Become Salesforce Certified with updated ANC-201 exam questions and correct answers
The Universal Containers company uses Einstein Analytics to build dashboards for different departments: Sales, Service, and Marketing. Users for the same department have the same role and need to have access to the same dashboards. Dashboards for different departments use some common datasets with the same row-level security.
How can an Einstein Consultant address this need?
Can you share dashboards with others in your org?
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 edgemart transformation gives the dataflow access to an existing, registered dataset that can contain Salesforce data, external data, or a combination of both.
Where is an edgemart transformation specified?
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