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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?
The CRM Analytics consultant at Cloud Kicks (CK) notices that a specific dashboard is showing a different date and time from their locale. Upon investigating, they find that the recipe and datasets were created from a locale with a PST time zone while CK is in the CET time zone.
What led to this problem?
In a dataset, there are multiple boolean fields. When displayed on any dashboard, the boolean fields should all be displayed in the same way: a value of true should result in the display of the word "Yes" in
green; a value of false should result in the display of the word "No" in red.
How should the consultant accomplish this?
AW Computing will start using Tableau Online to report on some of its Salesforce data to users who do NOT have an SFDC license.
What is the first step the CRM Analytics consultant should take?
consultant is tasked with creating an opportunity dataset for a new analytics app. One requirement is to make sure users only see the opportunities they have access to in Salesforce. Opportunity records are private but shared using the role hierarchy. The consultant runs
the sharing inheritance coverage assessment and finds that the VP of sales is not covered by the sharing inheritance. The consultant decides to proceed with using sharing inheritance for the dataset.
What else does the consultant need to do?
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