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| Section | Weight | Objectives |
|---|---|---|
| Visit Planning | 6% | - Territory and route management
|
| Analytics | 6% | - Reporting and KPIs
|
| Visit Execution | 36% | - In-store process management
|
| Data Setup | 36% | - Consumer Goods Cloud data model
|
| Integrations | 6% | - System connectivity
|
| Platform | 10% | - Core platform configuration
|
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NEW QUESTION # 73
Which three statements are Correct about Store Products?
Answer: A,C,E
Explanation:
A Store Product represents the relationship between a Product2 record and a particular Retail Store or In- Store Location. This relationship supplies the store-specific product context required by several Retail Execution processes.
For Inventory Checks, Salesforce must determine which products are relevant to the store being visited. Store Product records provide that relationship, allowing the Inventory Check experience to present applicable products rather than the entire enterprise product catalog. The same store-level product context supports the Search and Scan experience, where field representatives locate a product directly or scan its barcode while performing an inventory assessment.
Store Products also contribute to order capture. Salesforce stores operational attributes on the Store Product relationship, including the associated Product, Retail Store, In-Store Location, default order quantity, and favorite-product indicator. These fields allow the order experience to identify products that are relevant to a specific outlet and facilitate efficient repeat ordering.
Salesforce distinguishes Store Product from Store Assortment: Store Product represents products directly associated with a store or in-store location, while assortments define broader groups of products eligible for sale.
Study Guide Topics:Data Setup - > Store Product - > Inventory Check - > Search and Scan - > Order Capture
NEW QUESTION # 74
Which Three actions should a System Admin perform to set up a survey assessment task in the Consumer Goods Cloud?
Answer: B,C,D
Explanation:
These steps enable the setup of survey assessment tasks in Consumer Goods Cloud, ensuring the surveys are well-defined and integrated with retail store activities.
NEW QUESTION # 75
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:
To allow Sales Managers to create and assign delivery tasks to deliver, the following setup steps should be configured:
Create an action plan template with a Delivery Task and assign it to a Visit. A Delivery Task is a type of action plan task that allows a field rep to deliver products to a retail store. A Visit is a scheduled or unscheduled interaction between a field rep and a retail store.
Assign the Lightning Direct store Delivery permissions set to the user. This permissions set grants access to the delivery task functionality and related objects, such as product transfers and shipments.
Assign the Action Plans permission set to the Sales Manager. This permissions set grants access to the action plan functionality and related objects, such as action plan templates, action plan tasks, and assessments. Verified Reference: [Salesforce Consumer Goods Cloud Implementation Guide], page 28-29.
NEW QUESTION # 76
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 # 77
Northern Trail Outfitters wishes to use Tableau CRM as part of their Consumer Goods Cloud rollout. What data is required to support successful creation of the app?
Answer: A
Explanation:
CRM Analytics for Agentforce Consumer Goods requires a minimum set of records before the Analytics for Consumer Goods app can be successfully created. Salesforce identifies the required data objects as Account, RetailStore, Visit, RetailVisitKpi, and Product2. An Order record is additionally required when the organization wants to include both Retail Execution and sales data.
The Retail Visit KPI requirement is particularly important because Retail Visit KPI records contain actual information captured during visits against the Assessment Indicator Definitions and targets configured for Retail Execution. These records provide the analytics layer with visit-level compliance and performance measurements that can be used in dashboards for store performance, product performance, territory analysis, and other Retail Execution insights.
Retail Visit KPI records are generated as part of the assessment-task process based on the underlying Retail Store KPI configuration. Salesforce therefore requires at least one RetailVisitKpi record in the organization when validating the data prerequisites for the CRM Analytics application.
The analytics setup process validates these minimum data requirements and displays a message when required records are missing.
Study Guide Topics:Analytics - > CRM Analytics for Agentforce Consumer Goods - > Data Requirements - > Retail Visit KPI - > Retail Execution Analytics
NEW QUESTION # 78
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