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| Section | Objectives |
|---|---|
| Order Capture and Trade Promotion | - Order taking processes in Consumer Goods Cloud - Trade promotion management basics |
| Consumer Goods Cloud Fundamentals | - Data model overview (accounts, retail stores, visits) - Core platform concepts and Consumer Goods Cloud positioning |
| Retail Execution | - In-store task management and compliance tracking - Store visits and field execution processes |
| Visit Planning and Route Optimization | - Territory and route planning concepts - Scheduling and field rep optimization |
| Reporting and Analytics | - Dashboards and performance tracking - KPIs and retail execution metrics |
| Mobile and Offline Capabilities | - Offline synchronization and data handling - Mobile app usage for field reps |
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NEW QUESTION # 61
What CG object establishes a relationship between a given SKU (stored in Product2) and a given Retail Store?
Answer: B
Explanation:
The Store Product object establishes the relationship between a Product2 record and a specific Retail Store or In-Store Location. Salesforce defines Product2 as the product master representation of a SKU, while Store Product provides the store-specific relationship required for Retail Execution.
Salesforce ' s Retail Execution object model explicitly defines Store Product as the association of a product to a retail store or to a specific in-store location. This association enables Salesforce to determine which products are relevant to a particular outlet rather than exposing the organization ' s entire Product2 catalog during field execution.
Store Product supports several operational scenarios. Inventory Checks use the relationship to identify products available for searching and scanning at the store. Order capture can use Store Product information to prioritize products relevant to that outlet, including frequently ordered or favorite products. Store Product can also associate an SKU with a specific shelf, aisle, or other In-Store Location for merchandising activities.
A Store Assortment serves a different purpose: it associates an assortment-a collection of products-with a store, store group, or account. Price Books and Price Book Entries support pricing and selling relationships but do not represent the standard Consumer Goods relationship between a retail outlet and its individual SKU.
Study Guide Topics:Data Setup - > Product2 - > Store Product - > Retail Store - > In-Store Location
NEW QUESTION # 62
For what two reasons would the standard record pages for tasks of type " Other " be visible instead of the KPI component?
Answer: A,B
Explanation:
Custom assessment tasks use the Consumer Goods Custom Task Measures component to expose KPI information on the related object ' s record page. For this experience to appear, the administrator must both place the component on the relevant Lightning Record Page and ensure that the intended users receive that page through the correct page assignment.
Salesforce instructs administrators to open the custom or standard object ' s Lightning Record Page in Lightning App Builder, drag the Consumer Goods Custom Task Measures component onto the page, configure its properties, and save the page. If the component has not been added, users naturally see the object
' s standard record-page experience instead of the custom KPI interface.
Lightning Record Pages must also be activated for the appropriate application, record type, and user profile.
Salesforce ' s page activation framework supports assignments by app, record type, and profile, allowing different users to receive different record-page experiences. If the custom task page is not assigned to the field representative ' s profile, Salesforce can display another assigned or standard record page instead.
These two configuration layers-component placement and profile/page assignment-are therefore required for the KPI component to appear.
Study Guide Topics:Platform - > Lightning App Builder - > Custom Tasks - > Consumer Goods Custom Task Measures - > Record Page Assignment
NEW QUESTION # 63
Which three types of permissions should be set in the app to provide users access to ' Visits ' , Retail Stores and Action Plan Templates?
Answer: B,D,E
Explanation:
Users performing Consumer Goods Retail Execution activities require the appropriate combination of Retail Execution, Industries Visit, and Action Plans permissions.
Lightning Retail Execution Plus provides access to Consumer Goods Retail Execution capabilities for strategic-sales users. Salesforce lists Lightning Retail Execution Plus among the available Retail Execution permission set licenses used to enable Consumer Goods features.
The Industries Visit permission provides access to industry-specific Visit functionality. Visits are fundamental to Retail Execution because they represent scheduled interactions between field representatives and Retail Stores. The permission set supplies access to objects involved in visit execution, including Visit, Assessment Task, Assessment Task Definition, Action Plan, Action Plan Template, and related records.
The Action Plans permission enables users to access and manage Action Plans. Action Plan Templates define the repeatable activities that are subsequently associated with Visits and executed by field representatives.
Salesforce ' s setup instructions direct administrators to assign a Retail Execution permission set together with Action Plans and Industries Visit to users who require access to visits, tasks, and related Retail Execution capabilities. Sales Quotations addresses a different commercial process.
Study Guide Topics:Platform - > Permission Sets - > Lightning Retail Execution Plus - > Industries Visit - > Action Plans
NEW QUESTION # 64
Which three Consumer Goods Cloud (CGC) objects are linked to the product2 object in the CGC data model?
Answer: A,B,C
Explanation:
Assortment Product, Promotion Product, and Store Product are Consumer Goods data-model objects that establish important relationships between Product2 and retail business contexts.
Assortment Product is a junction object connecting individual products with an Assortment. An Assortment represents a collection of products that are eligible or targeted for sale at specific stores, store groups, or accounts. Salesforce uses the junction relationship to support different product portfolios across retail locations.
Promotion Product connects a Promotion with a Product2 record when a promotion is defined at the product level. This relationship allows Salesforce to determine which specific products participate in promotional activities and enables product-level Promotion Checks during store visits.
Store Product directly associates Product2 with a Retail Store or specific In-Store Location. This relationship supports store-specific product execution, including inventory checks, order capture, product placement, and merchandising activities.
These junction objects provide three distinct dimensions around Product2: assortment eligibility, promotional participation, and store-level availability or placement. Delivery Product and Assessment Task Product are not the corresponding standard junction objects used for these Product2 relationships.
Study Guide Topics:Data Setup - > Product2 - > Assortment Product - > Promotion Product - > Store Product
NEW QUESTION # 65
At which three levels can Store Action Plan Templates for recommended tasks for a visit be defined?
Answer: A,C,E
Explanation:
Store Action Plan Templates provide contextual task recommendations by connecting reusable Action Plan Templates with the retail hierarchy where those activities are applicable. The supported retail contexts are Retail Store Group, Retail Store, and In-Store Location.
A Retail Store Group provides broad reusable scope. Stores with similar layouts, product ranges, commercial agreements, or operational characteristics can be grouped so that common activities can be recommended consistently across those stores. Salesforce specifically uses Retail Store Groups to organize locations with common characteristics and to reduce repetitive configuration.
The Retail Store level provides a more specific context when a task is applicable to one physical outlet rather than every store in a group. The In-Store Location level offers the finest execution granularity for activities associated with specific areas such as an aisle, primary shelf, endcap, checkout counter, or back room.
These entities form part of the Salesforce Retail Execution data model together with Store Action Plan Template, Action Plan Template, Visit, and other activity-planning objects. This layered architecture allows recommended visit activities to be associated with the level of the retail hierarchy most appropriate to the business requirement.
Study Guide Topics:Visit Planning - > Store Action Plan Template - > Retail Store Group - > Retail Store - > In-Store Location
NEW QUESTION # 66
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