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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 May. 31, 2026 (see below)
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?
A CRM Analytics consultant is asked to help a company report on its sales activity. The company wants to train some users to create dashboards. The company also wants one other specific team to be able to use the dashboards.
What should the consultant do to address these requirements?
To meet the requirement of training some users to create dashboards while giving another team access to use (but not modify) those dashboards, the best approach is to configure a permission set license assignment with two different levels of access. You can assign specific permissions for dashboard creation to one group of users and viewing permissions to the other. This ensures the appropriate level of access based on the role without the need for duplicating permission sets or licenses unnecessarily.
A consultant sets up a Sales Analytics templated app that is very useful for sales operations at Universal Containers (UC). UC wants to make sure all of the data assets associated with the app, including:
recipes, dataflows, connectors, Einstein Discovery models, and prediction definitions are refreshedeveryday at 6:00 AM EST.
How should the consultant proceed?
A CRM Analytics consultant at Cloud Kicks is trying to upload data using an External Data API and the CSV file with the data was uploaded successfully. Upon analyzing the data using a lens, they find
they are unable to perform any mathematical operations as all the data and fields are treated as dimensions.
What is causing the problem?
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