A consultant built a Tableau CRM app for the Sales Operations team. The team wants to share this app with other people at the company. The consultant recommends distributing the app as a Tableau CRM template app. In the process of creating the template, which role does the original Tableau CRM app for the Sales Operation team play?
Below is the answer and explanation for the question in the Salesforce Exams.
A consultant built a Tableau CRM app for the Sales Operations team. The team wants to share this app with other people at the company. The consultant recommends distributing the app as a Tableau CRM template app.
In the process of creating the template, which role does the original Tableau CRM app for the Sales Operation team play?
- It is the target.
- It is the template. ✅
- It is the instance.
- It is the master.
It is the template. ✅
The DTC admin might be you. Maybe you’ve just started working with the CRM Analytics platform. Or maybe you already have an app in production. In either case, Templates can help you make the most of your CRM Analytics-based solutions.
In this module, you’re going to learn all about templates. You’ll see what they are and delve into the concepts you need to understand to master them. You’ll learn some of the techniques you use to customize them for your business needs. And you’ll see how they work, up close, as we make subtle changes to a template that deliver powerful user features.
Harnessing that power takes advanced admin skills. In this case, you need to be comfortable with JSON, or have access to a developer in your company who can help. But we think you’ll find it more than worthwhile. You may not have the development skills of the DTC super admin. But even if you’re relatively new to JSON, you can understand the examples in this module. They start you on the path to developing your own templates.
You won’t actually create a template yourself, or edit the template files. Instead, we’ll show you the files and take you through the process you’d use to customize your own templates. If you want to follow along with the actual files, you can download them from the link in the Resources section at the end of this unit.
The above question is related to the Salesforce Exams. You can find all the updated questions and answers related to the Salesforce Admin Practice Exam on the “Salesforce Exams” page. If you find the update in questions or answers, do comment on this page to let us know. I will update the answers as soon as possible.
To learn about Salesforce Exams: Salesforce Exams.
Was this article helpful?
Support us to keep up the good work and to provide you even better content. Your donations will be used to help students get access to quality content for free and pay our contributors’ salaries, who work hard to create this website content! Thank you for all your support!