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| Section | Weight | Objectives |
|---|---|---|
| Visit Execution | 23% | - Order Capture and Order Submission - Promotion Check and Promotion Details - Inventory Check and Product Listing - Visit Execution Process - Visit Tasks and Task Types - Photo Capture and Survey |
| Visit Planning | 23% | - Visit Plan and Visit Plan Targets - Visit Schedule and Frequency - Territory Management - Visit Planning Process |
| Store Execution Configuration | 12% | - Configuration of Store Survey and Feedback - Configuration of Assortment Monitoring - Configuration of Planogram Compliance - Configuration of Store Execution Process |
| Visit Planning and Execution Configuration | 15% | - Configuration of Visit Plans and Visit Plan Targets - Configuration of Inventory Checks and Product Listings - Configuration of Order Capture and Order Submission - Configuration of Visit Tasks and Task Types - Configuration of Promotion Checks and Promotion Details - Configuration of Photo Capture and Survey |
| Admin and Configuration | 12% | - Mobile Configuration - Reports and Dashboards - Consumer Goods Cloud Data Model - User Setup and Permissions |
| Store Execution | 15% | - Store Execution Process - Store Survey and Feedback - Planogram Compliance - Assortment Monitoring |
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NEW QUESTION # 50
Which Lightning component can an admin add to a Consumer Goods assessment task record page?
Answer: D
Explanation:
The Inventory Check Lightning component is available for placement directly on an Assessment Task record page. Salesforce allows administrators to create or customize an Assessment Task Record Page through Lightning App Builder and add Consumer Goods-specific components that support field execution.
For the Assessment Task object, Salesforce documents the available components as Planogram List, In-Store Products, Promotion List, Inventory Check, and Consumer Goods Survey List. The Inventory Check component provides the dedicated interface for inventory-related assessment tasks and can expose information such as progress, summary information, location filtering, and assessment sections.
The wording of the other choices is important. Salesforce provides Planogram List, rather than a component named Planogram Check, and Promotion List, rather than a component named Promotion Check. Likewise, the supported product component is named In-Store Products, not In-Store Products Check.
After adding the Inventory Check component, the administrator can configure its component properties and activate the Lightning Record Page for the appropriate application, record type, and user profiles. This configuration provides field representatives with the required mobile or desktop execution interface when they open an inventory-related Assessment Task.
Study Guide Topics:Platform - > Lightning App Builder - > Assessment Task Record Page - > Inventory Check Component
NEW QUESTION # 51
For flow based tasks, which two statement are correct?
Answer: A,C
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
Which three Survey invitations are displayed in the In-Store Survey task during a visit?
Answer: A,C,D
Explanation:
The In-Store Survey experience uses contextually associated Survey Invitations rather than displaying every open survey invitation in the organization. The relevant contexts are the Visit, Retail Store, and Store Primary Contact.
Salesforce allows a Survey Invitation to be generated for a contact and associated with a Visit as the related record. When the Action Plan Template assigned to the visit contains an In-Store Survey task, this association makes the invitation available within the visit ' s survey execution context. Salesforce also supports generating the invitation from the Retail Store ' s primary contact and associating the survey with the applicable account or store context.
This design ensures that field representatives see surveys relevant to the specific retail engagement they are executing. Showing all open invitations or every invitation targeted to any contact or user would introduce unrelated survey records and would not preserve the visit-level execution context.
The relationship between the Survey, Survey Invitation, Primary Contact, Retail Store, and Visit therefore provides controlled survey distribution while ensuring that the correct questionnaire is available during the appropriate store visit.
Study Guide Topics:Visit Execution - > In-Store Survey - > Survey Invitation - > Visit - > Retail Store - > Primary Contact
NEW QUESTION # 53
At which three levels can Store Action Plan Templates for recommended tasks for a visit be defined?
Answer: A,B,E
Explanation:
Store Action Plan Templates for recommended tasks can be defined at various levels including Retail Store Group, Retail Store, and In-Store Location, allowing for granular and effective task management.
NEW QUESTION # 54
How would an order template for frequently bought products be created for a particular outlet?
Answer: B
Explanation:
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
NEW QUESTION # 55
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