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| Section | Objectives |
|---|---|
| Topic 1: Order Capture and Trade Promotion | - Trade promotion management basics - Order taking processes in Consumer Goods Cloud |
| Topic 2: Retail Execution | - Store visits and field execution processes - In-store task management and compliance tracking |
| Topic 3: Visit Planning and Route Optimization | - Scheduling and field rep optimization - Territory and route planning concepts |
| Topic 4: Reporting and Analytics | - Dashboards and performance tracking - KPIs and retail execution metrics |
| Topic 5: Mobile and Offline Capabilities | - Offline synchronization and data handling - Mobile app usage for field reps |
| Topic 6: Consumer Goods Cloud Fundamentals | - Data model overview (accounts, retail stores, visits) - Core platform concepts and Consumer Goods Cloud positioning |
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NEW QUESTION # 58
A consultant for Northern Trail Outfitters (NTO) has been asked to setup Tableau CRM for Consumer Goods Cloud to gain insights into factors that might affect store sales.
Which Einstein Discovery story should the consultant select to address this concern?
Answer: A
NEW QUESTION # 59
Which of the following three capabilities are available with Salesforce Maps Advanced to support Store Visit planning?
Answer: A,B,E
Explanation:
Salesforce Maps Advanced supports sophisticated store-visit planning through traffic-aware routing, routing constraints, and Visit Windows.
Traffic information helps field representatives and planners account for expected travel conditions.
Agentforce Consumer Goods optimized-route functionality uses travel time between visits and provides real- time traffic information and route suggestions so representatives can react to congestion, roadworks, and other delays.
Maps Advanced also performs constraint-based optimization. Route generation considers operational constraints such as the planning period, required visit frequency, working schedules, travel time, maximum segment length, and other optimization criteria. These constraints allow the routing engine to generate routes that balance customer-coverage requirements with the practical capacity of field representatives.
Visit Windows define when a customer or retail location can accept a visit. Administrators can establish specific days and times, such as weekdays between 9:00 AM and 11:00 AM. Maps Advanced then attempts to schedule future visits inside those windows while generating optimized routes.
Together, these capabilities allow sales managers to create realistic multi-stop schedules that account for travel conditions, operational restrictions, and customer availability.
Study Guide Topics:Visit Planning - > Salesforce Maps Advanced - > Route Optimization - > Constraints - > Visit Windows - > Traffic
NEW QUESTION # 60
Which methodology does Salesforce Maps offer to facilitate the addition of geocoordinates for each retail store location by an admin?
Answer: B
NEW QUESTION # 61
Which three setup steps should the Salesforce Admin configure to allow Sales Managers to create and assign delivery tasks to deliver?
Answer: A,C,D
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 # 62
Which step is required to link an Action Plan to a Visit record?
Answer: C
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 # 63
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