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The CRM Analytics project team at Universal Containers is creating an app with dashboards, datasets, and lenses. The app has been shared with multiple users with Viewer, Editor, and/or Manager
access.
One end user is unable to view the dashboard watchlist that was previously set up. They are receiving a ''Resource not found'' error while trying to access the dashboard. The team confirms that the end
user has Viewer access to the app but the project team is able to view the dashboard.
What is the reason for this error?
A data architect wants to use a recipe transformation to implement row level security based on role hierarchy in Salesforce.
Which transformation should the architect use to level the dataset hierarchy?
The CRM Analytics consultant at Universal Containers has set data syncs and recipe runs back to back. However, they notice that the data syncs and recipe run jobs fail repeatedly. Upon investigation,
they realize the data syncs and recipes are tightly coupled which leads to too many runs being queued and eventually being canceled.
How should the consultant resolve this issue?
A team of CRM Analytics developers has been working on an existing recipe to add new derived fields. The edited version has been failing ever since, and management is requesting that the dashboard show refreshed data while they work on the edits.
How can the developers add new fields while keeping the dataset refreshed?
When faced with the need to continue refreshing data while developing new features in a recipe, the best practice is:
Clone the Existing Recipe: By cloning the recipe, developers can experiment with adding new fields and transformations without affecting the production data flow. This allows for testing and development in a sandbox-like environment.
Roll Back to a Stable Version: Rolling back the original recipe to the last stable version ensures that the production dashboards continue to receive refreshed data, maintaining business operations without disruption.
This approach not only ensures data continuity but also provides a safe environment to address any issues that may arise from new developments.
Cloud Kicks (CK) wants to use CRM Analytics to analyze trends of its sales pipeline in order to accelerate the company's sales process. To do so, CK needs to know the average time an opportunity
spends in each stage. The data can be found in the Opportunity History object, but the value is not pre-calculated in Salesforce, so a consultant recommends using a recipe to calculate it.
How should the consultant use a recipe to calculate the average time an opportunity spends in each stage?
