The ANC-201 exam validates your ability to design and build effective analytics solutions using Salesforce CRM Analytics. This certification is ideal for consultants and developers who implement dashboards, lenses, and apps that drive business insights. The exam tests both conceptual knowledge and practical decision-making across the full analytics workflow. This page maps the syllabus, question types, and study strategies to help you prepare efficiently and confidently.
Use this topic map to guide your study for Salesforce ANC-201 (Building Lenses, Dashboards, and Apps in CRM Analytics) within the Salesforce Consultant, CRM Analytics and Einstein Discovery Consultant path.
The ANC-201 exam uses multiple question types to assess both foundational knowledge and applied reasoning. Questions progress in difficulty and reflect real-world analytics implementation challenges.
Questions emphasize practical application and encourage you to think through trade-offs between design elegance, performance, and user needs.
Effective preparation balances topic review with hands-on practice and timed drills. Allocate study time proportionally to the syllabus weight, and use practice questions to identify gaps early. The goal is to internalize patterns and build confidence in your decision-making.
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Visit the exam page to download the PDF, Online Practice Test, or get a Bundle Discount offer for both formats: Building Lenses, Dashboards, and Apps in CRM Analytics.
Dashboard Design and Dashboard Design Best Practices typically account for a significant portion of the exam. However, all five topic areas are tested, and questions often integrate multiple concepts. For example, a scenario might require you to design a dashboard (design), configure its visibility (visibility), and organize it within an app (apps and assets). Balance your study across all topics, but allocate extra time to dashboard design patterns and best practices.
In practice, you start by planning your Apps and Assets structure to organize analytics for your team. Then you design individual Dashboards using best practices for layout and interactivity. Next, you configure Dashboard Visibility to enforce security and control who sees what data. Finally, you use Supplemental Materials like labs to test your work and refine your approach. Understanding these dependencies helps you answer scenario questions that span multiple topics.
Hands-on experience is valuable because it builds muscle memory and reveals how design choices affect user experience. Prioritize labs that let you create a lens, build a dashboard from scratch, configure filters and drill-downs, and manage app permissions. If time is limited, focus on dashboard creation and design iteration, as these skills are heavily tested. Optional projects that simulate real business problems are especially useful for scenario-based questions.
Many candidates overlook the importance of mobile optimization and accessibility in dashboard design. Others confuse dashboard-level visibility settings with row-level security, or fail to consider performance implications of complex lens calculations. A frequent error is choosing a visualization type that doesn't match the data story or user goal. Review the explanations in practice questions carefully to avoid repeating these patterns on exam day.
In the final week, shift from learning new content to reinforcing weak areas and building speed. Retake practice tests in timed mode and focus on questions you missed. Review the explanations and trace back to the relevant syllabus topic. Spend 20-30 minutes daily on scenario-based questions to sharpen your decision-making. On the day before the exam, do a light review of key terms and best practices, then rest well to arrive focused and confident.
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?
Exhibit.
Given that the queries are using different datasets, which change should a CRM Analytics consultant make to solve this issue?
A client has two datasets that are used across seven different dashboards. Three of these dashboards are used by marketing and four are used by sales. The client requires that only marketing can
access the marketing dashboards and only sales can access the sales dashboards.
Which solution should a consultant recommend?
A new picklist value was added for the Category field on the Account object. This field is already added as part of the Account object data sync and the respective recipe that uses this field.
The CRM Analytics team reports that when they start the recipe it runs successfully with no errors or warnings, but they are unable to See this new values on their existing dashboards.
What is the oridi4 of this issue?
CRM Analytics team is asked to build a Service Analytics dashboard for the service agents.
What are the main "Deep Design Thinking" principles the team should keep in mind during the discovery sessions?
