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Review Security

Learning Objectives

After completing this unit, you'll be able to:

  • Given governance and CRM Analytics asset security requirements, implement necessary security settings, including users, groups, and profiles.
  • Given row-based security requirements and security predicates, implement the appropriate dataset security settings.
  • Implement app sharing based on user, role, and group requirements.

Key Topics

This unit prepares you for the Security section of the Salesforce CRM Analytics and Einstein Discovery Consultant exam, which makes up 11% of the overall exam. This section of the exam tests these topics.

  • Security settings for users, groups, and profiles
  • Row-based security settings for datasets
  • App sharing based on user, role, and group requirements

This unit provides a number of interactive, real-world, scenario-based questions that are a lot like the ones you can encounter as a Salesforce CRM Analytics and Einstein Discovery consultant. Looking at these scenarios helps prepare you to take the Security section of the CRM Analytics and Einstein Discovery Consultant exam. As you tackle the practice questions, you get immediate feedback on your answers, along with detailed information on why your answers are correct (or incorrect).

The unit also contains interactive flashcards centered around study topics that help you prepare for the Security section of the exam.

Exam Practice Questions

Ready to jump in? The sample tool below is not scored—it's just an easy way to quiz yourself. To use it, read the scenario, then click the answer you think is correct. Some questions may have more than one correct answer. Click Submit to learn whether the answer you chose is correct or incorrect, and why. If there's a longer explanation, click Expand and then click anywhere in the window to close it. When you reach the end, you can review the answers or retake the questions.


Did you get a scenario wrong? Check out the table below for related study material.

Scenario 1
Learn how to implement row-level security for datasets by reviewing Set Up Dataset Security to Control Access to Rows.
Scenario 2
Review Determine Row-Level Security for the Dataset and learn how to apply a row-level security predicate.

Exam Topic Flashcards

Use these interactive flashcards to brush up on some of the key topics you'll find on this part of the exam. Read the question or term on each card, then click the card to reveal the correct answer. Click the right-facing arrow to move to the next card, and the left-facing arrow to return to the previous card.


Did you get a flashcard wrong? Check out the table below for related study material.

Flashcard 1
Study Add Row-Level Security with a Security Predicate to learn what a security predicate is.
Flashcard 2
Describe app-level sharing for analytics apps by reviewing Create and Share CRM Analytics Apps to Give Business Users a Big Data Picture.

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