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| Section | Objectives |
|---|---|
| Topic 1: Retail Execution | - Store visits and field execution processes - In-store task management and compliance tracking |
| Topic 2: Mobile and Offline Capabilities | - Offline synchronization and data handling - Mobile app usage for field reps |
| Topic 3: Consumer Goods Cloud Fundamentals | - Data model overview (accounts, retail stores, visits) - Core platform concepts and Consumer Goods Cloud positioning |
| Topic 4: Order Capture and Trade Promotion | - Trade promotion management basics - Order taking processes in Consumer Goods Cloud |
| Topic 5: Visit Planning and Route Optimization | - Territory and route planning concepts - Scheduling and field rep optimization |
| Topic 6: Reporting and Analytics | - Dashboards and performance tracking - KPIs and retail execution metrics |
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NEW QUESTION # 78
Which two permissions should be enabled for users to view the Tableau CRM for Consumer Goods Cloud app?
Answer: A,B
Explanation:
Users who need to access the CRM Analytics application for Consumer Goods require both the CRM Analytics Plus User entitlement and the CG Analytics User permission set. In the terminology used by this question, CRM Analytics Plus User corresponds to Tableau CRM Plus User.
Salesforce separates platform analytics access from Consumer Goods-specific analytics permissions. CRM Analytics Plus User provides access to CRM Analytics capabilities, while CG Analytics User grants the permissions required to consume the Consumer Goods analytics application and its associated dashboards and datasets.
Salesforce ' s documented setup process instructs administrators to open the user ' s Permission Set Assignments and assign CG Analytics User together with CRM Analytics Plus User when the organization uses CRM Analytics for Consumer Goods Cloud.
This dual-permission approach ensures that the user has both the underlying analytics platform entitlement and the Consumer Goods application-level access required to view dashboards such as product, store, field- representative, and territory performance analytics.
Administrative permissions such as CRM Analytics Plus Admin are intended for administrators who configure and maintain analytics applications. They are not necessary for ordinary application consumers who only need to view and interact with Consumer Goods analytics.
Study Guide Topics:Analytics - > CRM Analytics - > CG Analytics User - > CRM Analytics Plus User - > User Permissions
NEW QUESTION # 79
Northern Trail Outfitters (NTO) has a 7-tier product hierarchy that they use to track products in their Enterprise Resource Planning (ERP) platform. Assuming this functionality is available in the Consumer Goods Cloud, what should a consultant at NTO determine which tier of data contains the information required to set up products in Consumer Goods Cloud INTO wishes to measure share-of-shelf ?
Answer: C
Explanation:
A consultant at NTO should determine which tier of data contains the information required to set up products in Consumer Goods Cloud by asking which tier describes stock keeping units (SKU). A SKU is a unique identifier for a product that can be scanned and tracked in inventory systems. SKU is the level of data that is needed to measure share of shelf, which is the percentage of space occupied by a product or brand on a shelf. Verified Reference: [Salesforce Consumer Goods Cloud Implementation Guide], page 19.
NEW QUESTION # 80
Which of the following represent the three ways of performing a promotion check during an in-store visit?
Answer: C
Explanation:
A promotion check is a type of action plan task that allows a field rep to verify if a promotion is running correctly at a retail store. There are three ways of performing a promotion check during an in-store visit:
General Promotion, which checks if any promotion is running at the store, regardless of the product or category involved.
Individual Product, which checks if a specific product is part of a promotion at the store.
Product Category, which checks if a group of products that belong to the same category are part of a promotion at the store. Verified Reference: [Salesforce Consumer Goods Cloud Implementation Guide], page 27-28.
NEW QUESTION # 81
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: B
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 # 82
Which Statement is accurate regarding Action Plan Templates?
Answer: B
Explanation:
Action Plan Templates can contain both Assessment Task Definitions and Component Tasks, allowing organizations to combine standard Retail Execution activities with customized Lightning Web Component- based tasks in a reusable visit framework.
An Assessment Task Definition represents a recurring field activity such as an Inventory Check, Planogram Check, Promotion Check, In-Store Survey, Order Creation activity, or custom assessment. Salesforce allows administrators to add these Assessment Task Definitions to an Action Plan Template. When that template is used for a Visit, the corresponding tasks become associated with the visit and are presented to the assigned field representative.
Salesforce also supports Component Tasks. Administrators can select Add Component Task on an Action Plan Template, provide a name and description, select the required Lightning Web Component through its fully qualified name, and determine whether the task is mandatory. This allows organizations to extend store execution with specialized interactive experiences while continuing to use the standard Action Plan framework.
Action Plan Templates are configured administratively and function as reusable frameworks for repeatable business processes. Their ability to combine multiple task types is fundamental to creating consistent and scalable store-visit execution plans.
Study Guide Topics:Visit Planning - > Action Plan Templates - > Assessment Task Definitions - > Component Tasks - > Visit Execution
NEW QUESTION # 83
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