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A CRM Analytics consultant is asked to help a company report on its sales activity. The company wants to train some users to create dashboards. The company also wants one other specific team to be able to use the dashboards.
What should the consultant do to address these requirements?

  1. configure a permission set license assignment with two different levels of access.
  2. Clone the existing permission set with different system permissions.
  3. Use a permission set license with two different levels of access.

Answer(s): A

Explanation:

To meet the requirement of training some users to create dashboards while giving another team access to use (but not modify) those dashboards, the best approach is to configure a permission set license assignment with two different levels of access. You can assign specific permissions for dashboard creation to one group of users and viewing permissions to the other. This ensures the appropriate level of access based on the role without the need for duplicating permission sets or licenses unnecessarily.


Reference:

The role of permission sets and permission set licenses in managing different levels of access is outlined in Salesforce CRM Analytics user management and security documentation



Cloud Kicks' Salesforce org has multiple currencies enabled. This company's business intelligence team uses CRM Analytics to build a dataflow/recipe that creates a dataset, "OpportunityDataSet", which is populated with data extracted from Opportunity. One of the extracted fields is the standard field, Amount.
Which currency will the Amount values be shown in "OpportunityDataSet"?

  1. the connected user's currency
  2. In the integration user's currency
  3. In the currency that Is set on the "currency" attribute.

Answer(s): B

Explanation:

When a dataset like "OpportunityDataSet" is populated through a dataflow or recipe in CRM Analytics, the currency values (such as the standard field "Amount") will be displayed in the currency of the integration user unless there is specific currency conversion logic set up within the dataset or recipe. The integration user is the user whose credentials are used to run the dataflow and extract data, and their currency setting will dictate how numeric currency values are displayed unless overridden.


Reference:

Salesforce's documentation on multi-currency environments in CRM Analytics explains how the integration user's currency affects the display of numeric values.



A project team member uploads a CSV file to CRM Analytics, and they notice a few records failed during the upload. The manager wants to view the error log generated so this can be fixed and uploaded again. The manager has the CRM Analytics administrator permission but is unable to download the error log details.
Why is the manager unable to download the log details?

  1. They do not have the Upload External Data to CRM Analytics permission enabled.
  2. They do not have the Download CRM Analytics Data permission enabled.
  3. Only the user who uploaded the external data file can download the error log.

Answer(s): C

Explanation:

In CRM Analytics, when a CSV file is uploaded and errors occur during the upload process, an error log is generated. However, only the user who uploaded the external data file can download the error log, even if other users have administrative permissions. This restriction ensures that only the user responsible for the data upload can access the details to resolve the issues.


Reference:

The limitations and permissions surrounding external data uploads and error logs are outlined in CRM Analytics permissions documentation.



A consultant runs the sharing inheritance coverage assessment for the Opportunity object and finds that some records exceed 400 sharing descriptors.
What should the consultant do?

  1. Use security predicates in CRM Analytics.
  2. Contact Salesforce Support to increase the sharing descriptor limit.
  3. Increase the sharing descriptor limit in the analytics settings.

Answer(s): A

Explanation:

When a record exceeds 400 sharing descriptors, it can cause performance issues or sharing rule complications in CRM Analytics. In such cases, the recommended solution is to use security predicates, which allow fine-tuned control over which data is visible to users based on their sharing rules and permissions. Security predicates reduce the number of sharing descriptors by enforcing security at the dataset level rather than relying solely on record-sharing mechanisms. Increasing the sharing descriptor limit is not an available option, and Salesforce Support does not typically increase this limit, making the use of security predicates the best approach.


Reference:

Security predicates and their use to optimize data visibility and sharing within CRM Analytics are explained in the CRM Analytics documentation related to security and performance.






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