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| Section | Objectives |
|---|---|
| Order Capture and Trade Promotion | - Order taking processes in Consumer Goods Cloud - Trade promotion management basics |
| Reporting and Analytics | - Dashboards and performance tracking - KPIs and retail execution metrics |
| Visit Planning and Route Optimization | - Territory and route planning concepts - Scheduling and field rep optimization |
| Mobile and Offline Capabilities | - Offline synchronization and data handling - Mobile app usage for field reps |
| Consumer Goods Cloud Fundamentals | - Core platform concepts and Consumer Goods Cloud positioning - Data model overview (accounts, retail stores, visits) |
| Retail Execution | - In-store task management and compliance tracking - Store visits and field execution processes |
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질문 # 90
Which step is required to link an Action Plan to a Visit record?
정답：D
설명：
An Action Plan Template intended for retail visit execution must be configured with Visit as its Target Object and then published before it can be associated with an individual Visit. The Target Object determines the Salesforce record type against which Action Plans created from the template can operate.
Salesforce ' s Consumer Goods configuration procedure specifies that administrators create an Action Plan Template, select Visit in the Target Object field, configure the appropriate Action Plan Type, add the required tasks and flows, and publish the template. A published template can subsequently be reused across multiple Visit records, which enables standardized store-execution processes.
To apply the template, a user opens the applicable Visit, selects New Plan from the Action Plan related section, and chooses the published Action Plan Template. Salesforce then presents the tasks contained in the template and creates the Action Plan for that specific visit. Only one Action Plan can be assigned to a Visit through this standard process.
This architecture separates reusable process design from visit-specific execution and ensures consistent field activities across stores.
Study Guide Topics:Visit Planning - > Action Plan Template - > Target Object - > Visit - > Publish Template
질문 # 91
Field Reps would like to monitor the team messages throughout the day while completing tasks. Which solution provides the optimal user experience while using a tablet?
정답：C
설명：
The Consumer Goods notification framework provides the most appropriate user experience for communicating team information to field representatives while they continue performing their operational activities. Salesforce supports User Notifications specifically so supervisors and field personnel can communicate important information such as selling messages, business strategies, team updates, customer information, and other operational guidance.
Notifications are created as Task records with the User Notification record type and assigned to the relevant field representative. Users can review notifications and manage their read or unread status without requiring a separate Chatter navigation pattern.
The mobile user experience is optimized for this communication model. Salesforce ' s Advanced User Cockpit includes a dedicated Notifications card. On tablets, the card displays the five most recent unread notifications, enabling representatives to monitor messages while remaining within their normal field-work environment.
This approach avoids modifying every Consumer Goods page, consuming tablet space with a persistent messaging column, or misusing notes as person-to-person notifications. Using the native notification mechanism keeps communication integrated with the field representative ' s workflow while minimizing navigation disruption.
Study Guide Topics:Platform - > Notifications and Tasks - > User Notifications - > Mobile User Cockpit - > Field Collaboration
질문 # 92
For what two reasons would the standard record pages for tasks of type other be visible instead of the KPI component?
정답：B,E
설명：
For custom tasks of type Other, the related object ' s Lightning Record Page must contain the Consumer Goods Custom Task Measures component and that page must be activated for the appropriate users. If either configuration is missing, users can receive the standard record-page experience instead of the KPI-specific interface.
Salesforce instructs administrators to create or modify the applicable custom-object record page in Lightning App Builder, drag the Consumer Goods Custom Task Measures component onto the page, configure its properties, and save the configuration. The component can display measures such as overall compliance, product-category compliance, and product compliance.
Lightning Record Pages are also subject to activation and assignment rules. An administrator can assign a record page according to app, record type, and user profile. Consequently, creating a page containing the custom KPI component is insufficient if the intended field user ' s profile is not assigned to that page.
Salesforce Mobile supports Lightning Record Pages and does not inherently force custom tasks to display only standard pages. Similarly, Lightning App Builder does support inclusion of Consumer Goods custom- task components.
Therefore, both component configuration on the related object ' s record page and correct record-page assignment to the user profile are required for the custom KPI experience to appear.
Study Guide Topics:Platform - > Lightning App Builder - > Custom Task Measures - > Record Pages - > Profile Assignment
질문 # 93
For flow based tasks, which two statement are correct?
정답：A,B
설명：
These statements ensure that the necessary data, such as KPIs and IDs, are available within the flow for accurately performing and tracking flow-based tasks.
질문 # 94
An Organization wants to maintain data related to the line items and assets in custom objects under the line items (Object 'A') and assets (Object Name 'B').
What will ensure the data is saved under assets during assetization and can be leveraged for MACD Orders?
정답：B
설명：
This scenario involves managing the lifecycle of data stored in custom child objects (Object A attached to Order Items, and Object B attached to Assets). To ensure data integrity throughout the full commercial cycle-Sale (Assetization) and Change (MACD)-a bidirectional mapping strategy is required using the Custom Object Map feature (referred to as Object Mapper in the options).
Assetization (Order to Asset Flow):
When an order is completed, the system runs the "Assetize" process.
To move data from the custom object under the Order Item (Object A) to the custom object under the Asset (Object B), you must define a Source-to-Destination mapping.
This is the A $\rightarrow$ B mapping. Without this, the custom data entered during the sale would be lost and not stored on the customer's asset record.
MACD / Asset-Based Ordering (Asset to Order Flow):
When a customer requests a Move, Add, Change, or Delete (MACD), the system creates a new Order/Quote by reading the existing Asset data.
To ensure the new "Change Order" includes the current details from the Asset (Object B) back onto the line items (Object A) for the agent to view or modify, the system requires a reverse mapping.
This is the B $\rightarrow$ A mapping.
Why other options fail:
Option A (Apex Hook): While feasible for complex edge cases, using Apex is not the best practice when a declarative configuration tool (Object Maps) exists for this exact purpose. It increases maintenance debt.
Option B (Map A to B only): This handles the initial sale but fails during MACD. When the customer tries to change their service later, the data from Object B would not copy back to the new order, leading to data loss or errors.
Option C (Field Mapper): Field Mappers are typically used for mapping specific fields on the primary objects (e.g., OrderLineItem.Description to Asset.Description). For mapping entire related child objects, the Object Map mechanism is the correct architectural component.
질문 # 95
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