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Product Description

Exam Code:ANC-301

Exam Name:Implement and Manage CRM Analytics

Q&A:115 Q&As

Updated: 02-21-2025

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ExamGood Salesforce ANC-301 preparation material provides you everything you will need to take your ANC-301 certification exam. Download the latest Implement and Manage CRM Analytics ANC-301 certification exam from Examgood.com.

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ANC-301: Implement and Manage CRM Analytics

Price: $2,700.00 USD

Duration: 3 Days

Level: Intermediate

Class Code: ANC-301

Course Overview

Take your CRM Analytics skills to the next level. In this 3-day, expert-led class, you’ll learn how to develop and implement a CRM Analytics environment that contains both Salesforce and non-Salesforce data. ANC-301 Our team of experts will walk you through CRM Analytics features and settings, user setup, how to load and transform data, data security, and how to modify queries to customize dashboards so you can work more efficiently, spot trends, and predict outcomes faster.

Course Objectives

Determine your user, data, and security requirements, and establish a development process.

Set up apps and control what users can do in CRM Analytics by assigning them licenses, permission sets, and app permissions.

Load external data to CRM Analytics.

Create and run data flow to load Salesforce data, and join it with data from other datasets.

Understand and use Data Sync effectively.

Understand Recipes and Data Prep.

Understand and implement data security in CRM Analytics, and override security for implementation and testing.

Understand how filters on dashboards function and be able to use interactions when necessary.

Understand a dashboard's JSON fi le.

Explain the process of dashboard queries and modify a query to meet specific analytic requirements.

Modify dataset metadata.

Who Should Attend?

This class is ideal for integration specialists or Salesforce Administrators who want to learn more about connecting and securing data in CRM Analytics. This course is also great for business analysts or developers interested in creating advanced dashboards.

What lessons and topics will be covered?

Discovery and Planning

Meet for Discovery

Establish Users and Development Processes

User Setup and Apps

Define User Access on the CRM Analytics Platform

Create CRM Analytics Permission Sets

Assign Licenses and Permission Sets to Users

Create and Share CRM Analytics Apps

Data Connection

Define Data in CRM Analytics

Map Data

Work with CSV files

Use Data Manager

Implement Data Sync and Connections

Schedule

Generate

Build Dataflows

Data Security

Determine Security Requirements

Predicate Filters

Predicate Filters and Salesforce Data

Assign Ownership-Based Row-Level Security

Determine Role-Based Row-Level Security

Override Security for Implementation and Testing

Implement Team-Based Row-Level Security

Design Sharing Inheritance

Assess Key Considerations

Apply Sharing Inheritance to a Dataset

Metadata in a Dataset

Control Dataset Metadata

Access Salesforce Records with Dataset Actions

Dashboard Builds

Get To Know the Dashboard

Build Dashboard Templates

Understand Dashboard JSON Files

Build a Dashboard Using a JSON File Template

Optimize a Dashboard for Mobile

Create a Mobile Layout

Advanced Dashboards and Interactions

Optimize a Multi-Dataset Dashboard by Connecting Data Sources

Create a Dynamic Filter with a Result Interaction

Adjust a Chart with Custom Queries

Dashboard Query Modification

Add Derived Measures to Dashboards

Query Multiple Datasets in One Lens

Modify Complex Queries with SAQL/SQL

Evaluate Dashboard Performance with Dashboard Inspector

The Benefits of ExamGood Salesforce Consultant ANC-301 Exam Questions

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Availability of PDF and Software Versions: ExamGood ANC-301: Implement and Manage CRM Analytics exam questions are available in both PDF and software formats, offering flexibility to users. The PDF version can be printed for those who prefer hard copies. Meanwhile, the software version can be used on any device, providing a convenient and flexible study experience.

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