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A user is able to access the dashboards, lenses, and datasets of a particular app but is unable to change the name of the specific app.
What is causing the issue?
In CRM Analytics, the ability to modify the name of an app or make other significant changes typically requires Manager access. This level of access is distinct from Editor or Viewer permissions, which may allow for modifications to contents within the app but not to the app's core properties like its name. Here's the reasoning:
Access Restrictions: Manager access is specifically designed to control structural changes within the app, including renaming the app, which is considered a higher privilege operation.
Role-Based Access Control: This ensures that only users with the necessary permissions can make significant changes, protecting the integrity and configuration of the app.
Ensuring users have the appropriate level of access based on their responsibilities is a fundamental aspect of managing security and functionality in CRM Analytics.
A CRM Analytics consultant has enabled data sync manually in an org that uses dataflows/recipes. The client says that the dataflow/recipe fails each time it starts running.
What is causing the dataflow/recipe to fail?
The sales team at Cloud Kicks is requesting that datasets for their dashboards be refreshed every hour. The CRM Analytics consultant investigates if this is possible and finds that the dashboards use five datasets created from two recipes. The first recipe takes 43 minutes to run and the second recipe takes 25 minutes to run.
Which consideration should the consultant keep in mind?
In CRM Analytics, recipes are used to prepare and combine data for datasets. The total duration of the recipe runtime is an important consideration when scheduling dataset refreshes. In this case, the combined runtime for both recipes (43 minutes + 25 minutes = 68 minutes) exceeds 1 hour. Since dataset refreshes cannot be scheduled more frequently than the total recipe runtime, it would be impossible to refresh the datasets every hour. This limitation must be considered when managing dataset refresh schedules.
The CRM Analytics consultant at Cloud Kicks is asked to a dashboard displaying Opportunities data on the account's record page. The dashboard should display only opportunity data related to the current account viewed.
How should the consultant accomplish this?
The CRM Analytics consultant at Cloud Kicks (CK) notices that a specific dashboard is showing a different date and time from their locale. Upon investigating, they find that the recipe and datasets were created from a locale with a PST time zone while CK is in the CET time zone.
What led to this problem?
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