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| Section | Weight | Objectives |
|---|---|---|
| Visit Execution | 36% | - In-store process management
|
| Visit Planning | 6% | - Territory and route management
|
| Analytics | 6% | - Reporting and KPIs
|
| Platform | 10% | - Core platform configuration
|
| Data Setup | 36% | - Security and access
|
| Integrations | 6% | - System connectivity
|
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18. Frage
Feedback from their Sales Agents about their current legacy system's quoting and order capture flows:
They often need to refer back to their training documentation for routine customer requests They are able to handle the majority of customer requests themselves despite current challenges Routine customer requests require many clicks and they want the new system to focus on user experience One of the common MACD transactions is to increase the quantity of the assets.
What approach should a Consultant recommend for designing the quoting and order capture flows in Communications Cloud to alleviate the agents' feedback while minimizing implementation efforts?
Antwort: B
Begründung:
Feedback from sales agents indicates:
Need fewer clicks
Need guided flows for routine transactions
Already comfortable handling most requests
Want reduced training effort
Salesforce recommends a hybrid UX approach:
✔ Use Guided Selling OmniScripts for common tasks
OmniScripts allow:
Streamlined clicks
Step-by-step guidance
Embedded rules
Lower training impact
Perfect for frequent MACD tasks (e.g., updating quantities)
✔ Use CPQ Cart for all remaining flexible or complex cases
CPQ Cart already supports full quoting, attribute changes, and line-level updates. Using it avoids unnecessary customizations.
Why not the others:
A (Custom LWC Cart) → High effort, not needed.
B (Use OmniScript for all) → Overkill; many use cases require standard Cart capabilities.
C (Use Cart for all) → Does not solve agent frustrations or reduce clicks/training.
19. Frage
Which object is the promotion object associated to?
Antwort:
Begründung:
Promotion Channel
Explanation:
The Promotion Channel object provides the association between a Promotion and the business entity or retail destination to which that promotion applies.
A Promotion record defines the commercial activity itself, including the offer or merchandising initiative.
Salesforce then uses related records to establish the context of that promotion. Promotion Products identify individual products included in the promotion, while Promotion Product Categories establish category-level participation. Promotion Channel determines where the promotion is applicable.
Salesforce allows administrators to associate a Promotion Channel with a Retail Store, Retail Store Group, or Account. The administrator opens the relevant Promotion and adds the required retail destination through the Promotion Channel related list. An optional In-Store Location can also be specified when the promotional activity applies to a particular physical location inside the outlet-for example, a checkout counter or endcap.
This separation provides a flexible many-to-many structure: one promotion can apply to multiple retail destinations, and a store can participate in multiple promotions. During Visit Execution, Salesforce can then identify the promotions applicable to the store and expose them through Promotion Check activities.
Study Guide Topics:Data Setup - > Promotion - > Promotion Channel - > Retail Store - > Retail Store Group -
> Account
20. Frage
United Telecom (UT) has finalized a design for launching sales and self-service capabilities through different channels to improve their customer experience.
Which two out-of-the-box capabilities should UT use to support customers through multiple channels on Communications Cloud?
Antwort: B,C
Begründung:
Salesforce Communications Cloud (formerly Vlocity Communications) provides a set of out-of-the-box omnichannel capabilities specifically designed to support buying, managing, and modifying telecom services across web, mobile, partner portals, and agent-assisted channels. Public Salesforce documentation describes two major components that enable this: Digital Commerce APIs and the Digital Commerce SDK.
Digital Commerce APIs (Option A)
Salesforce provides a full suite of REST-based Digital Commerce APIs that expose CPQ functions such as:
Product discovery
Product configuration
Pricing and promotions
Cart creation and management
Order submission
These APIs are channel-agnostic and built for web portals, mobile apps, in-store kiosks, and agent desktops, making them ideal for United Telecom's requirement to support multiple sales and self-service channels. They leverage standardized product and pricing logic directly from the Enterprise Product Catalog, ensuring consistency across all channels.
Digital Commerce SDK (Option B)
The Digital Commerce SDK complements the APIs by providing reusable UI components, templates, and client-side tools to rapidly build modern commerce experiences. It supports Lightning, LWC, and headless storefronts, enabling companies to create branded, high-performing customer experiences with minimal custom code. This SDK allows UT to deliver responsive and consistent digital buying flows without building UI logic from scratch.
Options C (Cart-based APIs using OmniOut) and D (Custom APIs using LightningOut) involve custom or integration-heavy approaches that are not needed when out-of-the-box Digital Commerce capabilities already provide a complete omnichannel solution.
Therefore, the two correct out-of-the-box capabilities for multi-channel customer experience in Communications Cloud are A and B.
21. Frage
Northern Trail Outfitters (NTO) has a 7-tier product hierarchy that they use to track products in their Enterprise Resource Planning (ERP) platform. Assuming this functionality is available in the Consumer Goods Cloud, what should a consultant at NTO determine which tier of data contains the information required to set up products in Consumer Goods Cloud INTO wishes to measure share-of-shelf ?
Antwort: A
Begründung:
A consultant at NTO should determine which tier of data contains the information required to set up products in Consumer Goods Cloud by asking which tier describes stock keeping units (SKU). A SKU is a unique identifier for a product that can be scanned and tracked in inventory systems. SKU is the level of data that is needed to measure share of shelf, which is the percentage of space occupied by a product or brand on a shelf. Verified Reference: [Salesforce Consumer Goods Cloud Implementation Guide], page 19.
22. Frage
When performing a search in an inventory check task which products are considered for the search?
Antwort: C
Begründung:
Inventory Check execution is scoped to the products associated with the specific Retail Store being visited.
Salesforce Retail Execution uses this relationship to ensure that the field representative works only with products relevant to that outlet rather than searching the organization ' s entire Product2 catalog.
The Store Product object establishes the association between a product and a Retail Store or a specific In- Store Location. This relationship provides the product context used during store-level execution. Inventory Checks allow representatives to capture real-time information such as stock quantities, facings, share of shelf, product placement, and other assessment indicators for products sold in the store.
Product ownership or the identity of the user who created a Product record does not determine whether it should appear during an Inventory Check. Those attributes are unrelated to the commercial assortment or stocking relationship between a product and the retail location. Searching every product in the organization would also introduce irrelevant records and reduce mobile execution efficiency.
Therefore, product search during an Inventory Check is based on products associated with the Retail Store, ensuring the representative receives an operationally relevant product list for that visit.
Study Guide Topics:Visit Execution - > Inventory Check - > Store Product - > Retail Store - > Product Association
23. Frage
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