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Salesforce ANC-301 Exam Topics

Salesforce ANC-301 Exam Overview :

Exam Name: Implement and Manage CRM Analytics
Exam Code: ANC-301
Certifications: Salesforce Consultant, Salesforce CRM Analytics and Einstein Discovery Consultant Certifications
See Expected Questions: Salesforce ANC-301 Expected Questions in Actual Exam

Salesforce ANC-301 Exam Objectives :

Section Objectives
Discovery and Planning
  •     Discovery Meeting
  •     Establishing Your Users and Development Process
Set Up Users and Apps
  •     Overview of User Access on the Tableau CRM Platform
  •     Creating Tableau CRM Permission Sets
  •     Assigning Licenses and Permission Sets to Users
  •     Creating and Sharing Tableau CRM Apps
Connect Data
  •     Overview of Connecting Data
  •     Data Mapping
  •     Overview of the Dataflow Process
  •     Designing a Dataflow
  •     Loading External CSV Data
  •     Creating Dataflows
  •     Optimizing Dataflows
  •     Running, Monitoring, and Scheduling a Dataflow
  •     Preparing Datasets with Recipes with Data Prep
  •     Data Connectors
  •     Additional Transformations
Data Security
  •     Overview of Security in Tableau CRM
  •     Determining Security Requirements
  •     Overview of Using Predicate Filters
  •     Implementing Ownership-Based Row-Level Security
  •     Implementing Role-Based Row-Level Security
  •     Implementing Team-Based Row-Level Security
  •     Overriding Security for Implementation and Testing
  •     Sharing Inheritance
Extended Metadata in a Dataset
  •     Overview of Extended Metadata (XMD)
  •     Updating Field Metadata
  •     Adding Quick Action Menus for Records in Tableau CRM
Dashboard Templates and Mobile Dashboards
  •     Overview of Tableau CRM Dashboard Templates
  •     Overview of JSON for Dashboards
  •     Building a Dashboard Using a Template
  •     Optimizing Dashboards for a Mobile Device
Bindings in Dashboards
  •     Understanding Filters in Lenses and Dashboards
  •     Multi-Dataset Dashboards
  •     Filters with Interactions
  •     Custom Queries
Query Modification
  •     Overview of Modifying Queries
  •     Maximizing the Use of the Compare Table
  •     Salesforce Analytics Query Language (SAQL)
  •     SAQL Queries in a Tableau CRM Dashboard
Official Information https://trailhead.salesforce.com/en/academy/classes/anc301-working-with-data-and-dashboards-in-einstein-analytics/

Updates in the Salesforce ANC-301 Exam Topics:

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