Salesforce-Maps-Professional Practice Test

Explanation:

Balance prioritizes equal distribution of the selected attribute across territories in your focus. This is the best option for ensuring revenue is distributed as evenly as possible across the entire sales team1. References: Optimization in Salesforce Maps Territory Planning

Explanation:

According to the Trailhead module 3, this is the correct type of report and field for creating a data set that integrates with Enterprise Territory Management. An Accounts and Territories report can show the accounts that are assigned to territories, and the Territory Id field can be used to assign units to areas based on their territory membership.

Explanation:

To create a custom data layer from a CSV file, the user needs to have two permissions assigned to the permission group they belong to: Manage Data Sources and Manage Data Layers. These permissions allow the user to upload external CSV files with record and location information, and create data layers to visualize this data in Salesforce Maps1. The user can create custom data layers from CSV files by following these steps2:

Click Layers.

To save the data layer privately so only you can see it, click Saved | Personal. Or, to share the data layer with other maps users, click Saved | Corporate.

Hover over New and select Data Layer.

Name the data layer and select the data source, filter, and style options you want the data layer to show.

Click Choose data source and select Add a Data Source.

Log in to the Salesforce Maps Custom Data Source Portal with your Salesforce credentials. Click + New to begin uploading a new external CSV file.

Name your data source and click Upload Files to choose a local CSV file to upload as a data source.

Select the location headers and the column headers you want to import from your CSV file, and format the data for each column header.

Click Save and Process to upload your data source to Salesforce Maps.

References:

1: Custom Data Sources with Salesforce Maps | Salesforce Help1

2: Create Data Layers | Salesforce Help3

Explanation:

According to the Salesforce Help document 1, to enable task creation on mobile devices, the admin needs to update the assigned button set to include the “New Task” button. This will allow the sales reps to log a task on an account within the map view from their mobile device.

Explanation:

According to the Salesforce Help article on Routes and Schedule Settings in Maps2, you can enter your travel plans via the Maps Advanced Route tab to let the optimization engine know when and where you will be traveling. This will help you get more accurate routes that accommodate your travel plan.