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| Section | Weight | Objectives |
|---|---|---|
| Topic 1: Visit Planning | 23% | - Visit Schedule and Frequency - Visit Planning Process - Visit Plan and Visit Plan Targets - Territory Management |
| Topic 2: Visit Execution | 23% | - Visit Tasks and Task Types - Inventory Check and Product Listing - Visit Execution Process - Promotion Check and Promotion Details - Order Capture and Order Submission - Photo Capture and Survey |
| Topic 3: Admin and Configuration | 12% | - Reports and Dashboards - Mobile Configuration - Consumer Goods Cloud Data Model - User Setup and Permissions |
| Topic 4: Store Execution Configuration | 12% | - Configuration of Store Survey and Feedback - Configuration of Planogram Compliance - Configuration of Assortment Monitoring - Configuration of Store Execution Process |
| Topic 5: Visit Planning and Execution Configuration | 15% | - Configuration of Visit Plans and Visit Plan Targets - Configuration of Photo Capture and Survey - Configuration of Visit Tasks and Task Types - Configuration of Inventory Checks and Product Listings - Configuration of Order Capture and Order Submission - Configuration of Promotion Checks and Promotion Details |
| Topic 6: Store Execution | 15% | - Planogram Compliance - Assortment Monitoring - Store Execution Process - Store Survey and Feedback |
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NEW QUESTION # 94
A consumer goods cloud user wants to create a new custom task type to support the auditing of coolers installed at retail store locations. Which assessment task definition task type should be used?
Answer: D
Explanation:
For a business-specific activity such as auditing coolers installed in retail stores, the Assessment Task Definition should use the Other task type. Consumer Goods provides standard task types for common Retail Execution activities, including Inventory Check, Planogram Check, Promotion Check, In-Store Survey, and Order Creation. Activities that do not fit those predefined processes are implemented through a custom assessment using the Other task type.
A cooler audit can require measurements such as operational condition, cleanliness, temperature compliance, branding condition, or whether required products are stocked. Administrators can represent these measurements through Assessment Indicator Definitions using appropriate data types such as Boolean, Number, Decimal, Text, or Picklist.
For custom tasks, the Retail Store KPI can also use Custom Context to associate the KPI with an appropriate standard or custom object. Salesforce permits eligible objects with activities enabled to provide this business context.
The resulting custom task can then be added to an Action Plan Template so that field representatives receive the cooler-audit activity during applicable store visits. This uses the standard Consumer Goods assessment framework while supporting specialized business processes without incorrectly modeling the audit as inventory, promotion, or planogram activity.
Study Guide Topics:Visit Execution - > Assessment Task Definition - > Other Task Type - > Custom Tasks -
> Assessment Indicators
NEW QUESTION # 95
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 # 96
For flow based tasks, which two statement are correct?
Answer: C,D
Explanation:
These statements ensure that the necessary data, such as KPIs and IDs, are available within the flow for accurately performing and tracking flow-based tasks.
NEW QUESTION # 97
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: C
Explanation:
A data requirement to support successful creation of the Tableau CRM app for Consumer Goods Cloud is that products must be associated to retail stores. This is because the Tableau CRM app analyzes the sales performance and product distribution across different stores and segments, and identifies opportunities and gaps for product placement and availability. Without associating products to retail stores, the app cannot provide accurate and meaningful insights. Verified Reference: [Salesforce Consumer Goods Cloud Implementation Guide], page 37.
NEW QUESTION # 98
A member of the Northern Trail Outfitters company has been tasked with setting up planograms for the field team. Which of the following steps is required to ensure an assessment task of planogram check is available to the field?
Answer: B
Explanation:
Uploading an image of the planogram is essential for enabling field teams to perform planogram checks, providing a visual reference for in-store product placement and arrangement.
NEW QUESTION # 99
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