Salesforce Building Lenses, Dashboards, and Apps in CRM Analytics ANC-201 Exam Questions

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Total 115 questions
Question 1

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?



Answer : A

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.


Question 2

Universal Containers (UC) uses a Microsoft Azure SQL Data Warehouse to gather information about sales reps' objectives. UC wants to use CRM Analytics to gain insights from this data and automatically load it into a CRM Analytics dataset daily. The data also needs to be transformed and merged with data from the company's org.

Which CRM Analytics user interface features should be used to complete these requirements?



Answer : B

CRM Analytics provides out-of-the-box connectors for integrating external data sources like Microsoft Azure SQL Data Warehouse. To meet the requirement of daily automated data loading, the Microsoft Azure SQL Data Warehouse Connector can be used to pull data into CRM Analytics. Once the data is imported, dataflows or recipes can be used to transform and merge this data with the organization's Salesforce data. Recipes allow for merging datasets and applying any necessary transformations, ensuring the data from Azure is combined and transformed appropriately before analysis. Reference: CRM Analytics Connectors and Dataflows


Question 3

An CRM Analytics consultant is working with Ursa Major Solar to build a dashboard to understand customer renewals. Each subscription is captured as a Closed Won Opportunity within Salesforce and a single Account should only have one active subscription. The consultant notices the Opportunity record does NOT specify whether it is a renewal or a net new subscription.

Which data transformation should the consultant use to determine if a subscription is new or a renewal?



Answer : C

To determine whether a subscription is new or a renewal from the Opportunity records in Salesforce, the consultant should utilize a Custom Formula in the data transformation process. Here's the rationale:

Custom Formula Usage: By employing a custom formula, the consultant can create a logical expression that checks the historical data associated with each account. If an account has previous closed-won opportunities, any new opportunities can be labeled as renewals; otherwise, they are considered new subscriptions.

Data Insight: This method provides a straightforward way to derive new insights (new vs. renewal) directly from existing data without altering the data structure itself, making it a non-invasive and efficient solution.

Implementation: The custom formula can be applied in a recipe or directly within a dataflow in CRM Analytics, offering flexibility in how and where the transformation is executed.


Question 4

The administrator at Cloud Kicks has been asked to sync data from an external object created in Salesforce into CRM Analytics.

What should the administrator keep in mind?



Answer : A


Question 5

A consultant runs the sharing inheritance coverage assessment for the Opportunity object and finds that some records exceed 400 sharing descriptors.

What should the consultant do?



Answer : A

When a record exceeds 400 sharing descriptors, it can cause performance issues or sharing rule complications in CRM Analytics. In such cases, the recommended solution is to use security predicates, which allow fine-tuned control over which data is visible to users based on their sharing rules and permissions. Security predicates reduce the number of sharing descriptors by enforcing security at the dataset level rather than relying solely on record-sharing mechanisms.

Increasing the sharing descriptor limit is not an available option, and Salesforce Support does not typically increase this limit, making the use of security predicates the best approach.


Question 6

A CRM Analytics consultant has been asked to add a custom object to existing recipe. When trying to locate the object, the consultant can see only Direct Data and NOT the SFDC Local data sync.

How should the consultant resolve this?



Answer : A


Question 7

The sales team at Cloud Kicks is requesting that datasets for their dashboards be refreshed every hour. The CRM Analytics consultant investigates if this is possible and finds that the dashboards use five datasets created from two recipes. The first recipe takes 43 minutes to run and the second recipe takes 25 minutes to run.

Which consideration should the consultant keep in mind?



Answer : B

In CRM Analytics, recipes are used to prepare and combine data for datasets. The total duration of the recipe runtime is an important consideration when scheduling dataset refreshes. In this case, the combined runtime for both recipes (43 minutes + 25 minutes = 68 minutes) exceeds 1 hour. Since dataset refreshes cannot be scheduled more frequently than the total recipe runtime, it would be impossible to refresh the datasets every hour. This limitation must be considered when managing dataset refresh schedules.


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