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| Section | Weight | Objectives |
|---|---|---|
| Admin and Configuration | 12% | - Consumer Goods Cloud Data Model - Mobile Configuration - Reports and Dashboards - User Setup and Permissions |
| Visit Planning | 23% | - Visit Plan and Visit Plan Targets - Territory Management - Visit Schedule and Frequency - Visit Planning Process |
| Store Execution | 15% | - Planogram Compliance - Store Survey and Feedback - Assortment Monitoring - Store Execution Process |
| Store Execution Configuration | 12% | - Configuration of Store Survey and Feedback - Configuration of Planogram Compliance - Configuration of Store Execution Process - Configuration of Assortment Monitoring |
| Visit Planning and Execution Configuration | 15% | - Configuration of Visit Tasks and Task Types - Configuration of Promotion Checks and Promotion Details - Configuration of Inventory Checks and Product Listings - Configuration of Order Capture and Order Submission - Configuration of Visit Plans and Visit Plan Targets - Configuration of Photo Capture and Survey |
| Visit Execution | 23% | - Promotion Check and Promotion Details - Inventory Check and Product Listing - Visit Tasks and Task Types - Photo Capture and Survey - Visit Execution Process - Order Capture and Order Submission |
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質問 # 19
GreenTech, a Consumer Goods company wants to sell new products in a particular retail store. Which Tableau CRM dashboard should they use to find opportunities to sell new products in a retail store location?
正解：C
解説：
The Whitespace Analysis dashboard is specifically designed to identify opportunities to introduce additional products or product categories into stores. It analyzes sales information across products, categories, and retail locations to expose areas where a store has unused sales potential.
Salesforce describes whitespace as an opportunity where a product or category that performs successfully elsewhere is not currently generating sales in a particular store. The dashboard allows sales managers to evaluate revenue and quantity patterns, identify top-performing products, compare performance across stores, and determine where introducing a product could increase revenue. This makes it directly applicable to GreenTech ' s requirement to determine which new products may be suitable for a particular retail location.
The dashboard can answer questions such as which stores have the potential to sell top-selling products and whether a product or category can be introduced into additional stores. It also provides product-performance trends so the sales manager can evaluate whether a candidate product has demonstrated sufficiently strong performance elsewhere before expanding distribution.
Therefore, Whitespace Analysis provides the cross-selling and assortment-expansion insight needed for this scenario.
Study Guide Topics:Analytics - > CRM Analytics - > Whitespace Analysis - > Product Opportunities - > Store Sales Potential
質問 # 20
What is the junction object used in between Retail Store KPI and Assessment Task?
正解：C
解説：
The Retail Visit KPI provides the visit-level relationship between the configured KPI framework and the Assessment Task that is executed in the field. Retail Store KPI defines expected values, while Retail Visit KPI captures the actual measurement generated during a specific Visit and Assessment Task.
Salesforce ' s Consumer Goods data model shows that Retail Visit KPI includes references to Assessment Task, Visit, Assessment Indicator Definition, Product, Product Category, In-Store Location, Promotion, Planogram, and other assessment context. It also contains the Target Value and Actual Value used to evaluate store performance.
The records are created as part of the assessment-task generation process. When an Action Plan Template is assigned to a Visit, Salesforce creates Assessment Tasks based on the included Assessment Task Definitions and creates Retail Visit KPIs based on the applicable Retail Store KPIs.
This design enables one centrally configured Retail Store KPI to drive repeated measurements across many store visits. Each individual visit receives its own Retail Visit KPI record, allowing the actual execution result to remain associated with the Assessment Task that produced it.
Study Guide Topics:Data Setup - > Retail Visit KPI - > Retail Store KPI - > Assessment Task - > Actual and Target Values
質問 # 21
Which field is required for setting up Retail Store KPIs?
正解：C
解説：
KPI Type is a required field for setting up Retail Store KPIs. Retail Store KPIs are key performance indicators that measure how well a retail store is performing against a specific goal or target. The KPI Type defines the type of metric that is being measured, such as share of shelf, out of stock, or promotion compliance. Verified Reference: [Salesforce Consumer Goods Cloud Implementation Guide], page 30.
質問 # 22
Northern Trail Outfitters(NTO) places a high value on understanding how their end capes are performing. What should be recommended to NTO to ensure they can capture this data?
正解：A
解説：
Creating a distinct set of KPIs for endcap locations allows NTO to specifically track and analyze the performance of these areas, providing targeted insights.
質問 # 23
Which three setup steps should the Salesforce Admin configure to allow Sales Managers to create and assign delivery tasks to deliver?
正解：A、B、C
解説：
Direct Store Delivery requires both the correct Action Plan configuration and the required user permissions.
First, the administrator creates an Action Plan Template and adds a Delivery Task to it. When that template is assigned to a Visit, Salesforce creates the corresponding Delivery Task record for execution during the store visit.
Second, users who need to perform Direct Store Delivery functionality require the applicable Lightning Direct Store Delivery access. Salesforce identifies this permission set license for Direct Store Delivery capabilities in the Consumer Goods base data model. Delivery Tasks can then be associated with Shipments, which define the products to be delivered through related Product Transfer records.
Third, the Sales Manager requires access to Action Plans. Salesforce specifies the Action Plans permission set, or equivalent administrative privileges, for configuring and working with Action Plan Templates and Action Plans.
Assessment Indicator Definitions are used for KPI-based assessment activities and are not required to define the Delivery Task itself. The delivery process instead relies on the Delivery Task, Action Plan, Shipment, and Product Transfer architecture. Together, these three configuration steps provide the task definition, execution permission, and Action Plan access required for DSD operations.
Study Guide Topics:Visit Execution - > Direct Store Delivery - > Delivery Task - > Action Plan Template - > Permissions
質問 # 24
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