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| Section | Objectives |
|---|---|
| Reporting and Analytics | - Dashboards and performance tracking - KPIs and retail execution metrics |
| Retail Execution | - Store visits and field execution processes - In-store task management and compliance tracking |
| Order Capture and Trade Promotion | - Order taking processes in Consumer Goods Cloud - Trade promotion management basics |
| Consumer Goods Cloud Fundamentals | - Core platform concepts and Consumer Goods Cloud positioning - Data model overview (accounts, retail stores, visits) |
| Visit Planning and Route Optimization | - Scheduling and field rep optimization - Territory and route planning concepts |
| Mobile and Offline Capabilities | - Mobile app usage for field reps - Offline synchronization and data handling |
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NEW QUESTION # 92
For flow based tasks, which two statements are correct?
Answer: C,E
Explanation:
The Retail Execution assessment architecture uses Retail Store KPIs as the configuration basis for Retail Visit KPIs. Salesforce states that when an Action Plan Template is assigned to a Visit, Assessment Tasks are generated from the Assessment Task Definitions and Retail Visit KPI records are created based on the applicable Retail Store KPIs. This preserves the connection between the expected target configured centrally and the actual value captured during a specific visit.
Flows can also be associated with an Action Plan Template to support business-specific store activities.
Salesforce supports flow input parameters named visitId and assessmentTaskId. A flow can accept only visitId, only assessmentTaskId, both parameters, or no parameters depending on the activity being implemented. When the identifiers are used, Salesforce passes the current Visit and Assessment Task context into the flow so that the automation operates on the appropriate execution records.
This model keeps responsibilities clearly separated: Retail Store KPI contains the target context; Retail Visit KPI records the visit-specific assessment result; Assessment Task identifies the executable activity; and Visit establishes the retail engagement within which the task occurs.
Study Guide Topics:Visit Execution - > Flow Tasks - > Retail Store KPI - > Retail Visit KPI - > visitId - > assessmentTaskId
NEW QUESTION # 93
Which two permissions should be enabled for users to view the Tableau CRM for Consumer Goods Cloud app?
Answer: A,E
Explanation:
Users who need to access the CRM Analytics application for Consumer Goods require both the CRM Analytics Plus User entitlement and the CG Analytics User permission set. In the terminology used by this question, CRM Analytics Plus User corresponds to Tableau CRM Plus User.
Salesforce separates platform analytics access from Consumer Goods-specific analytics permissions. CRM Analytics Plus User provides access to CRM Analytics capabilities, while CG Analytics User grants the permissions required to consume the Consumer Goods analytics application and its associated dashboards and datasets.
Salesforce ' s documented setup process instructs administrators to open the user ' s Permission Set Assignments and assign CG Analytics User together with CRM Analytics Plus User when the organization uses CRM Analytics for Consumer Goods Cloud.
This dual-permission approach ensures that the user has both the underlying analytics platform entitlement and the Consumer Goods application-level access required to view dashboards such as product, store, field- representative, and territory performance analytics.
Administrative permissions such as CRM Analytics Plus Admin are intended for administrators who configure and maintain analytics applications. They are not necessary for ordinary application consumers who only need to view and interact with Consumer Goods analytics.
Study Guide Topics:Analytics - > CRM Analytics - > CG Analytics User - > CRM Analytics Plus User - > User Permissions
NEW QUESTION # 94
Which statement is correct about Consumer Goods- Einstein Visit Recommendations?
Answer: B
Explanation:
Einstein Visit Recommendations take into account factors like store operating hours to ensure that suggested visits are feasible and practical.
NEW QUESTION # 95
Which Lightning component can an admin add to a Consumer Goods assessment task record page?
Answer: B
Explanation:
The Inventory Check Lightning component is available for placement directly on an Assessment Task record page. Salesforce allows administrators to create or customize an Assessment Task Record Page through Lightning App Builder and add Consumer Goods-specific components that support field execution.
For the Assessment Task object, Salesforce documents the available components as Planogram List, In-Store Products, Promotion List, Inventory Check, and Consumer Goods Survey List. The Inventory Check component provides the dedicated interface for inventory-related assessment tasks and can expose information such as progress, summary information, location filtering, and assessment sections.
The wording of the other choices is important. Salesforce provides Planogram List, rather than a component named Planogram Check, and Promotion List, rather than a component named Promotion Check. Likewise, the supported product component is named In-Store Products, not In-Store Products Check.
After adding the Inventory Check component, the administrator can configure its component properties and activate the Lightning Record Page for the appropriate application, record type, and user profiles. This configuration provides field representatives with the required mobile or desktop execution interface when they open an inventory-related Assessment Task.
Study Guide Topics:Platform - > Lightning App Builder - > Assessment Task Record Page - > Inventory Check Component
NEW QUESTION # 96
Which statement is correct about Consumer Goods - Einstein Visit Recommendations?
Answer: B
Explanation:
Einstein Visit Recommendations support Next Best Action strategies for determining which retail stores should be recommended for visits. Salesforce allows administrators to configure a recommendation strategy that evaluates relevant records and business criteria and produces prioritized visit recommendations for sales managers and field representatives.
A Next Best Action strategy can load relevant data, apply business rules, generate scores and reasons, and return recommendations that support store-visit planning. When a user creates a Visit Recommendation Request, the selected recommendation strategy is executed for the specified store and date context. Salesforce can also incorporate prediction information from Einstein Discovery when organizations require model-based recommendations.
The architecture separates recommendation logic from visit execution. Administrators can therefore create multiple strategies for different business priorities-for example, prioritizing stores with declining inventory, important upcoming promotions, or revenue opportunities. Salesforce documentation specifically supports both flow-based strategies and Next Best Action strategies for Einstein Visit Recommendations, enabling organizations to select the implementation approach that aligns with their planning logic and scalability requirements.
Accordingly, the ability to create Visit Recommendations through a Next Best Action Strategy is a standard supported configuration.
Study Guide Topics:Visit Planning - > Einstein Visit Recommendations - > Next Best Action - > Recommendation Strategies - > Visit Prioritization
NEW QUESTION # 97
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