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| Section | Weight | Objectives |
|---|---|---|
| Visit Planning | 23% | - Visit Plan and Visit Plan Targets - Visit Planning Process - Visit Schedule and Frequency - Territory Management |
| Store Execution | 15% | - Store Survey and Feedback - Store Execution Process - Planogram Compliance - Assortment Monitoring |
| Visit Execution | 23% | - Inventory Check and Product Listing - Visit Execution Process - Visit Tasks and Task Types - Order Capture and Order Submission - Photo Capture and Survey - Promotion Check and Promotion Details |
| Admin and Configuration | 12% | - Consumer Goods Cloud Data Model - User Setup and Permissions - Reports and Dashboards - Mobile Configuration |
| Store Execution Configuration | 12% | - Configuration of Store Execution Process - Configuration of Assortment Monitoring - Configuration of Planogram Compliance - Configuration of Store Survey and Feedback |
| Visit Planning and Execution Configuration | 15% | - Configuration of Inventory Checks and Product Listings - Configuration of Visit Tasks and Task Types - Configuration of Visit Plans and Visit Plan Targets - Configuration of Photo Capture and Survey - Configuration of Order Capture and Order Submission - Configuration of Promotion Checks and Promotion Details |
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NEW QUESTION # 29
Which permission set allows end-users to leverage the Einstein Visit Recommendation feature in Consumer Goods Cloud?
Answer: B
Explanation:
The Retail Execution Lightning Plus permission set enables end-users to access and leverage the Einstein Visit Recommendation feature in Consumer Goods Cloud, enhancing visit planning and optimization.
NEW QUESTION # 30
Where are the results (actual values) of Custom Task KPIs stored?
Answer: B
Explanation:
Actual KPI values captured by a field representative during visit execution are stored in the Retail Visit KPI record. Salesforce separates KPI configuration from transactional execution data so that planned or target values remain distinct from values observed during individual visits.
The Retail Store KPI defines the target or expected value for a particular Assessment Indicator Definition. It provides the planning context, including the Retail Store Group, product or product category, In-Store Location Category, Custom Context, and target value. When an assessment task is generated for a visit, Salesforce creates the corresponding Retail Visit KPI records that represent the runtime measurements.
During execution, the field representative records the observed value. Salesforce stores fields such as the Actual Value, Target Value, Assessment Indicator Definition, Product, In-Store Location, and Custom Context on the Retail Visit KPI.
This architecture allows Salesforce to compare expected performance with actual field results across multiple visits. The custom object can supply the business context for a custom task, but it does not replace the Retail Visit KPI as the repository for actual assessment measurements.
Study Guide Topics:Data Setup - > Custom Tasks - > Retail Store KPI - > Retail Visit KPI - > Actual Values
NEW QUESTION # 31
Which permission set allows end-users to leverage the Einstein Visit Recommendation feature in Consumer Goods Cloud?
Answer: A
Explanation:
Retail Execution Lightning Plus provides the Retail Execution entitlement associated with strategic sales functionality in Consumer Goods Cloud. Einstein Visit Recommendations operate within the Retail Execution environment and help sales managers and field representatives determine which stores should be visited based on configurable recommendation strategies.
Salesforce documents the Lightning Retail Execution Plus permission set license as the Retail Execution license for Consumer Goods strategic sales users. The Retail Execution license framework provides access to Consumer Goods capabilities that are not included in the underlying Salesforce user license.
Einstein Visit Recommendations must also be enabled in Setup. Once configured, authorized sales managers and field representatives can create recommendation requests and schedule store visits based on the recommendations returned by Salesforce. Recommendation logic can be implemented using either a Flow strategy or a Next Best Action strategy, enabling organizations to align the feature with specific business- planning requirements.
CRM Analytics permission sets govern access to analytics applications and dashboards, while Lightning Direct Store Delivery provides access to DSD-specific functionality. Action Plans provide access to the Action Plan framework. For Visit Recommendation execution within Retail Execution, Retail Execution Lightning Plus is the applicable choice.
Study Guide Topics:Visit Planning - > Einstein Visit Recommendations - > Retail Execution Permissions - > Recommendation Strategies
NEW QUESTION # 32
What object can be used to store the KPIs?
Answer: A
Explanation:
The Assessment Indicator Definition defines the KPI or measurable parameter that field representatives capture during Retail Execution. It provides the reusable definition of what must be measured, such as the number of products on a shelf, product facings, stock availability, promotional compliance, or another store- performance indicator.
Salesforce supports several data types for Assessment Indicator Definitions, including Number, Boolean, Date Time, Text, Decimal, and Picklist. The definition can then be associated with one or more Assessment Task Definitions covering products, product categories, promotions, planograms, or custom assessment scenarios.
The Assessment Indicator Definition works together with two additional KPI objects. A Retail Store KPI associates the indicator with its business context and defines the expected or target value. A Retail Visit KPI stores the actual result captured by the field representative during a specific visit. Salesforce therefore separates the reusable KPI definition, target configuration, and transactional result into distinct layers.
This design enables the same Assessment Indicator Definition to be reused across multiple store groups, products, locations, and visits while maintaining separate targets and actual values for each applicable context.
Study Guide Topics:Data Setup - > Assessment Indicator Definition - > Retail Store KPI - > Retail Visit KPI -
> KPI Measurement
NEW QUESTION # 33
What object has a one-to-many relationship with the CG object Visit?
Answer: A
Explanation:
A Retail Store can be associated with many Visit records, creating the required one-to-many relationship.
Each Visit represents a particular scheduled or completed engagement between a field representative and a physical retail location, while the same store can naturally be visited repeatedly over time.
Salesforce describes the Visit object as tracking information about a field representative ' s visit to a Retail Store where retail activities are performed. Visit records hold information such as planned and actual start and end times, status, visitor, priority, and the related location.
For Consumer Goods implementations, the Visit ' s Place relationship identifies the Retail Store being visited.
Salesforce Maps uses the same model when scheduling Consumer Goods visits: Visit records can derive their map location from the related Retail Store through Place ID, allowing Maps to position each Visit at the correct physical outlet.
Because representatives return to stores according to visit frequencies, merchandising schedules, promotions, deliveries, and sales requirements, a single Retail Store can accumulate multiple Visit records over its lifecycle. Each Visit remains a distinct transaction with its own Action Plans, tasks, KPIs, timing, and execution results.
Study Guide Topics:Data Setup - > Retail Store - > Visit - > Place Relationship - > Store Visit History
NEW QUESTION # 34
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