[{"data":1,"prerenderedAt":518},["ShallowReactive",2],{"navigation":3,"page-\u002Fcollaboration\u002Fquiz":250,"\u002Fcollaboration\u002Fquiz-surround":512,"comments-\u002Fcollaboration\u002Fquiz":517},[4],{"title":5,"path":6,"stem":7,"children":8,"page":249},"En","\u002Fen","en",[9,53,87,129,163,200,242],{"title":10,"path":11,"stem":12,"children":13,"icon":52},"CRM Analytics Foundations","\u002Fen\u002Ffoundations","en\u002F1.foundations\u002F1.index",[14,16,20,24,28,32,36,40,44,48],{"title":15,"path":11,"stem":12},"Welcome & Dev Org",{"title":17,"path":18,"stem":19},"Graded Quiz","\u002Fen\u002Ffoundations\u002Fquiz","en\u002F1.foundations\u002F10.quiz",{"title":21,"path":22,"stem":23},"What Is CRM Analytics?","\u002Fen\u002Ffoundations\u002Fwhat-is-crm-analytics","en\u002F1.foundations\u002F2.what-is-crm-analytics",{"title":25,"path":26,"stem":27},"Architecture","\u002Fen\u002Ffoundations\u002Farchitecture-and-data-flow","en\u002F1.foundations\u002F3.architecture-and-data-flow",{"title":29,"path":30,"stem":31},"The Data Layer","\u002Fen\u002Ffoundations\u002Fthe-data-layer","en\u002F1.foundations\u002F4.the-data-layer",{"title":33,"path":34,"stem":35},"The Design Layer","\u002Fen\u002Ffoundations\u002Fthe-design-layer","en\u002F1.foundations\u002F5.the-design-layer",{"title":37,"path":38,"stem":39},"The Intelligence Layer","\u002Fen\u002Ffoundations\u002Fthe-intelligence-layer","en\u002F1.foundations\u002F6.the-intelligence-layer",{"title":41,"path":42,"stem":43},"Hands-On Tour","\u002Fen\u002Ffoundations\u002Fhands-on-tour","en\u002F1.foundations\u002F7.hands-on-tour",{"title":45,"path":46,"stem":47},"Six Adoption Steps","\u002Fen\u002Ffoundations\u002Fsix-steps-and-interview-prep","en\u002F1.foundations\u002F8.six-steps-and-interview-prep",{"title":49,"path":50,"stem":51},"Interview Questions","\u002Fen\u002Ffoundations\u002Finterview-questions","en\u002F1.foundations\u002F9.interview-questions","i-lucide-compass",{"title":54,"path":55,"stem":56,"children":57,"icon":86},"Setup & User Provisioning","\u002Fen\u002Fsetup","en\u002F2.setup\u002F1.index",[58,60,64,68,72,76,80,83],{"title":59,"path":55,"stem":56},"Provisioning Users",{"title":61,"path":62,"stem":63},"Licenses & Permissions","\u002Fen\u002Fsetup\u002Flicenses-and-permission-sets","en\u002F2.setup\u002F2.licenses-and-permission-sets",{"title":65,"path":66,"stem":67},"Integration User","\u002Fen\u002Fsetup\u002Fthe-integration-user","en\u002F2.setup\u002F3.the-integration-user",{"title":69,"path":70,"stem":71},"Security User","\u002Fen\u002Fsetup\u002Fthe-security-user","en\u002F2.setup\u002F4.the-security-user",{"title":73,"path":74,"stem":75},"Analytics Settings","\u002Fen\u002Fsetup\u002Fanalytics-settings","en\u002F2.setup\u002F5.analytics-settings",{"title":77,"path":78,"stem":79},"Hands-On Access","\u002Fen\u002Fsetup\u002Fhands-on-assigning-access","en\u002F2.setup\u002F6.hands-on-assigning-access",{"title":17,"path":81,"stem":82},"\u002Fen\u002Fsetup\u002Fquiz","en\u002F2.setup\u002F7.quiz",{"title":49,"path":84,"stem":85},"\u002Fen\u002Fsetup\u002Finterview-questions","en\u002F2.setup\u002F8.interview-questions","i-lucide-settings-2",{"title":88,"path":89,"stem":90,"children":91,"icon":128},"Creating Datasets","\u002Fen\u002Fcreating-datasets","en\u002F3.creating-datasets\u002F1.index",[92,94,97,101,105,109,113,117,121,125],{"title":93,"path":89,"stem":90},"What Is a Dataset?",{"title":17,"path":95,"stem":96},"\u002Fen\u002Fcreating-datasets\u002Fquiz","en\u002F3.creating-datasets\u002F10.quiz",{"title":98,"path":99,"stem":100},"The Data Landscape","\u002Fen\u002Fcreating-datasets\u002Fthe-data-landscape","en\u002F3.creating-datasets\u002F2.the-data-landscape",{"title":102,"path":103,"stem":104},"Upload a CSV","\u002Fen\u002Fcreating-datasets\u002Fload-data-from-csv","en\u002F3.creating-datasets\u002F3.load-data-from-csv",{"title":106,"path":107,"stem":108},"Grain, Lookups & Joins","\u002Fen\u002Fcreating-datasets\u002Fgrain-lookups-and-joins","en\u002F3.creating-datasets\u002F4.grain-lookups-and-joins",{"title":110,"path":111,"stem":112},"Dataset Builder","\u002Fen\u002Fcreating-datasets\u002Fbuild-with-dataset-builder","en\u002F3.creating-datasets\u002F5.build-with-dataset-builder",{"title":114,"path":115,"stem":116},"Run the Dataflow","\u002Fen\u002Fcreating-datasets\u002Frun-and-troubleshoot-the-dataflow","en\u002F3.creating-datasets\u002F6.run-and-troubleshoot-the-dataflow",{"title":118,"path":119,"stem":120},"Build with a Recipe","\u002Fen\u002Fcreating-datasets\u002Fbuild-the-same-dataset-with-a-recipe","en\u002F3.creating-datasets\u002F7.build-the-same-dataset-with-a-recipe",{"title":122,"path":123,"stem":124},"Combine Datasets","\u002Fen\u002Fcreating-datasets\u002Fcombine-datasets","en\u002F3.creating-datasets\u002F8.combine-datasets",{"title":49,"path":126,"stem":127},"\u002Fen\u002Fcreating-datasets\u002Finterview-questions","en\u002F3.creating-datasets\u002F9.interview-questions","i-lucide-database",{"title":130,"path":131,"stem":132,"children":133,"icon":162},"Lenses & Explorations","\u002Fen\u002Flenses-and-explorations","en\u002F4.lenses-and-explorations\u002F1.index",[134,136,140,144,148,152,156,159],{"title":135,"path":131,"stem":132},"What Is a Lens?",{"title":137,"path":138,"stem":139},"Analytics Tab & Apps","\u002Fen\u002Flenses-and-explorations\u002Fthe-analytics-tab-and-apps","en\u002F4.lenses-and-explorations\u002F2.the-analytics-tab-and-apps",{"title":141,"path":142,"stem":143},"Explorer Mode Basics","\u002Fen\u002Flenses-and-explorations\u002Fexplorer-mode-basics","en\u002F4.lenses-and-explorations\u002F3.explorer-mode-basics",{"title":145,"path":146,"stem":147},"Chart, Table & SAQL","\u002Fen\u002Flenses-and-explorations\u002Fchart-table-and-saql-modes","en\u002F4.lenses-and-explorations\u002F4.chart-table-and-saql-modes",{"title":149,"path":150,"stem":151},"Editing Fields","\u002Fen\u002Flenses-and-explorations\u002Fediting-fields-and-metadata","en\u002F4.lenses-and-explorations\u002F5.editing-fields-and-metadata",{"title":153,"path":154,"stem":155},"Conversational Analytics","\u002Fen\u002Flenses-and-explorations\u002Fconversational-analytics","en\u002F4.lenses-and-explorations\u002F6.conversational-analytics",{"title":17,"path":157,"stem":158},"\u002Fen\u002Flenses-and-explorations\u002Fquiz","en\u002F4.lenses-and-explorations\u002F7.quiz",{"title":49,"path":160,"stem":161},"\u002Fen\u002Flenses-and-explorations\u002Finterview-questions","en\u002F4.lenses-and-explorations\u002F8.interview-questions","i-lucide-search",{"title":164,"path":165,"stem":166,"children":167,"icon":199},"Designing Dashboards","\u002Fen\u002Fdesigning-dashboards","en\u002F5.designing-dashboards\u002F1.index",[168,169,173,177,181,185,189,193,196],{"title":164,"path":165,"stem":166},{"title":170,"path":171,"stem":172},"Conditional Formatting","\u002Fen\u002Fdesigning-dashboards\u002Fconditional-formatting","en\u002F5.designing-dashboards\u002F2.conditional-formatting",{"title":174,"path":175,"stem":176},"Date Toggles & Faceting","\u002Fen\u002Fdesigning-dashboards\u002Fdate-toggles-and-faceting","en\u002F5.designing-dashboards\u002F3.date-toggles-and-faceting",{"title":178,"path":179,"stem":180},"Tables, Images & Themes","\u002Fen\u002Fdesigning-dashboards\u002Ftables-images-and-themes","en\u002F5.designing-dashboards\u002F4.tables-images-and-themes",{"title":182,"path":183,"stem":184},"Tooltips & Chart Markers","\u002Fen\u002Fdesigning-dashboards\u002Ftooltips-and-chart-markers","en\u002F5.designing-dashboards\u002F5.tooltips-and-chart-markers",{"title":186,"path":187,"stem":188},"KPI Micro Charts","\u002Fen\u002Fdesigning-dashboards\u002Fkpi-micro-charts","en\u002F5.designing-dashboards\u002F6.kpi-micro-charts",{"title":190,"path":191,"stem":192},"Linking Dashboards","\u002Fen\u002Fdesigning-dashboards\u002Flinking-dashboards","en\u002F5.designing-dashboards\u002F7.linking-dashboards",{"title":17,"path":194,"stem":195},"\u002Fen\u002Fdesigning-dashboards\u002Fquiz","en\u002F5.designing-dashboards\u002F8.quiz",{"title":49,"path":197,"stem":198},"\u002Fen\u002Fdesigning-dashboards\u002Finterview-questions","en\u002F5.designing-dashboards\u002F9.interview-questions","i-lucide-layout-dashboard",{"title":201,"path":202,"stem":203,"children":204,"icon":241},"Collaboration","\u002Fen\u002Fcollaboration","en\u002F6.collaboration\u002F1.index",[205,207,210,214,218,222,226,230,234,238],{"title":206,"path":202,"stem":203},"Why Collaboration Matters",{"title":49,"path":208,"stem":209},"\u002Fen\u002Fcollaboration\u002Finterview-questions","en\u002F6.collaboration\u002F10.interview-questions",{"title":211,"path":212,"stem":213},"Sharing a Dashboard","\u002Fen\u002Fcollaboration\u002Fsharing-a-dashboard","en\u002F6.collaboration\u002F2.sharing-a-dashboard",{"title":215,"path":216,"stem":217},"Notifications & Annotations","\u002Fen\u002Fcollaboration\u002Fnotifications-and-annotations","en\u002F6.collaboration\u002F3.notifications-and-annotations",{"title":219,"path":220,"stem":221},"Downloading Data","\u002Fen\u002Fcollaboration\u002Fdownloading-data","en\u002F6.collaboration\u002F4.downloading-data",{"title":223,"path":224,"stem":225},"Self-Service Explore","\u002Fen\u002Fcollaboration\u002Fself-service-exploration","en\u002F6.collaboration\u002F5.self-service-exploration",{"title":227,"path":228,"stem":229},"Views","\u002Fen\u002Fcollaboration\u002Fviews","en\u002F6.collaboration\u002F6.views",{"title":231,"path":232,"stem":233},"Subscriptions & Watchlists","\u002Fen\u002Fcollaboration\u002Fsubscriptions-and-watchlists","en\u002F6.collaboration\u002F7.subscriptions-and-watchlists",{"title":235,"path":236,"stem":237},"Onboarding & Learn","\u002Fen\u002Fcollaboration\u002Fonboarding-and-learn","en\u002F6.collaboration\u002F8.onboarding-and-learn",{"title":17,"path":239,"stem":240},"\u002Fen\u002Fcollaboration\u002Fquiz","en\u002F6.collaboration\u002F9.quiz","i-lucide-users",{"title":243,"path":244,"stem":245,"children":246,"icon":248},"This is Section","\u002Fen\u002Fthis-is-section","en\u002F7.this-is-section\u002F1.index",[247],{"title":243,"path":244,"stem":245},"i-lucide-book-open",false,{"id":251,"title":252,"access":253,"body":254,"description":294,"extension":295,"interview":253,"links":253,"meta":296,"navigation":297,"passScore":298,"path":239,"quiz":299,"seo":510,"stem":240,"video":253,"__hash__":511},"docs\u002Fen\u002F6.collaboration\u002F9.quiz.md","Collaboration: Graded Quiz",null,{"type":255,"value":256,"toc":289},"minimark",[257,261,269,280],[258,259,252],"h1",{"id":260},"collaboration-graded-quiz",[262,263,264,265,268],"p",{},"This is the graded exam for the ",[266,267,201],"strong",{}," section. It covers dashboard sharing and print, widget notifications and annotations, data downloads and their limits, self-service explore, saved views, subscriptions and watchlists, and onboarding videos. Pass it and the section is officially complete.",[270,271,273],"tip",{"icon":272},"i-lucide-target",[262,274,275,276,279],{},"You need ",[266,277,278],{},"85% to pass",". Each attempt serves a rotating set of questions drawn from a larger pool, so a failed retry gives you a fresh mix — there's nothing to memorize by position. Your average score across every section is tracked on your profile.",[262,281,282,283,288],{},"Answer every question, then submit to see your result. If you don't pass, review the ",[284,285,287],"a",{"href":286},"\u002Fcollaboration\u002Finterview-questions","interview questions"," or revisit any lesson, then try again with a new set.",{"title":290,"searchDepth":291,"depth":292,"links":293},"",1,2,[],"Take the graded CRM Analytics exam on collaboration — sharing, notifications, annotations, downloads, explore, views, subscriptions, watchlists, and onboarding videos. Score 85% to pass; questions rotate.","md",{},{"title":17},85,[300,308,315,322,329,336,343,351,358,364,371,378,385,393,400,407,414,421,428,436,443,450,457,464,470,477,484,489,496,503],{"q":301,"options":302,"answer":291,"skill":307},"When you copy a dashboard URL from the Share dialog, what does the link carry?",[303,304,305,306],"Only the dashboard ID, always opening the default state","The dashboard plus the current filter and selection state","A static image of the dashboard","A CSV of the underlying dataset","Sharing & Security",{"q":309,"options":310,"answer":291,"skill":201},"What does the dashboard Print option do that a plain browser print does not?",[311,312,313,314],"It emails the dashboard to your team","It re-lays out the dashboard into a print-friendly arrangement","It removes all security filtering","It refreshes the dataset first",{"q":316,"options":317,"answer":291,"skill":201},"Why should the end user, not the designer, set a widget notification?",[318,319,320,321],"Designers are blocked from creating notifications","The notification inherits the creator's current filter context, so it watches their slice of the data","Notifications only work in the mobile app","Designers can only create annotations",{"q":323,"options":324,"answer":291,"skill":201},"How many notifications can a single user have in CRM Analytics?",[325,326,327,328],"5","10","50","Unlimited",{"q":330,"options":331,"answer":291,"skill":201},"What does the 'notify me only the first time the conditions are met' option prevent?",[332,333,334,335],"The notification from ever firing","Repeated emails every time the schedule evaluates a still-true condition","Other users from seeing the notification","The dashboard from refreshing",{"q":337,"options":338,"answer":291,"skill":201},"Which two things can you attach when annotating a widget to Chatter?",[339,340,341,342],"A CSV export and a schedule","A screenshot of the widget and @mentions of colleagues","A security predicate and a filter","A watchlist entry and a reference line",{"q":344,"options":345,"answer":291,"skill":350},"You download data from a bar chart grouped by stage. What do you get?",[346,347,348,349],"Every row of the underlying dataset","One row per stage with the grouped measure — the chart's query result","Nothing, charts can't be downloaded","The first 10,000 records","Adoption",{"q":352,"options":353,"answer":291,"skill":350},"Why does a values table give better exports than a grouped chart?",[354,355,356,357],"It compresses better","It is ungrouped, so it returns row-level detail across all its columns","It bypasses row-level security","It has no row limit",{"q":359,"options":360,"answer":291,"skill":350},"What is the default row limit on a values table?",[327,361,362,363],"100","1,000","10,000",{"q":365,"options":366,"answer":291,"skill":350},"What is the supported ceiling when raising a values table's query limit for export?",[367,368,369,370],"1,000 rows","10,000 rows","100,000 rows","There is no limit",{"q":372,"options":373,"answer":291,"skill":350},"Users need 10,000-row exports from a heavily used dashboard. What's the recommended approach?",[374,375,376,377],"Raise the limit on the main dashboard's widget","Build a separate download-only dashboard or lens with the higher limit","Remove row-level security so queries run faster","Tell them to copy and paste from the screen",{"q":379,"options":380,"answer":291,"skill":307},"A user says the download option is missing from a widget. What do you check first?",[381,382,383,384],"The dataset's row count","Whether they have the permission that governs downloading","The dashboard's colour theme","Their watchlist settings",{"q":386,"options":387,"answer":392,"skill":350},"What does the widget Explore action do?",[388,389,390,391],"Opens the widget's query in a lens where the user can regroup and re-chart it","Exports the widget as a PDF","Sends the widget to Chatter","Rebuilds the underlying dataset",0,{"q":394,"options":395,"answer":291,"skill":201},"Which widget property removes exploration options while keeping share and notification actions?",[396,397,398,399],"Show widget actions","Show explore actions","Onboarding","Show title",{"q":401,"options":402,"answer":291,"skill":201},"What happens if you uncheck 'show widget actions' on a widget?",[403,404,405,406],"Only Explore is removed","The entire widget action menu disappears, including share, notifications, and annotate","The widget stops refreshing","The widget becomes read-only for admins",{"q":408,"options":409,"answer":291,"skill":201},"What is a saved view in CRM Analytics?",[410,411,412,413],"A copy of the dashboard with its own widgets","A named set of saved selections and filters on an existing dashboard","A scheduled email of dashboard results","A separate dataset",{"q":415,"options":416,"answer":291,"skill":307},"You share a view's URL with a colleague. What do they see?",[417,418,419,420],"Your exact numbers, bypassing their security","The same filters and selections, but data filtered by their own row-level security","The dashboard's default state","An error, because views can't be shared",{"q":422,"options":423,"answer":291,"skill":350},"What is the benefit of setting a default view?",[424,425,426,427],"It speeds up the dataset refresh","The dashboard opens directly on that user's relevant slice instead of the designer's default state","It grants access to more rows","It disables other users' views",{"q":429,"options":430,"answer":291,"skill":435},"Can one subscription include widgets from more than one dashboard?",[431,432,433,434],"No, a subscription is tied to a single dashboard","Yes — you can add widgets from multiple dashboards into the same subscription","Only if the dashboards use the same dataset","Only for admins","Subscriptions",{"q":437,"options":438,"answer":291,"skill":435},"Where do you manage the subscriptions you've already created?",[439,440,441,442],"In Setup under Permission Sets","In the Subscriptions area of Analytics Studio","In the dataset's metadata file","In the dashboard JSON",{"q":444,"options":445,"answer":291,"skill":435},"What is notable about the widgets inside a subscription email?",[446,447,448,449],"They are editable in the email","They are clickable and deep-link back to the dashboard in the org","They refresh live inside the inbox","They are always CSV attachments",{"q":451,"options":452,"answer":291,"skill":435},"What does a table subscription deliver that a widget subscription does not?",[453,454,455,456],"A chart image","An actual CSV file attachment","A link to Chatter","A watchlist entry",{"q":458,"options":459,"answer":291,"skill":307},"What is required before a user can create a table subscription?",[460,461,462,463],"Nothing extra beyond dashboard access","The separate 'Subscribe to CRM Analytics tables' permission","System Administrator profile","A live connection to the source",{"q":465,"options":466,"answer":291,"skill":435},"Roughly what file-size limit applies to a table subscription's CSV attachment?",[467,468,469,370],"300KB","3MB","30MB",{"q":471,"options":472,"answer":291,"skill":201},"What do you configure when pinning a metric to your watchlist?",[473,474,475,476],"A join key and a grain","A positive or negative influence direction and a reference line","A security predicate and a sharing rule","A dataflow schedule",{"q":478,"options":479,"answer":291,"skill":201},"Where does a watchlist metric appear?",[480,481,482,483],"In the dashboard editor only","On the CRM Analytics home screen, trending over time","As an email attachment","In the Data Manager",{"q":485,"options":486,"answer":392,"skill":350},"Which widget property surfaces a Learn action with a help video for end users?",[398,397,487,488],"Annotate","Reference line",{"q":490,"options":491,"answer":291,"skill":350},"What kind of YouTube URL must you use for a widget's onboarding video?",[492,493,494,495],"The normal watch link from the address bar","The embed URL from Share → Embed","The channel URL","Any URL works",{"q":497,"options":498,"answer":291,"skill":350},"Which statement best captures why collaboration features drive adoption?",[499,500,501,502],"They require an additional paid license that guarantees usage","They're already included in the license — adoption depends on the designer telling users they exist","They replace the need to build dashboards","They only work for administrators",{"q":504,"options":505,"answer":291,"skill":435},"How do notifications differ from subscriptions?",[506,507,508,509],"Notifications are schedule-driven; subscriptions are condition-driven","Notifications fire when a threshold condition is met; subscriptions arrive on a schedule regardless","They are the same feature with different names","Subscriptions only work on mobile",{"title":252,"description":294},"E_MX3puI7_VM2oRZBXd7oEuDdXZYdN2q6QIzDKsGeFw",[513,515],{"title":235,"path":236,"stem":237,"description":514,"children":-1},"Attach a help video to a CRM Analytics widget with the onboarding property so users can teach themselves via the Learn action — and avoid the gotcha that the URL must be a YouTube embed link, not a normal watch link.",{"title":243,"path":244,"stem":245,"description":516,"children":-1},"Start writing this section's introduction.",[],1786788929392]