A Tableau CRM consultant receives a new project from a client that wants to implement Tableau CRM. They do not currently have Tableau CRM, but want guidance around how to ensure that their users have correct access.
They have 1000 users with a small team of three people who will build datasets and dashboards. An additional 15 people should be able to create dashboards. The remaining users should only be able to view dashboards.
Which recommendation should the consultant give the client?

A. Assign the app permissions “viewer,” “editor,” and “manager” to the three types of roles defined.

B. Create and assign three new Salesforce profiles according to the three types of roles defined.

C. Assign “Tableau CRM Explorer” licenses to users that should only view the dashboard, and assign “Tableau CRM Developer” licenses to users that should be able to create datasets and dashboards.

D. Create and assign Salesforce permission sets according to the three types of roles defined.








 

Suggested Answer: D

Community Answer: D



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