Salesforce Certified Tableau CRM and Einstein Discovery Consultant — Question 80

A large company is rolling out Tableau CRM to their field sales that includes dashboards with order data from an external source. They have 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 she/he owns 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 Sales Vice President should be able to view orders for everyone who rolls up in that hierarchy.

The dataset has a field called 'OwnerId' which represents the order owner.

Given this information, how can a Tableau CRM Consultant implement the above requirements?

Answer options

• A. As part of the recipe, use a multi row formula on the RoleId field to create an attribute called 'ParentRoleIDs' on the dataset and apply following security predicate: 'ParentRoleIDs' = = "$User.UserRoleld" || 'OwnerId' -- "$User.Id".
• B. As part of the recipe, use the flatten operation on the role hierarchy and create a multivalue attribute called 'ParentRoleIDs' on the dataset and apply following security predicate: ParentRoleIDs' = = "$User.UserRoleId" || TeamMember.Id' = = "$User. Id" || OwnerId' -- "$User.Id".
• C. As part of the recipe, use the flatten operation on the role hierarchy and create a multivalue attribute called 'ParentRoleIDs' on the dataset and apply following security predicate: 'ParentRoleIDs' = = "$User.UserRoleId" && OwnerId' = = "$User.Id".
• D. As part of the recipe, use a formula on the RoleId field to create an attribute called 'ParentRoleIDs' on the dataset and apply following security predicate: 'ParentRoleIDs' = = "$User.UserRoleId" || OwnerId' = = "$User.Id".

Correct answer: B

Explanation

Option B is the correct choice because it uses the flatten operation on the role hierarchy and creates a multivalue attribute for 'ParentRoleIDs', which allows access for users based on their roles, team members, and order ownership. Options A, C, and D do not incorporate the necessary conditions for team member access and therefore do not meet the requirement for comprehensive data visibility across the hierarchy.