Which recommendation should the consultant give the client?

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?
A . Assign the app permissions "viewer", "editor", and "manager" to the three types of roles defined.
B . Create and assign three new Salesforce profiles according to the three types of roles defined.
C . Create and assign Salesforce permission sets according to the three types of roles defined.

View Answer

Answer: C

Explanation:

For a client implementing CRM Analytics with a variety of user roles, creating and assigning Salesforce permission sets is the most flexible and scalable solution.

Here’s why:

Flexibility and Customization: Permission sets allow for specific access rights to be compiled and assigned based on user roles without altering their existing profiles.

Scalability: As the organization grows or roles change, permission sets can be easily adjusted or reassigned to accommodate new requirements or users.

Simplified Management: Managing access via permission sets simplifies the administration of user rights, making it easier to ensure that each group has the appropriate level of access.