
あなたを合格させるSalesforce Maps Salesforce-Maps-Professional試験問題集で2024年07月08日には102問あります
Salesforce-Maps-Professional無料試験学習ガイド!(更新された102問あります)
質問 # 12
An account executive from Alpine Energy is covering a large territory using Salesforce Maps. There have been constant address changes to their accounts in the past which required them to manually clear the coordinates so that Maps will generate new latitude and longitude values. How can this process be automated?
- A. After plotting a Marker Layer, click the "Use Suggested Address" button to update the latitude and longitude values.
- B. Utilize the "auto update address" feature in Salesforce Maps
- C. Configure Auto Assignment rules to automatically assign new coordinates when an address changes
- D. Utilize a Salesforce automation tool to automatically clear a record's latitude and longitude values when the address is changed
正解:D
解説:
One way to automate the process of clearing coordinates for records that have address changes is to use a Salesforce automation tool, such as Process Builder or Flow Builder. These tools can help create workflows that trigger actions based on certain criteria or events. For example, the account executive from Alpine Energy can use Process Builder to create a process that runs whenever an account is created or edited, and checks if any of the address fields have changed. If so, the process can execute an action that clears the latitude and longitude values of the account record. This way, the next time the account is plotted on Salesforce Maps, it will geocode with the updated address and plot in the correct location. Alternatively, the account executive can use Flow Builder to create a flow that performs similar logic and actions as the process, but with more flexibility and customization options. For more information on how to use Process Builder or Flow Builder, see the references below. Reference:
2: Automate Your Business Processes with Process Builder | Salesforce Trailhead Module2
3: Automate Your Business Processes with Flow Builder | Salesforce Trailhead Module3
質問 # 13
Which two permission sets must an admin assign to sales rep to enable their location tracking?
- A. SF Maps Live Mobile Tracking
- B. SF Maps Admin
- C. SF Maps Live Admin
- D. SF Maps
正解:A、D
解説:
The two permission sets that an admin must assign to a sales rep to enable their location tracking are SF Maps and SF Maps Live Mobile Tracking. These permission sets grant access to the Salesforce Maps app and the Salesforce Maps Live feature, which allow users to activate and deactivate live location tracking through their mobile device. The admin must also assign the corresponding permission set licenses and a Maps Permission Group with the Enable Live Mobile Tracking permission. This is explained in the Enable Live Location in the Maps App document.
質問 # 14
What factor does the optimization engine take into account in Territory Planning?
- A. Areas/Units in Focus, Geography, Selected Optimization Field/Attribute
- B. Rep Working Hours. Geography, Selected Optimization Field/Attribute
- C. Areas in Focus, Legend Configuration, External Attributes
- D. Distance to Reps location, Area/Units, External Attributes
正解:A
解説:
According to the Salesforce Help article on Compare Maps Route and Schedule3, the optimization engine in Territory Planning takes into account three factors: Areas/Units in Focus, Geography, and Selected Optimization Field/Attribute. These factors help you design optimal territories based on your business goals and constraints.
質問 # 15
What are two prerequisites for enabling live location tracking on mobile devices?
- A. The user needs to be assigned to the appropriate permission set licenses and permission sets.
- B. The user needs to be out in the field in order for live tracking to be enabled and leveraged.
- C. The user needs to be assigned to a Maps Permission Group with the 'Enable Live Mobile Tracking' permission.
- D. The user needs to create an account on the Maps Live tracking portal and grant the permission to be tracked
正解:A、C
解説:
these are the two prerequisites for enabling live location tracking on mobile devices. The user needs to have the Maps Live Tracking permission set license and the Maps Live Tracking User permission set assigned to them. The user also needs to be assigned to a Maps Permission Group that has the 'Enable Live Mobile Tracking' permission enabled.
質問 # 16
Which permission level should an admin review if a user is able to view but not able to export a list of markers from Salesforce Maps?
- A. Permission Set Assignments
- B. Permission Set License Assignment
- C. Public Groups
- D. Permission Groups
正解:D
解説:
Explanation
Permission Groups are the permission level that an admin should review if a user is able to view but not able to export a list of markers from Salesforce Maps. Permission Groups are used to grant access to features in Salesforce Maps, such as allowing marker exports, editing details tab fields, enabling weather tab, and so on1. The admin can edit existing permission groups or create new ones to assign different features to different users or profiles1. If a user is not able to export a list of markers from Salesforce Maps, it means that the user does not have the 'Allow Marker Exports' permission checked in the Permission Groups on Maps configuration page2. The admin can enable this permission for the user or profile by editing the corresponding permission group2.
質問 # 17
A client has configured their data set and alignment in Territory Planning; however, when they open the alignment, they see that no units are assigned to areas despite being assigned in Salesforce. Which two steps should a consultant take to troubleshoot the issue?
- A. Edit the data set, and what report and/or queries were used to create it. Double check that the ^ reports and/or queries return records when logged in as the OAuth user.
- B. Edit the data set, and see what field was used for Unit Assignment. Edit the records in Salesforce to match the area names in Territory Planning.
- C. Edit the data set, and see what field was used for Unit Assignment. Create a new alignment, and " use the correct matching logic for this field.
- D. Edit the data set, and see what field was used for Unit Id. Edit the alignment, and change matching " logic to match this field.
正解:A、C
解説:
According to the Salesforce Help article on Understand and Troubleshoot Unit Assignment in Salesforce Maps Territory Planning5, two steps that a consultant can take to troubleshoot the issue of no units assigned to areas are: edit the data set, and see what field was used for Unit Assignment, and create a new alignment, and use the correct matching logic for this field; and edit the data set, and what report and/or queries were used to create it, and double check that the reports and/or queries return records when logged in as the OAuth user5. These steps will help ensure that the data set has valid unit assignment values and that there are no issues with data access or permissions5.
質問 # 18
During a Salesforce Maps solution implementation project, how does one differentiate defining vs designing customer user stories?
- A. Define is which customer user stories the implementation team will build while design is how the implementation team will build the customer user stories
- 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 documenting the source to target mapping between legacy mapping solutions and Salesforce Maps while design is developing the integration points
正解:A
解説:
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.
質問 # 19
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. Users are part of more than one visit plan and both overlap
- B. There are too many customers assigned to the user
- C. The end date of the visit plan is in the past
- D. Customers are not within the driving range of the user
- E. Filters and Spelling
正解:C、D、E
解説:
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.
質問 # 20
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 Enterprise Territory Management
- B. Publish to Field Service
- C. Publish to Salesforce Maps
- D. Publish to Salesforce Fields
正解:D
解説:
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.
質問 # 21
Which two permission sets must an admin assign to sales rep to enable their location tracking?
- A. SF Maps Live Mobile Tracking
- B. SF Maps Admin
- C. SF Maps Live Admin
- D. SF Maps
正解:A、D
解説:
Explanation
The two permission sets that an admin must assign to a sales rep to enable their location tracking are SF Maps and SF Maps Live Mobile Tracking. These permission sets grant access to the Salesforce Maps app and the Salesforce Maps Live feature, which allow users to activate and deactivate live location tracking through their mobile device. The admin must also assign the corresponding permission set licenses and a Maps Permission Group with the Enable Live Mobile Tracking permission. This is explained in the Enable Live Location in the Maps App document.
質問 # 22
Which Maps Live Tracking feature should an Admin configure to allow an organization to see the accounts that are being visited during the day?
- A. Maps Live Daily Drive Trips
- B. Telematics Alerts
- C. Maps Live Rules
- D. Stop Associations
正解:D
解説:
Explanation
stop associations are a feature of Maps Live Tracking that allow an organization to see the accounts that are being visited during the day. Stop associations automatically link a user's location history with nearby accounts, contacts, or leads in Salesforce. This way, an organization can track and analyze the visits made by their mobile users.
質問 # 23
How can a Sales Rep set their office address as the default start and end location for new Routes within Salesforce Maps?
- A. Plot the office location on the map, add to a Route, and select Save as Default Start and End".
- B. Update the default start and end location fields on their User record.
- C. After plotting the office location on the map, select the 'Add as Start/End Location' button in the Actions tab.
- D. From the Maps interface, select an existing Favorite Location as the default start and end in Maps Settings.
正解:D
解説:
To set their office address as the default start and end location for new Routes within Salesforce Maps, a Sales Rep can follow these steps1:
From the Maps interface, click on the Settings gear icon at the top right corner of the navigation bar.
Select Routes & Schedule from the navigation sidebar on the left to open the Routes and Schedule settings menu.
Under General, select an existing Favorite Location as the default start and end location. If the office address is not already a Favorite Location, the Sales Rep can create one by following these steps2:
Plot the office location on the map using a marker layer, a data layer, or a POI search.
Click on the office location marker to open the Details tab.
Click on Add to Favorites in the Actions tab.
Enter a name for the Favorite Location and click Save.
Click Save to save the default settings.
質問 # 24
The marketing team would like to determine the best location for an upcoming customer event and add customers to a marketing campaign. How can Salesforce Maps help marketing teams with this initiative?
- A. Set up Nearby Maps for contacts. view nearby contacts and use the map view to add them to a campaign
- B. Plot accounts and opportunities on the map Select a specific location based on most populated area. Create a shape around the selected area and use mass actions to add accounts and opportunities to an already created campaign
- C. View accounts, leads and contacts on the map Select a specific location based on most populated area. From the campaign in Salesforce. manually add all leads and contacts.
- D. Plot leads and contacts on the map Select a specific location based on most populated area. Create a shape around the selected area and use mass actions to add leads and/or contacts to an existing campaign.
正解:D
解説:
Salesforce Maps can help marketing teams to plan and execute customer events by allowing them to plot leads and contacts on the map, select a specific location based on the most populated area, create a shape around the selected area, and use mass actions to add leads and/or contacts to an existing campaign. This way, marketing teams can target the most relevant and engaged prospects for their event, and invite them using a marketing campaign. According to the Salesforce Maps documentation1, users can create layers of leads and contacts on the map, filter them by various criteria, such as Pardot score, industry, or account type, select a point of interest as a reference location for the event, such as a hotel or a conference center, draw a shape around the point of interest to define a boundary, such as a radius or a travel time, aggregate the data of the leads and contacts within the boundary, such as the average score or the number of attendees, and use mass actions to add them to an existing campaign in Salesforce2. This process can help marketing teams to optimize their event planning and execution, and increase their attendance and conversion rates. Reference:
1: Using Salesforce Maps with Pardot for Marketing Automation2
2: Create a Journey Campaign | Salesforce Trailhead Module3
質問 # 25
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 meetings have a start and end time.
- B. When Routes and Schedule are interchangable
- C. When they want to schedule meetings up to a month at a time.
- D. When importing events directly from their Outlook or Google calendar.
- E. When they want to plan around other events currently on their Salesforce calendar
正解:A、E
解説:
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 day without 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.
質問 # 26
What are two example use cases for using the Analyze and Compare tool in Territory Planning?"
- A. To show a Sales Manager the difference between their previous areas and their new areas
- B. To create a new Alignment
- C. To communicate to Sales Leaders the high level differences between different planning scenarios
- D. To add additional attributes to the Data Set
正解:A、C
解説:
Explanation
The Analyze and Compare tool in Territory Planning is used to compare different alignments or scenarios and see how they differ in terms of key metrics, such as revenue, number of accounts, or workload1. This can help communicate to Sales Leaders or Sales Managers the impact of different planning scenarios on their territories and areas. The Analyze and Compare tool is not used to create a new alignment, as this requires using the Optimize tool1. The Analyze and Compare tool is also not used to add additional attributes to the Data Set, as this requires using the Data Set Configuration tool1.
質問 # 27
After a fresh Salesforce Maps installation in the client's org, the users are not able to plot more than 5000 records on Desktop using their Account based marker layers. Which two options could be the cause of this behavior?
- A. Users are assigned to the Default Maps Permission group that has the Max Query Size defined to D
5000 - B. The filter conditions of the marker layer are limiting the number of records returned
- C. The user license needs to be upgraded to Maps Advanced in order to see more than 5000 records
- D. The client is using a Professional edition Org which limits the number of records that can be ^ processed using API
正解:A、D
解説:
Explanation
The two possible causes of this behavior are that the client is using a Professional edition Org which limits the number of records that can be processed using API, and that users are assigned to the Default Maps Permission group that has the Max Query Size defined to 5000. These factors can affect the number of records that users can plot on Desktop using their Account based marker layers. The Professional edition Org has a limit of
5,000 API calls per user license per 24-hour period, which can restrict the amount of data that Salesforce Maps can access and display. The Default Maps Permission group has a default setting of 5,000 for the Max Query Size, which can limit the number of records that users can query and plot on Desktop. These factors are explained in the Salesforce API Request Limits and Allocations document and the Salesforce Maps Permission Groups document.
質問 # 28
Sales Managers have requested the ability to see the five most recent Opportunities when a Sales Rep selects a pin from an Account Marker Layer. How should the developer design the Account Marker Layer to meet this requirement?
- A. On the Related List Tab, choose "Opportunities'" from the "Add New" drop down and increment the Display counter to "5".
- B. Be sure that Opportunities are included in the Cross Object Filter options on the Filters tab.
- C. Use "Filter by Activity' to limit the markers to Accounts with 5 opportunities or more.
- D. Pick Opportunity from the drop down list on the Tooltips tab.
正解:A
解説:
To see the five most recent Opportunities when a Sales Rep selects a pin from an Account Marker Layer, the developer should use the Related List Tab on the Marker Layer configuration. This tab allows the developer to add related objects to the marker layer and display them as a list when a pin is clicked. The developer can choose "Opportunities" from the "Add New" drop down and increment the Display counter to "5" to show only the five most recent Opportunities. The Related List Tab is explained in the Explore Salesforce Maps on Desktop unit.
質問 # 29
How can an Admin create one marker layer for several users to display only the account they currently own?
- A. Create an Account Marker Layer for All Accounts, with a Dynamic Label marker
- B. Create an Account Marker Layer, select My Accounts under Filter By Owner
- C. Create an Account Marker Layer, filtered by a Cross Object with Users
- D. Create an Account Marker Layer, with a field filter for each User's Owner ID
正解:B
解説:
According to the Salesforce Help article on Filter by Owner in Maps Marker Layer Builder3, filtering by owner or ownership scope allows Maps users to filter Marker layers based on the record ownership model in their Salesforce org. To create one marker layer for several users to display only the accounts they currently own, an admin can create an Account Marker Layer, select My Accounts under Filter By Owner3. This will show all accounts owned by the logged-in user.
質問 # 30
What are two common reasons why a new account marker layer would display an error for "bad addresses?"
- A. The Base Object has not been configured correctly
- B. The address on the Account record is invalid
- C. The Account Marker Layer's filters need to be adjusted
- D. The Salesforce record has been deleted
正解:A、B
解説:
A new account marker layer may display an error for "bad addresses" if the address on the account record is unknown or invalid, or if the base object has not been configured correctly. A bad address means that the record failed to plot on the map, and it can affect the accuracy and completeness of the data visualization. To fix this issue, the user can either drop a pin on the map to manually set the location of the record, or clear the coordinates and set the verified location by dragging the marker. The user can also check the base object configuration under Installed Package | Configure | Base Objects and make sure the address fields are mapped correctly. Reference: How to handle Maps bad addresses, Drop a pin for bad addresses in Maps, Salesforce Maps Base Objects
質問 # 31
How can an Admin ensure all Maps Users can see each other's Routes and Schedules?
- A. Enable Maps Object Permissions for appropriate Profile(s)
- B. Create a new Permission Set to grant access
- C. Disable "Routing Role Security"
- D. Enable "Allow Route/Schedule Sharing"
正解:D
解説:
Explanation
The Admin should enable "Allow Route/Schedule Sharing" to ensure all Maps Users can see each other's Routes and Schedules. This setting allows users to share their Routes and Schedules with other users in their org, and also view the Routes and Schedules of other users who have shared them. This setting can be found in the Routes and Schedule settings within Maps Configuration. This is explained in the Routes and Schedule Settings in Maps document.
質問 # 32
A rep knows they will be traveling to an outlier part of their territory the last week of the month. What should they do to get the most accurate routes accommodating their travel plan?
- A. Manually plan events for the week that they are traveling.
- B. Manually schedule one anchor appointment in the area they plan to visit.
- C. No action is needed since Maps Advanced will automatically capture travel information from the rep's calendar
- D. Enter their travel plans via the Maps Advanced Route tab
正解:D
解説:
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.
質問 # 33
What two layers are required to configure Live Rules?
- A. Maps Shape Layer
- B. Maps Live Layer
- C. Maps Data Layer
- D. Maps Marker Layer
正解:A、B
解説:
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.
質問 # 34
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"
正解:A、B
解説:
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.
質問 # 35
What does an Admin need to set up in order to ensure visits generated from a Maps Advanced Visit Plan are not planned on consecutive days?
- A. Maximum Days
- B. Minimum Days
- C. Visit Duration
- D. Buffer Time
正解:B
解説:
An admin can set up a minimum number of days between visits for a dataset in the Visit Plan configuration. This will ensure that visits generated from a Maps Advanced Visit Plan are not planned on consecutive days for the same customer. This is explained in the Specify Visit and Optimization Parameters section of the Salesforce Help Docs.
質問 # 36
Which two options does an admin have when defining the Visit Duration in a Maps Advanced Visit Plan?
- A. 30 minutes
- B. A field chosen from the object
- C. 60 minutes
- D. Any length defined in the "Visit Duration' field
正解:B、D
解説:
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.
質問 # 37
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