Tableau-Desktop-Found Understanding Tableau Concepts Practice Question
A marketing analyst connects Tableau Desktop to a cloud-based CRM and wants every new opportunity record added by the sales team to appear in the workbook when the view is refreshed, without manually rebuilding the data source. Which connection type should the analyst use?
⚠ Common exam trap
The trap here is assuming that any cloud or published data source automatically shows new records, when freshness depends on whether the connection is live or extract-based.
Answer choices
Why each option matters
Answer the question above first, then reveal the full breakdown to understand why each option is right or wrong.
Correct answer & explanation
✓
A live connection to the CRM
A live connection queries the source system whenever the view is rendered, so records added after the workbook was authored appear without rebuilding the data source. Extract-based approaches, joins to static files, and publishing settings change performance, storage, or governance but do not deliver automatic visibility of newly created records in the same way.
Answer analysis
Option-by-option breakdown
For each option: why learners choose it and why it is or isn't the right answer here.
- ✗
A cross-database join to a local spreadsheet
Why it's wrong here
A cross-database join combines tables from different connections, but it does not make the CRM itself update in real time. New opportunities would still need to be present in the joined source, and adding a spreadsheet introduces an extra static file that does not represent live CRM records, so this fails the scenario.
- ✗
An extract refreshed on a schedule
Why it's wrong here
An extract is a snapshot saved to local storage, so new opportunity records only appear after the extract is refreshed. Although scheduled refresh can automate this, the analyst would still depend on refresh timing and snapshot storage rather than reading current records at view time, which does not satisfy the stated requirement as directly as a live connection.
- ✓
A live connection to the CRM
Why this is correct
A live connection issues queries directly against the underlying CRM each time the view renders, so newly created opportunity records are reflected on refresh without any manual rebuild step. This matches the requirement of seeing new records automatically while keeping the workbook pointed at the same data source definition.
- ✗
A published data source with a stored password
Why it's wrong here
Publishing a data source controls sharing and credentials, not data freshness. A published data source can still be built on an extract or a live connection, so this choice does not by itself guarantee that new opportunity records appear on refresh. It addresses governance rather than the live-update behavior the analyst needs.
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Written and reviewed by Johnson Ajibi, MSc IT Security
Senior Network & Security Engineer · founder of Courseiva
Last reviewed September 2026 · checked against the official Tableau (Salesforce) exam blueprint
This Tableau-Desktop-Found practice question is part of Courseiva's free Tableau (Salesforce) certification practice question bank. Courseiva provides original exam-style practice questions with explanations, topic-based practice, mock exams, readiness tracking, and study analytics to help learners prepare for the Tableau-Desktop-Found exam.