A customer has a dataset consisting of over 300 unique product names. They request a prediction model with the product names included.
Which action should the CRM Analytics consultant take?
Which recommended technique should a CRM Analytics consultant
use to access CRM Analytics data from a remote app or website?
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?
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 CRM Analytics consultant has been asked to add a custom object to existing recipe. When trying to locate the object, the consultant can see only Direct Data and NOT the SFDC Local data sync.
How should the consultant resolve this?
Cloud Kicks has a dashboard that displays accounts and opportunities data in a table that contains actions to open the records in Salesforce. Since the company has allowed several accounts to be
created with the same names, when users try to perform actions, they are prompted with only a record ID to select, leaving the users confused and unable to act.
How should the CRM Analytics consultant solve this problem?
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 theOpportunity 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?
A CRM Analytics consultant is working on Sales dashboards with multiple datasets and advanced queries in the Sales Analytics app.
Sales managers in the organization have been given Editor/Manager access to the app, whereas sales reps have been given Viewer access.
Some dashboards that are in progress are not ready to be rolled out to sales reps and should only be viewable by sales managers.
How should the consultant accomplish this?
The CRM Analytics project team at Universal Containers is creating an app with dashboards, datasets, and lenses. The app has been shared with multiple users with Viewer, Editor, and/or Manager
access.
One end user is unable to view the dashboard watchlist that was previously set up. They are receiving a “Resource not found” error while trying to access the dashboard. The team confirms that the end
user has Viewer access to the app but the project team is able to view the dashboard.
What is the reason for this error?
CRM Analytics uses permissions of the Integration User to extract data from Salesforce objects and fields when a dataflow/recipe job runs.
Why should a consultant be cautious while syncing objects and fields containing sensitive data?
