Salesforce ANC-201 Exam Questions Instant Access

Question 1

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?

AThe ANS local currency is set up as USD.

BThe Integration User currency is set up as USD.

CThe org corporate currency is set up as USD.

Answer : C

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.

Question 2

A company wants to create a timeline chart to visualize the evolution of its Closed Won opportunities.

What are the required parameters to build a lens that displays output similar to the image shown?

A1 measure, 0 groupings if trellis Is disabled, or 0-2 groupings If trellis is enabled

B1 measure, 1-2 groupings if trellis is disabled, or 1-4 groupings if trellis is enabled

C1 measure, 1 grouping by a date field, and either 0-1 groupings groupings by a dimension if trellis is disabled, or 0-2 groupings if trellis is enabled

Answer : C

To create a timeline chart similar to the one shown, the following parameters are typically required:

1 Measure: This could be the count of Closed Won opportunities or any other relevant metric that needs to be tracked over time.

1 Grouping by a Date Field: This is essential to plot the timeline effectively. The date field would typically be the close date of the opportunities.

Additional Groupings: Depending on the complexity and the detail needed, additional groupings can be added. For example, grouping by region or product line can provide more insights into the timeline. If trellis is used, it allows for the creation of multiple smaller charts within the main chart, each representing a slice of data based on the additional groupings.

This setup helps visualize the evolution of Closed Won opportunities over time, making it easy to spot trends, seasonal patterns, or other relevant insights.

Question 3

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?

ARemove the dashboard from the 'Run App' navigation list so the sales reps cannot navigate to these dashboards.

BDuplicate the dashboards and their respective datasets, and move the assets to a separate app for the sales rep.

CLeverage the CRM Analytics asset visibility feature to hide the assets from the users.

Answer : C

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.

Question 4

Universal Containers (UC) is looking to create a dashboard for whitespace analysis. UC wants to view a particular customer and see what similar customers have bought.

Which recipe transformation is helpful for the consultant to use while creating the dataset?

ATimeseries Forecasting

BCluster

CPredict Missing Values

Answer : B

Cluster transformation is a powerful tool in CRM Analytics recipes used for grouping similar records together based on shared attributes. In this scenario, Universal Containers (UC) wants to perform whitespace analysis by viewing a particular customer and comparing their purchase history with similar customers. The Cluster transformation would help in identifying groups of customers who have made similar purchases. This can then be used to provide insights into what the viewed customer might also be interested in purchasing, based on similar customer behaviors. Reference: CRM Analytics Recipes and Transformation

Question 5

Universal Containers' CRM Analytics team is building a dashboard with two widgets, and the queries use different datasets.

1. List widget associated to the query "Type_2" and grouped by the dimension "Type" (multi-selection)

2. Donut chart widget associated to the query "Query_pie_3" and grouped by the dimension "Type"

The team wants any selection in the List widget to filter the Donut chart and vice vers

a. Users should be able to choose more than one Type (multi-selection).

What is the recommended way to accomplish the required filtering?

AUse 'Connect Data Sources' to create a mapping of the two fields from the two datasets.

BCreate a selection based Interaction and apply It to the query of 'Query ple 3'.

CSet up a result and selection based interaction for each query.

Answer : C

Question 6

A CRM Analytics consultant has prepared a CSV file to be uploaded to CRM Analytics. By mistake, one of the column headers is modified as random non-alphanumeric characters "*&**(&*(%", which went unnoticed prior to uploading the file.

What is the expected behavior of the uploaded CSV column?

AThe column header is prefixed with 'X' upon upload.

BThe column header is auto-updated to ''Column'' + column number.

CThe column header Is set to *&**(&*(%.

Answer : A

When uploading CSV files into CRM Analytics, column headers must follow certain formatting rules. Headers containing non-alphanumeric characters, such as '&**(&(%', will automatically be adjusted. Specifically, if the column header starts with non-alphanumeric characters or contains such characters, CRM Analytics will prefix the header with 'X' to ensure compatibility with internal naming conventions. This behavior ensures that the column can be referenced in the platform without causing errors or conflicts.

Question 7

An CRM Analytics consultant creates a model to maximize the satisfaction of cases. They want to deploy the mode! and further use the model and predictions in an existing automated business process

What is the most efficient way to accomplish this?

ACreate a trigger on Case object and use REST APIs to append the predictions into the business process.

BUse the Einstein Discovery flow action to make a prediction with the flow.

CWrite an Apex class with Einstein Discovery Predictions and append them to process.

Answer : B

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