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| Section | Objectives |
|---|---|
| Visit Planning and Route Optimization | - Territory and route planning concepts - Scheduling and field rep optimization |
| Retail Execution | - In-store task management and compliance tracking - Store visits and field execution processes |
| Order Capture and Trade Promotion | - Trade promotion management basics - Order taking processes in Consumer Goods Cloud |
| Mobile and Offline Capabilities | - Mobile app usage for field reps - Offline synchronization and data handling |
| Consumer Goods Cloud Fundamentals | - Data model overview (accounts, retail stores, visits) - Core platform concepts and Consumer Goods Cloud positioning |
| Reporting and Analytics | - KPIs and retail execution metrics - Dashboards and performance tracking |
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NEW QUESTION # 35
Which KPIs can be derived using Planogram detection?
Answer: A
Explanation:
Out of Stock, Share of Shelf, and SKU Facings are three KPIs that can be derived using Planogram detection. A Planogram is a visual representation of how products should be arranged on a shelf. Planogram detection is a feature that uses Einstein Vision to compare the actual shelf image with the expected planogram image and calculate metrics such as:
Out of Stock, which measures the percentage of products that are missing from the shelf.
Share of Shelf, which measures the percentage of space occupied by a product or brand on a shelf.
SKU Facings, which measures the number of times a product SKU is visible on a shelf. Verified Reference: [Salesforce Consumer Goods Cloud Implementation Guide], page 23-24.
NEW QUESTION # 36
How would an order template for frequently bought products be created for a particular outlet?
Answer: A
Explanation:
Frequently purchased products can be prioritized for a specific outlet by associating them through Store Product and marking the appropriate products as Favorite. Store Product represents the relationship between Product2 and a Retail Store or specific In-Store Location, which allows Salesforce to maintain outlet-specific merchandising and ordering attributes.
The Store Product data model includes both Is Favorite and Default Order Quantity. These attributes are designed to streamline recurring order capture. Salesforce explains that field representatives can prioritize favorite products when creating orders so commonly purchased items are replenished efficiently and remain in stock. Default Order Quantity can further reduce data entry by predefining the quantity normally ordered for the product.
Salesforce ' s Retail Execution configuration also allows products associated with a store to be marked as favorites. The Inventory and ordering user interfaces can expose favorite products as a focused subset, reducing the time required to create routine orders.
This makes Store Product the correct outlet-specific mechanism for modeling frequently ordered products rather than creating artificial Order records with a template status.
Study Guide Topics:Visit Execution - > Order Capture - > Store Product - > Favorite Products - > Default Order Quantity
NEW QUESTION # 37
Which of the following are supported KPI Type values for Retail Store KPI records?
Answer: A,D,E
Explanation:
The supported Retail Store KPI types include Price, Facing, and Revenue, along with Share of Shelf, Out of Stock, and Inventory. KPI Type identifies the business interpretation of the Assessment Indicator Definition associated with a Retail Store KPI and is particularly important for Retail Execution measurements and analytics.
Facing is used when the organization measures the number of product facings visible on a shelf or display. It commonly supports planogram and merchandising compliance. Price supports assessments where the field representative records and evaluates the displayed or observed product price. Revenue provides the business classification for revenue-oriented performance measures.
Salesforce ' s Retail Store KPI configuration explicitly provides these values in the KPI Type picklist: Facing, Share of Shelf, Out of Stock, Inventory, Price, and Revenue. The KPI Type can also contribute to calculated performance indicators such as average facing compliance, average out-of-stock compliance, and average price compliance.
Promotion is business context rather than a KPI Type; a Promotion can instead be associated with the Retail Store KPI. Units can function as a unit of measure or assessment concept but is not one of the supported KPI Type values identified for the Retail Store KPI.
Study Guide Topics:Data Setup - > Retail Store KPI - > KPI Type - > Facing - > Price - > Revenue
NEW QUESTION # 38
Which two permissions should be enabled for users to view the Tableau CRM for Consumer Goods Cloud app?
Answer: A,B
Explanation:
Users who need to access the CRM Analytics application for Consumer Goods require both the CRM Analytics Plus User entitlement and the CG Analytics User permission set. In the terminology used by this question, CRM Analytics Plus User corresponds to Tableau CRM Plus User.
Salesforce separates platform analytics access from Consumer Goods-specific analytics permissions. CRM Analytics Plus User provides access to CRM Analytics capabilities, while CG Analytics User grants the permissions required to consume the Consumer Goods analytics application and its associated dashboards and datasets.
Salesforce ' s documented setup process instructs administrators to open the user ' s Permission Set Assignments and assign CG Analytics User together with CRM Analytics Plus User when the organization uses CRM Analytics for Consumer Goods Cloud.
This dual-permission approach ensures that the user has both the underlying analytics platform entitlement and the Consumer Goods application-level access required to view dashboards such as product, store, field- representative, and territory performance analytics.
Administrative permissions such as CRM Analytics Plus Admin are intended for administrators who configure and maintain analytics applications. They are not necessary for ordinary application consumers who only need to view and interact with Consumer Goods analytics.
Study Guide Topics:Analytics - > CRM Analytics - > CG Analytics User - > CRM Analytics Plus User - > User Permissions
NEW QUESTION # 39
Which three setup steps should the Salesforce Admin configure to allow Sales Managers to create and assign delivery tasks to deliver?
Answer: A,D,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 # 40
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