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| Section | Weight | Objectives |
|---|---|---|
| Topic 1: Retail Execution | 20-25% | - Visit planning and scheduling - GPS tracking and location services - Route optimization basics - Check-in and check-out workflows - Store and account management |
| Topic 2: Tasks and Activities Management | 15-20% | - Activity types and templates - Calendar integration - Task completion and tracking - Task creation and assignment |
| Topic 3: Performance Analytics and Reporting | 15-20% | - Custom report creation - Data visibility and sharing settings - KPI tracking and metrics - Pre-built reports and dashboards |
| Topic 4: Consumer Goods Cloud Overview and Configuration | 15-20% | - Configuration settings and administrative controls - User licensing and permission sets - Consumer Goods Cloud product overview and key capabilities - Consumer Goods Cloud architecture and data model |
| Topic 5: Mobile Application Features | 10-15% | - Digital asset access - Consumer Goods Cloud mobile app overview - Offline capabilities - Photo capture and attachments |
| Topic 6: Inventory and Stock Management | 15-20% | - Stock replenishment workflows - Product information management - Inventory reconciliation - Inventory tracking features |
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質問 # 23
Northern Trail Outfitters(NTO) places a high value on understanding how their end capes are performing. What should be recommended to NTO to ensure they can capture this data?
正解:C
解説:
Creating a distinct set of KPIs for endcap locations allows NTO to specifically track and analyze the performance of these areas, providing targeted insights.
質問 # 24
Which three dashboards are natively available with Tableau CRM for Consumer Goods Cloud?
正解:A、B、D
解説:
Sales Rep Performance, Store Insights, and Product Performance are standard analytics dashboards provided for Consumer Goods Retail Execution.
The Sales Rep Performance dashboard enables sales managers to compare representatives, identify high- and low-performing team members, and analyze performance trends over time. Metrics can include revenue, product sales, visits, compliance, and other Retail Execution measurements.
The Store Insights dashboard provides store-focused analysis. It enables users to examine store sales, compliance metrics, product performance, visits, and related trends to identify outlets that require attention.
Salesforce documents Store Insights as one of the embedded dashboards available within the Consumer Goods analytics experience.
The Product Performance dashboard provides product- and category-level insights. Sales managers can identify high- and low-performing products, review revenue and quantity trends, analyze compliance, and determine which products require intervention.
The native analytics portfolio contains additional dashboards such as Store Performance, Territory Performance, Whitespace Analysis, and Sales Manager Home. Category Insights and Inventory Performance are not the corresponding standard dashboard names represented by these options.
Study Guide Topics:Analytics - > CRM Analytics - > Sales Rep Performance - > Store Insights - > Product Performance
質問 # 25
Which field is required for setting up Retail Store KPIs?
正解:A
解説:
KPI Type is a required field for setting up Retail Store KPIs. Retail Store KPIs are key performance indicators that measure how well a retail store is performing against a specific goal or target. The KPI Type defines the type of metric that is being measured, such as share of shelf, out of stock, or promotion compliance. Verified References: [Salesforce Consumer Goods Cloud Implementation Guide], page 30.
質問 # 26
Universal Containers is using Communications Cloud for their B2B use cases. They have an integration with a legacy stack that will handle network provisioning and billing. As part of their Order Management process they have to send the customer data to the legacy app, which in turn provisions billing.
What should a Consultant recommend to make this callout easier to configure, easier to maintain, and performant?
正解:D
解説:
In Communications Cloud, integrations performed during Order Management-especially callouts for provisioning, billing, and customer synchronization-should use the Order object as the primary integration payload source. Salesforce's public Order Management design principles specify that customer data required for external provisioning should be modeled directly on the Order when the data is stable, required frequently, and does not belong to technical products.
This approach offers:
Simple configuration (fields on Order object rather than product attributes) High maintainability, because administrators can adjust mappings without changing product models or decomposition rules Performance efficiency, as Order-based callouts do not require deep decomposition navigation or attribute inheritance logic Clear separation of commercial vs. technical data, one of the core EPC principles Options C and D introduce unnecessary complexity. Customer data does not belong on Technical Products (C) nor should it be modeled as multi-picklist cart attributes (D), as these degrade performance and complicate decomposition. A custom adapter (A) adds code and contradicts Salesforce's declarative-first approach.
質問 # 27
Which User persona manages day-to-day Retail Execution processes such as creating visits, creating tasks, and assigning visits to Field Representatives?
正解:D
解説:
The Sales Manager persona is responsible for managing the day-to-day Retail Execution processes performed by the field organization. Salesforce explicitly defines the Sales Manager as a standard Retail Execution user who can create visits, create tasks, and assign visits to field representatives.
This division of responsibilities is fundamental to the Agentforce Consumer Goods operating model. Sales managers coordinate retail coverage and determine what activities field representatives should perform at each store. They typically work with Retail Stores, Visits, Action Plans, Assessment Task Definitions, and Action Plan Templates to organize execution activities. By contrast, field representatives have a more execution-focused role: they review assigned visits, complete assessment tasks, capture observations, process orders, and record the results of store activities.
The permission model is designed around these personas. Salesforce recommends establishing separate permission configurations for Sales Managers and Field Reps so that each role receives the appropriate object- level and feature access. Delivery representatives can also be configured separately when the organization uses Direct Store Delivery.
Consequently, responsibility for creating and coordinating visits and assigning field work belongs to the Sales Manager persona.
Study Guide Topics:Platform - > User Personas - > Sales Manager - > Visit Management - > Task Assignment
質問 # 28
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