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A new field called “CardBalance” is added to the standard object, Account. The team wants to add this new field to a Tableau CRM dataset that sources the Account object; however, the team needs to limit the users who are able to view that field’s data in the dataset. How can a Tableau CRM Consultant help them implement this new requirement?

Below is the answer and explanation for the question in the Salesforce Exams.

A new field called “CardBalance” is added to the standard object, Account. The team wants to add this new field to a Tableau CRM dataset that sources the
Account object; however, the team needs to limit the users who are able to view that field’s data in the dataset.
How can a Tableau CRM Consultant help them implement this new requirement?

  • Add the new field to the existing dataset and use the XMD file parameters to hide the new field from users who should not have access to it.
  • Create a new Account dataset containing the new field and give access to this dataset only to users who should be able to see the new field. ✅
  • Add the new field to the existing dataset and use “Security Predicates” to hide it from users who should not access it.
  • Add the new field to the existing dataset and activate “Sharing inheritance” in the Account object so only users who have access to the field in Salesforce will have access in Tableau CRM.

Correct Answers

Create a new Account dataset containing the new field and give access to this dataset only to users who should be able to see the new field. ✅

Explanation

When you share workbooks with others by publishing them to Tableau Server or Tableau Cloud, by default, all users who have access to the workbooks can see all of the data shown in the views. You can override this behavior by applying a type of filter that allows you to specify which data “rows” any given person signed in to the server can see in the view.

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.

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