Tableau CRM is a product that allows users to create complex dashboards with supporting charts based on data from a variety of sources, some of which live on internal company shared drives. Tableau CRM can connect to external data sources using connectors or dataflows and store the data in datasets within Salesforce. Tableau CRM can also use artificial intelligence and machine learning to provide insights and recommendations based on the data

Delegated Administration allows administrators to delegate certain user management tasks to non-administrators. For example, a delegated administrator can assign permissions sets to users in specified roles or public groups without having full access to modify permission sets. Reference: https://help.salesforce.com/s/articleView?id=sf.admin_usermgt_delegated.htm&type=5

Shield Platform Encryption is a Salesforce feature that allows you to encrypt sensitive data at rest while preserving critical platform functionality. It uses a combination of tenant secrets, encryption keys, and masking policies to protect your data. A field encryption policy is a set of rules that defines which fields are encrypted and how they are masked when displayed. A field encryption policy can be used to encrypt and mask the identification number field, except for the last two digits. Reference: https://help.salesforce.com/s/articleView?id=sf.security_pe_overview.htm&type=5 https://help.salesforce.com/s/articleView?id=sf.security_pe_field_encryption_policies.htm&type=5

A matching rule is a rule that defines how records are compared for duplication based on certain fields or fuzzy logic. By including more fields or changing the matching method, you can make the matching rule more or less strict and reduce false positives or negatives. In this case, including the email field to the existing matching rule for contacts can help avoid duplicate messages for common names by checking if the email addresses are also identical. Reference: https://help.salesforce.com/s/articleView?id=sf.matching_rules_create.htm&type=5 https://help.salesforce.com/s/articleView?id=sf.matching_rules_considerations.htm&type=5

A validation rule on the Opportunity Product object to require custom date fields based on the product family will ensure that the data is captured properly. A validation rule can check if the product family matches the service plan and if so, require the start and end date fields to be filled out. This way, AW Computing can capture the term length for each service plan sold. Reference: https://help.salesforce.com/s/articleView?id=sf.fields_about_validation_rules.htm&type=5