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| Section | Objectives |
|---|---|
| Topic 1: Mobile and Offline Capabilities | - Mobile app usage for field reps - Offline synchronization and data handling |
| Topic 2: Reporting and Analytics | - Dashboards and performance tracking - KPIs and retail execution metrics |
| Topic 3: Retail Execution | - In-store task management and compliance tracking - Store visits and field execution processes |
| Topic 4: Consumer Goods Cloud Fundamentals | - Data model overview (accounts, retail stores, visits) - Core platform concepts and Consumer Goods Cloud positioning |
| Topic 5: Order Capture and Trade Promotion | - Trade promotion management basics - Order taking processes in Consumer Goods Cloud |
| Topic 6: Visit Planning and Route Optimization | - Territory and route planning concepts - Scheduling and field rep optimization |
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NEW QUESTION # 70
Which two standard fields on the Retail Store KPI object are required when doing an inventory check?
Answer: A,E
Explanation:
In Retail Store KPIs, you can define the assessment indicator definition that must be captured for a store group. Because the assessment indicator definition is associated with assessment task definition and store groups to stores, Retail Store KPIs are the link between a store and the tasks to be performed at a store. You can also define the expected values of an assessment indicator definition in Retail Store KPIs
NEW QUESTION # 71
A consultant for Northern Trail Outfitters (NTO) retail stores would like to configure inventory checks related to products that are stocked in the frozen food aisle. What should the consultant do first to ensure the field rep knows that the product is located in the frozen food aisle?
Answer: E
Explanation:
The consultant should create an In-Store Location named Frozen Food Aisle. In-Store Locations represent distinct physical areas within a Retail Store and provide the location context required by Retail Execution tasks such as Inventory Checks and Planogram Checks.
Salesforce uses In-Store Location records to model store areas including shelves, aisles, checkout counters, backrooms, and promotional displays. Each location can be associated with an In-Store Location Category so equivalent physical areas across stores can be grouped and managed consistently. Salesforce ' s Retail Execution guidance demonstrates creating specific In-Store Location records directly from the Retail Store record and assigning appropriate location types and categories.
Products can then be associated with the relevant store location through Store Product. During an Inventory Check, the representative can select the appropriate In-Store Location and capture product availability, facings, share of shelf, or out-of-stock information for products located there.
Product2 represents the commercial SKU and does not identify its physical placement inside an individual outlet. Creating custom picklists or record types would duplicate the standard store-location model.
Study Guide Topics:Data Setup - > In-Store Location - > Inventory Check - > Store Product - > Store Layout
NEW QUESTION # 72
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 # 73
ABC Cloud is using Communications Cloud's Order Management for provisioning and activations of services. As part of the integration with ERP, the ERP order identifiers are required to be saved in the synchronous response in the SFI order record for reference and troubleshooting purposes. A Consultant has started their design using existing Vlocity Process Libraries.
What solution should the Consultant propose to save the ERP order identifiers back to the Salesforce order record?
Answer: A
Explanation:
For integrations where the provisioning/ERP system returns an external order ID in a synchronous response, Salesforce recommends using the Response DataRaptor Bundle of the Integration Procedure or Process Library.
The Process Library already includes patterns for handling:
Create Order callouts
Handling synchronous responses
Mapping response fields into Salesforce objects (e.g., SFI Order, Fulfillment records) You simply extend the Response DataRaptor to:
Extract ERP Order Identifier from the response payload.
Save it onto the corresponding Salesforce Order record for audit and troubleshooting.
Why other options are incorrect:
B: Auto Tasks are for async flows; the requirement is synchronous.
C: Enhancing the OOTB adapter is not recommended-declarative DR bundles should be used.
D: Creating a separate GET callout is unnecessary because the identifier is returned in the synchronous CREATE response.
Thus, A is the Salesforce-recommended approach.
NEW QUESTION # 74
Which Lightning component can an admin add to a Consumer Goods assessment task record page?
Answer: B
Explanation:
The Inventory Check Lightning component is available for placement directly on an Assessment Task record page. Salesforce allows administrators to create or customize an Assessment Task Record Page through Lightning App Builder and add Consumer Goods-specific components that support field execution.
For the Assessment Task object, Salesforce documents the available components as Planogram List, In-Store Products, Promotion List, Inventory Check, and Consumer Goods Survey List. The Inventory Check component provides the dedicated interface for inventory-related assessment tasks and can expose information such as progress, summary information, location filtering, and assessment sections.
The wording of the other choices is important. Salesforce provides Planogram List, rather than a component named Planogram Check, and Promotion List, rather than a component named Promotion Check. Likewise, the supported product component is named In-Store Products, not In-Store Products Check.
After adding the Inventory Check component, the administrator can configure its component properties and activate the Lightning Record Page for the appropriate application, record type, and user profiles. This configuration provides field representatives with the required mobile or desktop execution interface when they open an inventory-related Assessment Task.
Study Guide Topics:Platform - > Lightning App Builder - > Assessment Task Record Page - > Inventory Check Component
NEW QUESTION # 75
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