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| Section | Weight | Objectives |
|---|---|---|
| Visit Planning and Execution Configuration | 15% | - Configuration of Visit Tasks and Task Types - Configuration of Visit Plans and Visit Plan Targets - Configuration of Inventory Checks and Product Listings - Configuration of Order Capture and Order Submission - Configuration of Promotion Checks and Promotion Details - Configuration of Photo Capture and Survey |
| Store Execution Configuration | 12% | - Configuration of Assortment Monitoring - Configuration of Store Survey and Feedback - Configuration of Planogram Compliance - Configuration of Store Execution Process |
| Admin and Configuration | 12% | - Mobile Configuration - Consumer Goods Cloud Data Model - Reports and Dashboards - User Setup and Permissions |
| Visit Planning | 23% | - Visit Schedule and Frequency - Visit Plan and Visit Plan Targets - Visit Planning Process - Territory Management |
| Store Execution | 15% | - Assortment Monitoring - Store Execution Process - Planogram Compliance - Store Survey and Feedback |
| Visit Execution | 23% | - Visit Tasks and Task Types - Order Capture and Order Submission - Inventory Check and Product Listing - Visit Execution Process - Promotion Check and Promotion Details - Photo Capture and Survey |
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NEW QUESTION # 69
Field Reps would like to monitor the team messages throughout the day while completing tasks. Which solution provides the optimal user experience while using a tablet?
Answer: C
Explanation:
The Consumer Goods notification framework provides the most appropriate user experience for communicating team information to field representatives while they continue performing their operational activities. Salesforce supports User Notifications specifically so supervisors and field personnel can communicate important information such as selling messages, business strategies, team updates, customer information, and other operational guidance.
Notifications are created as Task records with the User Notification record type and assigned to the relevant field representative. Users can review notifications and manage their read or unread status without requiring a separate Chatter navigation pattern.
The mobile user experience is optimized for this communication model. Salesforce ' s Advanced User Cockpit includes a dedicated Notifications card. On tablets, the card displays the five most recent unread notifications, enabling representatives to monitor messages while remaining within their normal field-work environment.
This approach avoids modifying every Consumer Goods page, consuming tablet space with a persistent messaging column, or misusing notes as person-to-person notifications. Using the native notification mechanism keeps communication integrated with the field representative ' s workflow while minimizing navigation disruption.
Study Guide Topics:Platform - > Notifications and Tasks - > User Notifications - > Mobile User Cockpit - > Field Collaboration
NEW QUESTION # 70
With which object is the promotion object directly associated?
Answer: C
Explanation:
The Promotion object is directly associated with the Promotion Channel, which links promotional activities to specific channels and locations for execution.
NEW QUESTION # 71
How can a Field Sales Manager access a photo taken by a Field Rep of a defective In-store asset
Answer: C
Explanation:
Field Sales Managers can access photos taken by Field Reps of defective in-store assets through the asset record to which the photos are linked. This provides a direct association between the asset and its condition.
NEW QUESTION # 72
Which object is exclusively available to users in setup to perform direct store delivery?
Answer: A
Explanation:
The Shipment object is specifically designed for managing direct store delivery processes, tracking the movement of goods from distribution to retail locations.
NEW QUESTION # 73
Which three setup steps should the Salesforce Admin configure to allow Sales Managers to create and assign delivery tasks to deliver?
Answer: A,B,C
Explanation:
Direct Store Delivery requires both the correct Action Plan configuration and the required user permissions.
First, the administrator creates an Action Plan Template and adds a Delivery Task to it. When that template is assigned to a Visit, Salesforce creates the corresponding Delivery Task record for execution during the store visit.
Second, users who need to perform Direct Store Delivery functionality require the applicable Lightning Direct Store Delivery access. Salesforce identifies this permission set license for Direct Store Delivery capabilities in the Consumer Goods base data model. Delivery Tasks can then be associated with Shipments, which define the products to be delivered through related Product Transfer records.
Third, the Sales Manager requires access to Action Plans. Salesforce specifies the Action Plans permission set, or equivalent administrative privileges, for configuring and working with Action Plan Templates and Action Plans.
Assessment Indicator Definitions are used for KPI-based assessment activities and are not required to define the Delivery Task itself. The delivery process instead relies on the Delivery Task, Action Plan, Shipment, and Product Transfer architecture. Together, these three configuration steps provide the task definition, execution permission, and Action Plan access required for DSD operations.
Study Guide Topics:Visit Execution - > Direct Store Delivery - > Delivery Task - > Action Plan Template - > Permissions
NEW QUESTION # 74
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