1. You have a dashboard already built and you want to release it. There
are varying levels or row viability what do we recommend? - ANS
✓Sharing inheritance
2. If the user has access to more than 3000 rows then sharing
inheritance will sharing inheritance work? - ANS ✓No
3. If the user has access to more than 3000 rows and no security
predicate what can a user see? - ANS ✓All rows
4. If the user has access to more than 3000 rows and View all, then what
is able for them to view? - ANS ✓All access is granted to the rows
5. If you want to upload GEOJson what do I need? - ANS ✓Permission set >
Manage custom maps
Tableau CRM Certification
, 2
Tableau
6. If you want to use flatten to setup security predicate to have people in
your role and beneath you what do you need to enable? - ANS
✓include self ID = true
7. You have a dataset from a SQL server that has a GEO field. There is a
field on the USER object that maps to GEO. - ANS ✓Row based security
based on if the 2 like columns match.
8. Only 10 specific users are allowed to access a dataset how do we
resolve this? - ANS ✓App permissions. Make the 10 people viewers
9. Does sharing inheritance work for non Salesforce objects? - ANS ✓No
10. What is the max number of records for sharing inheritance -
ANS ✓3000 rows
11. Can you use a foreign key with sharing inheritance? - ANS ✓No
12. Are security predicates ignored when sharing inheritance is
enabled? - ANS ✓No
13. You have a role hierarchy. Sales reps should be able to view
records they own, are on the sales team, are on the opportunity team.
- ANS ✓3 part security predicate. (team memberID is important here)
Tableau CRM Certification
The benefits of buying summaries with Stuvia:
Guaranteed quality through customer reviews
Stuvia customers have reviewed more than 700,000 summaries. This how you know that you are buying the best documents.
Quick and easy check-out
You can quickly pay through credit card or Stuvia-credit for the summaries. There is no membership needed.
Focus on what matters
Your fellow students write the study notes themselves, which is why the documents are always reliable and up-to-date. This ensures you quickly get to the core!
Frequently asked questions
What do I get when I buy this document?
You get a PDF, available immediately after your purchase. The purchased document is accessible anytime, anywhere and indefinitely through your profile.
Satisfaction guarantee: how does it work?
Our satisfaction guarantee ensures that you always find a study document that suits you well. You fill out a form, and our customer service team takes care of the rest.
Who am I buying these notes from?
Stuvia is a marketplace, so you are not buying this document from us, but from seller DoctorKen. Stuvia facilitates payment to the seller.
Will I be stuck with a subscription?
No, you only buy these notes for $10.99. You're not tied to anything after your purchase.