Salesforce Certified Tableau Desktop Foundations Preparation Details
The Salesforce Certified Tableau Desktop Foundations exam validates foundational Tableau Desktop skills for building visualizations, managing data sources, and sharing insights. This guide breaks down every domain, task, and objective from the official exam guide so you can prepare with confidence. You can also explore more Salesforce certification study guides on the Salesforce category to keep building your skills.
Salesforce Certified Tableau Desktop Foundations Materials
| Coursera | Salesforce Certified Tableau Desktop Foundations Exam |
| Udemy | Salesforce Certified Tableau Desktop Foundations |
| Whizlabs | Tableau Desktop Specialist Certification |
Connecting to and Preparing Data: 23%
1.1 Create live connections and extracts
1.1.1 Create a live connection to a data source
Connect to Data by Using Tableau Server or Tableau Cloud
1.1.2 Explain the differences between using live connections versus extracts
Test Your Data and Use Extracts
1.1.3 Create an extract
1.1.4 Save metadata properties in a .TDS
Tableau File Types and Folders
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
Use Relationships for Multi-table Data Analysis
1.2.2 Add joins and unions
1.2.3 Explain when to use a join versus a relationship
How Relationships Differ from Joins
1.3 Manage data properties
1.3.1 Rename a data field
Organize and Customize Fields in the Data Pane
Work with Data Fields in the Data Pane
1.3.2 Assign an alias to a data value
Create Aliases to Rename Members in the View
Edit Default Settings for Fields
1.3.3 Assign a geographic role to a data field
Format Geographic Fields in Tableau
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.)
Edit Default Settings for Fields
Format Numbers and Null Values
Exploring and Analyzing Data: 37%
2.1 Create basic charts
2.1.1 Create a bar chart
Choose the Right Chart Type for Your Data
2.1.2 Create a line chart
Choose the Right Chart Type for Your Data
2.1.3 Create a scatterplot
2.1.4 Create a map using geographic data
Get Started Mapping with Tableau
Format Geographic Fields in Tableau
2.1.5 Create a combined axis chart
Add Axes for Multiple Measures in Views
Quick Start: Combination Charts
2.1.6 Create a dual axis chart
Quick Start: Combination Charts
Add Axes for Multiple Measures in Views
2.1.7 Create a stacked bar
2.1.8 Create a density map
Build with Density Marks (Heatmap)
Maps that Show Density or Trends
2.1.9 Create a chart to show specific values (crosstab, highlight table)
Build a Highlight Table or Heat Map
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
Reference Lines, Bands, Distributions, and Boxes
2.3.3 Use a quick table calculation
2.3.4 Use bins and histograms
Create Bins from a Continuous Measure
2.3.5 Create a calculated field (for example, string, date, simple arithmetic)
Create a Simple Calculated Field
2.3.6 Explain when to use a parameter
Use Parameters to Make Views More Interactive
2.3.7 Display totals on a worksheet
Show Totals in a Visualization
Sharing Insights: 25%
3.1 Format view for presentation
3.1.1 Use color from the marks card
Control the Appearance of Marks in the View
3.1.2 Configure fonts
3.1.3 Format marks as shapes
Control the Appearance of Marks in the View
3.1.4 Configure viz animations
3.1.5 Change size of marks
Control the Appearance of Marks in the View
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)
Highlight Data Points in Context
Control the Appearance of Marks in the View
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
Size and Lay Out Your Dashboard
Create Dashboard Layouts for Different Device Types
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)
Export Views from Tableau Desktop to Another Application
3.3.2 View and export underlying data
Export Data from Tableau Desktop
3.3.3 Export to Microsoft PowerPoint
Export Views from Tableau Desktop to Another Application
Understanding Tableau Concepts: 15%
4.1 Understand dimensions and measures
4.1.1 Explain what kind of information dimensions usually contain
Dimensions and Measures, Blue and Green
4.1.2 Explain what kind of information measures usually contain
Dimensions and Measures, Blue and Green
4.1.3 Explain the difference between dimensions and measures
Dimensions and Measures, Blue and Green
Work with Data Fields in the Data Pane
4.2 Understand discrete and continuous fields
4.2.1 Explain how discrete fields are displayed
Dimensions and Measures, Blue and Green
4.2.2 Explain how continuous fields are displayed
Dimensions and Measures, Blue and Green
4.2.3 Explain the difference between discrete date parts and continuous date values
Dimensions and Measures, Blue and Green
Date Properties for a Data Source
4.3 Understand aggregations
4.3.1 Explain the default aggregation for measures
Aggregate Functions in Tableau
4.3.2 Describe how an aggregated measure changes when dimensions are added to a view
Dimensions and Measures, Blue and Green
Wrapping Up Salesforce Certified Tableau Desktop Foundations
This study guide covered every domain of the Salesforce Certified Tableau Desktop Foundations exam, from connecting and preparing data through building charts, applying analytics, sharing insights, and understanding core Tableau concepts. Working through each objective with official Tableau documentation will help you build the hands-on confidence needed to pass on your first attempt. You can also explore more Salesforce certification study guides on the Salesforce category to keep building your skills. Have a question or tip? Leave a comment below.
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