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| Section | Objectives |
|---|---|
| Reporting and Analytics | - KPIs and retail execution metrics - Dashboards and performance tracking |
| Mobile and Offline Capabilities | - Offline synchronization and data handling - Mobile app usage for field reps |
| 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 |
| Visit Planning and Route Optimization | - Territory and route planning concepts - Scheduling and field rep optimization |
| Order Capture and Trade Promotion | - Trade promotion management basics - Order taking processes in Consumer Goods Cloud |
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NEW QUESTION # 77
How can a Field Sales Manager access a photo taken by a Field Rep of a defective In-store asset?
Answer: B
Explanation:
Photos captured during an asset-compliance activity are maintained within the assessment-task content framework, allowing the evidence to remain associated with the task that generated it. For an asset check implemented as a custom Assessment Task, this provides the most direct relationship between the compliance observation and its supporting photographic evidence.
Salesforce provides the Assessment Task Content Document object specifically for associating Content Documents with assessment activities. Its data model includes a reference to the parent Assessment Task and a Content Document reference, allowing files generated during execution to remain connected to the task.
Salesforce also supports a content-context reference that can identify contextual business records such as an Asset or Visit.
Within Retail Execution, Salesforce uses Assessment Task Content Document records for notes and pictures captured by field representatives while performing assessment activities. This preserves the evidentiary relationship between the field observation and the work performed, enabling managers to review photographs alongside the associated compliance task.
The photo therefore remains accessible through the asset check Assessment Task, where the manager can review the evidence in the same operational context as the captured asset-compliance measurements.
Study Guide Topics:Visit Execution - > Asset Checks - > Assessment Task - > Content Documents - > Photo Evidence
NEW QUESTION # 78
Which three Survey invitations are displayed in the In-Store Survey task during a visit?
Answer: B,D,E
Explanation:
Survey invitations associated with the visit, the Retail Store, and the Store Primary Contact are three survey invitations that are displayed in the In-Store Survey task during a visit. These survey invitations are relevant to the context of the visit and can help users to collect feedback from the store staff or customers. Verified Reference: [Salesforce Consumer Goods Cloud Implementation Guide], page 27.
NEW QUESTION # 79
Which are the two primary use cases for performing an in-store survey?
Answer: A,B
Explanation:
In-Store Surveys are primarily designed to capture qualitative feedback from people associated with the retail location and to gather information about operational topics such as promotions, inventory requirements, and product quality.
Salesforce explicitly defines the In-Store Survey capability as a method for gathering feedback from store staff and customers about promotions, inventory needs, and product-quality conditions. The survey is executed as part of a Visit and can be incorporated into an Action Plan Template through an Assessment Task Definition of type In-Store Survey.
This model allows consumer goods organizations to collect information that is difficult to derive from purely transactional records. For example, store personnel can provide feedback about product availability, promotional effectiveness, packaging issues, shopper reactions, or changing inventory requirements. Surveys can also capture consumer or shopper opinions about products or promotional activities.
Inventory reconciliation is handled through inventory-management and Inventory Check processes rather than primarily through surveys. Point-of-sale information is normally imported or integrated as structured sales data for analytics rather than collected manually through an In-Store Survey.
Study Guide Topics:Visit Execution - > In-Store Survey - > Customer Feedback - > Promotions - > Inventory Requirements - > Product Quality
NEW QUESTION # 80
Which of the following are supported KPI Type values for Retail Store KPI records?
Answer: B,D,E
Explanation:
The supported Retail Store KPI types include Price, Facing, and Revenue, along with Share of Shelf, Out of Stock, and Inventory. KPI Type identifies the business interpretation of the Assessment Indicator Definition associated with a Retail Store KPI and is particularly important for Retail Execution measurements and analytics.
Facing is used when the organization measures the number of product facings visible on a shelf or display. It commonly supports planogram and merchandising compliance. Price supports assessments where the field representative records and evaluates the displayed or observed product price. Revenue provides the business classification for revenue-oriented performance measures.
Salesforce ' s Retail Store KPI configuration explicitly provides these values in the KPI Type picklist: Facing, Share of Shelf, Out of Stock, Inventory, Price, and Revenue. The KPI Type can also contribute to calculated performance indicators such as average facing compliance, average out-of-stock compliance, and average price compliance.
Promotion is business context rather than a KPI Type; a Promotion can instead be associated with the Retail Store KPI. Units can function as a unit of measure or assessment concept but is not one of the supported KPI Type values identified for the Retail Store KPI.
Study Guide Topics:Data Setup - > Retail Store KPI - > KPI Type - > Facing - > Price - > Revenue
NEW QUESTION # 81
Northern Trail Outfitters (NTO) would like to know if the high value assets placed in stores are compliant. If not compliant, NTO would like a boolean value generated to trigger an action plan for correction. What is the recommended approach to meet the customer ' s requirement and limit the amount of custom code?
Answer: D
Explanation:
A custom task implemented with Flow is the appropriate architecture when the information to be captured does not fit the standard Inventory Check, Planogram Check, Promotion Check, Order Creation, or In-Store Survey task types. Salesforce specifically provides the Other assessment task type for custom business activities that require organization-specific data capture.
For asset compliance, an administrator can create an Assessment Indicator Definition with a Boolean data type to capture whether the asset meets the required compliance condition. Assessment Indicator Definitions support Number, Boolean, Date Time, Text, Decimal, and Picklist data types, making Boolean appropriate for a compliant/non-compliant assessment.
The custom task can be connected to the relevant business record through the Custom Context field of the Retail Store KPI. Salesforce supports standard or custom objects as custom-task context when the object supports activities. Flow can then evaluate the captured Boolean value and invoke the required follow-up automation, such as generating corrective actions or other downstream processes.
Using Flow instead of Apex follows Salesforce ' s declarative automation model and minimizes custom code while keeping the logic maintainable by administrators.
Study Guide Topics:Visit Execution - > Custom Tasks - > Assessment Indicator Definition - > Boolean KPI -
> Flow Automation
NEW QUESTION # 82
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