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Salesforce Certified CRM Analytics and Einstein Discovery Consultant (Analytics-Con-201) Exam - Topic 1 Question 39 Discussion

Universal Containers has a well-defined role hierarchy in Salesforce where everyone is assigned to an appropriate node. The accounts within their instance are categorized by their demography.An individual sales rep should be able to view all accounts that they own. In addition, sales reps should be able to see any accounts where the value of the account demography matches the demography defined on their user record. A user could have more than one demography defined on their user record.To meet this requirement, the CRM Analytics consultant has set up a security predicate of the existing 'Account' dataset as follows:This, however, does not seem to be working as expected.What is causing the issue?
A) The Sales Rep is not provided access permission on custom field Demographic__c on the User object.
B) The security predicate needs to be updated as 'Ownerld' == 'sUser.id'' || 'Demography' = '$User.Demographic__c'.
C) The Analytics Security User is not provided access permission on custom field Demographic_c on the User object.

Salesforce Certified CRM Analytics and Einstein Discovery Consultant (Analytics-Con-201) Exam - Topic 1 Question 39 Discussion

Actual exam question for Salesforce's Salesforce Certified CRM Analytics and Einstein Discovery Consultant (Analytics-Con-201) exam
Question #: 39
Topic #: 1
[All Salesforce Certified CRM Analytics and Einstein Discovery Consultant (Analytics-Con-201) Questions]

Universal Containers has a well-defined role hierarchy in Salesforce where everyone is assigned to an appropriate node. The accounts within their instance are categorized by their demography.

An individual sales rep should be able to view all accounts that they own. In addition, sales reps should be able to see any accounts where the value of the account demography matches the demography defined on their user record. A user could have more than one demography defined on their user record.

To meet this requirement, the CRM Analytics consultant has set up a security predicate of the existing 'Account' dataset as follows:

This, however, does not seem to be working as expected.

What is causing the issue?

Show Suggested Answer Hide Answer
Suggested Answer: A

The issue with the security predicate not functioning as expected likely stems from a permissions issue related to the custom field Demographic__c on the User object. Here's a detailed explanation:

Field-Level Security: If the sales reps do not have access to the Demographic__c field, the security predicate which references this field cannot execute properly as the system cannot evaluate the predicate without accessing the field.

Permission Settings: Ensuring that the sales reps have the necessary permissions to view and use the Demographic__c field is crucial for the security predicate to function correctly.

Data Visibility: The security model in CRM Analytics relies heavily on the underlying data permissions in Salesforce. If these permissions are not correctly configured, the expected data visibility through CRM Analytics will not be achieved.


Contribute your Thoughts:

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Precious
4 days ago
That's a lot of moving parts, I'm surprised it's not working!
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Lyda
9 days ago
I disagree, it could also be a problem with the Analytics Security User permissions.
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Belen
14 days ago
Wait, are we sure the security predicate is even set up correctly?
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Susana
19 days ago
I think option B is the right fix!
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Keneth
24 days ago
Sounds like a permissions issue with the Demographic__c field.
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Dante
30 days ago
I thought the security predicate had to include both the owner ID and the demographic match, so option B seems like it could be the right answer.
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Merlyn
1 month ago
I feel like the issue might be with the user permissions, but I can't recall if it was specifically about the Analytics Security User in option C.
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Slyvia
1 month ago
I think we practiced a similar question where access permissions on custom fields were crucial. Could it be option A?
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Elouise
2 months ago
I remember something about security predicates needing to be precise, but I'm not sure if the syntax in option B is correct.
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