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| Section | Weight | Objectives |
|---|---|---|
| Topic 1: Visit Planning and Execution Configuration | 15% | - Configuration of Inventory Checks and Product Listings - Configuration of Promotion Checks and Promotion Details - Configuration of Visit Tasks and Task Types - Configuration of Photo Capture and Survey - Configuration of Order Capture and Order Submission - Configuration of Visit Plans and Visit Plan Targets |
| Topic 2: Visit Planning | 23% | - Visit Planning Process - Territory Management - Visit Plan and Visit Plan Targets - Visit Schedule and Frequency |
| Topic 3: Visit Execution | 23% | - Promotion Check and Promotion Details - Inventory Check and Product Listing - Order Capture and Order Submission - Photo Capture and Survey - Visit Execution Process - Visit Tasks and Task Types |
| Topic 4: Store Execution Configuration | 12% | - Configuration of Planogram Compliance - Configuration of Store Execution Process - Configuration of Assortment Monitoring - Configuration of Store Survey and Feedback |
| Topic 5: Store Execution | 15% | - Planogram Compliance - Assortment Monitoring - Store Survey and Feedback - Store Execution Process |
| Topic 6: Admin and Configuration | 12% | - Mobile Configuration - Reports and Dashboards - Consumer Goods Cloud Data Model - User Setup and Permissions |
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NEW QUESTION # 55
Sales Reps in the field are reporting that no surveys are available when they try to complete a visit survey on their mobile devices. What are two explanations for this?
Answer: C,D
Explanation:
In-Store Survey execution depends on both an available Salesforce Survey and a corresponding Survey Invitation. The survey supplies the questionnaire that the field representative must complete, while the invitation creates the specific survey instance that becomes available in the context of the visit, retail store, or contact.
Salesforce ' s Consumer Goods configuration process requires the administrator to set up and activate the survey before it can be distributed. An Assessment Task Definition of type In-Store Survey is then incorporated into the Action Plan Template used for the visit. To expose the actual survey instance, Salesforce requires a Survey Invitation to be generated, commonly through the Retail Store ' s primary contact. The invitation is associated with the relevant records so that it appears within the survey task during visit execution.
Field representatives do not require permission to create surveys merely to respond to them. Survey authoring is an administrative function. Likewise, the standard process does not depend on creating a custom task definition or on a separate Retail Execution Survey Lightning Flow.
Therefore, absence of either the activated Survey or the related Survey Invitation prevents the survey from being available to the field representative.
Study Guide Topics:Visit Execution - > In-Store Survey - > Salesforce Surveys - > Survey Invitations - > Visit
NEW QUESTION # 56
Which three dashboards are natively available with Tableau CRM for Consumer Goods Cloud?
Answer: B,C,D
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 # 57
Which of the following have promotions associated with them using the Consumer Goods Cloud Data Model?
Answer: D
Explanation:
The Consumer Goods data model uses several related objects to connect a Promotion to its products, retail destinations, and compliance measurements.
Promotion Product is the junction between a Promotion and a Product. It identifies the specific products included in a promotional activity. Promotion Channel associates the Promotion with the commercial destination where it applies, such as a Retail Store, Retail Store Group, or Account.
Promotions also participate in the Retail Store KPI framework. When a KPI is created for a Promotion Check, the applicable Promotion can be selected on the Retail Store KPI together with the Assessment Indicator Definition, product or product category, Retail Store Group, and other contextual information. The Retail Store KPI therefore defines the expected promotional-compliance target.
When an Action Plan is applied to a Visit, Retail Visit KPI records capture the actual field observations against the applicable Retail Store KPI targets. This provides the visit-level measurement layer for promotion compliance.
Delivery Task and In-Store Location have different primary roles and do not form the complete promotion- related object set represented by the question.
Study Guide Topics:Data Setup - > Promotion - > Promotion Product - > Promotion Channel - > Retail Store KPI - > Retail Visit KPI
NEW QUESTION # 58
How can an Account Manager visualize store visits in their territory for the day by their current status?
Answer: D
Explanation:
To visualize store visits in their territory for the day by their current status, an Account Manager can create a map layer using visits as the base object and color code the markers by status. A map layer is a visual representation of data on a map that can be filtered and customized. A visit is an object that represents a scheduled or unscheduled interaction between a field rep and a retail store. The status of a visit indicates whether it is planned, in progress, completed, or canceled. Verified Reference: [Salesforce Consumer Goods Cloud Implementation Guide], page 34.
NEW QUESTION # 59
A consultant for Northern Trail Outfitters (NTO) company advises NTO to leverage Visit Recommendations for the field team. Which build option ensures the strategy is scalable to meet the requirements of NTO?
Answer: A
Explanation:
Flow Builder is a scalable and flexible tool for building visit recommendation strategies, allowing for customization and adaptation to meet NTO's specific needs.
NEW QUESTION # 60
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