Given this information, how should a CRM Analytics consultant implement the above requirements?

Universal Containers (UC) is rolling out CRM Analytics to its field sales that include dashboards withorder data from an external source.

UC has a well-defined role hierarchy where everyone is assigned to an appropriate node on the hierarchy. In addition, the order data has a reference to a Salesforce opportunity.

An individual sales rep should be able to view all orders that they own or as part of the account team or opportunity team. The sales manager should be able to view all orders for the entire sales team. Similarly, the VP of sales should be able to view orders for everyone who rolls up in that hierarchy. The dataset has a field called Ownerld which represents the order owner.

Given this information, how should a CRM Analytics consultant implement the above requirements?
A . As part of the recipe, use a formula on the Roleid fild to create an attribute called ‘ParentRolelDs’ on the dataset, and apply the following security predicate: ‘ParentRolelDs’ == ‘’$UserRoleId’’ || Owned == ‘$User,id\,
B . As part of the recipe, use the flatten operation on the role hierarchy, create a multi-value attribute called ‘ParentRoleIDs’ on the dataset, and apply the following security predicate: ‘ParentRoleIDs’ == "$User.UserRoleld" || ‘TeamMember.Id’ ‘$User, Id" || ‘Ownerld’ == "$User.Id".
C . As part of the recipe, use a multi row formula on the Roleld field to create an attribute called ‘ParentRoleIDs’ on the dataset, and apply the following security predicate: “$User.UserRoleld” || ‘Ownerld’ == “$User.Id".

View Answer

Answer: B

Explanation:

In addressing the requirements of Universal Containers to ensure proper visibility of order data across different levels of the sales hierarchy, the use of a security predicate based on role hierarchies is paramount.

Here’s why Option B is the ideal approach:

Flatten Operation on Role Hierarchy: This operation is essential as it allows for the creation of a simplified or "flattened" view of the hierarchical relationships within the organization. This flattened view enables the dataset to understand and respect the hierarchical structure in security implementations.

Creating a Multi-value Attribute (‘ParentRoleIDs’): By creating this attribute, the recipe can hold multiple role IDs that a particular user has visibility permissions for. This is crucial in a hierarchical organization like UC where data visibility needs to cascade down the hierarchy.

Security Predicate: The predicate (‘ParentRoleIDs’ == "$User.UserRoleld" || ‘TeamMember.Id’ == ‘$User.Id’ || ‘Ownerld’ == "$User.Id") effectively enforces that:

A user can see all orders where their role matches any of the role IDs in the ‘ParentRoleIDs’ list (hierarchical visibility).

A user can see all orders where they are specifically listed as a team member.

A user can see all orders where they are the owner.

This approach aligns with best practices for implementing row-level security in CRM Analytics, ensuring data visibility is managed correctly according to the defined organizational hierarchy and individual data ownership.