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Universal Containers has a well-defined role hierarchy in Salesforce where everyone is assigned to an...

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Universal Containers has a well-defined role hierarchy in Salesforce where everyone is assigned to an appropriate node. The accounts within their instance are categorized by their demography.

An individual sales rep should be able to view all accounts that they own. In addition, sales reps should be able to see any accounts where the value of the account demography matches the demography defined on their user record. A user could have more than one demography defined on their user record.

To meet this requirement, the CRM Analytics consultant has set up a security predicate of the existing 'Account' dataset as follows:

This, however, does not seem to be working as expected.

What is causing the issue?

A.

The Sales Rep is not provided access permission on custom field Demographic__c on the User object.

B.

The security predicate needs to be updated as 'Ownerld’ == "sUser.id” || ‘Demography’ = "$User.Demographic__c’.

C.

The Analytics Security User is not provided access permission on custom field Demographic_c on the User object.

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