Salesforce Updated Tableau-CRM-and-Einstein-Discovery-Consultant Exam Questions and Answers by verity

The correct set of statements that generate a monthly amount on a cumulative basis annually is Option B. This option likely includes cumulative sum functions applied within a grouped statement, typically done with a grouping by 'Month' and an annual reset. Such SQL-like syntax is commonly used in Tableau CRM for time-based cumulative calculations.

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 address the requirement where some users need to create their own dashboards and others only need to use them, the best practice is to:

• A: Create two permission sets with different system permissions. One permission set would grant capabilities necessary for creating and managing dashboards, likely including permissions like "Create Dashboard," "Edit Dashboard," etc. The other permission set would grant only "View" permissions, restricting users to dashboard usage without modification capabilities.