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| Section | Weight | Objectives |
|---|---|---|
| Topic 1: Visit Planning and Execution Configuration | 15% | - Configuration of Order Capture and Order Submission - Configuration of Photo Capture and Survey - Configuration of Visit Plans and Visit Plan Targets - Configuration of Visit Tasks and Task Types - Configuration of Inventory Checks and Product Listings - Configuration of Promotion Checks and Promotion Details |
| Topic 2: Visit Execution | 23% | - Inventory Check and Product Listing - Photo Capture and Survey - Visit Execution Process - Visit Tasks and Task Types - Order Capture and Order Submission - Promotion Check and Promotion Details |
| Topic 3: Admin and Configuration | 12% | - Mobile Configuration - Reports and Dashboards - Consumer Goods Cloud Data Model - User Setup and Permissions |
| Topic 4: Store Execution | 15% | - Planogram Compliance - Assortment Monitoring - Store Survey and Feedback - Store Execution Process |
| Topic 5: Visit Planning | 23% | - Territory Management - Visit Plan and Visit Plan Targets - Visit Schedule and Frequency - Visit Planning Process |
| Topic 6: Store Execution Configuration | 12% | - Configuration of Store Execution Process - Configuration of Assortment Monitoring - Configuration of Planogram Compliance - Configuration of Store Survey and Feedback |
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NEW QUESTION # 97
ABC Cloud is using Communications Cloud's Order Management for provisioning and activations of services. As part of the integration with ERP, the ERP order identifiers are required to be saved in the synchronous response in the SFI order record for reference and troubleshooting purposes. A Consultant has started their design using existing Vlocity Process Libraries.
What solution should the Consultant propose to save the ERP order identifiers back to the Salesforce order record?
Answer: D
Explanation:
For integrations where the provisioning/ERP system returns an external order ID in a synchronous response, Salesforce recommends using the Response DataRaptor Bundle of the Integration Procedure or Process Library.
The Process Library already includes patterns for handling:
Create Order callouts
Handling synchronous responses
Mapping response fields into Salesforce objects (e.g., SFI Order, Fulfillment records) You simply extend the Response DataRaptor to:
Extract ERP Order Identifier from the response payload.
Save it onto the corresponding Salesforce Order record for audit and troubleshooting.
Why other options are incorrect:
B: Auto Tasks are for async flows; the requirement is synchronous.
C: Enhancing the OOTB adapter is not recommended-declarative DR bundles should be used.
D: Creating a separate GET callout is unnecessary because the identifier is returned in the synchronous CREATE response.
Thus, A is the Salesforce-recommended approach.
NEW QUESTION # 98
Which statement is correct about Consumer Goods - Einstein Visit Recommendations?
Answer: A
Explanation:
Einstein Visit Recommendations support Next Best Action strategies for determining which retail stores should be recommended for visits. Salesforce allows administrators to configure a recommendation strategy that evaluates relevant records and business criteria and produces prioritized visit recommendations for sales managers and field representatives.
A Next Best Action strategy can load relevant data, apply business rules, generate scores and reasons, and return recommendations that support store-visit planning. When a user creates a Visit Recommendation Request, the selected recommendation strategy is executed for the specified store and date context. Salesforce can also incorporate prediction information from Einstein Discovery when organizations require model-based recommendations.
The architecture separates recommendation logic from visit execution. Administrators can therefore create multiple strategies for different business priorities-for example, prioritizing stores with declining inventory, important upcoming promotions, or revenue opportunities. Salesforce documentation specifically supports both flow-based strategies and Next Best Action strategies for Einstein Visit Recommendations, enabling organizations to select the implementation approach that aligns with their planning logic and scalability requirements.
Accordingly, the ability to create Visit Recommendations through a Next Best Action Strategy is a standard supported configuration.
Study Guide Topics:Visit Planning - > Einstein Visit Recommendations - > Next Best Action - > Recommendation Strategies - > Visit Prioritization
NEW QUESTION # 99
How can an Account Manager visualize store visits in their territory for the day by their current status?
Answer: A
Explanation:
To visualize store visits in their territory for the day by their current status, an Account Manager can create a map layer using visits as the base object and color code the markers by status. A map layer is a visual representation of data on a map that can be filtered and customized. A visit is an object that represents a scheduled or unscheduled interaction between a field rep and a retail store. The status of a visit indicates whether it is planned, in progress, completed, or canceled. Verified Reference: [Salesforce Consumer Goods Cloud Implementation Guide], page 34.
NEW QUESTION # 100
Which three setup steps should the Salesforce Admin configure to allow Sales Managers to create and assign delivery tasks to deliver?
Answer: B,C,E
Explanation:
Direct Store Delivery requires both the correct Action Plan configuration and the required user permissions.
First, the administrator creates an Action Plan Template and adds a Delivery Task to it. When that template is assigned to a Visit, Salesforce creates the corresponding Delivery Task record for execution during the store visit.
Second, users who need to perform Direct Store Delivery functionality require the applicable Lightning Direct Store Delivery access. Salesforce identifies this permission set license for Direct Store Delivery capabilities in the Consumer Goods base data model. Delivery Tasks can then be associated with Shipments, which define the products to be delivered through related Product Transfer records.
Third, the Sales Manager requires access to Action Plans. Salesforce specifies the Action Plans permission set, or equivalent administrative privileges, for configuring and working with Action Plan Templates and Action Plans.
Assessment Indicator Definitions are used for KPI-based assessment activities and are not required to define the Delivery Task itself. The delivery process instead relies on the Delivery Task, Action Plan, Shipment, and Product Transfer architecture. Together, these three configuration steps provide the task definition, execution permission, and Action Plan access required for DSD operations.
Study Guide Topics:Visit Execution - > Direct Store Delivery - > Delivery Task - > Action Plan Template - > Permissions
NEW QUESTION # 101
A communications company wants to improve their quote-to-order journey experience. The journey has several steps, which include selecting products and services, and integration with the inventory system for device reservation. They want to create a modern, multi-channel experience.
What approach should a Consultant take during planning to ensure optimal development and time to market?
Answer: B
Explanation:
In Salesforce Industries (Vlocity) project methodology, an optimal quote-to-order implementation requires parallel workstreams, especially when designing multi-channel digital experiences that rely on backend APIs such as inventory reservation or device allocation. Public Salesforce implementation practices emphasize that UX design should begin early and only needs high-level API contracts, not full backend development, to progress. This is because modern telecom journeys-product selection, service configuration, device reservation, and inventory validation-depend on microservices exposed through TMF-style APIs or custom integration layers.
Salesforce recommends decomposing work into parallel user stories to accelerate time to market:
UX Design โ Driven by user flows, wireframes, and component behavior
Device Reservation API โ Defines the interface and payload shapes
Inventory System Integration โ Implements backend orchestration
This approach enables the UX team to build using mocked or stubbed APIs, ensuring that design decisions aren't delayed while backend services are still being implemented. This directly aligns with option D, which reflects Salesforce's agile implementation strategy.
Options A and B incorrectly assume UX must wait for full integration design, which slows delivery. Option C suggests sequential workstreams, which Salesforce explicitly discourages due to increased cycle time.
Thus, D is the best match.
NEW QUESTION # 102
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