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Salesforce ANC-301 Exam Overview:
| Certification Vendor: | Salesforce |
|---|---|
| Exam Name: | Implement and Manage Tableau CRM |
| Exam Number: | ANC-301 |
| Exam Duration: | 105 minutes |
| Certificate Validity Period: | 2 years |
| Passing Score: | 65% |
| Exam Price: | 200 USD |
| Available Languages: | English |
| Exam Format: | Multiple-choice, Scenario-based, Multiple-select |
| Real Exam Qty: | 60 |
| Recommended Training: | Trailhead Learning Paths Implement and Manage Tableau CRM (ANC301) - Trailhead Academy |
| Exam Registration: | Webassessor |
| Sample Questions: | ![]() |
| Exam Way: | Online proctored or in-person at authorized test centers |
| Pre Condition: | No mandatory prerequisites; recommended experience with Salesforce platform, data management, and analytics concepts |
| Official Syllabus URL: | https://trailhead.salesforce.com/en/credentials/einstein-analytics-discovery-consultant |
Salesforce ANC-301 Exam Syllabus Topics:
| Section | Weight | Objectives |
|---|---|---|
| Topic 1: Custom Queries and Advanced Features | 15% | - Salesforce Analytics Query Language (SAQL) - Quick actions and custom metadata - Query modification and bindings |
| Topic 2: Discovery and Planning | 10% | - Discovery meeting and requirements gathering - Establish users and development process - Define analytics objectives and scope |
| Topic 3: Data Security | 20% | - Security requirements and models - Row-level security: ownership-based, role-based, team-based - Sharing inheritance and extended metadata (XMD) - Predicate filters and security overrides |
| Topic 4: Dashboard Templates and Mobile Dashboards | 20% | - Dashboard templates and JSON structure - Optimize and design mobile dashboards - Filters, interactions and multi-dataset dashboards - Build dashboards with templates |
| Topic 5: Connect Data | 20% | - Data connectors and transformations - Data connection overview and mapping - Dataflow design, creation, optimization and scheduling - Prepare datasets with recipes and Data Prep - Load external data (CSV, etc.) |
| Topic 6: Set Up Users and Apps | 15% | - User access overview - Create, configure and share Tableau CRM apps - Create and assign permission sets and licenses |
Salesforce Implement and Manage Tableau CRM Questions Answered by PassSureExam
- Dashboard Templates and Mobile Dashboards (20%)
- Custom Queries and Advanced Features (15%)
- Data Security (20%)
Salesforce Implement and Manage Tableau CRM Sample Questions:
Universal Containers (UC) recently activated data sync in the CRM Analytics data manager. After running the sync, UC notices that the aggregate sum of a field within the company's dataset is different than what they manually calculated by summing the same data in the Salesforce object.
What is causing the issue with the newly synced data?
- A. Differences involving trigger-updated fields
- B. Differences involving formula fields
- C. Differences involving flow-updated fields
Correct Answer: B 🗳️
A system administrator at Cloud Kicks creates a joined report to showcase the new business deals closing in the current quarter, which was well received by the business stakeholders. A manager wants to visualize this report on CRM Analytics.
The CRM Analytics consultant determines the report can be trended on CRM Analytics, but it's not working as expected.
What is causing the issue?
- A. The Analytics Integration user did not have permission to view the report on Salesforce.
- B. The Salesforce report was filtered on quarterly data which meant it did not have enough data to trend on CRM Analytics.
- C. Trending dashboards cannot be created from joined reports.
Correct Answer: C 🗳️
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?
- A. Use the "update" transformation and utilize the "filter" node.
- B. Use the recipe node "delete" and set "userID" as the deletion ID.
- C. Use the combination of recipe transformations: "join" and "filter".
Correct Answer: C 🗳️
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The CRM Analytics consultant at Cloud Kicks is asked to make sure the data on the CRM Analytics dashboard be as real-time as possible.
It was agreed to set the sync refresh time to 5 minutes for one of the local connections. The org has a CRM Analytics Plus license but users are noticing that the earliest available time is 1 hour. The minutes option is not visible to the user.
What is causing the issue?
- A. Setting up the schedule to 5 minutes feature is not available in sandbox orgs.
- B. The consultant does not have the Edit CRM Analytics Dataflows permission assigned.
- C. The earliest available time is 1 hour for CRM Analytics Plus license.
Correct Answer: C 🗳️
Explanation: Only visible for PassSureExam members. You can sign-up / login (it's free).
A CRM Analytics consultant has been asked to add a custom object to existing recipe. When trying to locate the object, the consultant can see only Direct Data and NOT the SFDC Local data sync.
How should the consultant resolve this?
- A. Create a new data sync connection, run the sync, and add to recipe.
- B. Turn on data syne for the object, run the sync, and then add to recipe.
- C. Clone the recipe, add the new object to the recipe, and run the recipe.
Correct Answer: B 🗳️



