Command Line
2.1.7 Plan and implement automated deployment (using a script, that is, Silent Installer)
Automated Installation of Tableau Server
2.2 Configure and troubleshoot supported authentication methods
2.2.1 Configure and troubleshoot SAML
Enable SAML Authentication on a Site
2.2.2 Configure and troubleshoot Kerberos
2.2.3 Configure and troubleshoot OpenID Connect
Configure Tableau Server for OpenID Connect
Requirements for Using OpenID Connect
Configure the Identity Provider for OpenID Connect
2.2.4 Configure and troubleshoot Mutual SSL
Configure Mutual SSL Authentication
How Mutual SSL Authentication Works
Troubleshooting Mutual SSL Authentication
2.2.5 Configure and troubleshoot trusted authentication
2.2.6 Configure and troubleshoot Connected App authentication
Configure Connected Apps with Direct Trust
2.2.7 Configure and troubleshoot LDAP
External Identity Store Configuration Reference
Configure Encrypted Channel to LDAP External Identity Store
2.2.8 Configure and troubleshoot Azure Active Directory
Configure SAML with Azure AD IdP on Tableau Server
Configure Azure AD for OAuth and Modern Authentication
2.2.9 Identify dependencies between authentication methods and Tableau environments, including Tableau Cloud
Authentication and Authorization
2.3 Implement encryption
2.3.1 Implement SSL encryption
Configure SSL for External HTTP Traffic to and from Tableau Server
Configure Custom SSL Certificate for TSM Controller
2.3.2 Implement database encryption
Configure SSL for Internal Postgres Communication
Configure Postgres SSL to Allow Direct Connections from Clients
2.3.3 Implement extract encryption
Tableau Server Key Management System
2.3.4 Set up service principal names (SPNs) for Kerberos
Understanding Keytab Requirements
2.4 Install and verify Tableau Server on Linux
2.4.1 Install Tableau Server on Linux by using CLI or the Installation Wizard
Install and Configure Tableau Server
2.4.2 Identify and resolve issues with installation on Linux
Troubleshoot Tableau Server on Linux
Troubleshoot Tableau Server Install and Upgrade
2.4.3 Identify and resolve issues with operating system and networking configurations
Troubleshoot Tableau Server on Linux
2.4.4 Identify and resolve issues with interfaces and interactions with external systems
2.4.5 Identify and resolve issues with proxy issues
Configuring Proxies and Load Balancers for Tableau Server
2.4.6 Identify appropriate operating system logs and Tableau logs for troubleshooting
Tableau Server Logs and Log File Locations
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
Install and Configure Tableau Server
Automated Installation of Tableau Server
2.5.2 Identify and resolve issues with installation on Windows
Troubleshoot Tableau Server Install and Upgrade
2.5.3 Identify and resolve issues with operating system and networking configurations
Troubleshoot Tableau Server Install and Upgrade
2.5.4 Identify and resolve issues with interfaces and interactions with external systems
2.5.5 Identify and resolve proxy issues
Configuring Proxies and Load Balancers for Tableau Server
Configure Product Key Operations with Forward Proxy
2.5.6 Identify appropriate operating system logs and Tableau logs for troubleshooting
Tableau Server Logs and Log File Locations
2.5.7 Verify system groups and file system permissions
2.5.8 Use the Run As service account
Change 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
About the Tableau Server Data Dictionary (Workgroup Database)
Collect Data with the Tableau Server Repository
3.1.2 Build admin dashboards for common scenarios
Create Custom Administrative Views
Administrative Views for Measurement
3.1.3 Utilize Admin Insights on Tableau Cloud
Use Admin Insights to Create Custom Views
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
General Performance Guidelines
3.3 Identify and resolve performance bottlenecks
3.3.1 Troubleshoot complex performance issues related to workbooks, data sources, and other types of content
General Performance Guidelines
3.3.2 Perform resource analysis, latency analysis, and workload analysis to determine root cause of performance issues
Interpret a Performance Recording
Performance Monitoring Overview
3.3.3 Create an action to resolve issues identified in performance recordings
Create a Performance Recording
Interpret a Performance Recording
3.3.4 Optimize caching for Tableau Server
General Performance Guidelines
Configure Workbook Performance after a Scheduled Refresh
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
Monitor Tableau Server Performance with Tableau Resource Monitoring Tool
About Resource Monitoring Tool
3.4.2 Recommend a strategy for collecting and analyzing Tableau Server logs
Tableau Server Logs and Log File Locations
3.4.3 Recommend a strategy for collecting and analyzing Tableau Server process metrics
Performance Monitoring Overview
3.4.4 Recommend a strategy for collecting and analyzing operating system and hardware-related metrics
Minimum Hardware Requirements/Recommendations – Resource Monitoring Tool
3.4.5 Interpret observability data
Monitor Tableau Server Performance with Tableau Resource Monitoring Tool
Troubleshoot Missing Hardware Performance Data
3.4.6 Revise architecture based on observability data
When to Add Nodes and Reconfigure
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
Tableau Services Manager Overview
Fundamentals-Tableau Server REST API
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
Automated Installation of Tableau Server
3.5.4 Design an automated complex disaster recovery process
Recommended Baseline Configurations
Perform a Full Backup and Restore of Tableau Server
3.5.5 Plan and implement multi-node server upgrades
Multi-node Upgrade — Run Setup
Multi-node Upgrade — Run Upgrade Script
Upgrade Tableau Server Overview
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
Get Started with Tableau Webhooks
3.6.2 Implement and configure dashboard extensions and web data connectors
Manage Dashboard and Viz Extensions in Tableau Cloud
3.6.3 Configure trusted tickets and connected apps for a custom embedded solution
Configure Connected Apps with Direct Trust
Wrapping Up Salesforce Certified Tableau Architect
This guide walked through every domain of the Salesforce Certified Tableau Architect exam, from infrastructure design and Cloud migration to authentication, encryption, and performance monitoring. Working through each linked objective will help build the hands-on fluency this architect-level exam expects.
You can also explore more Salesforce certification study guides on the Salesforce Certification category to keep building your skills. Have a question or tip? Leave a comment below.
Receive Updates on Salesforce Certified Tableau Architect Exam
Want to be notified as soon as I post? Subscribe to the RSS feed / leave your email address in the subscribe section. Share the article to your social networks with the below links so it can benefit others.
