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| Section | Weight | Objectives |
|---|---|---|
| Analytics | 6% | - Reporting and KPIs
|
| Data Setup | 36% | - Security and access
|
| Visit Planning | 6% | - Territory and route management
|
| Platform | 10% | - Core platform configuration
|
| Visit Execution | 36% | - Automation and validation
|
| Integrations | 6% | - System connectivity
|
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NEW QUESTION # 49
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: B
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 # 50
Universal Containers (UC) is a Communications Service Provider using Communications Cloud. A member of UC's legacy system IT team has provided a Consultant with an extract of all of the existing products from the legacy system and asked the Consultant to migrate the data to Communications Cloud.
Which two questions should the Consultant ask in this scenario to clarify the data migration strategy?
Answer: A,B
Explanation:
When migrating product data into the Enterprise Product Catalog (EPC), Salesforce recommends product rationalization as a mandatory first step. Legacy systems often contain hundreds or thousands of products accumulated over years. Not all of them should be migrated into EPC.
Two critical questions a consultant must ask are:
A . "Can we rationalize products to a smaller number?"
EPC is designed for modular, reusable, and hierarchical product specifications. Many legacy products can be consolidated into a smaller, more efficient set using attributes, rules, and cardinality instead of copying fixed bundles. This drastically improves CPQ speed, product maintenance, and time-to-market.
B . "Which of the provided products are still actively sold?"
Salesforce advises migrating only active commercial offers, prerequisites, and required technical products. Inactive, obsolete, or sunset products add noise and complexity and should typically be excluded.
NEW QUESTION # 51
Which object is connected to Action Plan?
Answer: C
Explanation:
In Consumer Goods Retail Execution, an Action Plan is associated with a Visit so that the required activities can be presented to the field representative during store execution. The Visit represents the scheduled interaction with the retail location, while the Action Plan provides the operational work that must be completed during that interaction.
Salesforce uses Action Plan Templates as reusable frameworks. When creating an Action Plan Template for Retail Execution, the administrator selects Visit as the Target Object. Tasks and flows are then added to the template, and the template is published. The same template can subsequently be associated with multiple visits, allowing standardized activities to be consistently deployed across stores and representatives.
Assessment Tasks are individual execution activities contained within the Action Plan rather than the primary object to which the overall plan is connected. Retail Store provides the physical store context, but execution is organized around the Visit. Action Plan Template defines the reusable structure, whereas the instantiated Action Plan operates within the specific Visit.
This design gives Salesforce a consistent mechanism for translating reusable task configurations into executable activities for individual scheduled store visits.
Study Guide Topics:Visit Planning - > Visit - > Action Plans - > Action Plan Templates - > Assessment Tasks
NEW QUESTION # 52
What is the junction object used in between Retail Store KPI and Assessment Task?
Answer: C
Explanation:
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
NEW QUESTION # 53
Where are the results (actual values) of Custom Task KPIs stored?
Answer: C
Explanation:
Actual KPI values captured by a field representative during visit execution are stored in the Retail Visit KPI record. Salesforce separates KPI configuration from transactional execution data so that planned or target values remain distinct from values observed during individual visits.
The Retail Store KPI defines the target or expected value for a particular Assessment Indicator Definition. It provides the planning context, including the Retail Store Group, product or product category, In-Store Location Category, Custom Context, and target value. When an assessment task is generated for a visit, Salesforce creates the corresponding Retail Visit KPI records that represent the runtime measurements.
During execution, the field representative records the observed value. Salesforce stores fields such as the Actual Value, Target Value, Assessment Indicator Definition, Product, In-Store Location, and Custom Context on the Retail Visit KPI.
This architecture allows Salesforce to compare expected performance with actual field results across multiple visits. The custom object can supply the business context for a custom task, but it does not replace the Retail Visit KPI as the repository for actual assessment measurements.
Study Guide Topics:Data Setup - > Custom Tasks - > Retail Store KPI - > Retail Visit KPI - > Actual Values
NEW QUESTION # 54
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