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The Sales Team would like to see all of their accounts identified on the map in Rank order based on Annual Revenue. What are two methods an admin should use to accomplish this request?
A. On the Markers tab, choose the Assignment Type of "Dynamic, Order"
B. On the Filters tab, choose the Advanced option and pick Annual Revenue' from the Order By drop down.
C. From the Advanced Tab, choose "Order Icons"
D. Place Annual Revenue in the field named "Tooltip 1"
Explanation:
To order the markers based on Annual Revenue, the admin can use two methods. One is to use the Assignment Type of “Dynamic, Order” on the Markers tab, which will assign different icons to the markers based on their rank order. The other is to use the Advanced option on the Filters tab, which will allow the admin to choose Annual Revenue from the Order By drop down and sort the markers in ascending or descending order. Both methods are explained in the Salesforce Maps Products document.
A territory manager has created a final alignment in Territory Planning and is ready to implement the changes in Salesforce. His organization has 350 territories with over! 00,000 records. What's the most suitable publishing method in this scenario?
A. Publish to Enterprise Territory Management
B. Publish to Salesforce Maps
C. Publish to CSV
D. Publish to Salesforce Report
Explanation:
The most suitable publishing method in this scenario is Publish to CSV. This method allows the territory manager to export the alignment data to a CSV file, which can then be imported into Salesforce using a data loader tool. This method is recommended for large alignments with over 10,000 records, as it can handle high volumes of data and avoid performance issues. This method also allows the territory manager to review and modify the data before importing it intoSalesforce. This is explained in the Publish to CSV in Salesforce Maps Territory Planning document.
Alpine Energy's internal project team has implemented Salesforce Maps in one of their sandboxes and is preparing for deployment to production. The team has identified a large number of marker layers, shapelayers, and other configurations that need to be migrated. What are the two most important things for a Maps Administrator to consider when planning this deployment?
A. The Maps Migration Utility Tool can be used to extract, prepare, and transfer Salesforce Maps data between organizations.
B. Because Salesforce Maps data is stored on many custom objects, it should be recreated by hand in the destination org.
C. Because Salesforce Maps is an installed package, its data and configurations can be moved via change sets.
D. Because Salesforce Maps is an installed package, its data and configurations cannot be moved via change sets.
Explanation:
Because Salesforce Maps is an installed package, its data and configurations cannot be moved via change sets. Change sets can only move metadata components between orgs, not data records or custom settings. Therefore, the Maps Administrator should consider recreating the Salesforce Maps data and configurations by hand in the destination org, or using a third-party tool or API to automate the process. This is explained in the Salesforce Maps Apex Developer Guide.
The Salesforce* Maps admin for the company has been tasked with creating layers for the sales team. The admin navigates to the Layers tab in Salesforce Maps and selects the New button to begin creating a layer. All of the options are greyed out. How can the admin resolve this issue?
A. Enable the "Create Layers' permission within her assigned permission group.
B. Contact Salesforce support to enable the "Create Layers" permission
C. Select either the Personal or Corporate folder before attempting to create a layer.
D. Create the layer in the Maps configuration menu
Explanation:
According to the Salesforce Maps documentation1, to create a data layer, the admin must first select either the Personal or Corporate folder in the Layers tab. The Personal folder is for saving data layers privately so only the admin can see them, while the Corporate folder is for sharing data layers with other maps users. After selecting a folder, the admin can hover over New and select Data Layer, then name the data layer and select the data source, filter, and style options. If the admin does not select a folder before attempting to create a layer, all of the options will be greyed out and unavailable.
References:
1: Create Data Layers | Salesforce Help1
An administrator wants to ensure that a record is created for a custom object named "Appointments" while creating a new visit plan for Maps Advanced. What must the administrator do first to ensure the record is created?
A. Create a dataset with "Appointments" as the base object
B. Configure "Appointments" in Routes and Schedule settings within Maps Configuration
C. Select "Appointments" as the visit object for the visit completion criteria within the dataset
D. Ensure Allow Activities is enabled for the "Appointment" object
Explanation:
The administrator must configure “Appointments” in Routes and Schedule settings within Maps Configuration to ensure that a record is created for the custom object while creating a new visit plan for Maps Advanced. This step allows the administrator to select a calendar object for output, which is the object that stores the visit records after route generation. The administrator can choose any standard or custom object that has a start date/time and end date/time field. This is explained in the Select a Calendar Object for Output document.
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