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CRM Analytics
Determine Which Data to Include in the Dataset

Determine Which Data to Include in the Dataset

First, determine what data you want to include in the dataset. For this example, you will create a Targets dataset that contains all sales targets.

You will obtain sales targets from the CSV file shown below.

AccountOwnerRegionTargetTargetDate
Tony Santos Midwest 10000 1/1/2011
Lucy Timmer Northeast 50000 1/1/2011
Lucy Timmer Northeast 0 12/1/2013
Bill Rolley Midwest 15000 1/1/2011
Keith Laz Southwest 35000 1/1/2011
Lucy Timmer Southeast 40000 1/1/2011

If you were to create the dataset without implementing row-level security, any user that had access to the dataset would be able to see the sales targets for all account owners. For example, as shown below, Keith would be able to view the sales targets for all account owners.

Keith can view the sales targets for all account owners.

You need to apply row-level security to restrict access to records in this dataset.

 
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