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A sales manager at Alpine Energy has reviewed and finalized their team's territories in Territory Planning. When the manager is ready to publish the final changes back to Salesforce Maps, they notice the Publish button is not active. Only approvers are permitted to publish changes from Territory Planning to Salesforce Maps in Alpine Energy's org. What are the three possible reasons why the sales manager is unable to publish the alignment?
A. The sales manager is listed as an approver for Alpine Energy.
B. The sales manager only has Commenter access to the alignment.
C. The alignment must be submitted for approval before publishing.
D. The alignment must be approved before it can be published.
E. The alignment has not been shared with an approver.
Explanation:
The sales manager is unable to publish the alignment because they only have Commenter access to the alignment, the alignment must be submitted for approval before publishing, and the alignment must be approved before it can be published. These are the three possible reasons that prevent the sales manager from publishing the alignment to Salesforce Maps. Commenter access only allows users to view and comment on alignments, but not edit or publish them. Submitting and approving alignments are required steps for publishing alignments if Alignment Approval is enabled in the org. These are explained in the Control Access to Alignments and Set Up a Process for Alignment Approvals and Publishing documents.
A regional sales director wants to import all accounts in a region into a single view within Territory Planning. There are over 350,000 accounts that make up the territories in this region. Which data set creation strategy should a Consultant recommend?
A. Split the accounts across multiple data sets.
B. Use multiple SOQL queries.
C. Use a single SOQL query and aggregate to the container level.
D. Use multiple Salesforce reports.
Explanation:
According to the Trailhead module 2, this is the best strategy for creating a data set with a large number of accounts. A single SOQL query can retrieve up to 500,000 records, and aggregating to the container level can reduce the number of units in the data set. This can improve the performance and efficiency of Territory Planning
Bill is the administrator setting up Maps Advanced for Alpine Energy. Which two factors should an admin keep in mind during the oAuth process when setting up Maps Advanced?
A. Oauth user should have full CRED rights for records being routed
B. Oauth user should fall within Sales organization
C. Having the SF Maps Admin permission set is the only prerequisite for the oAuth user.
D. Oauth user should be above Maps Advanced users in role hierarchy
Explanation:
These are two factors that an admin should keep in mind during the oAuth process when setting up Maps Advanced. According to the article "OAuth user requirements for Salesforce Maps"1, an oAuth user is required to establish a secure asynchronous connection with the Salesforce Maps Advanced, Live Tracking, and Territory Planning products. The oAuth user impacts the following product functions:
Performs optimizations for routes in Advanced Routing
Uploads results of Live Rules into customer Org in Live Tracking
Performs optimizations for territories in Territory Planning To perform these functions, the oAuth user should have full CRED (Create, Read, Edit, Delete) rights for records being routed1. The oAuth user should also be assigned a role that is above the Maps Advanced end-users in the Salesforce Role Hierarchy1. This ensures that the oAuth user can access and modify the records of the end-users. Having the SF Maps Admin permission set is not the only prerequisite for the oAuth user, as the oAuth user also needs to have the Salesforce Maps Advanced Permission Set License assigned and the SF Maps Advanced Permission Set assigned1. The oAuth user does not need to fall within Sales organization, as this is not a relevant factor for setting up Maps Advanced.
A client uses account owners as the primary method of territory assignment and has low influx of new accounts. The clients territories are not geographically contiguous. Which publish method should a Consultant recommend in Territory Planning?
A. Publish to Salesforce Maps
B. Publish to Salesforce Fields
C. Publish to Enterprise Territory Management
D. Publish to Field Service
Explanation:
A Consultant should recommend Publish to Salesforce Fields as the publish method in Territory Planning for a client who uses account owners as the primary method of territory assignment and has low influx of new accounts. This method allows users to update any field on any object with the territory name or ID. This can be useful for clients who want to assign accounts based on ownership and do not need to update them frequently. This method also works well for non-contiguous territories, as it does not rely on geographical boundaries. This is explained in the Publish to Fields in Salesforce Maps Territory Planning document.
When using Salesforce Maps on a mobile device, a user changes the view of the map by zooming out to display a larger subset of accounts. Additional accounts do not display. What additional step is required for markers to display?
A. Tap the refresh button located at the bottom of the map.
B. Select the three vertical dots next to the marker layer, select edit and change the filter results.
C. Click on the settings icon (gear) and toggle auto reload on.
D. Restart the app and change the map view before plotting the marker layer.
Explanation:
The user should tap the refresh button located at the bottom of the map to display additional accounts. This button reloads the marker layer data based on the current map view and filters. This is useful when the user changes the map view by zooming in or out, or panning across the map. This is explained in the Interact with Salesforce Maps on Mobile document.
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