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| Section | Objectives |
|---|---|
| Topic 1: Retail Execution | - Store visits and field execution processes - In-store task management and compliance tracking |
| Topic 2: Visit Planning and Route Optimization | - Territory and route planning concepts - Scheduling and field rep optimization |
| Topic 3: Consumer Goods Cloud Fundamentals | - Core platform concepts and Consumer Goods Cloud positioning - Data model overview (accounts, retail stores, visits) |
| Topic 4: Mobile and Offline Capabilities | - Mobile app usage for field reps - Offline synchronization and data handling |
| Topic 5: Reporting and Analytics | - KPIs and retail execution metrics - Dashboards and performance tracking |
| Topic 6: Order Capture and Trade Promotion | - Order taking processes in Consumer Goods Cloud - Trade promotion management basics |
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NEW QUESTION # 47
Which three standard components are available for Assessment Task record pages when configuring Consumer Goods Cloud app screens?
Answer: A,C,D
Explanation:
Salesforce provides several standard Lightning components specifically scoped to the Assessment Task object. Among the listed options, In-Store Products, Promotion List, and Inventory Check are standard Assessment Task components.
The In-Store Products component presents products relevant to the store and can expose information such as product images, pricing, favorite products, and ordering actions. The Promotion List component gives field representatives access to promotions associated with the assessment context and can display progress and in- store location information. The Inventory Check component provides the user interface for inventory-related assessment execution, including product and location-oriented information used during a store visit.
Salesforce ' s Assessment Task record-page configuration also supports additional components such as Planogram List and Consumer Goods Survey List. Administrators can place the required components on an Assessment Task record page through Lightning App Builder and configure their properties according to the mobile field-execution requirement.
Promotion Details is scoped to the Promotion object rather than Assessment Task, while Cart Review is scoped to the Order object. Their object scope makes them unsuitable as the three Assessment Task components requested.
Study Guide Topics:Platform - > Lightning App Builder - > Assessment Task Record Page - > Standard Consumer Goods Components
NEW QUESTION # 48
Alpine, a Consumer Goods company, is launching a new division dedicated to fresh baked breads delivered to restaurants and groceries. In an effort to move product rapidly and pick up new clients they need to extend their current customer onboarding process to allow field reps to onboard new customers while on their daily route. Which option is a best practice to complete this requirement?
Answer: D
Explanation:
Salesforce Maps Click2Create is designed for field representatives who discover prospects, customers, or service locations while working in a territory. It allows a user to create Salesforce records directly from a map location or Point of Interest without leaving the mapping experience.
When a representative identifies a restaurant or grocery outlet while traveling the route, the representative can select the relevant Point of Interest and invoke Click2Create. Salesforce can use available business and location information to populate fields on the new Salesforce record. Administrators can configure field sets and field mappings so data captured through Click2Create is directed into the appropriate fields on Lead, Account, or other supported records.
This approach is significantly more efficient than manually creating an unrelated record and initiating an email-based handoff. It also allows the newly created prospect to enter an established Salesforce onboarding process immediately. Opportunity and CPQ functionality generally applies after sufficient prospect and account qualification has occurred, while directing the customer to an external commerce site does not provide the controlled field-sales onboarding process described in the scenario.
Click2Create therefore provides the most appropriate integration between Salesforce Maps, field prospecting, and customer onboarding.
Study Guide Topics:Integrations - > Salesforce Maps - > Click2Create - > Points of Interest - > Customer Onboarding
NEW QUESTION # 49
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: B
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 # 50
Northern Trail Outfitters (NTO) has their Field Reps perform regular activities, including promotion and inventory activities, as well as check the function of their computer display units that are placed in stores, to help customers ensure the backpacks fit properly. What should be done to support NTO Field Reps to ensure they are able to capture these KPIs?
Answer: B
Explanation:
The computer display unit should be represented as the business object being inspected, while its operational condition should be captured through an Assessment Task and associated KPI. This aligns with Salesforce ' s custom-task model for Retail Execution.
Salesforce supports custom tasks specifically for business scenarios that do not fit the standard Inventory Check, Promotion Check, Planogram Check, Order Creation, or Survey task types. Salesforce gives the example of capturing maintenance information for a refrigerator placed in a store, which is directly analogous to assessing the condition or functionality of a computer display unit.
For a custom assessment, administrators define Assessment Indicator Definitions representing the values that field representatives need to capture. The associated Retail Store KPI provides the target and business context, while the Retail Visit KPI stores the actual observation entered during execution. Custom Context can connect the KPI configuration to the relevant standard or custom business object.
An In-Store Survey is intended for collecting feedback from customers or store personnel and is not the appropriate mechanism for recording equipment-performance KPIs. Creating a dedicated task record type also does not replace the assessment/KPI architecture.
Study Guide Topics:Visit Execution - > Custom Tasks - > Assets - > Assessment Indicators - > Retail Visit KPI
NEW QUESTION # 51
For flow based tasks, which two statement are correct?
Answer: A,B
Explanation:
Flow-based activities execute within the context of the Visit and Assessment Task, while the Retail Execution KPI architecture maintains the relationship between Retail Store KPIs and Retail Visit KPIs.
Salesforce supports adding flows directly to an Action Plan Template. A flow can receive visitId, assessmentTaskId, or both as input parameters. These identifiers allow the flow to operate against the specific Visit and Assessment Task instance from which it was launched, ensuring that business automation remains tied to the correct retail execution transaction.
Retail Visit KPIs provide the transactional measurement layer for a visit. Salesforce documents that when an Action Plan Template is assigned to a Visit, Assessment Tasks are generated from Assessment Task Definitions and Retail Visit KPI records are created based on the applicable Retail Store KPIs. The Retail Store KPI defines the expected target and assessment context, while the Retail Visit KPI captures the visit- specific actual measurement against that target.
Salesforce ' s data model also records the Assessment Task ID, Visit ID, Assessment Indicator Definition, Target Value, and Actual Value on Retail Visit KPI records.
Study Guide Topics:Visit Execution - > Flow Tasks - > visitId - > assessmentTaskId - > Retail Store KPI - > Retail Visit KPI
NEW QUESTION # 52
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