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?
Universal Containers (UC) uses a Microsoft Azure SQL Data Warehouse to gather information about sales
reps' objectives. UC wants to use CRM Analytics to gain insights from this data and automatically load it into
a CRM Analytics dataset daily. The data also needs to be transformed and merged with data from the
company's org.
Which CRM Analytics user interface features should be used to complete these requirements?
CRM Analytics uses permissions of the Integration User to extract data from Salesforce objects and fields
when a dataflow/recipe job runs.
Why should a consultant be cautious while syncing objects and fields containing sensitive data?
A versioning feature allows CRM Analytics users to be added as Publishers and make changes separately
while a ‘Live’ version is still being usedby other users. Once the changes are complete, the user can then set
their updated version as the Live version.
Which CRM Analytics item is this leveraged for?
Cloud Kicks' Salesforce org has multiple currencies enabled. This company's business intelligence team uses
CRM Analytics to build a dataflow/recipe that creates a dataset, "OpportunityDataSet", which is populated
with data extracted from Opportunity. One of the extracted fields is the standard field, Amount.
Which currency will the Amount values be shown in "OpportunityDataSet"?