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| Section | Weight | Objectives |
|---|---|---|
| Topic 1: Integrations | 6% | - System connectivity
|
| Topic 2: Visit Execution | 36% | - In-store process management
|
| Topic 3: Analytics | 6% | - Reporting and KPIs
|
| Topic 4: Data Setup | 36% | - Security and access
|
| Topic 5: Visit Planning | 6% | - Territory and route management
|
| Topic 6: Platform | 10% | - Core platform configuration
|
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NEW QUESTION # 52
Which permission set allows end-user to leverage the Einstein visit recommendation feature in Consumer Goods Cloud?
Answer: C
Explanation:
Retail Execution Lightning Plus provides access to Consumer Goods Retail Execution functionality for strategic-sales users and is the applicable entitlement for users working with Visit Recommendation capabilities in the Retail Execution environment.
Salesforce identifies Lightning Retail Execution Plus PSL as the Consumer Goods Retail Execution permission set license for strategic-sales users. Retail Execution permission set licenses enable Consumer Goods functionality that is not included automatically in the user ' s standard Salesforce license.
Einstein Visit Recommendations allow sales managers and field representatives to request recommended stores for future visits. Administrators can configure either a Flow strategy or a Next Best Action strategy.
When users request recommendations, they can select the strategy that best corresponds to their business requirement, and Salesforce returns the stores that should be considered together with the associated recommendation reasons.
Tableau CRM Plus User and Tableau CRM Plus Admin permissions apply to CRM Analytics capabilities and are not the Retail Execution entitlement represented by this question.
The Retail Execution access model can also include Action Plans and Industries Visit permissions where users need the associated visit and task functionality.
Study Guide Topics:Visit Planning - > Einstein Visit Recommendations - > Lightning Retail Execution Plus -
> Recommendation Strategies - > User Access
NEW QUESTION # 53
Which are the two primary use cases for performing an in-store survey?
Answer: A,D
Explanation:
In-Store Surveys are primarily designed to capture qualitative feedback from people associated with the retail location and to gather information about operational topics such as promotions, inventory requirements, and product quality.
Salesforce explicitly defines the In-Store Survey capability as a method for gathering feedback from store staff and customers about promotions, inventory needs, and product-quality conditions. The survey is executed as part of a Visit and can be incorporated into an Action Plan Template through an Assessment Task Definition of type In-Store Survey.
This model allows consumer goods organizations to collect information that is difficult to derive from purely transactional records. For example, store personnel can provide feedback about product availability, promotional effectiveness, packaging issues, shopper reactions, or changing inventory requirements. Surveys can also capture consumer or shopper opinions about products or promotional activities.
Inventory reconciliation is handled through inventory-management and Inventory Check processes rather than primarily through surveys. Point-of-sale information is normally imported or integrated as structured sales data for analytics rather than collected manually through an In-Store Survey.
Study Guide Topics:Visit Execution - > In-Store Survey - > Customer Feedback - > Promotions - > Inventory Requirements - > Product Quality
NEW QUESTION # 54
Prior to rollout testing users find themselves failing all the test cases related to delivery tasks. What is a potential reason for this?
Answer: C
Explanation:
Users performing Delivery Tasks in the Consumer Goods base data model require access to the Lightning Direct Store Delivery functionality. Salesforce specifically identifies the Lightning Direct Store Delivery permission set license as the feature-specific entitlement required for Direct Store Delivery and van-sales functionality on the base data model.
Delivery Tasks involve objects and functionality beyond general Retail Execution. The delivery process can include Delivery Task, Shipment, Product Transfer, and Product Item records. Salesforce documentation also identifies Lightning Direct Store Delivery as the required user permission when creating Delivery Tasks in Action Plan Templates and when associating those tasks with Shipments.
If the tester does not have the required Direct Store Delivery access, delivery-related test cases can fail even when the underlying visits, action plans, shipments, and products have been configured correctly. General Retail Execution permissions alone do not provide the full set of Direct Store Delivery capabilities.
Geofencing is not the controlling authorization mechanism for Delivery Task access, and Retail Store KPI target values are unrelated to whether the tester can execute the Direct Store Delivery functionality.
Therefore, permission assignment should be verified early in delivery-task rollout testing.
Study Guide Topics:Platform - > Permissions - > Lightning Direct Store Delivery - > Delivery Tasks - > User Access
NEW QUESTION # 55
Which Three actions should a System Admin perform to set up a survey assessment task in the Consumer Goods Cloud?
Answer: B,C,D
Explanation:
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
NEW QUESTION # 56
Infiwave offers Internet and Voice services to residential customers. In order to provision the services, a technician visits the customer location to install the modem, then provides the modem-related data over the phone, and after capturing the data the request is sent to the fulfillment system. Infiwave has identified that having the technicians provide the data over the phone is error prone.
Which two features should Infiwave use from Industries Order Management to support this functionality and to avoid errors during data capture?
Answer: A,C
Explanation:
Industries Order Management (OM) provides multiple orchestration item types to manage human tasks, system tasks, and external service calls. For field technician data capture, Salesforce recommends manual data capture orchestration items combined with OmniScripts, so technicians enter information directly instead of relaying it verbally-reducing errors and improving data quality.
A Manual Orchestration Item (Option C) creates a human task assigned to a technician and pauses the orchestration until the technician completes the task. This is the exact pattern used when capturing installation details, device identifiers, serial numbers, modem MAC addresses, or activation parameters.
A Push Orchestration Item (Option A) is also applicable when a task must be automatically "pushed" to an external party (like a field technician mobile app). The Push item assigns the work and embeds the OmniScript UI, enabling the technician to directly enter data, ensuring accuracy and eliminating the error-prone phone call process.
Options B and D (Milestone and Callout items) represent automated system tasks and do not support interactive technician data capture.
NEW QUESTION # 57
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