Salesforce ANC-301 Exam Questions Instant Access

Question 1

Universal Containers uses CRM Analytics to build dashboards for different departments: Sales, Service, and Marketing. Users in the same department have the same role and need to have access to the same dashboards. Dashboards for different departments use some common datasets with the same row-level security.

How should a CRM Analytics consultant address this need?

ACreate one app for each department, put common datasets in the shared app, and use roles to share apps.

BCreate one app for each department, put common datasets in the shared app, and use profiles to share apps.

CCreate one app for each department, put common datasets in the shared app, and use permission sets to share apps.

Answer : C

For managing access to department-specific dashboards while leveraging common datasets, the best approach involves the use of apps and permission sets. Here's why:

App Segregation: Creating a separate app for each department (Sales, Service, Marketing) allows for tailored dashboards and datasets to be grouped by department, facilitating easier management and navigation.

Shared Common Datasets: Placing common datasets in a shared app ensures that all departments can access necessary data without duplication, maintaining consistency and reducing storage requirements.

Use of Permission Sets: Leveraging permission sets to control access to these apps is a flexible and scalable approach. Permission sets can be finely tuned to grant or restrict access based on user roles within the organization, and they can be easily adjusted as roles or organizational structures change.

This structure not only ensures data security and appropriate access but also enhances the efficiency of managing CRM Analytics resources across different departments.

Question 2

Universal Containers wants to create two dashboards and has two user groups. The 'Regional Performance' dashboard should be accessible to sales reps and managers/executives to keep track of

how sales reps are performing in each region. Sales reps must only be able to see data pertaining to their respective region. The 'National Performance' dashboard is using the same data as the other

dashboard but should only be accessible to managers/executives to compare data across all regions.

In addition to row-level security to view only regional data, how should a consultant ensure that sales reps are unable to view the 'National Performance' dashboard?

ACreate one dataset, two apps; store 'Regional Performance' dashboard and dataset In one app; and provide access to both user groups to this app. Store 'National Performance' dashboard in another app and only provide access to
managers/executives.

BCreate two datasets, one app; store both 'Regional Performance' dashboard, 'National Performance' dashboard, and dataset in the app; and provide access to both user groups to this app.

CCreate one dataset, one app; store both 'Regional Performance' dashboard, 'National Performance' dashboard, and dataset in the app; and provide access to both user groups to this app. Use row-level security to restrict sales reps from seeing data in 'National Performance' dashboard.

Answer : A

Question 3

A system administrator and a CRM Analytics consultant are working together on deploying arecipe/dataflow and a dataset to another org. Prior to this deployment, a package was deployed with all the custom fields used in the dataflow and dataset.

While running the recipe/dataflow in the target environment, the consultant encounters multiple errors related to these custom fields.

How should this be resolved?

ACheck whether the system administrator has been provided access to these custom fields on the target org.

BCheck whether the Analytics Integration user has been provided access to these custom fields on the target org.

CCheck whether the consultant has been provided access to these custom fields on the target org.

Answer : B

Question 4

Cloud Kicks (CK) wants to use CRM Analytics to analyze trends of its sales pipeline in order to accelerate the company's sales process. To do so, CK needs to know the average time an opportunity

spends in each stage. The data can be found in the Opportunity History object, but the value is not pre-calculated in Salesforce, so a consultant recommends using a recipe to calculate it.

How should the consultant use a recipe to calculate the average time an opportunity spends in each stage?

AAn aggregate transformation with offset parameter to calculate the duration

BFlatten transformation with offset expressions to calculate the duration

CCustom transformation with a multiple row formula to calculate the duration

Answer : C

Question 5

A manager at Cloud Kicks wants to separate and analyze accounts based on numeric information of its opportunity records. The data includes things like amount, quantity of products, contacts, and

quotes.

How should the CRM Analytics consultant accomplish this?

ABucket for each measure and then use a global bucket to segment accounts.

BAggregate to summarize related data to account level.

CCluster in the recipes and select the metrics used for clusterization.

Answer : B

Question 6

Universal Containers (UC) builds three Einstein Discovery models in Salesforce to predict and maximize its revenue per customer. The models are for every region UC has a business: EMEA, AMER, and APAC.

How should a consultant help UC deploy the three Einstein models to Salesforce?

AFilter the account data per region and deploy the same model to all segments.

BSegment the account data per region and deploy the appropriate model for each segment.

CDeploy the same mode! to all accounts and use an Apex trigger to segment the prediction.

Answer : B

In deploying Einstein Discovery models that are tailored to different regions (EMEA, AMER, and APAC), the best approach is to segment the account data by region and apply the specific model designed for each segment. This method ensures the following:

Relevance and Accuracy: Each model can be specialized to understand and predict based on regional dynamics, which may differ significantly across geographies in terms of market behavior, customer preferences, and economic conditions.

Efficiency: Deploying region-specific models avoids the dilution of predictive power that might occur if a single model were used across all regions, which could lead to less accurate predictions.

Scalability: This approach is scalable as UC can further refine each model as more regional data becomes available or as regional market conditions evolve.

Question 7

Universal Containers has a well-defined role hierarchy in Salesforce where everyone is assigned to an appropriate node. The accounts within their instance are categorized by their demography.

An individual sales rep should be able to view all accounts that they own. In addition, sales reps should be able to see any accounts where the value of the account demography matches the demography defined on their user record. A user could have more than one demography defined on their user record.

To meet this requirement, the CRM Analytics consultant has set up a security predicate of the existing 'Account' dataset as follows:

This, however, does not seem to be working as expected.

What is causing the issue?

AThe Sales Rep is not provided access permission on custom field Demographic__c on the User object.

BThe security predicate needs to be updated as 'Ownerld' == 'sUser.id'' || 'Demography' = '$User.Demographic__c'.

CThe Analytics Security User is not provided access permission on custom field Demographic_c on the User object.

Answer : A

The issue with the security predicate not functioning as expected likely stems from a permissions issue related to the custom field Demographic__c on the User object. Here's a detailed explanation:

Field-Level Security: If the sales reps do not have access to the Demographic__c field, the security predicate which references this field cannot execute properly as the system cannot evaluate the predicate without accessing the field.

Permission Settings: Ensuring that the sales reps have the necessary permissions to view and use the Demographic__c field is crucial for the security predicate to function correctly.

Data Visibility: The security model in CRM Analytics relies heavily on the underlying data permissions in Salesforce. If these permissions are not correctly configured, the expected data visibility through CRM Analytics will not be achieved.

Salesforce Implement and Manage CRM Analytics ANC-301 Exam Questions