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Universal Containers (UC) is rolling out CRM Analytics to its field sales that include dashboards withorder data from an external source.
UC has a well-defined role hierarchy where everyone is assigned to an appropriate node on the hierarchy. In addition, the order data has a reference to a Salesforce opportunity.
An individual sales rep should be able to view all orders that they own or as part of the account team or opportunity team. The sales manager should be able to view all orders for the entire sales team. Similarly, the VP of sales should be able to view orders for everyone who rolls up in that hierarchy.
The dataset has a field called Ownerld which represents the order owner.
Given this information, how should a CRM Analytics consultant implement the above requirements?
The CRM Analytics consultant at Universal Containers has set data syncs and recipe runs back to back. However, they notice that the data syncs and recipe run jobs fail repeatedly. Upon investigation,
they realize the data syncs and recipes are tightly coupled which leads to too many runs being queued and eventually being canceled.
How should the consultant resolve this issue?
A CRM Analytics consultant has enabled data sync manually in an org that uses dataflows/recipes. The client says that the dataflow/recipe fails each time it starts running.
What is causing the dataflow/recipe to fail?
A client has two datasets that are used across seven different dashboards. Three of these dashboards are used by marketing and four are used by sales. The client requires that only marketing can
access the marketing dashboards and only sales can access the sales dashboards.
Which solution should a consultant recommend?
Universal Containers is setting up a Sales Analytics app to track the sales performance across all regions. The role hierarchy is well-structured with separate branches for various global regions.
Viewer access has been provided to the regional sales reps based on the following roles.
* Regional Sales - APAC
* Regional Sales - EMEA
* Regional Sales - LATAM
* Regional Sales - NA
The CRM Analytics project team receives a request to extend Editor
access to the app to 20 'Superusers' across all regions.
What is the optimal solution?
What are various ways to incorporate blank space in a CRM Analytics dashboard?
In a dataset, there are multiple boolean fields. When displayed on any dashboard, the boolean fields should all be displayed in the same way: a value of true should result in the display of the word "Yes" in
green; a value of false should result in the display of the word "No" in red.
How should the consultant accomplish this?
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?
Universal Containers intends to use a custom Salesforce big object in its org and visualize the data using CRM Analytics. As the number of rows to be synced is quite large, the CRM Analytics consultant is looking to set up an incremental sync with additional filters added as part of the data sync to improve performance.
What should the consultant keep in mind while implementing this?
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?
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