Salesforce Certified Tableau CRM and Einstein Discovery Consultant — Question 34

A company wants to allow users who belong to an account team to see all the Opportunities associated with that Account in Tableau CRM.
Which two actions accomplish this requirement? (Choose two.)

Answer options

• A. Create a master-detail relationship between the Salesforce Account and Opportunity objects.
• B. Apply sharing inheritance.
• C. In the dataflow, extract the AccountTeamMember object and augment it with the Opportunity object using 'AccountId' as the join field and apply following security predicate: 'AccountTeamMember.UserId' == "$User.Id".
• D. In the dataflow, extract the OpportunityTeamMember object and augment it with the Opportunity object using 'OpportunityId" as the join field and apply the following security predicate: 'OpportunityTeamMember.UserId' == "sUser.Id".

Correct answer: B, C

Explanation

Option B is correct because applying sharing inheritance allows users in an account team to automatically gain access to related Opportunities. Option C is also correct as it sets a security predicate that ensures only users in the account team can view the Opportunities linked to their Account. Options A and D do not address the requirement of user visibility based on account team membership.