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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 Mar. 05, 2026 (see below)
A versioning feature allows CRM Analytics users to be added as Publishers and make changes separately while a 'Live' version is still being used by other users. Once the changes are complete, the user can then set their updated version as the Live version.
Which CRM Analytics item is this leveraged for?
In CRM Analytics, the versioning feature described is typically leveraged for Apps. This feature allows:
Parallel Development: Users can work on changes in a separate version without affecting the live version being accessed by others.
Controlled Publishing: Once changes are finalized, the user can then promote their version to be the new live version, ensuring seamless updates without disrupting ongoing usage.
Collaborative Workflows: Facilitates teamwork by allowing multiple users to propose and test changes in a controlled environment before making those changes live.
This approach ensures that CRM Analytics apps remain dynamic and can evolve over time while maintaining stability and continuity for end-users.
In Data Alerts, a field named Region is 96.5% North Americ
a. The consultant believes that this is an important field since the majority of sales is in the North American market.
What is the appropriate action?
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?
In CRM Analytics, you can control the visibility of dashboards and other assets using the asset visibility feature. This allows the consultant to restrict access to specific assets (like dashboards) for certain groups of users, such as sales reps, without needing to duplicate datasets or move dashboards to another app. This is the most efficient way to manage access for dashboards in progress while allowing only sales managers to view the in-progress dashboards.
Cloud Kicks needs a CRM Analytics consultant to install the Appointment Analytics App. After installation, they realize the wrong field was picked and the app did not have access to a newly created field that should be used instead of the old one.
What is the first step the consultant should take to prevent erroneous dataset/dashboard creation?
If the wrong field is selected in the initial setup of an app or dataset, it is important to stop any data processing activities (like recipe executions) to prevent erroneous data from being loaded into datasets and dashboards. In this case, stopping the recipe from running in Data Manager is the correct first step. Once the recipe is stopped, the consultant can update the field selection or make other necessary corrections before restarting the process.
A CRM Analytics consultant wants to move a dataflow to a recipe in order to use aggregation nodes. To do so, they use the Dataflow to Recipe convertor and the recipe runs successfully.
However, they are unable to see the aggregated data in the dataset.
What is causing the issue?
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