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Exam Certified Tableau CRM and Einstein Discovery Consultant All Questions

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Exam Certified Tableau CRM and Einstein Discovery Consultant topic 1 question 67 discussion

Actual exam question from Salesforce's Certified Tableau CRM and Einstein Discovery Consultant
Question #: 67
Topic #: 1
[All Certified Tableau CRM and Einstein Discovery Consultant Questions]

A large company is rolling out Tableau CRM to their field sales that includes dashboards with order data from an external source. They have 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 she/he owns 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 Sales Vice President should be able to view orders for everyone who rolls up in that hierarchy.

The dataset has a field called 'OwnerId' which represents the order owner.

Given this information, how can a Tableau CRM Consultant implement the above requirements?

  • A. As part of the recipe, use a multi row formula on the RoleId field to create an attribute called 'ParentRoleIDs' on the dataset and apply following security predicate: 'ParentRoleIDs' = = "$User.UserRoleld" || 'OwnerId' -- "$User.Id".
  • B. As part of the recipe, use the flatten operation on the role hierarchy and create a multivalue attribute called 'ParentRoleIDs' on the dataset and apply following security predicate: ParentRoleIDs' = = "$User.UserRoleId" || TeamMember.Id' = = "$User. Id" || OwnerId' -- "$User.Id".
  • C. As part of the recipe, use the flatten operation on the role hierarchy and create a multivalue attribute called 'ParentRoleIDs' on the dataset and apply following security predicate: 'ParentRoleIDs' = = "$User.UserRoleId" && OwnerId' = = "$User.Id".
  • D. As part of the recipe, use a formula on the RoleId field to create an attribute called 'ParentRoleIDs' on the dataset and apply following security predicate: 'ParentRoleIDs' = = "$User.UserRoleId" || OwnerId' = = "$User.Id".
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Suggested Answer: B 🗳️
by 840acea at Dec. 13, 2024, 1:41 p.m.

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840acea
1 month, 2 weeks ago
Selected Answer: B
Neither option is correct, because join with AccountTeamMember and OpportunityTeamMember is missing. But B seems to be closer than others.
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