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| Section | Weight | Objectives |
|---|---|---|
| Topic 1: Admin and Configuration | 12% | - Mobile Configuration - User Setup and Permissions - Consumer Goods Cloud Data Model - Reports and Dashboards |
| Topic 2: Visit Planning | 23% | - Visit Schedule and Frequency - Visit Plan and Visit Plan Targets - Visit Planning Process - Territory Management |
| Topic 3: Visit Planning and Execution Configuration | 15% | - Configuration of Visit Tasks and Task Types - Configuration of Inventory Checks and Product Listings - Configuration of Photo Capture and Survey - Configuration of Promotion Checks and Promotion Details - Configuration of Visit Plans and Visit Plan Targets - Configuration of Order Capture and Order Submission |
| Topic 4: Visit Execution | 23% | - Photo Capture and Survey - Visit Execution Process - Visit Tasks and Task Types - Inventory Check and Product Listing - Order Capture and Order Submission - Promotion Check and Promotion Details |
| Topic 5: Store Execution Configuration | 12% | - Configuration of Store Execution Process - Configuration of Planogram Compliance - Configuration of Assortment Monitoring - Configuration of Store Survey and Feedback |
| Topic 6: Store Execution | 15% | - Store Survey and Feedback - Planogram Compliance - Store Execution Process - Assortment Monitoring |
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NEW QUESTION # 87
Which permission set allows end-users to leverage the Einstein Visit Recommendation feature in Consumer Goods Cloud?
Answer: C
Explanation:
Retail Execution Lightning Plus provides the Retail Execution entitlement associated with strategic sales functionality in Consumer Goods Cloud. Einstein Visit Recommendations operate within the Retail Execution environment and help sales managers and field representatives determine which stores should be visited based on configurable recommendation strategies.
Salesforce documents the Lightning Retail Execution Plus permission set license as the Retail Execution license for Consumer Goods strategic sales users. The Retail Execution license framework provides access to Consumer Goods capabilities that are not included in the underlying Salesforce user license.
Einstein Visit Recommendations must also be enabled in Setup. Once configured, authorized sales managers and field representatives can create recommendation requests and schedule store visits based on the recommendations returned by Salesforce. Recommendation logic can be implemented using either a Flow strategy or a Next Best Action strategy, enabling organizations to align the feature with specific business- planning requirements.
CRM Analytics permission sets govern access to analytics applications and dashboards, while Lightning Direct Store Delivery provides access to DSD-specific functionality. Action Plans provide access to the Action Plan framework. For Visit Recommendation execution within Retail Execution, Retail Execution Lightning Plus is the applicable choice.
Study Guide Topics:Visit Planning - > Einstein Visit Recommendations - > Retail Execution Permissions - > Recommendation Strategies
NEW QUESTION # 88
When performing a search in an inventory check task which products are considered for the search?
Answer: A
Explanation:
When performing a search in an inventory check task, only the products that are associated with the retail store are considered for the search. This is because the inventory check task is designed to verify the availability and quantity of products in a specific store location. Verified Reference: [Salesforce Consumer Goods Cloud Implementation Guide], page 28.
NEW QUESTION # 89
Which Action Plan Type should be selected when creating an Action Plan Template for Consumer Goods Cloud?
Answer: C
Explanation:
For the Agentforce Consumer Goods visit-execution model, the appropriate Action Plan Type is Visit Execution. Action Plan Templates provide reusable collections of activities that field representatives repeatedly perform during visits to retail stores.
Salesforce ' s Consumer Goods data-model training identifies Visit Execution as the Action Plan Type used for Retail Execution templates and Visit as the Target Object. The template can then contain tasks such as inventory checks, planogram checks, promotion checks, asset checks, surveys, order-related activities, and other recurring work.
The Action Plan Template separates reusable task configuration from individual Visit records. Administrators define the common activities once, establish their order and mandatory status, and then associate the template with multiple visits. When the template is applied, Salesforce creates the necessary visit-level tasks so the field representative receives a consistent execution workflow.
This approach is particularly important in consumer goods organizations where representatives may perform essentially the same merchandising, inventory, promotion, order, and compliance activities across hundreds or thousands of stores. Visit Execution provides the action-plan classification aligned with that Retail Execution business process.
Study Guide Topics:Visit Planning - > Action Plan Template - > Visit Execution - > Visit Target Object - > Assessment Tasks
NEW QUESTION # 90
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: A
Explanation:
Because the promotion applies to all energy bars, the Retail Store KPI should be configured at the Product Category level. Salesforce supports promotion checks at the Product Category, individual Product, and General Promotion levels. Product Category is the appropriate level when a promotional activity applies uniformly to a group of related products.
A category-level configuration minimizes administrative overhead because a single KPI configuration can represent the target for the complete energy-bar category rather than requiring individual KPI records for every SKU. Salesforce allows the administrator to associate a Product Category with a Retail Store KPI together with the Assessment Indicator Definition, Retail Store Group, In-Store Location Category, promotion, KPI type, and target value.
An SKU-level configuration would be appropriate when each individual product requires separate measurement or targets. In this scenario, however, the same BOGO promotion applies across the full energy- bar category, so SKU-specific records would unnecessarily increase data volume and maintenance.
Custom Context applies primarily to custom assessment tasks rather than standard promotion-check configuration. Consequently, Product Category provides the correct granularity while supporting scalable and maintainable Retail Store KPI administration.
Study Guide Topics:Data Setup - > Promotions - > Product Categories - > Retail Store KPI - > Promotion Checks
NEW QUESTION # 91
A Field Sales Manager to trying to determine which stores have a decline in Retail Execution KPIs and therefore need attention. Which Tableau CRM for Consumer Goods Cloud dashboard can provide the required data?
Answer: B
Explanation:
The Tableau CRM for Consumer Goods Cloud dashboard that can provide the required data for a Field Sales Manager to determine which stores have a decline in Retail Execution KPIs and therefore need attention is the Store Performance Dashboard. The Store Performance Dashboard shows the performance and compliance of the retail stores in relation to their KPIs and promotions. The dashboard allows users to filter and analyze the data by various dimensions, such as store group, store location, product category, or visit date. The dashboard also displays metrics such as store compliance score, store revenue, store visits, and promotion compliance score. By using this dashboard, a Field Sales Manager can identify which stores are underperforming or non-compliant and take appropriate actions to improve their performance. Verified Reference: [Salesforce Consumer Goods Cloud Implementation Guide], page 37.
NEW QUESTION # 92
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