Question # 1
What feature in Salesforce Maps would allow a sales rep to view household demographic data in the US? |
A. Marker Layers | B. Demographic Layers | C. Data Layers | D. Shape Layers |
B. Demographic Layers
Explanation:
To view household demographic data in the US, such as income, age, education, and population, the sales rep can use the Demographic Layers feature in Salesforce Maps. This feature allows the user to overlay demographic data on top of their existing data layers and visualize them with different colors and shapes. The Demographic Layers feature is described in the Get to Know Salesforce Maps unit.
Question # 2
The newly created visit plan fails and doesn't populate any visits in the user's calendar. Which three areas could be the cause of the failure? |
A. Filters and Spelling | B. Customers are not within the driving range of the user | C. There are too many customers assigned to the user | D. The end date of the visit plan is in the past | E. Users are part of more than one visit plan and both overlap |
A. Filters and Spelling
B. Customers are not within the driving range of the user
D. The end date of the visit plan is in the past
Explanation:
A visit plan can fail to populate any visits in the user’s calendar for several reasons. One possible reason is that the filters and spelling are incorrect or inconsistent, which can prevent the visit plan from finding the right customers or accounts. Another possible reason is that the customers are not within the driving range of the user, which can make the visit plan unfeasible or inefficient. A third possible reason is that there are too many customers assigned to the user, which can exceed the capacity or availability of the user. These reasons are explained in the Troubleshoot Visit Plans document.
Question # 3
A Marker Layer has been created to display all open opportunities and the results are not as expected. How can a user test this marker layer to ensure Salesforce Maps is displaying the correct number of results? |
A. Select the "Refresh Layers in this Area" button | B. Create a Salesforce Report to match the Marker Layer Builder criteria | C. Create the Marker Layer in the Corporate folder | D. Update the Address Location in the Base Object |
B. Create a Salesforce Report to match the Marker Layer Builder criteria
Explanation:
According to the Trailhead module on Get to Know the Marker Layer Builder4, creating a marker layer follows the same process as creating a Salesforce report. Therefore, to test a marker layer and ensure Salesforce Maps is displaying the correct number of results, a user can create a Salesforce Report to match the Marker Layer Builder criteria4. This way, they can compare the results from both sources and identify any discrepancies or errors.
Question # 4
Which two options does an admin have when defining the Visit Duration in a Maps Advanced Visit Plan? |
A. 60 minutes | B. 30 minutes | C. A field chosen from the object | D. Any length defined in the "Visit Duration' field |
C. A field chosen from the object
D. Any length defined in the "Visit Duration' field
Explanation:
These are the two options that an admin has when defining the Visit Duration in a Maps Advanced Visit Plan. Visit Duration is the amount of time that a user plans to spend at each stop on their route. The admin can configure the Visit Duration for a routable object in two ways:
The admin can select a field from the routable object that contains the duration value, such as a custom field or a standard field like Estimated Travel Time. The field must be a number or text field that contains only numbers.
The admin can enter any length of time in minutes in the Visit Duration field on the Maps Advanced Route Waypoint object. The Visit Duration field is a number field that accepts values from 1 to 1440 (24 hours). The admin cannot use fixed values like 60 minutes or 30 minutes as options for defining the Visit Duration, as these are not configurable options in Maps Advanced. The Visit Duration must be either a field from the routable object or a value entered in the Visit Duration field on the Maps Advanced Route Waypoint object.
Question # 5
A sales team is deciding whether to plan client visits using Routes or Schedules. Which two factors would cause them to use Schedule? |
A. When importing events directly from their Outlook or Google calendar. | B. When Routes and Schedule are interchangable | C. When they want to schedule meetings up to a month at a time. | D. When meetings have a start and end time. | E. When they want to plan around other events currently on their Salesforce calendar |
D. When meetings have a start and end time.
E. When they want to plan around other events currently on their Salesforce calendar
Explanation:
These are two factors that would cause them to use Schedule instead of Routes. Schedule is a feature that allows users to create and optimize a schedule of appointments for a day or a week3. Schedule requires all appointments to have a start and end time or duration4. Schedule also lets users sync their appointments with their Salesforce calendar as events3. This way, the users can plan around other events currently on their Salesforce calendar and avoid conflicts. Routes is a feature that allows users to create and optimize a route of stops for a daywithout requiring scheduled start and end times or durations3. Routes does not create Salesforce calendar events or sync with the Salesforce calendar5. Therefore, Schedule is more suitable for users who have meetings with fixed time slots and who want to coordinate with their Salesforce calendar.
Question # 6
Universal Containers is looking to implement Salesforce Maps Advanced and Consumer Goods Cloud. How should Universal Containers design their process (in order) for Maps Adv solutions? |
A. Create Visits, Optimize to create Visit Plans, Run Optimization, Users access Visits in Salesforce Maps | B. Create Visit Plan and Visits, Optimize Visits, Assign to users to view in Salesforce Maps | C. Create Visit Plan, Optimize to create Visits, Users view Visits in Salesforce Maps or Retail Execution app | D. Create Visit Plan, Assign users to Visit Plans, Run Optimization to create Visits, Users view Visits in Salesforce Maps or Retail Execution app |
D. Create Visit Plan, Assign users to Visit Plans, Run Optimization to create Visits, Users view Visits in Salesforce Maps or Retail Execution app
Explanation:
According to the Salesforce Help article on Creating Visit Plans5, this is the correct order of steps for designing a process for Maps Advanced solutions. A visit plan contains the input for reps’ routes, such as datasets, calendar object, planning period, and optimization parameters5. After creating a visit plan, an admin can assign users or user profiles to it, so that they can generate routes based on the visit plan criteria5. Then, an admin can run optimization to create visits, which are individual stops on a route. Optimization takes into account various factors such as travel time, working hours, visit windows, and priorities5. Finally, users can view their visits in Salesforce Maps or Retail Execution app, and execute them according to their schedule6.
Question # 7
An administrator at Alpine Energy wants to include their custom object Alpine Customers in Maps Advanced routing. Which three steps must the admin complete? |
A. Make sure that Click2Create is configured for Alpine Customers. | B. Create a lookup relationship field on the Maps Advanced Route Waypoint object they want to include in routing. | C. Create a custom report type for Alpine Customers in order to import customer list for routing. | D. Ensure that users are assigned to the records or related records they want to route via user lookup field | E. Ensure all Alpine Customers have geocodes (latitude/longitude values) assigned |
B. Create a lookup relationship field on the Maps Advanced Route Waypoint object they want to include in routing.
C. Create a custom report type for Alpine Customers in order to import customer list for routing.
E. Ensure all Alpine Customers have geocodes (latitude/longitude values) assigned
Explanation:
These are the three steps that the admin must complete to include their custom object Alpine Customers in Maps Advanced routing. According to the article "Configure custom routable object for Maps Advanced"1, a routable object is an object that represents the location users will navigate to within their Salesforce Maps Advanced Visit Plans, such as Accounts. To configure a custom object as a routable object, the admin needs to create a lookup relationship field on the Maps Advanced Route Waypoint object that points to the custom object1. The admin also needs to create a custom report type for the custom object in order to import the customer listfor routing2. Additionally, the admin needs to ensure that all records of the custom object have geocodes (latitude/longitude values) assigned, as this is required for plotting them on the map and routing them3. Making sure that Click2Create is configured for Alpine Customers is not a necessary step, as Click2Create is a feature that allows users to create records directly from the map view, not to include them in routing4. Ensuring that users are assigned to the records or related records they want to route via user lookup field is also not a necessary step, as this is only required for Enterprise Territory Management integration, not for routing5.
Question # 8
What two layers are required to configure Live Rules? |
A. Maps Live Layer | B. Maps Data Layer | C. Maps Shape Layer | D. Maps Marker Layer |
A. Maps Live Layer
C. Maps Shape Layer
Explanation:
Maps Live Layer and Maps Shape Layer are the two layers required to configure Live Rules. Live Rules are custom geofences that track whether a Maps Live Asset enters or exits a specific area5. To create a Live Rule, the user needs to select a Maps Live Layer and a Maps Shape Layer from the configuration options5. A Maps Live Layer is a layer that displays live location data of assets and drivers on the map3. A Maps Shape Layer is a layer that displays custom boundaries drawn on the map using polygon, circle, or rectangle tools6. These two layers define the assets and areas involved in the Live Rule. Maps Data Layer and Maps Marker Layer are not required for configuring Live Rules.
Question # 9
During a Salesforce Maps solution implementation project, how does one differentiate defining vs designing customer user stories? |
A. Define is documenting the source to target mapping between legacy mapping solutions and Salesforce Maps while design is developing the integration points | B. Define is how the implementation team will build customer user stories while design is which customer user stories the implementation team will build | C. Define is identifying the implementation team members that will gather requirements while design is identifying the solution design team members that will build the solution | D. Define is which customer user stories the implementation team will build while design is how the implementation team will build the customer user stories |
D. Define is which customer user stories the implementation team will build while design is how the implementation team will build the customer user stories
Explanation:
Defining customer user stories is the process of identifying which user stories the implementation team will build based on the customer’s needs and priorities. Designing customer user stories is the process of determining how the implementation team will build the user stories based on the best practices and technical specifications. This is explained in the Salesforce Maps Implementation Methodology document.
Question # 10
A Sales Vice President is sponsoring a Salesforce Maps implementation project for his sales teams, what is a best practice the VP should take to ensure a successful rollout to his team? |
A. Start with writing new Business Processes | B. Create Permission Set License Assignments | C. Define Account sharing strategies | D. Create a communication plan |
D. Create a communication plan
Explanation:
A communication plan is a best practice for any Salesforce implementation project, as it helps to inform and engage the stakeholders, users, and sponsors throughout the project lifecycle. A communication plan can include the project goals, benefits, timeline, milestones, roles and responsibilities, training and support resources, feedback mechanisms, and success metrics1. A communication plan can also help to address any potential resistance or challenges from the users or sponsors, and ensure a smooth adoption of the new solution2.
References:
1: Salesforce Maps Configuration | Salesforce Trailhead Module2
2: Change Management Best Practices for Salesforce Administrators | Salesforce Trailhead Module3
3: https://trailhead.salesforce.com/en/content/learn/modules/change_management_best_practices_for_admins
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