Exam Name: Building Lenses, Dashboards, and Apps in Tableau CRM
Certification Provider: Salesforce
Corresponding Certification: Einstein Analytics and Discovery Consultant
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In 2026, systematic preparation beats heroic last-minute effort every time. TestKingsIT makes systematic preparation practical for the Salesforce Building Lenses, Dashboards, and Apps in Tableau CRM exam with 117 practice questions organized around the official syllabus.
Salesforce ANC-201 Exam Syllabus Topics:
| Section | Weight | Objectives |
|---|---|---|
| Einstein Discovery Integration | 5% | - Integrate predictive insights into dashboards - Understand Einstein Discovery basics within Tableau CRM |
| Tableau CRM Fundamentals | 10% | - Understand the data flow and data pipeline concepts - Explain the difference between datasets, lenses, dashboards, and apps - Describe the Tableau CRM platform and its key features |
| Dashboards | 30% | - Design and build Tableau CRM dashboards using the dashboard designer - Understand dashboard performance optimization - Configure dashboard layouts, widgets, and components - Use steps, queries, and static steps in dashboards - Implement dashboard filters, bindings, and interactions - Apply conditional formatting and custom chart types |
| Apps and App Templates | 10% | - Build and configure app templates - Create and manage Tableau CRM apps - Manage app sharing and permissions |
| Data Layer and Data Preparation | 20% | - Understand data sync and data refresh scheduling - Apply data transformations such as flatten, append, augment, and compute expressions - Connect to Salesforce and external data sources - Create and configure dataflows and recipes |
| Lenses and Exploration | 15% | - Understand visualization types and chart configurations - Use SAQL and compact form queries for advanced exploration - Create and configure lenses for exploratory analysis - Apply filters, groupings, and measures in lenses |
| Security, Administration, and Sharing | 10% | - Understand Salesforce Shield encryption integration - Configure row-level and object-level security - Monitor and manage Tableau CRM system administration - Manage sharing settings and inheritance |
ANC-201 Practice Questions: Answers
The Salesforce Building Lenses, Dashboards, and Apps in Tableau CRM exam requires a score of 68% to pass, and the official registration fee is USD 200. Knowing both numbers before you register keeps your preparation budget realistic.
The Salesforce Building Lenses, Dashboards, and Apps in Tableau CRM practice questions are organized around the official exam objectives. Key topics include:
- Security, Administration, and Sharing (10%)
- Dashboards (30%)
- Lenses and Exploration (15%)
A systematic pass through these topics covers the syllabus end to end.
No formal prerequisites, but recommended to have hands-on experience with Tableau CRM (formerly Einstein Analytics) and Salesforce platform
You can confirm the current eligibility requirements on the official ANC-201 exam page before you register.
Our experts review the question bank every day, and whenever a new version is released, our system sends it to your email automatically — no request needed. If an update ever seems to go missing, check your junk or spam folder first, since automated messages occasionally land there; contact us if it truly never arrived.
The Salesforce Building Lenses, Dashboards, and Apps in Tableau CRM exam contains 60 questions, and you will have 90 minutes minutes to complete them. Practicing under these exact constraints makes the real exam feel like one more rehearsal.
Yes. If anything about the updated material or your preparation is unclear, you can contact our experts directly after purchase. They will work through your question and offer professional advice on how to approach the material, so the product comes with guidance, not just files.
This package includes 117 practice questions for the Salesforce Building Lenses, Dashboards, and Apps in Tableau CRM exam. Every answer is verified by an experienced team of experts, so you can trust what you study.
Salesforce Building Lenses, Dashboards, and Apps in Tableau CRM Sample Questions:
A versioning feature allows CRM Analytics users to be added as Publishers and make changes separately while a 'Live' version is still being used by other users. Once the changes are complete, the user can then set their updated version as the Live version.
Which CRM Analytics item is this leveraged for?
- A. goats
- B. Dataset
- C. App
Correct Answer: C 🗳️
Explanation: Only visible for TestKingsIT members. You can sign-up / login (it's free).
What is a benefit of introducing a second local connector?
- A. Better performance by syncing data according to the refresh necessities
- B. Better deployment management between sandboxes and production environment
- C. Better maintenance by having a connector per recipe
Correct Answer: A 🗳️
Explanation: Only visible for TestKingsIT members. You can sign-up / login (it's free).
consultant is tasked with creating an opportunity dataset for a new analytics app. One requirement is to make sure users only see the opportunities they have access to in Salesforce. Opportunity records are private but shared using the role hierarchy. The consultant runs the sharing inheritance coverage assessment and finds that the VP of sales is not covered by the sharing inheritance. The consultant decides to proceed with using sharing inheritance for the dataset.
What else does the consultant need to do?
- A. Flatten the role hierarchy in the recipe and set a backup security predicate based on opportunity owner and role path.
- B. Create a manual sharing rule to extend access to the VP of sales from the opportunity record.
- C. Set the organization-wide default for the Opportunity object to Public Read/Write.
Correct Answer: A 🗳️
Universal Containers (UC) creates a dataset, "Book11", containing a budget per region per month for the first 6 months of the year, as shown in the graphic below. Now, UC wants to create a lens showing the total budget for each region for each month. Every combination of region and month must be shown in the lens, even if there is no data.
How should a CRM Analytics consultant help UC build this lens?
- A. Use a "Compare Table" and add a column leveraging the "Running Total" function.
- B. Use a "fill" statement in SAQL query with a "partition" parameter.
- C. Use a "Compare Table" and use the "Show Totals" option.
Correct Answer: A 🗳️
A CRM Analytics consultant is asked to make sure the new sales performance dashboard is accessible in the mobile app. They have created multiple mobile layouts for the same dashboard.
How is CRM Analytics expected to perform?
- A. If more than one layout is eligible, the one with the most device properties set is used.
- B. If more than one layout is eligible, the one with the most global filters is used.
- C. If more than one layout Is eligible, the one with the most widgets is used.
Correct Answer: A 🗳️
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