Salesforce ANC-301 Exam Practice Test Instant Access

Question 1

A dashboard designer at Cloud Kicks creates a dashboard in CRM Analytics. The designer notices fields display on the dashboard with their API labels, such as "AccountId.Industry", and wants to change this behavior.

The designer also notices that the fields and their order appear to randomly change when a values table is created.

What should the CRM Analytics consultant explain to help the designer?

AThe default fields in a values table can be changed by reordering how fields appear in the JSON of the value table.

BThe default fields In a values table and the field labels can be modified in the dataset explorer.

CThe field labels can only be changed in the widget properties in the dashboard edit mode.

Answer : B

For the scenario at Cloud Kicks where fields display with their API labels and the fields in a values table seem to change order randomly, the correct approach is to modify these settings in the dataset explorer within CRM Analytics. This allows for a more intuitive display and control over how data is presented in dashboards.

Here's how these adjustments help:

Modifying Field Labels: Changing the field labels from their API names to more user-friendly names enhances readability and user experience. This can be done directly in the dataset explorer, which affects how fields appear across all dashboards utilizing that dataset.

Controlling Field Order: The order of fields in a values table can seem random if not explicitly set. By using the dataset explorer, a designer can specify the order in which fields appear, which then reflects consistently in the dashboard's values table.

This functionality is part of CRM Analytics' aim to provide flexible and customizable data visualization tools. Training on these features is available through various Salesforce Trailhead modules that discuss dashboard and dataset customization techniques, providing practical insights and guided tutorials to enhance dashboard design and user interaction.

Both these explanations are consistent with best practices as outlined in Salesforce's CRM Analytics documentation and the Trailhead educational content, ensuring that users are well-equipped to leverage the full capabilities of CRM Analytics for effective data management and presentation.

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

CRM Analytics consultant receives a new project from a client that wants to implement CRM Analytics. They do not currently have CRM Analytics but want guidance on how to ensure their users have the correct access.

They have 1,000 users with a small team of three people who will build both datasets and dashboards. An additional 15 people should be able to only create dashboards. The remaining users should only be able to view dashboards.

Which recommendation should the consultant give the client?

AAssign the app permissions 'viewer', 'editor', and 'manager' to the three types of roles defined.

BCreate and assign three new Salesforce profiles according to the three types of roles defined.

CCreate and assign Salesforce permission sets according to the three types of roles defined.

Answer : C

For a client implementing CRM Analytics with a variety of user roles, creating and assigning Salesforce permission sets is the most flexible and scalable solution. Here's why:

Flexibility and Customization: Permission sets allow for specific access rights to be compiled and assigned based on user roles without altering their existing profiles.

Scalability: As the organization grows or roles change, permission sets can be easily adjusted or reassigned to accommodate new requirements or users.

Simplified Management: Managing access via permission sets simplifies the administration of user rights, making it easier to ensure that each group has the appropriate level of access.

Question 4

A CRM Analytics consultant has been asked to bring data from an external database as well as five external Salesforce environments into CRM Analytics. Twenty-five objects have been enabled from the local Salesforce connector.

The requirements are:

* 10 objects should be enabled from an external database

* 12 objects each from three of the external Salesforce environments

* 15 objects each from the remaining two external Salesforce environments

The consultant estimates each connector will, per object, bring between 1,000 and 1 million rows of data.

Which limit will be exceeded?

ATotal number of enabled objects

BSalesforce external connector number of synced rows

CStorage rows of data

Answer : A

In evaluating the scenario presented where multiple external sources and objects are being integrated into CRM Analytics, we need to consider the total number of enabled objects across all connections. Here's a breakdown:

10 objects from an external database

12 objects each from three external Salesforce environments, totaling 36 objects

15 objects each from two external Salesforce environments, totaling 30 objects

25 objects already enabled from the local Salesforce connector

This brings us to a total of 101 objects enabled, which may exceed typical limits on the number of objects that can be enabled in a CRM Analytics environment, depending on the specific Salesforce licensing and platform limits.

Question 5

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?

ACancel running installations from Setup

BStop the recipe from running in Data Manager.

CUpdate the app with the new field after installation.

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 6

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?

ACreate a component with the rate chart and insert it in one of the tooltips.

BClone the dashboard and replace one of the charts with the new rate chart.

CAdjust the dashboard widgets to accommodate the rate chart.

Answer : A

Question 7

Universal Containers (UC) is using CRM Analytics to create two datasets.

* Dataset A: Contains a list of activities with an "activityID" dimension and a "userID" dimension

* Dataset B: Contains a list of users with a "userID" dimension

UC wants to delete all activities from Dataset A related to users in Dataset B.

How should the CRM Analytics consultant help UC achieve this?

AUse the combination of recipe transformations: 'join' and ''filter''.

BUse the recipe node 'delete' and set 'userID' as the deletion ID.

CUse the ''update'' transformation and utilize the 'filter' node.

Answer : A

In CRM Analytics, when dealing with two datasets, such as Dataset A (activities) and Dataset B (users), and you want to delete records from Dataset A based on the users listed in Dataset B, you would typically use a combination of a join and filter transformation in a recipe. The join transformation allows you to combine data from both datasets based on the shared userID dimension, and the filter transformation would then be used to delete or exclude any activities from Dataset A that are associated with the users from Dataset B. This approach ensures that only relevant activities remain in Dataset A after filtering out the unwanted ones. Reference: CRM Analytics Recipes: Join and Filter Transformations

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