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| Section | Weight | Objectives |
|---|---|---|
| Topic 1: Visit Planning and Execution Configuration | 15% | - Configuration of Inventory Checks and Product Listings - Configuration of Visit Plans and Visit Plan Targets - Configuration of Visit Tasks and Task Types - Configuration of Promotion Checks and Promotion Details - Configuration of Photo Capture and Survey - Configuration of Order Capture and Order Submission |
| Topic 2: Visit Execution | 23% | - Photo Capture and Survey - Inventory Check and Product Listing - Visit Execution Process - Order Capture and Order Submission - Visit Tasks and Task Types - Promotion Check and Promotion Details |
| Topic 3: Store Execution | 15% | - Assortment Monitoring - Store Execution Process - Store Survey and Feedback - Planogram Compliance |
| Topic 4: Store Execution Configuration | 12% | - Configuration of Assortment Monitoring - Configuration of Store Execution Process - Configuration of Planogram Compliance - Configuration of Store Survey and Feedback |
| Topic 5: Admin and Configuration | 12% | - User Setup and Permissions - Reports and Dashboards - Mobile Configuration - Consumer Goods Cloud Data Model |
| Topic 6: Visit Planning | 23% | - Visit Schedule and Frequency - Visit Plan and Visit Plan Targets - Territory Management - Visit Planning Process |
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NEW QUESTION # 95
A Consultant must migrate Communications Cloud Data from one customized Salesforce Org to another Salesforce Org.
What are two key considerations before migration and preparing the target instance to receive or import Communications Cloud data?
Answer: B,D
Explanation:
Before migrating Communications Cloud data to a new org, Salesforce documentation stresses two critical readiness steps:
A . Ensuring all required fields and data points exist in the target org Communications Cloud relies on a complex data model (EPC, Order Mgmt, Pricing, Attributes, EPC Projects, Fulfillment records). The target org must have all necessary fields and object configurations before importing data.
D . Metadata must match before migration
Migration cannot succeed unless product specs, attributes, price lists, technical product models, decomposition mappings, and orchestration metadata exist in the target org.
Metadata alignment is the #1 prerequisite for moving Communications Cloud data.
Incorrect options:
B: Running validation during migration is risky and not recommended.
C: Testing in production is strictly prohibited.
NEW QUESTION # 96
Which step is required to link an Action Plan to a Visit record?
Answer: A
Explanation:
The Action Plan Template must use Visit as the Target Object and must be published before it can be used to generate an Action Plan for a retail visit.
Salesforce defines the Action Plan Template as a reusable framework for activities that remain consistent across multiple visits. During template creation, the administrator specifies Visit as the Target Object and configures the required Action Plan Type. Assessment tasks, flows, delivery-related activities, or other supported work items are then added before the template is published.
Publishing is an essential lifecycle step because Salesforce permits only published templates to be used when associating an Action Plan with a Visit. To create the association, the user opens the Visit, navigates to the Action Plan related section, selects New Plan, and chooses the required published template. Salesforce displays the tasks defined by the template and creates the Visit-specific Action Plan after the configuration is saved.
The process therefore does not depend on activating the Visit or separately activating an Action Plan. The key configuration is ensuring that the reusable template is explicitly designed for Visit records and has been published for use.
Study Guide Topics:Visit Planning - > Action Plan Template - > Visit Target Object - > Publish Template - > Action Plan Association
NEW QUESTION # 97
Which Statement is accurate regarding Action Plan Templates?
Answer: C
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 # 98
Northern Trail Outfitters (NTO) has their Field Reps perform regular activities, including promotion and inventory activities, as well as check the function of their computer display units that are placed in stores, to help customers ensure the backpacks fit properly. What should be done to support NTO Field Reps to ensure they are able to capture these KPIs?
Answer: B
Explanation:
The computer display unit should be represented as the business object being inspected, while its operational condition should be captured through an Assessment Task and associated KPI. This aligns with Salesforce ' s custom-task model for Retail Execution.
Salesforce supports custom tasks specifically for business scenarios that do not fit the standard Inventory Check, Promotion Check, Planogram Check, Order Creation, or Survey task types. Salesforce gives the example of capturing maintenance information for a refrigerator placed in a store, which is directly analogous to assessing the condition or functionality of a computer display unit.
For a custom assessment, administrators define Assessment Indicator Definitions representing the values that field representatives need to capture. The associated Retail Store KPI provides the target and business context, while the Retail Visit KPI stores the actual observation entered during execution. Custom Context can connect the KPI configuration to the relevant standard or custom business object.
An In-Store Survey is intended for collecting feedback from customers or store personnel and is not the appropriate mechanism for recording equipment-performance KPIs. Creating a dedicated task record type also does not replace the assessment/KPI architecture.
Study Guide Topics:Visit Execution - > Custom Tasks - > Assets - > Assessment Indicators - > Retail Visit KPI
NEW QUESTION # 99
Where are the results (actual values) of Custom Task KPIs stored?
Answer: D
Explanation:
Actual KPI values captured by a field representative during visit execution are stored in the Retail Visit KPI record. Salesforce separates KPI configuration from transactional execution data so that planned or target values remain distinct from values observed during individual visits.
The Retail Store KPI defines the target or expected value for a particular Assessment Indicator Definition. It provides the planning context, including the Retail Store Group, product or product category, In-Store Location Category, Custom Context, and target value. When an assessment task is generated for a visit, Salesforce creates the corresponding Retail Visit KPI records that represent the runtime measurements.
During execution, the field representative records the observed value. Salesforce stores fields such as the Actual Value, Target Value, Assessment Indicator Definition, Product, In-Store Location, and Custom Context on the Retail Visit KPI.
This architecture allows Salesforce to compare expected performance with actual field results across multiple visits. The custom object can supply the business context for a custom task, but it does not replace the Retail Visit KPI as the repository for actual assessment measurements.
Study Guide Topics:Data Setup - > Custom Tasks - > Retail Store KPI - > Retail Visit KPI - > Actual Values
NEW QUESTION # 100
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