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| Section | Objectives |
|---|---|
| Consumer Goods Cloud Fundamentals | - Core platform concepts and Consumer Goods Cloud positioning - Data model overview (accounts, retail stores, visits) |
| Retail Execution | - Store visits and field execution processes - In-store task management and compliance tracking |
| Reporting and Analytics | - KPIs and retail execution metrics - Dashboards and performance tracking |
| Visit Planning and Route Optimization | - Scheduling and field rep optimization - Territory and route planning concepts |
| Order Capture and Trade Promotion | - Trade promotion management basics - Order taking processes in Consumer Goods Cloud |
| Mobile and Offline Capabilities | - Offline synchronization and data handling - Mobile app usage for field reps |
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NEW QUESTION # 85
Which step is required to link an Action Plan to a Visit record?
Answer: D
Explanation:
To link an Action Plan to a Visit record, the first step is to create an Action Plan Template by specifying Visit' as the target object and publish it. An Action Plan Template is a template that defines the tasks and steps for an action plan. An action plan is a set of tasks that need to be completed for a specific purpose or goal. A visit is an object that represents a scheduled or unscheduled interaction between a field rep and a retail store. By specifying Visit as the target object, the Action Plan Template can be linked to any visit record that matches the criteria defined in the template. By publishing the template, the Action Plan Template becomes available for use. Verified Reference: [Salesforce Consumer Goods Cloud Implementation Guide], page 25.
NEW QUESTION # 86
Which of the following represent the three ways of performing a promotion check during an in-store visit?
Answer: D
Explanation:
Salesforce supports Promotion Checks at three defined levels: General Promotion, Individual Product, and Product Category. These levels determine the commercial context against which a field representative performs the promotional compliance assessment.
A Product Category-level Promotion Check is appropriate when the promotion applies across a category of products. For example, an organization may discount all beverages or energy bars and assess compliance collectively rather than creating an independent promotion check for each SKU.
An Individual Product-level Promotion Check is used when a promotion applies to a specific product, such as the launch of a new flavor or an in-store sampling activity. The field representative evaluates execution specifically for that product.
A General Promotion does not require association with a particular product or product category. It is suitable for store-wide activities such as coupons, signage, or general promotional conditions that apply across the outlet.
These three levels allow promotion configuration to match the intended scope while avoiding unnecessary duplication of promotional records and assessment tasks. Salesforce uses the same levels when defining the promotion and when executing the corresponding Promotion Check in the field.
Study Guide Topics:Visit Execution - > Promotion Check - > General Promotion - > Product - > Product Category
NEW QUESTION # 87
A consultant for Northern Trail Outfitters is having trouble getting planogram checks to work for the field team. Which data setup steps could resolve this issue?
Answer: A
Explanation:
A Planogram Check requires the planogram Image to be associated with the appropriate In-Store Location.
The In-Store Location identifies the physical area inside the retail outlet-such as an aisle, primary shelf, checkout counter, or endcap-where the expected product arrangement applies.
Salesforce ' s Planogram Check prerequisites require administrators to create an Image record representing the planogram and associate the Image with an In-Store Location. The Product must also be associated with both the Retail Store and the relevant In-Store Location.
The Retail Store KPI then supplies the assessment configuration. Administrators select the appropriate Retail Store Group, In-Store Location Category, Assessment Indicator Definition, planogram Image, and KPI Type.
Supported planogram-related KPI Types include Facing, Share of Shelf, and Out of Stock, depending on the indicator being measured.
This relationship ensures that Salesforce can determine which reference layout applies when a representative performs the assessment at a particular location within the store. Associating the Image only with a Promotion, Assessment Task, or Retail Store does not establish the precise physical merchandising context required for Planogram Check execution.
Study Guide Topics:Data Setup - > Planogram - > Image - > In-Store Location - > Retail Store KPI
NEW QUESTION # 88
For what two reasons would the standard record pages for tasks of type "Other" be visible instead of the KPI component
Answer: C,D
NEW QUESTION # 89
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: D
Explanation:
Uploading an image of the planogram is essential for enabling field teams to perform planogram checks, providing a visual reference for in-store product placement and arrangement.
NEW QUESTION # 90
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