Question: 1/50
A consultant needs to create a dataset that combines Opportunity data from Salesforce with a CSV file containing quarterly target quotas by Region. The combined data will be used in dashboards. Which approach is recommended?
Create a dataflow that ingests Opportunities and the CSV file, then join on Region and compute required fields
Use a dashboard-level compare table to manually match Opportunities to quota targets
Export Opportunities to a CSV, perform joins in Excel, then upload a single combined CSV each quarter
Create a recipe for Opportunities only and reference the quota CSV as a static image in the dashboard