To allow users who belong to an account teamto see all the opportunities associated with that account in Einstein Analytics, the recommended actions are:
Apply sharing inheritance: This ensures that the security settings and visibility of the Account object are inherited by related records, like Opportunities, making it easier to manage access based on existing Salesforce CRM security models.
In the dataflow, extract the AccountTeamMember object and augment it with the Opportunity object using 'AccountId' as the join field: This method allows the consultant to directly link team members to the accounts and their opportunities, ensuring that visibility in Einstein Analytics mirrors the CRM's team-based permissions.
These approaches leverage Salesforce's inherent security features and ensure data visibility is consistent with user roles and relationships defined in the CRM system.
[Reference: https://developer.salesforce.com/, ]
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