Universal Containers (UC) recently activated data sync in the CRM Analytics data manager. After running the sync, UC notices that the aggregate sum of a field within the company's dataset is different
than what they manually calculated by summing the same data in the Salesforce object.
What is causing the issue with the newly synced data?
In Data Alerts, a field named Region is 96.5% North Americ
a. The consultant believes that this is an important field since the majority of sales is in the North American market.
What is the appropriate action?
Cloud Kicks has informed CRM Analytics developers that they have two scenarios with restricted row-level security.
The parameters being:
1. Non-CXOs and VPs working in EMEA can have access to EMEA records only.
2. CXOs and VPs should have access to all data irrespective of the region (APAC, EMEA, etc.).
Which sharing method works for this scenario?
For Cloud Kicks' requirements regarding access to data based on roles and geographic regions, the most efficient and scalable approach is to implement row-level security using fields on the user record, like Department or Region. Here's the rationale for choosing this approach:
Scalability and Maintenance: By applying security rules based on user record fields, Cloud Kicks can manage access dynamically without needing to maintain multiple dashboards or datasets. This reduces administrative overhead and simplifies updates as roles or regional structures change.
Flexibility: Using a field on the user record to control access allows for easy expansion or modification of security policies as new regions or roles are added.
Simplicity: This method ensures a clear and straightforward security model that can be easily audited and understood by administrators and compliance teams.
Universal Containers (UC) is using CRM Analytics to create two datasets.
* Dataset A: Contains a list of activities with an "activityID" dimension and a "userID" dimension
* Dataset B: Contains a list of users with a "userID" dimension
UC wants to delete all activities from Dataset A related to users in Dataset B.
How should the CRM Analytics consultant help UC achieve this?
The CRM Analytics consultant at Universal Containers notices that some users have access to sensitive data and dashboards they should not have access to in the Manager's app.
How should the consultant fix the problem?