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| Section | Objectives |
|---|---|
| Retail Execution | - Store visits and field execution processes - In-store task management and compliance tracking |
| Visit Planning and Route Optimization | - Scheduling and field rep optimization - Territory and route planning concepts |
| Consumer Goods Cloud Fundamentals | - Data model overview (accounts, retail stores, visits) - Core platform concepts and Consumer Goods Cloud positioning |
| Mobile and Offline Capabilities | - Offline synchronization and data handling - Mobile app usage for field reps |
| Reporting and Analytics | - KPIs and retail execution metrics - Dashboards and performance tracking |
| Order Capture and Trade Promotion | - Trade promotion management basics - Order taking processes in Consumer Goods Cloud |
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NEW QUESTION # 35
Which step is required to link an Action Plan to a Visit record?
Answer: B
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 # 36
How is a promotion linked to a Retail Store?
Answer: D
Explanation:
Promotions are linked to Retail Stores through Promotion Channel records, which define the connection and details of the promotional activities.
NEW QUESTION # 37
When performing a search in an inventory check task which products are considered for the search?
Answer: C
Explanation:
Inventory Check execution is scoped to the products associated with the specific Retail Store being visited.
Salesforce Retail Execution uses this relationship to ensure that the field representative works only with products relevant to that outlet rather than searching the organization ' s entire Product2 catalog.
The Store Product object establishes the association between a product and a Retail Store or a specific In- Store Location. This relationship provides the product context used during store-level execution. Inventory Checks allow representatives to capture real-time information such as stock quantities, facings, share of shelf, product placement, and other assessment indicators for products sold in the store.
Product ownership or the identity of the user who created a Product record does not determine whether it should appear during an Inventory Check. Those attributes are unrelated to the commercial assortment or stocking relationship between a product and the retail location. Searching every product in the organization would also introduce irrelevant records and reduce mobile execution efficiency.
Therefore, product search during an Inventory Check is based on products associated with the Retail Store, ensuring the representative receives an operationally relevant product list for that visit.
Study Guide Topics:Visit Execution - > Inventory Check - > Store Product - > Retail Store - > Product Association
NEW QUESTION # 38
United Telecom (UT) has finalized a design for launching sales and self-service capabilities through different channels to improve their customer experience.
Which two out-of-the-box capabilities should UT use to support customers through multiple channels on Communications Cloud?
Answer: B,D
Explanation:
Salesforce Communications Cloud (formerly Vlocity Communications) provides a set of out-of-the-box omnichannel capabilities specifically designed to support buying, managing, and modifying telecom services across web, mobile, partner portals, and agent-assisted channels. Public Salesforce documentation describes two major components that enable this: Digital Commerce APIs and the Digital Commerce SDK.
Digital Commerce APIs (Option A)
Salesforce provides a full suite of REST-based Digital Commerce APIs that expose CPQ functions such as:
Product discovery
Product configuration
Pricing and promotions
Cart creation and management
Order submission
These APIs are channel-agnostic and built for web portals, mobile apps, in-store kiosks, and agent desktops, making them ideal for United Telecom's requirement to support multiple sales and self-service channels. They leverage standardized product and pricing logic directly from the Enterprise Product Catalog, ensuring consistency across all channels.
Digital Commerce SDK (Option B)
The Digital Commerce SDK complements the APIs by providing reusable UI components, templates, and client-side tools to rapidly build modern commerce experiences. It supports Lightning, LWC, and headless storefronts, enabling companies to create branded, high-performing customer experiences with minimal custom code. This SDK allows UT to deliver responsive and consistent digital buying flows without building UI logic from scratch.
Options C (Cart-based APIs using OmniOut) and D (Custom APIs using LightningOut) involve custom or integration-heavy approaches that are not needed when out-of-the-box Digital Commerce capabilities already provide a complete omnichannel solution.
Therefore, the two correct out-of-the-box capabilities for multi-channel customer experience in Communications Cloud are A and B.
NEW QUESTION # 39
A company called Alpine is running a 'buy one get one free' (BOGO) promotion for all energy bars and sending out merchandisers to ensure that their retail customers are running it correctly. At what level should Retail Store KPIs be defined for a promotional end cap audit and also to minimize records created?
Answer: D
Explanation:
Retail Store KPIs are key performance indicators that measure how well a retail store is performing against a specific goal or target. For a promotional end cap audit, Retail Store KPIs should be defined at the energy bar product category level, as this would capture all the energy bars that are included in the BOGO promotion and also minimize the number of records created. Verified Reference: [Salesforce Consumer Goods Cloud Implementation Guide], page 30-31.
NEW QUESTION # 40
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