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The CRM Analytics consultant at Universal Containers (UC) has set up data sync for the Salesforce Opportunity object with the Amount currency field added. This is being used in multiple datasets and dashboards, as UC is a multi-currency organization.
The currency used in Salesforce records is set up in GBP but the data on the dashboard is converting to USD. Conversion logic is not set up on any of the recipes.
Why is the currency converting?
In Salesforce CRM Analytics, when dealing with multi-currency environments, the system relies on the organization's corporate currency setting for reporting, unless explicitly overridden. In this case, even though the Opportunity data is stored in GBP in Salesforce, the dashboards are showing USD because the corporate currency for the org is set to USD. This behavior is expected unless currency conversion logic is implemented in the datasets or recipes.
The corporate currency serves as the default for currency fields in datasets and dashboards unless configured otherwise. This can be confirmed under the 'Manage Currencies' settings in Salesforce.
Cloud Kicks has a dashboard that displays accounts and opportunities data in a table that contains actions to open the records in Salesforce. Since the company has allowed several accounts to be
created with the same names, when users try to perform actions, they are prompted with only a record ID to select, leaving the users confused and unable to act.
How should the CRM Analytics consultant solve this problem?
A CRM Analytics consultant is asked to make sure the new sales performance dashboard is accessible in the mobile app. They have created multiple mobile layouts for the same dashboard.
How is CRM Analytics expected to perform?
Cloud Kicks (CK) has a dashboard in CRM Analytics with forecasting dat
a. One widget is a compare table using the timeseries function showing the quarterly forecast. However, CK is interested in enhancing the dashboard with a weekly forecast per customer.
How should CK achieve this?
To create a weekly forecast per customer, an SAQL (Salesforce Analytics Query Language) query can be used. The timeseries function generates forecast data based on a specified date range. In this case, the forecast is customer-specific, meaning the partition should be based on Account Name to ensure that the forecast is generated for each customer. The date column (Date Cols) should be set to Y-M-W to aggregate the forecast data on a weekly basis.
Universal Containers has a single dataset that contains the attainment and commission fields for all sales reps. Each sales rep should be able view the attainment data for each rep in their division. Each rep should only be able to see their own commission dat
a.
Which option should a CRM Analytics consultant use to enforce this requirement?
