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

Before releasing an updated dashboard to production, the best practice is to remove redundant steps to ensure dashboard performance. This optimization helps in minimizing the load time and resource consumption, particularly important after iterative modifications such as adding or removing charts.

To convert the "CloseDate_Month" numerical field into a month name in the dataset, the consultant should use:

• C: computeExpression. This Dataflow node allows the transformation of existing data fields using expressions, such as converting a month number into a month name. By applying a suitable expression, the 'CloseDate_Month' can be transformed into a string representing the month’s name, enhancing readability and usability in filters.

Among the listed options, which is not a method for controlling record-level access in Salesforce:

• A: Profiles. While profiles control what a user can do broadly within the Salesforce platform (such as read, create, edit, and delete permissions on objects), they do not directly control record-level access. Record-level access is specifically managed through Sharing Rules, Organization-Wide Defaults, and Role Hierarchy.

In Salesforce, access to data can be configured at several levels, including Organization, Records, and Objects. However, Page Layouts is not a level at which access to data is configured. Page Layouts determine the arrangement of fields, related lists, and other elements on a record's page but do not control data access or security settings. Access controls are managed through settings at other specified levels such as profiles, roles, and sharing rules. Reference: Salesforce Help - Data Security