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| Section | Weight | Objectives |
|---|---|---|
| Topic 1: Analytics | 6% | - Reporting and KPIs
|
| Topic 2: Platform | 10% | - Core platform configuration
|
| Topic 3: Integrations | 6% | - System connectivity
|
| Topic 4: Visit Execution | 36% | - Automation and validation
|
| Topic 5: Visit Planning | 6% | - Territory and route management
|
| Topic 6: Data Setup | 36% | - Security and access
|
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NEW QUESTION # 31
Which step is required to link an Action Plan to a Visit record?
Answer: C
Explanation:
The Action Plan Template must use Visit as the Target Object and must be published before it can be used to generate an Action Plan for a retail visit.
Salesforce defines the Action Plan Template as a reusable framework for activities that remain consistent across multiple visits. During template creation, the administrator specifies Visit as the Target Object and configures the required Action Plan Type. Assessment tasks, flows, delivery-related activities, or other supported work items are then added before the template is published.
Publishing is an essential lifecycle step because Salesforce permits only published templates to be used when associating an Action Plan with a Visit. To create the association, the user opens the Visit, navigates to the Action Plan related section, selects New Plan, and chooses the required published template. Salesforce displays the tasks defined by the template and creates the Visit-specific Action Plan after the configuration is saved.
The process therefore does not depend on activating the Visit or separately activating an Action Plan. The key configuration is ensuring that the reusable template is explicitly designed for Visit records and has been published for use.
Study Guide Topics:Visit Planning - > Action Plan Template - > Visit Target Object - > Publish Template - > Action Plan Association
NEW QUESTION # 32
Which three dashboards are natively available with Tableau CRM for Consumer Goods Cloud?
Answer: A,D,E
Explanation:
These dashboards provide comprehensive insights into various aspects of consumer goods operations, from category performance to individual sales rep and store analyses.
NEW QUESTION # 33
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?
Answer: A
Explanation:
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
NEW QUESTION # 34
A member of the Northern Trail Outfitters company has been tasked with setting up planograms for the field team. Which of the following steps is required to ensure an assessment task of planogram check is available to the field?
Answer: C
Explanation:
Planogram execution in Consumer Goods Cloud depends on connecting the planogram to the physical location within the retail store where the shelf configuration must be evaluated. Salesforce uses an In-Store Location to represent areas such as shelves, aisles, displays, or endcaps. During planogram configuration, an Image record representing the planogram is associated with the appropriate In-Store Location. The Retail Store KPI then provides the assessment context by connecting the relevant Retail Store Group, In-Store Location Category, Assessment Indicator Definition, product or product category, and planogram.
This relationship ensures that when the field representative opens a Planogram Check during a visit, Salesforce can determine which reference planogram applies to the specific area being inspected. Simply attaching an image to an Assessment Task does not establish the required retail-location relationship. Custom Context is intended for custom assessment use cases rather than the standard Planogram Check configuration.
The critical design principle is therefore the association between the planogram and its In-Store Location, which provides the physical execution context required by Retail Execution.
Study Guide Topics:Data Setup - > Planograms - > In-Store Locations - > Retail Store KPIs - > Planogram Checks
NEW QUESTION # 35
Which Action Plan Type should be selected when creating an Action Plan for Consumer Goods Cloud?
Answer: A
Explanation:
The Action Plan Type that should be selected when creating an Action Plan for Consumer Goods Cloud is Visit Execution. An Action Plan Type is a metadata record that defines the type and configuration of an action plan. An action plan is a set of tasks that need to be completed for a specific purpose or goal. The Visit Execution Action Plan Type is designed for Consumer Goods Cloud users who need to create action plans for their store visits. A visit is an interaction between a field rep and a retail store. Verified Reference: [Salesforce Consumer Goods Cloud Implementation Guide], page 25.
NEW QUESTION # 36
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