Salesforce Exam ANC-301 Topic 6 Question 40 Discussion

Actual exam question for Salesforce's ANC-301 exam

Question #: 40
Topic #: 6

Universal Containers (UC) is rolling out CRM Analytics to its field sales that include dashboards withorder data from an external source.

UC has a well-defined role hierarchy where everyone is assigned to an appropriate node on the hierarchy. In addition, the order data has a reference to a Salesforce opportunity.

An individual sales rep should be able to view all orders that they own or as part of the account team or opportunity team. The sales manager should be able to view all orders for the entire sales team. Similarly, the VP of sales should be able to view orders for everyone who rolls up in that hierarchy.

The dataset has a field called Ownerld which represents the order owner.

Given this information, how should a CRM Analytics consultant implement the above requirements?

AAs part of the recipe, use a formula on the Roleid fild to create an attribute called 'ParentRolelDs' on the dataset, and apply the following security predicate: 'ParentRolelDs' == ''$UserRoleId'' || Owned\ == '$User,id\\,

BAs part of the recipe, use the flatten operation on the role hierarchy, create a multi-value attribute called 'ParentRoleIDs' on the dataset, and apply the following security predicate: 'ParentRoleIDs' == '$User.UserRoleld' || 'TeamMember.Id' '$User, Id' || 'Ownerld' == '$User.Id'.

CAs part of the recipe, use a multi row formula on the Roleld field to create an attribute called 'ParentRoleIDs' on the dataset, and apply the following security predicate: ''$User.UserRoleld'' || 'Ownerld' == ''$User.Id'.

Show Suggested Answer

Suggested Answer: C

by Lilli at Aug 28, 2024, 12:40 AM

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21 days ago

I think option A is the best choice because it creates a new attribute based on the RoleId field and applies a security predicate that allows the sales rep, manager, and VP to view the orders they need to see.

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