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| Section | Objectives |
|---|---|
| Reporting and Analytics | - Dashboards and performance tracking - KPIs and retail execution metrics |
| Order Capture and Trade Promotion | - Trade promotion management basics - Order taking processes in Consumer Goods Cloud |
| Retail Execution | - In-store task management and compliance tracking - Store visits and field execution processes |
| Consumer Goods Cloud Fundamentals | - Data model overview (accounts, retail stores, visits) - Core platform concepts and Consumer Goods Cloud positioning |
| Mobile and Offline Capabilities | - Offline synchronization and data handling - Mobile app usage for field reps |
| Visit Planning and Route Optimization | - Territory and route planning concepts - Scheduling and field rep optimization |
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NEW QUESTION # 13
Which three Survey invitations are displayed in the In-Store Survey task during a visit?
Answer: A,B,E
Explanation:
The In-Store Survey experience uses contextually associated Survey Invitations rather than displaying every open survey invitation in the organization. The relevant contexts are the Visit, Retail Store, and Store Primary Contact.
Salesforce allows a Survey Invitation to be generated for a contact and associated with a Visit as the related record. When the Action Plan Template assigned to the visit contains an In-Store Survey task, this association makes the invitation available within the visit ' s survey execution context. Salesforce also supports generating the invitation from the Retail Store ' s primary contact and associating the survey with the applicable account or store context.
This design ensures that field representatives see surveys relevant to the specific retail engagement they are executing. Showing all open invitations or every invitation targeted to any contact or user would introduce unrelated survey records and would not preserve the visit-level execution context.
The relationship between the Survey, Survey Invitation, Primary Contact, Retail Store, and Visit therefore provides controlled survey distribution while ensuring that the correct questionnaire is available during the appropriate store visit.
Study Guide Topics:Visit Execution - > In-Store Survey - > Survey Invitation - > Visit - > Retail Store - > Primary Contact
NEW QUESTION # 14
Answer: G,I
Explanation:
These steps are essential in setting up Einstein Vision for automatic product detection on shelves, involving enabling the feature, defining relevant tasks, and training the models with appropriate product images.
NEW QUESTION # 15
Which statement is true about action plan templates?
Answer: D
Explanation:
An Action Plan Template can contain multiple Inventory Check, Planogram Check, and Promotion Check assessment tasks. These are KPI-based Retail Execution activities that may need to be repeated within a single store visit for different products, categories, promotions, or in-store locations.
Salesforce explicitly states that administrators can add multiple Inventory Check, Planogram Check, and Promotion Check tasks to one Action Plan Template. By contrast, Salesforce restricts the template to only one Order Creation task or one In-Store Survey task.
This flexibility is important because a typical consumer-goods visit can involve several independent merchandising objectives. A representative might perform separate inventory checks for different store areas, validate several planograms, and verify multiple promotions during the same visit. The Action Plan Template provides a reusable framework that groups these activities and controls their required status and display sequence.
Templates must also progress through the appropriate lifecycle before operational use; simply defining the structure does not substitute for making the template available for visit execution. Salesforce further supports extensibility through flows, component tasks, and other Action Plan mechanisms.
Therefore, the ability to include multiple planogram, inventory, and promotion checks is the accurate statement.
Study Guide Topics:Visit Planning - > Action Plan Templates - > Inventory Check - > Planogram Check - > Promotion Check
NEW QUESTION # 16
Which statement is correct about Consumer Goods - Einstein Visit Recommendations?
Answer: C
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 # 17
Which step is required to link an Action Plan to a Visit record?
Answer: B
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 # 18
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