Salesforce Certified Tableau CRM and Einstein Discovery Consultant — Question 70

A company uses role hierarchy to implement data security in Salesforce. They want the same role-hierarchy-based security model to apply in Tableau CRM, but want the users in a role to see data owned by other users in the same role.

Using the "flatten” transformation in a recipe, which attribute setting achieves this requirement?

Answer options

Correct answer: C

Explanation

The correct answer is C, as setting 'include_self_id' to true allows users in the same role to see data owned by others in that role, meeting the requirement. Option A does not address the user's visibility of peer records, while options B and D restrict access to only the user's own records, which does not satisfy the company's goal.