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Hello dear community,

 

I have a question on security predicates.

As we all know we can inherit security predicates from Salesforce in TCRM so that a user only sees in a dashboard what he is able to see in SF.

But can we apply thos security predicates if we mix SF data with external data?

Let's say that I add data from an external source in a dataset that was initally created only with SF data, will the security predicates still apply to that new dataset? And if so, what are the steps to follow to set it up?

 

Thanks in advance!

#Tableau CRM #Security #Security Predicates

2 Antworten
  1. 29. Sept. 2021, 08:53
    @Luis PEREDA CALVO

    the same steps as we do for normal security predicate

    We too use external data and we use security predicate

    'Dataflow.fieldUserName' == "$

    User.Name

    "

    Basically dataflow.fieldUserName will be UserName field which is coming from external source

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