A blog series distilling QUANTITATIVE data concepts AND USE-CASES IN THE EINSTEIN ANALYTICS PLATFORM.
I found a really interesting use-case for using the 'lookup multi value' switch in an augment transformation for the global firm I currently work in. For simplicity's sake, let's say company X has 4 external vendors in APAC - Singapore, Thailand, Philippines and Vietnam. Each of the 4 AE's should only see opportunities that they serve. The not so easy part is that the 4 are NOT the opportunity owners and are linked mainly to the oppty by region. Graphically it looks something like
Oppty Region Oppty Owner
A Vietnam John
B Philippines Jill
C Singapore James
D Vietnam Henry
The 4 external vendors are
Kyle , Rob Vietnam
When Kyle logs into Salesforce, he should only see oppty A and D / Sam should only see oppty C.
q: How can this be implemented given that the only link between the 4 to any opptys is thru the Region field?
a: Create an excel sheet listing the 4 vendors and their regions, bring it into Einstein , load it as an edgemart node THEN
AUGMENT IT TO THE OPPTY OBJECT USING multi-value joined by?...... Region
Afterwards, you would end up with a table like this.
Oppty Region Oppty Owner Vendors
A Vietnam John [Kyle, Rob]
B Phil Jill [Rudy], etc..
After you build this table, next and last step is to register the dataset and attach this as a security predicate (in pseudocode):
'Vendors' == "$User.name"