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| Section | Objectives |
|---|---|
| Trade Promotion and Retail Strategy | - Retail execution planning - Trade promotion management concepts |
| Analytics and Reporting | - Dashboards and performance tracking - Retail execution KPIs |
| Retail Execution | - Store visits and in-store activities - Route planning and field service processes |
| Data Model and Configuration | - Account, retail store, and visit setup - Consumer Goods Cloud data model basics |
| Consumer Goods Cloud Fundamentals | - Business value and use cases - Core concepts of Consumer Goods Cloud |
| Mobile and Field Enablement | - Offline capabilities and sync behavior - Mobile app usage for field reps |
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NEW QUESTION # 95
A consultant for Northern Trail Outfitters (NTO) company advises NTO to leverage Visit Recommendations for the field team. Which build option ensures the strategy is scalable to meet the requirements of NTO?
Answer: C
Explanation:
For a scalable Visit Recommendation strategy, Salesforce recommends implementing the selection logic through an Apex class. Visit Recommendations can use programmable logic to determine which stores should receive recommendations based on organization-specific criteria, and Apex is appropriate when the strategy must operate at business scale.
Salesforce allows an Apex class to select the stores for which Einstein should provide Visit Recommendations. The Apex method is exposed to automation by using @InvocableMethod, after which the class can be invoked from the Visit Recommendation strategy or from an autolaunched flow.
Salesforce also supports a Flow strategy for Visit Recommendations, but its documentation specifically notes that the flow-only method is not scalable for a business use case and recommends using Apex for scalable implementations. An Apex implementation gives developers greater control over bulk processing, complex filtering, reusable business logic, and Salesforce governor-limit considerations.
The strategy can return the recommended Store IDs and recommendation reasons so sales managers and field representatives understand both which stores should be visited and why those stores have been prioritized.
Workflow and Process Builder are not the architecture Salesforce defines for this Visit Recommendation capability.
Study Guide Topics:Visit Planning - > Einstein Visit Recommendations - > Apex - > Invocable Methods - > Scalable Recommendation Strategies
NEW QUESTION # 96
A Field Sales Manager to trying to determine which stores have a decline in Retail Execution KPIs and therefore need attention. Which Tableau CRM for Consumer Goods Cloud dashboard can provide the required data?
Answer: D
Explanation:
The Tableau CRM for Consumer Goods Cloud dashboard that can provide the required data for a Field Sales Manager to determine which stores have a decline in Retail Execution KPIs and therefore need attention is the Store Performance Dashboard. The Store Performance Dashboard shows the performance and compliance of the retail stores in relation to their KPIs and promotions. The dashboard allows users to filter and analyze the data by various dimensions, such as store group, store location, product category, or visit date. The dashboard also displays metrics such as store compliance score, store revenue, store visits, and promotion compliance score. By using this dashboard, a Field Sales Manager can identify which stores are underperforming or non- compliant and take appropriate actions to improve their performance. Verified References: [Salesforce Consumer Goods Cloud Implementation Guide], page 37.
NEW QUESTION # 97
Items are not appearing in the delivery task. What object needs to be assigned to the user for the items to be listed?
Answer: C
Explanation:
A Shipment must be associated with the Delivery Task so that the products scheduled for delivery can be presented during execution. In Salesforce Direct Store Delivery, the Delivery Task provides the activity context, while the Shipment defines the inventory movement that the field representative is expected to complete.
Salesforce specifies that after a Delivery Task is generated from an Action Plan Template assigned to a visit, the task must be associated with a Shipment. Products are then added to that Shipment through related Product Transfer records. Each Product Transfer identifies the product and quantity involved in the shipment.
This hierarchy is important because the Delivery Task does not independently maintain its own product list.
Instead, it obtains the delivery-item context from its related shipment. A standalone Product record does not establish that the product is scheduled for a particular delivery, and a Retail Store KPI belongs to the Retail Execution assessment framework rather than inventory delivery processing.
Accordingly, if delivery items do not appear within the Delivery Task, the administrator should verify that the appropriate Shipment has been associated with the task and that the shipment contains the necessary Product Transfer records.
Study Guide Topics:Visit Execution - > Direct Store Delivery - > Delivery Task - > Shipment - > Product Transfer
NEW QUESTION # 98
For flow based tasks, which two statement are correct?
Answer: C,D
Explanation:
Flow-based activities execute within the context of the Visit and Assessment Task, while the Retail Execution KPI architecture maintains the relationship between Retail Store KPIs and Retail Visit KPIs.
Salesforce supports adding flows directly to an Action Plan Template. A flow can receive visitId, assessmentTaskId, or both as input parameters. These identifiers allow the flow to operate against the specific Visit and Assessment Task instance from which it was launched, ensuring that business automation remains tied to the correct retail execution transaction.
Retail Visit KPIs provide the transactional measurement layer for a visit. Salesforce documents that when an Action Plan Template is assigned to a Visit, Assessment Tasks are generated from Assessment Task Definitions and Retail Visit KPI records are created based on the applicable Retail Store KPIs. The Retail Store KPI defines the expected target and assessment context, while the Retail Visit KPI captures the visit- specific actual measurement against that target.
Salesforce ' s data model also records the Assessment Task ID, Visit ID, Assessment Indicator Definition, Target Value, and Actual Value on Retail Visit KPI records.
Study Guide Topics:Visit Execution - > Flow Tasks - > visitId - > assessmentTaskId - > Retail Store KPI - > Retail Visit KPI
NEW QUESTION # 99
Which permission set allows end-users to leverage the Einstein Visit Recommendation feature in Consumer Goods Cloud?
Answer: C
Explanation:
Retail Execution Lightning Plus provides the Retail Execution entitlement associated with strategic sales functionality in Consumer Goods Cloud. Einstein Visit Recommendations operate within the Retail Execution environment and help sales managers and field representatives determine which stores should be visited based on configurable recommendation strategies.
Salesforce documents the Lightning Retail Execution Plus permission set license as the Retail Execution license for Consumer Goods strategic sales users. The Retail Execution license framework provides access to Consumer Goods capabilities that are not included in the underlying Salesforce user license.
Einstein Visit Recommendations must also be enabled in Setup. Once configured, authorized sales managers and field representatives can create recommendation requests and schedule store visits based on the recommendations returned by Salesforce. Recommendation logic can be implemented using either a Flow strategy or a Next Best Action strategy, enabling organizations to align the feature with specific business- planning requirements.
CRM Analytics permission sets govern access to analytics applications and dashboards, while Lightning Direct Store Delivery provides access to DSD-specific functionality. Action Plans provide access to the Action Plan framework. For Visit Recommendation execution within Retail Execution, Retail Execution Lightning Plus is the applicable choice.
Study Guide Topics:Visit Planning - > Einstein Visit Recommendations - > Retail Execution Permissions - > Recommendation Strategies
NEW QUESTION # 100
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