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Salesforce ANC-301 Exam Questions
- Salesforce Consultant Certifications
- Salesforce CRM Analytics and Einstein Discovery Consultant Certifications
- Topic 1: Overview of User Access on the Tableau CRM Platform/ Creating Tableau CRM Permission Sets
- Topic 2: Establishing Your Users and Development Process/ Discovery and Planning
- Topic 3: Preparing Datasets with Recipes with Data Prep/ Overview of the Dataflow Process
- Topic 4: Running, Monitoring, and Scheduling a Dataflow/ Loading External CSV Data
- Topic 5: Overriding Security for Implementation and Testing/ Implementing Ownership-Based Row-Level Security
- Topic 6: Adding Quick Action Menus for Records in Tableau CRM/ Overview of Extended Metadata (XMD)
- Topic 7: Optimizing Dashboards for a Mobile Device/ Dashboard Templates and Mobile Dashboards
- Topic 8: Implementing Team-Based Row-Level Security/ Assigning Licenses and Permission Sets to Users
- Topic 9: Understanding Filters in Lenses and Dashboards/ Creating and Sharing Tableau CRM Apps
- Topic 10: Overview of Tableau CRM Dashboard Templates/ Implementing Role-Based Row-Level Security
- Topic 11: Salesforce Analytics Query Language (SAQL)/ Building a Dashboard Using a Template
- Topic 12: Overview of Using Predicate Filters/ SAQL Queries in a Tableau CRM Dashboard
Free Salesforce ANC-301 Exam Actual Questions
Note: Premium Questions for ANC-301 were last updated On Jul. 18, 2026 (see below)
The marketing team at Cloud Kicks has five dashboards in an app. Four widgets are replicas of each other in three of the dashboards.
What is the best way to maintain these widgets?
To maintain consistency and ease of updates across multiple dashboards, creating or editing a component for the widgets is the most effective method. This approach:
Efficiency in Updates: Allows changes to be made in one place, which automatically propagates to all instances where the component is used across dashboards.
Consistency: Ensures uniformity in the appearance and functionality of the widgets across different dashboards.
Simplicity: Reduces the need for redundant work, where each widget would otherwise need to be updated individually.
A CRM Analytics consultant is reviewing results from an Einstein Discovery story with a business user. They agree with the findings but notice that none of the fields used in the story have a correlation value greater than 4%. The client is now concerned that the model
may not be good enough to deploy.
Which action should the consultant take?
A manager at Cloud Kicks asks for data in a dashboard to be refreshed after the sync of an external connection to Google BigQuery.
How should the consultant accomplish this?
For Cloud Kicks' requirement to refresh dashboard data synchronously with the sync of an external connection to Google BigQuery, the most efficient method is:
Event-Based Triggers: Using CRM Analytics, you can set up recipes to run on an event-based trigger. This ensures that the recipe (which processes the data for the dashboard) only runs after the external data sync is completed.
Salesforce External Connection Syncs: By specifically targeting the synchronization event of the Salesforce external connection with Google BigQuery, the recipe ensures data consistency and timeliness without manual intervention.
Automation and Efficiency: This approach minimizes latency and maximizes data freshness, aligning data processing closely with data availability, thus enhancing dashboard accuracy.
The CRM Analytics consultant at Universal Containers (UC) has set up data sync for the Salesforce Opportunity object with the Amount currency field added. This is being used in multiple datasets and dashboards, as UC is a multi-currency organization.
The currency used in Salesforce records is set up in GBP but the data on the dashboard is converting to USD. Conversion logic is not set up on any of the recipes.
Why is the currency converting?
In Salesforce CRM Analytics, when dealing with multi-currency environments, the system relies on the organization's corporate currency setting for reporting, unless explicitly overridden. In this case, even though the Opportunity data is stored in GBP in Salesforce, the dashboards are showing USD because the corporate currency for the org is set to USD. This behavior is expected unless currency conversion logic is implemented in the datasets or recipes.
The corporate currency serves as the default for currency fields in datasets and dashboards unless configured otherwise. This can be confirmed under the 'Manage Currencies' settings in Salesforce.
Universal Containers has a dashboard for sales managers. They need the ability to visualize the number of Closed Won opportunities by month, quarter, or year, and then display the result in a single chart. A CRM Analytics consultant creates a custom query to display three values:
ClosedDate_month, ClosedDate_ quarter, and ClosedDate_year.
What should the consultant do next?
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