CRM-Analytics-and-Einstein-Discovery-Consultant Practice Test
Salesforce Spring 25 Release 49 Questions
A client has two datasets that are used across seven different dashboards. Three of these dashboards are used by marketing and four are used by sales. The client requires that only marketing can
access the marketing dashboards and only sales can access the sales dashboards.
Which solution should a consultant recommend?
A. Create three custom apps: one for marketing dashboards with marketing as "viewer", one for sales dashboards with sales as "viewer", and one for datasets where marketing and sales are "viewer".
B. Duplicate the datasets and create two custom apps: one for marketing dashboards and datasets with marketing as “editor” and one for sales dashboards and datasets with sales as "editor".
C. Use two custom apps: one for marketing dashboards with marketing as "viewer" and one for sales dashboards with sales as “viewer". Add the datasets as references to both custom apps.
A. Create three custom apps: one for marketing dashboards with marketing as "viewer", one for sales dashboards with sales as "viewer", and one for datasets where marketing and sales are "viewer".
Explanation:
This approach aligns with best practices for access control in CRM Analytics:
Dashboards are stored in apps, and access to dashboards is controlled by app-level sharing.
By creating two separate apps, you can:
Place marketing dashboards in one app and share it only with the marketing team.
Place sales dashboards in another app and share it only with the sales team.
The datasets can be referenced in both apps without duplication, ensuring:
Data consistency across dashboards.
No need to maintain duplicate datasets, which reduces overhead and risk of data drift.
🚫 Why not A or B?
Option A: Creating a third app just for datasets is unnecessary. Datasets can be referenced across multiple apps without needing a dedicated app.
Option B: Duplicating datasets is inefficient and introduces maintenance complexity. It also increases storage usage and the risk of inconsistent data.