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| Section | Objectives |
|---|---|
| Topic 1: Order Capture and Trade Promotion | - Trade promotion management basics - Order taking processes in Consumer Goods Cloud |
| Topic 2: Visit Planning and Route Optimization | - Territory and route planning concepts - Scheduling and field rep optimization |
| Topic 3: Mobile and Offline Capabilities | - Offline synchronization and data handling - Mobile app usage for field reps |
| Topic 4: Consumer Goods Cloud Fundamentals | - Core platform concepts and Consumer Goods Cloud positioning - Data model overview (accounts, retail stores, visits) |
| Topic 5: Reporting and Analytics | - KPIs and retail execution metrics - Dashboards and performance tracking |
| Topic 6: Retail Execution | - In-store task management and compliance tracking - Store visits and field execution processes |
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質問 # 94
Which two levels can promotions be defined within Consumer Goods Cloud?
正解:A、E
解説:
Consumer Goods supports product-focused promotions at the Product Category and individual Product levels.
These levels determine the merchandise scope against which promotional activities and Promotion Checks are configured.
A Product Category-level promotion is used when a promotional activity applies to a group of related products. Salesforce gives the example of applying a discount across an entire beverage category and then using a category-level Promotion Check to measure the resulting promotional execution and sales impact.
A Product-level promotion applies to individual products. For example, a consumer goods organization can promote a newly launched product through free samples and then use a product-level Promotion Check to capture consumption or customer feedback.
Salesforce also supports a General Promotion, which has no Product or Product Category context. Retail Store and Retail Store Group are not promotion product levels; instead, they define where the promotion applies.
That geographic or organizational reach is established through Promotion Channel, which can associate a Promotion with a store, store group, or account.
This separation lets administrators independently configure the merchandise scope and retail distribution scope of each promotion.
Study Guide Topics:Data Setup - > Promotion - > Product Category - > Product - > General Promotion - > Promotion Channel
質問 # 95
When performing a search in an inventory check task which products are considered for the search?
正解:A
解説:
Inventory Check execution is scoped to the products associated with the specific Retail Store being visited.
Salesforce Retail Execution uses this relationship to ensure that the field representative works only with products relevant to that outlet rather than searching the organization ' s entire Product2 catalog.
The Store Product object establishes the association between a product and a Retail Store or a specific In- Store Location. This relationship provides the product context used during store-level execution. Inventory Checks allow representatives to capture real-time information such as stock quantities, facings, share of shelf, product placement, and other assessment indicators for products sold in the store.
Product ownership or the identity of the user who created a Product record does not determine whether it should appear during an Inventory Check. Those attributes are unrelated to the commercial assortment or stocking relationship between a product and the retail location. Searching every product in the organization would also introduce irrelevant records and reduce mobile execution efficiency.
Therefore, product search during an Inventory Check is based on products associated with the Retail Store, ensuring the representative receives an operationally relevant product list for that visit.
Study Guide Topics:Visit Execution - > Inventory Check - > Store Product - > Retail Store - > Product Association
質問 # 96
With which object is the promotion object directly associated?
正解:C
解説:
The Promotion object is directly associated with the Promotion Channel, which links promotional activities to specific channels and locations for execution.
質問 # 97
Which statement is correct about Consumer Goods - Einstein Visit Recommendations?
正解:C
解説:
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
質問 # 98
What object has a one-to-many relationship with the CG object Visit?
正解:C
解説:
A Retail Store can be associated with many Visit records, creating the required one-to-many relationship.
Each Visit represents a particular scheduled or completed engagement between a field representative and a physical retail location, while the same store can naturally be visited repeatedly over time.
Salesforce describes the Visit object as tracking information about a field representative ' s visit to a Retail Store where retail activities are performed. Visit records hold information such as planned and actual start and end times, status, visitor, priority, and the related location.
For Consumer Goods implementations, the Visit ' s Place relationship identifies the Retail Store being visited.
Salesforce Maps uses the same model when scheduling Consumer Goods visits: Visit records can derive their map location from the related Retail Store through Place ID, allowing Maps to position each Visit at the correct physical outlet.
Because representatives return to stores according to visit frequencies, merchandising schedules, promotions, deliveries, and sales requirements, a single Retail Store can accumulate multiple Visit records over its lifecycle. Each Visit remains a distinct transaction with its own Action Plans, tasks, KPIs, timing, and execution results.
Study Guide Topics:Data Setup - > Retail Store - > Visit - > Place Relationship - > Store Visit History
質問 # 99
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