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| Section | Objectives |
|---|---|
| Topic 1: Retail Execution | - In-store task management and compliance tracking - Store visits and field execution processes |
| Topic 2: Order Capture and Trade Promotion | - Trade promotion management basics - Order taking processes in Consumer Goods Cloud |
| Topic 3: Reporting and Analytics | - KPIs and retail execution metrics - Dashboards and performance tracking |
| Topic 4: Mobile and Offline Capabilities | - Offline synchronization and data handling - Mobile app usage for field reps |
| Topic 5: Visit Planning and Route Optimization | - Territory and route planning concepts - Scheduling and field rep optimization |
| Topic 6: Consumer Goods Cloud Fundamentals | - Core platform concepts and Consumer Goods Cloud positioning - Data model overview (accounts, retail stores, visits) |
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NEW QUESTION # 87
Northern Trail Outfitters (NTO) places a high value on understanding how their endcaps are performing.
What should be recommended to NTO to ensure they can capture this data?
Answer: C
Explanation:
Endcaps should be represented as In-Store Locations and In-Store Location Categories, with Retail Store KPIs specifically configured for that merchandising context. This allows NTO to measure endcap performance independently from primary shelves, checkout counters, backrooms, or other store areas.
Salesforce ' s Agentforce Consumer Goods data model supports In-Store Location categories precisely for this purpose. Similar physical locations across stores can be categorized-for example, Endcap Displays-and Retail Store KPIs can then use that category to define the measurements and targets applicable to those locations.
Salesforce ' s own Retail Execution configuration examples demonstrate creating Retail Store KPIs specifically for the Endcap Displays category. A promotion-compliance KPI can include the Retail Store Group, Endcap Displays as the In-Store Location Category, the relevant Assessment Indicator Definition, Promotion, Product Category, and a Boolean target value. This allows field representatives to capture endcap- specific performance during visits while managers analyze the resulting Retail Visit KPI data separately.
Creating Retail Store record types or unrelated custom objects would not provide the appropriate KPI granularity. Dedicated KPI configuration for the endcap context uses the standard Consumer Goods data model and provides targeted merchandising measurement.
Study Guide Topics:Data Setup - > In-Store Locations - > Endcap Displays - > Retail Store KPI - > Assessment Indicators
NEW QUESTION # 88
Which of the following represent the three ways of performing a promotion check during an in-store visit?
Answer: B
Explanation:
A promotion check is a type of action plan task that allows a field rep to verify if a promotion is running correctly at a retail store. There are three ways of performing a promotion check during an in-store visit:
General Promotion, which checks if any promotion is running at the store, regardless of the product or category involved.
Individual Product, which checks if a specific product is part of a promotion at the store.
Product Category, which checks if a group of products that belong to the same category are part of a promotion at the store. Verified Reference: [Salesforce Consumer Goods Cloud Implementation Guide], page 27-28.
NEW QUESTION # 89
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 # 90
What is the image object (which stores the planogram) related to?
Answer: A
Explanation:
The planogram Image record is associated with an In-Store Location. This relationship identifies the specific physical area of the retail store where the reference shelf arrangement applies.
Salesforce ' s Planogram Check prerequisites require administrators to create an Image record representing the planogram and then associate that Image with the appropriate In-Store Location. Typical In-Store Locations include primary shelves, aisles, checkout counters, endcaps, and other areas where products are displayed.
The association is important because a single Retail Store can contain many merchandising locations, each with a different expected layout. Linking the planogram directly to its In-Store Location enables Salesforce to present the correct reference image when a field representative performs a Planogram Check at that particular location.
The Retail Store KPI then references the corresponding In-Store Location Category, Assessment Indicator Definition, Image or planogram, product context, and KPI Type. During execution, the field representative can open Product Details within the Planogram Check and view both the products to be inspected and the associated reference image.
Therefore, the Image object containing the planogram is related to the In-Store Location where that planogram must be evaluated.
Study Guide Topics:Data Setup - > Planogram - > Image - > In-Store Location - > Planogram Check
NEW QUESTION # 91
Which Lightning component can an admin add to a Consumer Goods assessment task record page?
Answer: A
Explanation:
The Inventory Check Lightning component is available for placement directly on an Assessment Task record page. Salesforce allows administrators to create or customize an Assessment Task Record Page through Lightning App Builder and add Consumer Goods-specific components that support field execution.
For the Assessment Task object, Salesforce documents the available components as Planogram List, In-Store Products, Promotion List, Inventory Check, and Consumer Goods Survey List. The Inventory Check component provides the dedicated interface for inventory-related assessment tasks and can expose information such as progress, summary information, location filtering, and assessment sections.
The wording of the other choices is important. Salesforce provides Planogram List, rather than a component named Planogram Check, and Promotion List, rather than a component named Promotion Check. Likewise, the supported product component is named In-Store Products, not In-Store Products Check.
After adding the Inventory Check component, the administrator can configure its component properties and activate the Lightning Record Page for the appropriate application, record type, and user profiles. This configuration provides field representatives with the required mobile or desktop execution interface when they open an inventory-related Assessment Task.
Study Guide Topics:Platform - > Lightning App Builder - > Assessment Task Record Page - > Inventory Check Component
NEW QUESTION # 92
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