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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?

  1. Enable Inherit Sharing from Salesforce in the analytics settings and set Opportunity as the source on the dataset.
  2. Flatten the role hierarchy in the dataflow recipe and set a security predicate based on Opportunity owner and role path.
  3. Run the Sharing Inheritance Coverage Assessment for the Opportunity object in the analytics settings.

Answer(s): C

Explanation:

For ensuring that the security settings on the Opportunity object are appropriately replicated in the CRM Analytics environment, running the Sharing Inheritance Coverage Assessment is an effective strategy. Here's why:
Assessment of Inheritance Feasibility: This tool assesses whether sharing rules on the Opportunity object can be effectively inherited in the analytics environment, ensuring that the organization-wide defaults and role hierarchy are maintained.
Identification of Limitations: The assessment will identify any potential issues or limitations with inheriting sharing settings due to the large number of records (up to 20,000 for the VP of Sales), providing clear insights on how to proceed.
Guided Decision Making: Based on the outcome of the assessment, the consultant can make informed decisions about whether to directly inherit sharing or consider alternative strategies like flattening the role hierarchy or using security predicates.



What are various ways to incorporate blank space in a CRM Analytics dashboard?

  1. 1. Use the "Cell Spacing" layout property.
    2. Increase the dashboard granularity via columns, and use blank columns.
  2. Use the "Fine" row height option in layout properties, and use blank rows, Use the "With Spacing" row height property.

  3. 1. Increase the dashboard granularity via columns, and use blank columns.
    Use pages to break content into multiple tabs.

Answer(s): A

Explanation:

Incorporating blank space into a CRM Analytics dashboard can be achieved effectively through the following methods:
Cell Spacing Layout Property: This allows for consistent spacing between cells, helping to create a visually organized and less cluttered dashboard.
Increasing Dashboard Granularity via Columns: Using blank columns as a method to create deliberate space can help in visually separating different dashboard elements, enhancing readability and focus. These methods ensure that the dashboard is not only functional but also aesthetically pleasing and easy to navigate.



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? Which recommendation should the consultant give the client?

  1. Assign the app permissions "viewer", "editor", and "manager" to the three types of roles defined.
  2. Create and assign three new Salesforce profiles according to the three types of roles defined.
  3. Create and assign Salesforce permission sets according to the three types of roles defined.

Answer(s): 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.



The below image shows a numeric outcome being deployed (Regression).



Which metric is used to calculate the performance of the model in production, specifically in the Model Manager?
The below image shows a numeric outcome being deployed (Regression).
Which metric is used to calculate the performance of the model in production, specifically in the Model Manager?

  1. Area Under Curve, R2 (R-squared)
  2. Area Under Curve, Confusion Matrix
  3. Root Mean Square Error, Minimum Square Error

Answer(s): C

Explanation:

In the context of a regression model being deployed, the performance metrics used to evaluate its effectiveness in production typically include:
Root Mean Square Error (RMSE): This metric provides a measure of the average magnitude of the errors between predicted values by the model and the actual values, giving a sense of how accurately the model predicts the outcome.
Minimum Square Error: While less commonly referenced as "Minimum Square Error", metrics like Mean Squared Error (MSE) are often used to quantify the average of the squares of the errors-- essentially, the average squared difference between the estimated values and what is estimated. These metrics are crucial for assessing the performance of regression models in CRM Analytics, as they directly reflect the accuracy and reliability of the model's predictions in real-world applications.






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