Access Control for Dashboards Based on Regions | Certified Sales Cloud Consultant Exam Preparation

Recommendations for Defining Access to Dashboards Based on Global and Regional Regions

Question

Cloud Kicks has sales teams distributed across global regions. The direction from sales leadership is to define access to dashboards based on region. For example, users within the region have access to regional dashboards, while the leadership team has access to global dashboards.

What should the Consultant recommend to meet this requirement?

Answers

Explanations

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A. B. C. D.

A

To meet the requirement of providing access to dashboards based on regions for Cloud Kicks' sales teams, the Consultant should recommend the following:

Answer: D. Create Dashboard folders for each regional sales team and one Dashboard folder for the leadership team.

Explanation: Creating Dashboard folders for each regional sales team and one Dashboard folder for the leadership team would provide the necessary access control based on regions. Here's a detailed explanation of why this option is the most suitable:

  1. Access Control: By creating separate Dashboard folders for each regional sales team, the Consultant ensures that users within a specific region have access to the dashboards relevant to their region only. This segregation ensures that each team can view and analyze the data specific to their region without unnecessary clutter.

  2. Regional Dashboards: By having dedicated Dashboard folders for each regional sales team, the Consultant allows the teams to focus on their specific performance metrics and goals. Each team can have their own set of dashboards customized to their regional requirements, such as specific territories, products, or customer segments.

  3. Global Dashboards: Creating a separate Dashboard folder for the leadership team allows them to access global dashboards that provide a comprehensive view of the organization's sales performance across regions. These global dashboards can include consolidated data, key performance indicators (KPIs), and metrics relevant to the overall sales strategy and goals.

  4. Access Management: With this approach, the Consultant can assign appropriate access permissions to each Dashboard folder based on user roles and responsibilities. The regional sales teams would have access to their respective folders, allowing them to view and interact with the dashboards specific to their region. The leadership team would have access to the global Dashboard folder, granting them visibility into the consolidated data and metrics from all regions.

By implementing this structure of Dashboard folders, Cloud Kicks can effectively address the requirement of providing access to dashboards based on regions while ensuring the sales teams have access to the relevant regional data and the leadership team has access to global insights.