A CRM Analytics administrator is working on deploying a dataflow and a dataset (generated by this dataflow) to another org.
While creating a change set, they notice that the components are NOT visible to be included in the change set.
What is the reason for this?
A consultant sets up a Sales Analytics templated app that is very useful for sales operations at Universal Containers (UC). UC wants to make sure all of the data assets associated with the app, including:
recipes, dataflows, connectors, Einstein Discovery models, and prediction definitions are refreshedeveryday at 6:00 AM EST.
How should the consultant proceed?
In a dataset, there are multiple boolean fields. When displayed on any dashboard, the boolean fields should all be displayed in the same way: a value of true should result in the display of the word "Yes" in
green; a value of false should result in the display of the word "No" in red.
How should the consultant accomplish this?
The CRM Analytics consultant at Universal Containers notices that some users have access to sensitive data and dashboards they should not have access to in the Manager's app.
How should the consultant fix the problem?
consultant is tasked with creating an opportunity dataset for a new analytics app. One requirement is to make sure users only see the opportunities they have access to in Salesforce. Opportunity records are private but shared using the role hierarchy. The consultant runs
the sharing inheritance coverage assessment and finds that the VP of sales is not covered by the sharing inheritance. The consultant decides to proceed with using sharing inheritance for the dataset.
What else does the consultant need to do?
Universal Containers has a well-defined role hierarchy in Salesforce where everyone is assigned to an appropriate node. The accounts within their instance are categorized by their demography.
An individual sales rep should be able to view all accounts that they own. In addition, sales reps should be able to see any accounts where the value of the account demography matches the demography defined on their user record. A user could have more than one demography defined on their user record.
To meet this requirement, the CRM Analytics consultant has set up a security predicate of the existing 'Account' dataset as follows:
This, however, does not seem to be working as expected.
What is causing the issue?
A CRM Analytics consultant is asked to help a company report on its sales activity. The company wants to train some users to create dashboards. The company also wants one other specific team to be able to use the dashboards.
What should the consultant do to address these requirements?
CRM Analytics consultant receives a new project from a client that wants to implement CRM Analytics. They do not currently have CRM Analytics but want guidance on how to ensure their users have the correct access.
They have 1,000 users with a small team of three people who will build both datasets and dashboards. An additional 15 people should be able to only create dashboards. The remaining users should only be able to view dashboards.
Which recommendation should the consultant give the client?
Which recommendation should the consultant give the client?
A CRM Analytics consultant is adding direct data into an existing recipe. When trying to click on the input node, data preview is taking a long time to show any results.
How should the consultant resolve this?
Universal Containers has a dashboard for sales managers that want to visualize their win rate.
Which chart type should the consultant use to keep track of targets?
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