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| Section | Objectives |
|---|---|
| Visit Planning and Route Optimization | - Scheduling and field rep optimization - Territory and route planning concepts |
| Consumer Goods Cloud Fundamentals | - Data model overview (accounts, retail stores, visits) - Core platform concepts and Consumer Goods Cloud positioning |
| Reporting and Analytics | - Dashboards and performance tracking - KPIs and retail execution metrics |
| Retail Execution | - Store visits and field execution processes - In-store task management and compliance tracking |
| Order Capture and Trade Promotion | - Trade promotion management basics - Order taking processes in Consumer Goods Cloud |
| Mobile and Offline Capabilities | - Offline synchronization and data handling - Mobile app usage for field reps |
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NEW QUESTION # 62
Which three dashboards are natively available with Tableau CRM for Consumer Goods Cloud?
Answer: B,D,E
Explanation:
These dashboards provide comprehensive insights into various aspects of consumer goods operations, from category performance to individual sales rep and store analyses.
NEW QUESTION # 63
Which statement is correct about Consumer Goods- Einstein Visit Recommendations?
Answer: A
Explanation:
Einstein Visit Recommendations take into account factors like store operating hours to ensure that suggested visits are feasible and practical.
NEW QUESTION # 64
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 # 65
Which Three actions should a System Admin perform to set up a survey assessment task in the Consumer Goods Cloud?
Answer: B,D,E
Explanation:
Setting up an In-Store Survey requires configuration of the Salesforce Survey, the corresponding In-Store Survey Assessment Task Definition, and an appropriate Survey Invitation.
The administrator first creates and prepares the Survey using Salesforce Surveys. This record contains the questions and response structure that the participant will complete. Next, the administrator creates an Assessment Task Definition and selects In-Store Survey as its task type. Assessment Task Definitions store reusable activities that can be incorporated into an Action Plan Template and subsequently instantiated as Assessment Tasks when that template is applied to a Visit.
The Survey must also be distributed through a Survey Invitation. Salesforce ' s Consumer Goods setup procedure supports generating the invitation from the primary contact of the Retail Store, associating the survey with the applicable related record, and then making it available from the task section of the Visit.
Assessment Indicator Definitions and Retail Store KPIs are primarily used for target-based compliance and KPI assessment processes. The In-Store Survey workflow instead relies on Salesforce Surveys, Survey Invitations, and the In-Store Survey Assessment Task Definition to deliver and execute the questionnaire during a retail visit.
Study Guide Topics:Data Setup - > Salesforce Surveys - > In-Store Survey - > Assessment Task Definition -
> Survey Invitation
NEW QUESTION # 66
What object can be used to store the KPIs?
Answer: B
Explanation:
The Assessment Indicator Definition defines the KPI or measurable parameter that field representatives capture during Retail Execution. It provides the reusable definition of what must be measured, such as the number of products on a shelf, product facings, stock availability, promotional compliance, or another store- performance indicator.
Salesforce supports several data types for Assessment Indicator Definitions, including Number, Boolean, Date Time, Text, Decimal, and Picklist. The definition can then be associated with one or more Assessment Task Definitions covering products, product categories, promotions, planograms, or custom assessment scenarios.
The Assessment Indicator Definition works together with two additional KPI objects. A Retail Store KPI associates the indicator with its business context and defines the expected or target value. A Retail Visit KPI stores the actual result captured by the field representative during a specific visit. Salesforce therefore separates the reusable KPI definition, target configuration, and transactional result into distinct layers.
This design enables the same Assessment Indicator Definition to be reused across multiple store groups, products, locations, and visits while maintaining separate targets and actual values for each applicable context.
Study Guide Topics:Data Setup - > Assessment Indicator Definition - > Retail Store KPI - > Retail Visit KPI -
> KPI Measurement
NEW QUESTION # 67
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