Question 56

A large company is rolling out Einstein Analytics to their field sales. They have a well-defined role hierarchy where everyone is assigned to an appropriate node on the hierarchy.
An individual Sales rep should be able to view all opportunities that she/he owns or as part of the account team or opportunity team. The Sales Manager should be able to view all opportunities for the entire Sales team. Similarly, the Sales Vice President should be able to view opportunities for everyone who rolls up in that hierarchy.
The opportunity dataset has a field called 'Ownerld' which represents the opportunity owner.
Given this information, how can an Einstein Consultant implement the above requirements?
  • Question 57

    AW Computing will start using Tableau Online to report on some of its Salesforce data to users who do NOT have an SFDC license.
    What is the first step the CRM Analytics consultant should take?
  • Question 58

    Universal Containers (UC) creates a dataset, "Book11", containing a budget per region per month for the first 6 months of the year, as shown in the graphic below. Now, UC wants to create a lens showing the total budget for each region for each month. Every combination of region and month must be shown in the lens, even if there is no data.

    How should a CRM Analytics consultant help UC build this lens?
  • Question 59

    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 to keep this security in place for the dashboard. Looking at the Opportunity data, the consultant sees that the VP of sales can have access to up to 20,000 records and is unsure if sharing inheritance can be used.
    Which approach ensures data security for the new Opportunity dataset?
  • Question 60

    In a Compare Table formula, you can refer to other columns with: