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The CRM Analytics consultant at AW Computing is designing dashboard. They want to add a rate between two metrics and display it in a new chart. They are finding that the new chart seems to prejudice the design of other charts.
What should the consultant do to resolve this?
A company realizes it has a lot of rich information around its cases, but unfortunately, most of this is unstructured/textual dat
a. The company is exploring how to include some of this information in its case prioritization.
Which option within CRM Analytics should a consultant leverage?
For a company with a wealth of unstructured textual data in their cases, the 'Detect Sentiment' transformation within CRM Analytics Recipes is a crucial tool. This transformation analyzes the sentiment of the text data---whether it's positive, neutral, or negative---and this insight can be highly valuable in case prioritization processes. Here's why this transformation is useful:
Insight into Customer Sentiments: By detecting sentiment, the company can prioritize cases based on the urgency and emotional tone expressed in the text, which might indicate customer dissatisfaction or urgency.
Automation and Efficiency: Automatically categorizing cases based on sentiment can streamline workflows and ensure that critical cases are handled promptly.
Enhanced Customer Service: Responding to negative sentiments swiftly can improve customer satisfaction and potentially mitigate issues before they escalate.
An CRM Analytics consultant creates a model to maximize the satisfaction of cases. They want to deploy the mode! and further use the model and predictions in an existing automated business process
powered by Salesforce Flow.
What is the most efficient way to accomplish this?
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?
The marketing team at Cloud Kicks has five dashboards in an app. Four widgets are replicas of each other in three of the dashboards.
What is the best way to maintain these widgets?
To maintain consistency and ease of updates across multiple dashboards, creating or editing a component for the widgets is the most effective method. This approach:
Efficiency in Updates: Allows changes to be made in one place, which automatically propagates to all instances where the component is used across dashboards.
Consistency: Ensures uniformity in the appearance and functionality of the widgets across different dashboards.
Simplicity: Reduces the need for redundant work, where each widget would otherwise need to be updated individually.
