Salesforce Certified Tableau CRM and Einstein Discovery Consultant — Question 83

A Tableau CRM consultant receives a new project from a client that wants to implement Tableau CRM. They do not currently have Tableau CRM, but want guidance around how to ensure that their users have correct access.

They have 1000 users with a small team of three people who will build datasets and dashboards. An additional 15 people should be able to create dashboards. The remaining users should only be able to view dashboards.

Which recommendation should the consultant give the client?

Answer options

• A. Assign the app permissions “viewer,” “editor,” and “manager” to the three types of roles defined.
• B. Create and assign three new Salesforce profiles according to the three types of roles defined.
• C. Assign “Tableau CRM Explorer” licenses to users that should only view the dashboard, and assign “Tableau CRM Developer” licenses to users that should be able to create datasets and dashboards.
• D. Create and assign Salesforce permission sets according to the three types of roles defined.

Correct answer: D

Explanation

The correct answer, D, is appropriate as permission sets allow for flexible assignment of access rights tailored to specific roles within the organization. Options A and B are less effective because they do not provide the granularity and flexibility needed for managing user access in Tableau CRM. Option C incorrectly categorizes user access based on license types instead of leveraging the more versatile permission sets.