Salesforce Consultant Tableau-CRM-and-Einstein-Discovery-Consultant Book

To open the Actions menu for a particular case shown in a dashboard in Salesforce Tableau CRM:

• B: Hover over the case number column of the values table widget and click the arrow that appears. This action will display the menu related to that specific case, offering various actions that can be performed directly from the dashboard.

To display boolean fields in a dataset as "Yes" in green for true and "No" in red for false across all dashboards:

• A: Download the XMD for the dataset and change the values and color for the fields and then upload to the dataset. Modifying the Extended Metadata (XMD) allows for comprehensive customization of how data values are displayed across all views that utilize the dataset.
• D: In the explorer, select the boolean fields, then create a derived dimension that references the boolean fields, and then modify the values and colors of the derived dimension. This approach allows for custom display settings to be applied directly within the explorer tool, tailoring the presentation of boolean values on a per-dashboard basis.

To delete activities in Dataset A related to users in Dataset B, the consultant can use a combination of dataflow transformations: "augment" and "filter." First, augment Dataset A with Dataset B using "userID" to combine the datasets based on user association. Then, apply a filter to retain only those records in Dataset A that do not have a corresponding entry in Dataset B.