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| Section | Objectives |
|---|---|
| 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 |
| Visit Planning and Route Optimization | - Territory and route planning concepts - Scheduling and field rep optimization |
| Consumer Goods Cloud Fundamentals | - Core platform concepts and Consumer Goods Cloud positioning - Data model overview (accounts, retail stores, visits) |
| Order Capture and Trade Promotion | - Trade promotion management basics - Order taking processes in Consumer Goods Cloud |
| Retail Execution | - In-store task management and compliance tracking - Store visits and field execution processes |
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NEW QUESTION # 14
Alpine, a Consumer Goods company, is launching a new division dedicated to fresh baked breads delivered to restaurants and groceries. In an effort to move product rapidly and pick up new clients they need to extend their current customer onboarding process to allow field reps to onboard new customers while on their daily route. Which option is a best practice to complete this requirement?
Answer: B
Explanation:
Salesforce Maps Click2Create is designed for field representatives who discover prospects, customers, or service locations while working in a territory. It allows a user to create Salesforce records directly from a map location or Point of Interest without leaving the mapping experience.
When a representative identifies a restaurant or grocery outlet while traveling the route, the representative can select the relevant Point of Interest and invoke Click2Create. Salesforce can use available business and location information to populate fields on the new Salesforce record. Administrators can configure field sets and field mappings so data captured through Click2Create is directed into the appropriate fields on Lead, Account, or other supported records.
This approach is significantly more efficient than manually creating an unrelated record and initiating an email-based handoff. It also allows the newly created prospect to enter an established Salesforce onboarding process immediately. Opportunity and CPQ functionality generally applies after sufficient prospect and account qualification has occurred, while directing the customer to an external commerce site does not provide the controlled field-sales onboarding process described in the scenario.
Click2Create therefore provides the most appropriate integration between Salesforce Maps, field prospecting, and customer onboarding.
Study Guide Topics:Integrations - > Salesforce Maps - > Click2Create - > Points of Interest - > Customer Onboarding
NEW QUESTION # 15
ABC Telecom offers advanced B2B connectivity products to companies with multiple service accounts, hundreds of quotes, and an average of 1,000 line items per quote.
Which application suite supports this scenario?
Answer: A
Explanation:
In Salesforce Industries (formerly Vlocity), large-scale B2B quoting scenarios-especially those involving multiple service accounts, hundreds of simultaneous quotes, and high-volume line-item configurations-are supported by the Enterprise Sales Management (ESM) application suite. Public Salesforce Industries resources describe ESM as the solution specifically engineered for complex B2B sales cycles, high-volume quoting, and enterprise-level product configuration.
ESM extends the functionality of Industries CPQ to support "high-line-item quoting environments," allowing sales teams to manage thousands of products, hierarchical product bundles, account-specific pricing, and approval workflows. It is optimized for organizations selling advanced connectivity solutions, WAN, MPLS, SD-WAN, Dedicated Internet, and other enterprise-grade telecom services-exactly the type of offerings ABC Telecom delivers.
Salesforce's public feature descriptions highlight that ESM supports:
Large quoting volumes (hundreds of quotes per customer)
Complex commercial hierarchies (B2B enterprise accounts with multiple service locations) Scalable CPQ performance for 1,000+ line items Enterprise contract, pricing, and proposal workflows Multi-site, multi-service configuration Other choices do not fit:
Advertising Sales Management focuses on media/advertising inventory buys.
Mobile Subscription Management is for B2C mobile postpaid/prepaid subscriptions.
Subscriber Lifecycle Management manages consumer subscriber journeys, not enterprise B2B quoting.
Thus, for ABC Telecom's enterprise customer scenario with large, complex quotes, Enterprise Sales Management is the correct and Salesforce-aligned solution.
NEW QUESTION # 16
What object can be used to store the KPIs?
Answer: A
Explanation:
The Assessment Indicator Definition defines the KPI or measurable parameter that field representatives capture during Retail Execution. It provides the reusable definition of what must be measured, such as the number of products on a shelf, product facings, stock availability, promotional compliance, or another store- performance indicator.
Salesforce supports several data types for Assessment Indicator Definitions, including Number, Boolean, Date Time, Text, Decimal, and Picklist. The definition can then be associated with one or more Assessment Task Definitions covering products, product categories, promotions, planograms, or custom assessment scenarios.
The Assessment Indicator Definition works together with two additional KPI objects. A Retail Store KPI associates the indicator with its business context and defines the expected or target value. A Retail Visit KPI stores the actual result captured by the field representative during a specific visit. Salesforce therefore separates the reusable KPI definition, target configuration, and transactional result into distinct layers.
This design enables the same Assessment Indicator Definition to be reused across multiple store groups, products, locations, and visits while maintaining separate targets and actual values for each applicable context.
Study Guide Topics:Data Setup - > Assessment Indicator Definition - > Retail Store KPI - > Retail Visit KPI -
> KPI Measurement
NEW QUESTION # 17
Sales Reps in the field are reporting that no surveys are available when they try to complete a visit survey on their mobile devices. What are two explanations for this?
Answer: D,E
Explanation:
Two explanations for why no surveys are available when field reps try to complete a visit survey on their mobile devices are:
The Salesforce admin has not created and activated a Salesforce survey. A Salesforce survey is a questionnaire that can be sent to customers or contacts to collect feedback. The admin needs to create and activate a survey before it can be used in an in-store survey task.
A related survey invitation has not been generated. A survey invitation is an object that represents an invitation to take a survey. A survey invitation needs to be generated and associated with the visit, the retail store, or the store primary contact before it can be displayed in an in-store survey task. Verified Reference: [Salesforce Consumer Goods Cloud Implementation Guide], page 27.
NEW QUESTION # 18
For flow based tasks, which two statement are correct?
Answer: A,B
Explanation:
Flow-based activities execute within the context of the Visit and Assessment Task, while the Retail Execution KPI architecture maintains the relationship between Retail Store KPIs and Retail Visit KPIs.
Salesforce supports adding flows directly to an Action Plan Template. A flow can receive visitId, assessmentTaskId, or both as input parameters. These identifiers allow the flow to operate against the specific Visit and Assessment Task instance from which it was launched, ensuring that business automation remains tied to the correct retail execution transaction.
Retail Visit KPIs provide the transactional measurement layer for a visit. Salesforce documents that when an Action Plan Template is assigned to a Visit, Assessment Tasks are generated from Assessment Task Definitions and Retail Visit KPI records are created based on the applicable Retail Store KPIs. The Retail Store KPI defines the expected target and assessment context, while the Retail Visit KPI captures the visit- specific actual measurement against that target.
Salesforce ' s data model also records the Assessment Task ID, Visit ID, Assessment Indicator Definition, Target Value, and Actual Value on Retail Visit KPI records.
Study Guide Topics:Visit Execution - > Flow Tasks - > visitId - > assessmentTaskId - > Retail Store KPI - > Retail Visit KPI
NEW QUESTION # 19
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