The Salesforce ANC-201 exam, Building Lenses, Dashboards, and Apps in CRM Analytics, is part of the Salesforce Consultant,CRM Analytics and Einstein Discovery Consultant certification path. It is designed for candidates who work with CRM Analytics and need to build effective analytics experiences using apps, lenses, and dashboards. Passing this exam shows that you can create clear, useful, and controlled analytics solutions for business users. It is an important step for professionals who want to validate practical Salesforce CRM Analytics skills.
| # | Exam Topics | Sub-Topics | Approximate Weightage (%) |
|---|---|---|---|
| 1 | Apps and Assets | Creating and organizing apps, managing assets, sharing assets within apps, asset usage and structure | 22% |
| 2 | Dashboard Design | Layout planning, chart selection, filters and interactions, building user-friendly dashboard views | 26% |
| 3 | Dashboard Design Best Practices | Visual clarity, consistent design, performance considerations, effective use of space and components | 18% |
| 4 | Dashboard Visibility | Access control, sharing settings, audience targeting, visibility rules for dashboards and content | 20% |
| 5 | Supplemental Materials and Optional Project | Reference materials review, guided practice, optional project application, reinforcing exam readiness | 14% |
This exam tests more than memorization. Candidates must understand how to build CRM Analytics content, design dashboards that are effective for users, and apply best practices for visibility and usability. It also evaluates practical knowledge of apps and assets, so you need both conceptual understanding and hands-on ability to work in realistic scenarios.
QA4Exam.com provides Exam PDF and Online Practice Test materials that are built to help you prepare for the Salesforce ANC-201 exam with confidence. The PDF format gives you actual questions and answers for focused study, while the practice test helps you experience a real exam simulation before test day. Both resources are updated to reflect current exam needs, include verified answers, and help you understand the question style and timing. With repeated practice, you can improve time management, identify weak areas, and increase your chance of passing on the first attempt.
This exam is for candidates pursuing the Salesforce Consultant,CRM Analytics and Einstein Discovery Consultant certification path and for professionals who work with CRM Analytics dashboards, apps, and visibility settings.
It can be challenging because it tests practical understanding of apps, dashboard design, best practices, and visibility. Candidates who study the exam topics and practice with realistic questions are better prepared.
Braindumps alone are not the best approach. You should combine them with topic review and practice so you understand why answers are correct and can handle new question wording in the exam.
Hands-on experience is very helpful because the exam focuses on building lenses, dashboards, and apps in CRM Analytics. Practical exposure makes it easier to understand design choices, visibility settings, and best practices.
They are designed to be a strong preparation tool, especially when used for review and simulation. For the best results, study the topics, practice consistently, and use the verified answers to reinforce your understanding.
QA4Exam.com offers an Exam PDF and an Online Practice Test. The PDF supports focused study, and the online test helps you experience a timed, exam-like environment.
Practice tests help you learn the question style, manage your time, and identify weak areas before the real exam. That preparation can improve confidence and support a first-attempt pass.
Universal Containers (UC) is rolling out CRM Analytics to its field sales that include dashboards withorder data from an external source.
UC has a well-defined role hierarchy where everyone is assigned to an appropriate node on the hierarchy. In addition, the order data has a reference to a Salesforce opportunity.
An individual sales rep should be able to view all orders that they own or as part of the account team or opportunity team. The sales manager should be able to view all orders for the entire sales team. Similarly, the VP of sales should be able to view orders for everyone who rolls up in that hierarchy.
The dataset has a field called Ownerld which represents the order owner.
Given this information, how should a CRM Analytics consultant implement the above requirements?
In addressing the requirements of Universal Containers to ensure proper visibility of order data across different levels of the sales hierarchy, the use of a security predicate based on role hierarchies is paramount. Here's why Option B is the ideal approach:
Flatten Operation on Role Hierarchy: This operation is essential as it allows for the creation of a simplified or 'flattened' view of the hierarchical relationships within the organization. This flattened view enables the dataset to understand and respect the hierarchical structure in security implementations.
Creating a Multi-value Attribute ('ParentRoleIDs'): By creating this attribute, the recipe can hold multiple role IDs that a particular user has visibility permissions for. This is crucial in a hierarchical organization like UC where data visibility needs to cascade down the hierarchy.
Security Predicate: The predicate ('ParentRoleIDs' == '$User.UserRoleld' || 'TeamMember.Id' == '$User.Id' || 'Ownerld' == '$User.Id') effectively enforces that:
A user can see all orders where their role matches any of the role IDs in the 'ParentRoleIDs' list (hierarchical visibility).
A user can see all orders where they are specifically listed as a team member.
A user can see all orders where they are the owner.
This approach aligns with best practices for implementing row-level security in CRM Analytics, ensuring data visibility is managed correctly according to the defined organizational hierarchy and individual data ownership.
A CRM Analytics consultant has been asked to refactor a dashboard so that it loads quicker. After some analysis, the consultant found that most of the dashboard queries run in less than 5 seconds; however, the Opportunities Table takes more time to load when scrolled down from its initial view.
How should the consultant improve the performance of this dashboard?
A model created with a GLM algorithm produced unsatisfactory results.
When re-running the model, which type of algorithm should the consultant use to improve the results?
Universal Containers is setting up a Sales Analytics app to track the sales performance across all regions. The role hierarchy is well-structured with separate branches for various global regions.
Viewer access has been provided to the regional sales reps based on the following roles.
* Regional Sales - APAC
* Regional Sales - EMEA
* Regional Sales - LATAM
* Regional Sales - NA
The CRM Analytics project team receives a request to extend Editor
access to the app to 20 'Superusers' across all regions.
What is the optimal solution?
A CRM Analytics consultant is asked to make changes to the current sales dashboard at Cloud Kicks. The dashboard is crucial to track the daily sales performance of the company and needs to be
available for other users while the consultant works on the changes.
How should the consultant proceed to update the dashboard?
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