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| Section | Weight | Objectives |
|---|---|---|
| Store Execution | 15% | - Planogram Compliance - Store Survey and Feedback - Store Execution Process - Assortment Monitoring |
| Visit Execution | 23% | - Order Capture and Order Submission - Visit Execution Process - Inventory Check and Product Listing - Visit Tasks and Task Types - Promotion Check and Promotion Details - Photo Capture and Survey |
| Visit Planning | 23% | - Visit Planning Process - Visit Schedule and Frequency - Territory Management - Visit Plan and Visit Plan Targets |
| Store Execution Configuration | 12% | - Configuration of Store Execution Process - Configuration of Planogram Compliance - Configuration of Assortment Monitoring - Configuration of Store Survey and Feedback |
| Visit Planning and Execution Configuration | 15% | - Configuration of Visit Tasks and Task Types - Configuration of Visit Plans and Visit Plan Targets - Configuration of Photo Capture and Survey - Configuration of Promotion Checks and Promotion Details - Configuration of Order Capture and Order Submission - Configuration of Inventory Checks and Product Listings |
| Admin and Configuration | 12% | - Reports and Dashboards - Mobile Configuration - Consumer Goods Cloud Data Model - User Setup and Permissions |
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NEW QUESTION # 64
Sales Reps in the field are reporting that no surveys are available when they try to complete a visit survey on their mobile devices. What are two explanations for this?
Answer: A,E
Explanation:
In-Store Survey execution depends on both an available Salesforce Survey and a corresponding Survey Invitation. The survey supplies the questionnaire that the field representative must complete, while the invitation creates the specific survey instance that becomes available in the context of the visit, retail store, or contact.
Salesforce ' s Consumer Goods configuration process requires the administrator to set up and activate the survey before it can be distributed. An Assessment Task Definition of type In-Store Survey is then incorporated into the Action Plan Template used for the visit. To expose the actual survey instance, Salesforce requires a Survey Invitation to be generated, commonly through the Retail Store ' s primary contact. The invitation is associated with the relevant records so that it appears within the survey task during visit execution.
Field representatives do not require permission to create surveys merely to respond to them. Survey authoring is an administrative function. Likewise, the standard process does not depend on creating a custom task definition or on a separate Retail Execution Survey Lightning Flow.
Therefore, absence of either the activated Survey or the related Survey Invitation prevents the survey from being available to the field representative.
Study Guide Topics:Visit Execution - > In-Store Survey - > Salesforce Surveys - > Survey Invitations - > Visit
NEW QUESTION # 65
Which of the following represent the three ways of performing a promotion check during an in-store visit?
Answer: C
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 # 66
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: B
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 # 67
Which option can be performed by using Salesforce Maps with Consumer Goods Cloud?
Answer: D
Explanation:
Salesforce Maps supports optimized visit sequencing and route guidance for field representatives. Agentforce Consumer Goods integrates mapping and routing capabilities so representatives can reduce travel time, determine an efficient order for store visits, and respond to changing road and traffic conditions throughout their working day.
Salesforce documents that Optimized Routes calculate the best visit sequence and display the day ' s stores and route on a map. The experience provides the sequence of visits, store addresses, real-time traffic information, route suggestions based on traffic, and the next customer location. Field representatives can use the Optimized Route sorting option in Scheduled Visits to organize their visits according to the calculated route.
Salesforce Maps Mobile also supports standard routes where Salesforce automatically optimizes the stop order. Representatives can add store locations to a route, optimize the sequence, and use mobile route controls while in the field.
This capability directly supports Consumer Goods visit planning because the objective is not simply to visualize locations but to determine an efficient sequence that minimizes travel and helps representatives reach the appropriate stores at the appropriate times.
Study Guide Topics:Visit Planning - > Salesforce Maps - > Optimized Routes - > Visit Sequence - > Real- Time Traffic
NEW QUESTION # 68
A company called Alpine is running a 'buy one get one free' (BOGO) promotion for all energy bars and sending out merchandisers to ensure that their retail customers are running it correctly. At what level should Retail Store KPIs be defined for a promotional end cap audit and also to minimize records created?
Answer: B
Explanation:
Retail Store KPIs are key performance indicators that measure how well a retail store is performing against a specific goal or target. For a promotional end cap audit, Retail Store KPIs should be defined at the energy bar product category level, as this would capture all the energy bars that are included in the BOGO promotion and also minimize the number of records created. Verified Reference: [Salesforce Consumer Goods Cloud Implementation Guide], page 30-31.
NEW QUESTION # 69
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