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| Section | Objectives |
|---|---|
| Topic 1: Visit Planning and Route Optimization | - Scheduling and field rep optimization - Territory and route planning concepts |
| Topic 2: Order Capture and Trade Promotion | - Trade promotion management basics - Order taking processes in Consumer Goods Cloud |
| Topic 3: Consumer Goods Cloud Fundamentals | - Core platform concepts and Consumer Goods Cloud positioning - Data model overview (accounts, retail stores, visits) |
| Topic 4: Mobile and Offline Capabilities | - Mobile app usage for field reps - Offline synchronization and data handling |
| Topic 5: Reporting and Analytics | - KPIs and retail execution metrics - Dashboards and performance tracking |
| Topic 6: Retail Execution | - Store visits and field execution processes - In-store task management and compliance tracking |
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NEW QUESTION # 79
Which three setup steps should the Salesforce Admin configure to allow Sales Managers to create and assign delivery tasks to deliver?
Answer: B,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 # 80
Which three standard components are available for Assessment Task record pages when configuring Consumer Goods Cloud app screens?
Answer: A,C,D
Explanation:
These components provide comprehensive information about promotions and inventory, vital for effective retail execution.
NEW QUESTION # 81
Which two levels can promotions be defined within Consumer Goods Cloud?
Answer: A,B
Explanation:
Consumer Goods supports product-focused promotions at the Product Category and individual Product levels.
These levels determine the merchandise scope against which promotional activities and Promotion Checks are configured.
A Product Category-level promotion is used when a promotional activity applies to a group of related products. Salesforce gives the example of applying a discount across an entire beverage category and then using a category-level Promotion Check to measure the resulting promotional execution and sales impact.
A Product-level promotion applies to individual products. For example, a consumer goods organization can promote a newly launched product through free samples and then use a product-level Promotion Check to capture consumption or customer feedback.
Salesforce also supports a General Promotion, which has no Product or Product Category context. Retail Store and Retail Store Group are not promotion product levels; instead, they define where the promotion applies.
That geographic or organizational reach is established through Promotion Channel, which can associate a Promotion with a store, store group, or account.
This separation lets administrators independently configure the merchandise scope and retail distribution scope of each promotion.
Study Guide Topics:Data Setup - > Promotion - > Product Category - > Product - > General Promotion - > Promotion Channel
NEW QUESTION # 82
Which Statement is accurate regarding Action Plan Templates?
Answer: B
Explanation:
Action Plan Templates can contain both Assessment Task Definitions and Component Tasks, allowing organizations to combine standard Retail Execution activities with customized Lightning Web Component- based tasks in a reusable visit framework.
An Assessment Task Definition represents a recurring field activity such as an Inventory Check, Planogram Check, Promotion Check, In-Store Survey, Order Creation activity, or custom assessment. Salesforce allows administrators to add these Assessment Task Definitions to an Action Plan Template. When that template is used for a Visit, the corresponding tasks become associated with the visit and are presented to the assigned field representative.
Salesforce also supports Component Tasks. Administrators can select Add Component Task on an Action Plan Template, provide a name and description, select the required Lightning Web Component through its fully qualified name, and determine whether the task is mandatory. This allows organizations to extend store execution with specialized interactive experiences while continuing to use the standard Action Plan framework.
Action Plan Templates are configured administratively and function as reusable frameworks for repeatable business processes. Their ability to combine multiple task types is fundamental to creating consistent and scalable store-visit execution plans.
Study Guide Topics:Visit Planning - > Action Plan Templates - > Assessment Task Definitions - > Component Tasks - > Visit Execution
NEW QUESTION # 83
At which three levels can Store Action Plan Templates for recommended tasks for a visit be defined?
Answer: A,C,E
Explanation:
Store Action Plan Templates provide contextual task recommendations by connecting reusable Action Plan Templates with the retail hierarchy where those activities are applicable. The supported retail contexts are Retail Store Group, Retail Store, and In-Store Location.
A Retail Store Group provides broad reusable scope. Stores with similar layouts, product ranges, commercial agreements, or operational characteristics can be grouped so that common activities can be recommended consistently across those stores. Salesforce specifically uses Retail Store Groups to organize locations with common characteristics and to reduce repetitive configuration.
The Retail Store level provides a more specific context when a task is applicable to one physical outlet rather than every store in a group. The In-Store Location level offers the finest execution granularity for activities associated with specific areas such as an aisle, primary shelf, endcap, checkout counter, or back room.
These entities form part of the Salesforce Retail Execution data model together with Store Action Plan Template, Action Plan Template, Visit, and other activity-planning objects. This layered architecture allows recommended visit activities to be associated with the level of the retail hierarchy most appropriate to the business requirement.
Study Guide Topics:Visit Planning - > Store Action Plan Template - > Retail Store Group - > Retail Store - > In-Store Location
NEW QUESTION # 84
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