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Which sharing method works for this scenario?
CXOs and VPs should have access to all data irrespective of the region (APAC, EMEA, etc.). Which sharing method works for this scenario?A . Create two sets of dashboards; one for EMEA, and one for CXOs and VPs while filtering the dashboard on the region.B . Use a field on...
Which consideration should the consultant keep in mind?
After getting approval for the dashboard layout design for a desktop, the CRM Analytics consultant is ready to start the design process for a mobile layout. Which consideration should the consultant keep in mind?A . Create a layout with the property “phone” to show the dashboard on the mobile app...
Which approach ensures data security for the new Opportunity dataset?
A consultant is tasked with creating a dataset and a dashboard for a sales team. During the requirements gathering, it was highlighted that security of the data is important. It was noted that the Opportunity object has organization-wide defaults set to Private with access via the role hierarchy. Sales wants...
Which data transformation should the consultant use to determine if a subscription is new or a renewal?
An CRM Analytics consultant is working with Ursa Major Solar to build a dashboard to understand customer renewals. Each subscription is captured as a Closed Won Opportunity within Salesforce and a single Account should only have one active subscription. The consultant notices the Opportunity record does NOT specify whether it...
How should this be resolved?
A system administrator and a CRM Analytics consultant are working together on deploying arecipe/dataflow and a dataset to another org. Prior to this deployment, a package was deployed with all the custom fields used in the dataflow and dataset. While running the recipe/dataflow in the target environment, the consultant encounters...
Which option within CRM Analytics should a consultant leverage?
A company realizes it has a lot of rich information around its cases, but unfortunately, most of this is unstructured/textual data. The company is exploring how to include some of this information in its case prioritization. Which option within CRM Analytics should a consultant leverage?A . Bucket transformation in RecipesB...
