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Salesforce ANC-301 Exam Syllabus Topics:
| Section | Weight | Objectives |
|---|---|---|
| Custom Queries and Advanced Features | 15% | - Query modification and bindings - Quick actions and custom metadata - Salesforce Analytics Query Language (SAQL) |
| Dashboard Templates and Mobile Dashboards | 20% | - Dashboard templates and JSON structure - Filters, interactions and multi-dataset dashboards - Optimize and design mobile dashboards - Build dashboards with templates |
| Connect Data | 20% | - Data connectors and transformations - Dataflow design, creation, optimization and scheduling - Prepare datasets with recipes and Data Prep - Data connection overview and mapping - Load external data (CSV, etc.) |
| Data Security | 20% | - Row-level security: ownership-based, role-based, team-based - Sharing inheritance and extended metadata (XMD) - Predicate filters and security overrides - Security requirements and models |
| Set Up Users and Apps | 15% | - Create and assign permission sets and licenses - Create, configure and share Tableau CRM apps - User access overview |
| Discovery and Planning | 10% | - Establish users and development process - Define analytics objectives and scope - Discovery meeting and requirements gathering |
ANC-301 Exam Facts and Modern Study Formats
- Connect Data (20%)
- Data Security (20%)
- Set Up Users and Apps (15%)
Salesforce Implement and Manage Tableau CRM Sample Questions:
Universal Containers uses CRM Analytics to build dashboards for different departments: Sales, Service, and Marketing. Users in the same department have the same role and need to have access to the same dashboards. Dashboards for different departments use some common datasets with the same row-level security.
How should a CRM Analytics consultant address this need?
- A. Create one app for each department, put common datasets in the shared app, and use profiles to share apps.
- B. Create one app for each department, put common datasets in the shared app, and use permission sets to share apps.
- C. Create one app for each department, put common datasets in the shared app, and use roles to share apps.
Correct Answer: B 🗳️
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A CRM Analytics consultant has been tasked with providing access to CRM Analytics for a few users. They should be able to view the data but unable to export it.
Which permission should the consultant make sure to NOT include?
- A. View CRM Analytics Assets
- B. Export CRM Analytics data
- C. Download CRM Analytics data
Correct Answer: C 🗳️
Universal Containers has a dashboard for sales managers that want to visualize their win rate.
Which chart type should the consultant use to keep track of targets?
- A. Metric Radar
- B. Gauge
- C. Line
Correct Answer: B 🗳️
Universal Containers has a single dataset that contains the attainment and commission fields for all sales reps. Each sales rep should be able view the attainment data for each rep in their division. Each rep should only be able to see their own commission dat a.
Which option should a CRM Analytics consultant use to enforce this requirement?
- A. Create separate datasets for attainment and commission, and apply security Predicates and/or sharing inheritance.
- B. Add the sales organization to the attainment dataset access list to be able to view commission data.
- C. Utilize a single dataset and apply security predicates and/or sharing inheritance.
Correct Answer: A 🗳️
A CRM Analytics consultant is working on Sales dashboards with multiple datasets and advanced queries in the Sales Analytics app.
Sales managers in the organization have been given Editor/Manager access to the app, whereas sales reps have been given Viewer access.
Some dashboards that are in progress are not ready to be rolled out to sales reps and should only be viewable by sales managers.
How should the consultant accomplish this?
- A. Duplicate the dashboards and their respective datasets, and move the assets to a separate app for the sales rep.
- B. Leverage the CRM Analytics asset visibility feature to hide the assets from the users.
- C. Remove the dashboard from the 'Run App' navigation list so the sales reps cannot navigate to these dashboards.
Correct Answer: B 🗳️
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