Salesforce Implement and Manage CRM Analytics ANC-301 Exam Practice Test

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Total 115 questions
Question 1

After getting approval for the dashboard layout design for a desktop, the CRM Analytics consultant is ready to start the design process for a mobile layout.

Which consideration should the consultant keep in mind?



Answer : C

When designing for different device types in CRM Analytics, particularly for mobile layouts, it's crucial to consider how the layout will respond not just on mobile devices but also under various display conditions on desktops. Here's the rationale for focusing on this consideration:

Responsiveness: Layouts designated for tablets or phones may also be triggered on desktop environments if conditions such as browser window size or embedded frame dimensions mimic those typical of smaller devices.

Design Flexibility: Understanding this behavior is essential for creating versatile dashboards that maintain functionality and visual integrity across all potential viewing scenarios.

User Experience: Ensuring that the dashboard behaves predictably across device types and sizes enhances user engagement and effectiveness, as it provides a consistent experience regardless of the access point.

This approach ensures that the dashboard remains functional and accessible no matter how or where it is being viewed, aligning with best practices for responsive and adaptive design in modern analytics environments.


Question 2

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?



Answer : B

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.


Question 3

The CRM Analytics consultant at AW Computing is designing dashboard. They want to add a rate between two metrics and display it in a new chart. They are finding that the new chart seems to prejudice the design of other charts.

What should the consultant do to resolve this?



Answer : A


Question 4

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?



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 5

A data architect wants to use a recipe transformation to implement row level security based on role hierarchy in Salesforce.

Which transformation should the architect use to level the dataset hierarchy?



Answer : B


Question 6

In a dataset, there are multiple boolean fields. When displayed on any dashboard, the boolean fields should all be displayed in the same way: a value of true should result in the display of the word "Yes" in

green; a value of false should result in the display of the word "No" in red.

How should the consultant accomplish this?



Answer : B


Question 7

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?



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Total 115 questions