The CRM Analytics consultant at Universal Containers notices that some users have access to sensitive data and dashboards they should not have access to in the Manager's app.
How should the consultant fix the problem?
A CRM Analytics consultant wants to move a dataflow to a recipe in order to use aggregation nodes. To do so, they use the Dataflow to Recipe convertor and the recipe runs successfully.
However, they are unable to see the aggregated data in the dataset.
What is causing the issue?
A manager at Cloud Kicks wants to separate and analyze accounts based on numeric information of its opportunity records. The data includes things like amount, quantity of products, contacts, and
quotes.
How should the CRM Analytics consultant accomplish this?
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 theOpportunity 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?
CRM Analytics team plans to enable data sync.
Which limit specific to data syne should the team consider before enabling the feature because it may impact existing jobs?
In Data Alerts, a field named Region is 96.5% North America. The consultant believes that this is an important field since the majority of sales is in the North American market.
What is the appropriate action?
A consultant is preparing a dataset to predict customer lifetime value and is collecting data from a questionnaire that asks for demographic information. A very small number of respondents fill in the Income box, but the consultant thinks that it is an informative column even though it only represents 1% of respondents.
What should the consultant do?
A CRM Analytics consultant is asked to make sure the new sales performance dashboard is accessible in the mobile app. They have created multiple mobile layouts for the same dashboard.
How is CRM Analytics expected to perform?