Tableau-CRM-and-Einstein-Discovery-Consultant Exam Questions Tutorials

In Tableau CRM's Insights list, insights are ranked according to their statistical significance. This means that the insights considered most impactful or relevant based on the underlying statistical analysis are presented first. This ranking helps users quickly identify the most critical insights derived from their data.

In Salesforce Tableau CRM, selecting the correct root object when using the dataset builder is crucial because the root object determines what related objects can be added to the dataset. The root object sets the base or primary focus of your dataset, and its relationships define the scope of additional data that can be included through joins and links to other Salesforce objects. Selecting an inappropriate root object might restrict the range of data that can be effectively utilized or require complicated workarounds to incorporate necessary related data. Reference: Salesforce Help - Selecting the Right Root Object

To meet the requirement where each sales rep can view attainment data for reps in their division but only see their own commission data, applying a security predicate on the existing single dataset is the most efficient and secure method. This approach allows granular control over data visibility based on user-specific criteria, directly aligning with the security and privacy needs specified.