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Question 237 - Certified Tableau CRM and Einstein Discovery Consultant discussion
A consultant has been brought in to help increase the adaption of Tableau CRM. It has been identified that account managers are struggling to get an overview of their accounts before meeting with them. Ideally they would like to have key details highlighted about active cases and opportunities, opportunity value and product whitespace.
What can the consultant do to increase adoption?
A.
Create 4 analytics lenses and embed them onto the account record page
B.
Create datasets for account managers to explore
C.
Create a dashboard and embed it onto the account record page with a filter based on the viewed account
D.
Create a dashboard and embed onto the account record page
Your answer:
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