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Creating Actionable Insights Using CRM Analytics

You're reading from  Creating Actionable Insights Using CRM Analytics

Product type Book
Published in Dec 2021
Publisher Packt
ISBN-13 9781801074391
Pages 368 pages
Edition 1st Edition
Languages
Author (1):
Mark Tossell Mark Tossell
Profile icon Mark Tossell

Table of Contents (19) Chapters

Preface 1. Section 1: Getting Started with CRM Analytics
2. Chapter 1: What Is CRM Analytics and Where Can You Use it? 3. Chapter 2: Developing Your First OOTB Analytics App in CRMA 4. Section 2: Building Datasets in CRMA
5. Chapter 3: Connecting Your Data Sources 6. Chapter 4: Building Data Recipes 7. Chapter 5: Advanced ETL Using CRMA Data Prep 8. Chapter 6: CRMA Lenses – Diving into Your Data One Click at a Time 9. Chapter 7: Security in CRM Analytics 10. Section 3: How to Build Awesome Analytics Dashboards in CRMA
11. Chapter 8: Building Your First CRMA Dashboard 12. Chapter 9: Advanced Dashboard Design and Build 13. Chapter 10: To Code or Not to Code? 14. Chapter 11: Best Practices in Dashboard Design Using CRMA 15. Section 4: From Data To Insight To Action
16. Chapter 12: Embedding and Actioning Your Insights 17. Questions and Answers 18. Other Books You May Enjoy

Understanding the concept and usage of security predicates

Data visibility in CRMA can be controlled using security predicates. As we mentioned earlier, row-level security for a dataset that is defined by a filter condition is called a predicate. Predicates can control data visibility based on these scenarios:

  • Role Hierarchy: In the Salesforce org, predicates can filter the data based on the user's role, but only if they are logged in. A user can only view the records that are owned by them or by the people below them in the role hierarchy in Salesforce.
  • Manager Hierarchy: In the User object, predicates can filter the data based on the Manager field in the User object. Therefore, the logged-in user may view the records that are owned by them, and by any user that reports under them in the manager hierarchy.
  • Logged-in User's Country: The data can also be filtered based on the logged-in user's country, by the predicates. A user from one country can access...
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