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?
Acompany wants to create a timeline chart to visualize the evolution of its Closed Won opportunities.What are the required parameters to build a lens that displays output similar to the image shown?
An Einstein Discovery team created a model to maximize the margin of their sales opportunities. They want to deploy the model to the Opportunity object in order to predict the outcome of every newly created or updated Opportunity. What are the steps to accomplish this?