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| Section | Objectives |
|---|---|
| Topic 1: Order Capture and Trade Promotion | - Order taking processes in Consumer Goods Cloud - Trade promotion management basics |
| Topic 2: Consumer Goods Cloud Fundamentals | - Data model overview (accounts, retail stores, visits) - Core platform concepts and Consumer Goods Cloud positioning |
| Topic 3: Mobile and Offline Capabilities | - Mobile app usage for field reps - Offline synchronization and data handling |
| Topic 4: Visit Planning and Route Optimization | - Scheduling and field rep optimization - Territory and route planning concepts |
| Topic 5: Retail Execution | - In-store task management and compliance tracking - Store visits and field execution processes |
| Topic 6: Reporting and Analytics | - KPIs and retail execution metrics - Dashboards and performance tracking |
>> AP-204 Vorbereitungsfragen <<
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83. Frage
Which are the two primary use cases for performing an in-store survey?
Antwort: D,E
Begründung:
Two primary use cases for performing an in-store survey are:
Gathering feedback from customers, consumers, shoppers, and staff. An in-store survey can be used to collect feedback from various stakeholders who interact with the products or services offered by the consumer goods company. For example, an in-store survey can ask customers about their satisfaction, preferences, or suggestions; consumers about their awareness, perception, or loyalty; shoppers about their behavior, motivation, or barriers; and staff about their challenges, needs, or opinions.
Gathering data on promotions, inventory requirements and product quality. An in-store survey can be used to collect data on various aspects of the product performance and availability in the retail store. For example, an in-store survey can ask about the compliance, effectiveness, or impact of promotions; the demand, supply, or replenishment of inventory; and the condition, quality, or issues of products
84. Frage
Which of the following three capabilities are available with Salesforce Maps Advanced to support Store Visit planning?
Antwort: A,D,E
Begründung:
Salesforce Maps Advanced includes features like real-time traffic-based routing, constraint-based routing, and visit windows to optimize field service operations and improve efficiency in planning store visits.
85. Frage
Which Three actions should a System Admin perform to set up a survey assessment task in the Consumer Goods Cloud?
Antwort: C,D,E
Begründung:
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
86. Frage
How would an order template for frequently bought products be created for a particular outlet?
Antwort: D
Begründung:
For a particular retail outlet, frequently ordered products can be modeled through Store Product records and marked as Favorite. Store Product establishes the product-to-store relationship and provides outlet-specific ordering attributes that streamline repetitive order capture.
Salesforce ' s Consumer Goods data model includes both Is Favorite and Default Order Quantity on Store Product. This allows a frequently purchased SKU to be marked as a preferred product for the store and assigned the quantity that is normally ordered.
Salesforce Trailhead demonstrates this configuration directly. Administrators or sales managers associate products with a store or In-Store Location, select the Favorite checkbox, and optionally enter a Default Order Quantity. During order capture, field representatives can sort or filter for favorite products, helping them quickly locate the outlet ' s commonly purchased items and replenish them using the expected quantities.
This approach is outlet-specific because the favorite designation resides on the relationship between the product and the Retail Store rather than globally on Product2. It therefore accommodates situations where the same product may be frequently purchased by one store but not another.
Saved carts and Account-level assortment records do not provide this same store-specific favorite-product mechanism.
Study Guide Topics:Visit Execution - > Order Capture - > Store Product - > Favorite Products - > Default Order Quantity
87. Frage
Alpine, a Consumer Goods company, is sending new product introduction samples to outlets via their distributors who are using Alpine's field execution app. How can Alpine keep track of the inventory of the samples in the field?
Antwort: C
Begründung:
To keep track of the inventory of the samples in the field, Alpine can create delivery tasks for the distributors and monitor their on hand inventory for the sample Product's Stock Keeping Unit (SKU). A delivery task is a type of action plan task that allows a field rep to deliver products to a retail store. A product SKU is a unique identifier for a product that can be scanned and tracked in inventory systems. By creating delivery tasks and monitoring product SKUs, Alpine can ensure that the distributors have enough samples to distribute and also track how many samples have been delivered to each store. Verified Reference: [Salesforce Consumer Goods Cloud Implementation Guide], page 28-29.
88. Frage
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