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質問 # 45
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 importing events directly from their Outlook or Google calendar.
- C. When they want to plan around other events currently on their Salesforce calendar
- D. When Routes and Schedule are interchangable
- E. When they want to schedule meetings up to a month at a time.
正解:A、C
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 # 46
Which two options does an admin have when defining the Visit Duration in a Maps Advanced Visit Plan?
- A. 60 minutes
- B. Any length defined in the "Visit Duration' field
- C. 30 minutes
- D. A field chosen from the object
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 # 47
Which three configurations must each User assigned to a Maps Advanced Visit Plan complete before routes can be generated?
- A. Set the desired maximum visits per day
- B. Set the start & end locations
- C. Set the desired buffer time between visits
- D. Indicate working hours
- E. Indicate working days
正解:B、D、E
解説:
there are three configurations that each user assigned to a Maps Advanced Visit Plan must complete before routes can be generated. One is to indicate working hours4. Another is to set the start and end locations4. The third is to indicate working days
質問 # 48
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. 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
- B. Set up Nearby Maps for contacts. view nearby contacts and use the map view to add them to a campaign
- C. 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.
- D. 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.
正解:C
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 # 49
A Sales Manager is meeting with an enterprise customer that wants to implement Salesforce Maps with Territory Planning. In addition to Account data stored in Salesforce, the customer has legacy attribute data stored externally that relates to specific Accounts. Which three options does the customer have to create this Data Set?
- A. Salesforce Dashboards
- B. External CSV
- C. SOQL Queries
- D. Salesforce Reports
- E. External XML
正解:B、C、D
解説:
To create a data set that includes account data from Salesforce and attribute data from an external source, the customer has three options:
A) SOQL Queries: The customer can use SOQL queries to pull data from Salesforce objects and fields, and join them with external data sources, such as CSV files or web services. SOQL queries allow the customer to specify complex filters and conditions to select the relevant records and fields for the data set1. The customer can create SOQL queries in the Data Sets tab in Maps Advanced, by clicking New, selecting the object type, and choosing SOQL Query as the data source2.
C) Salesforce Reports: The customer can use Salesforce reports to create data sets that include data from multiple objects and fields, such as accounts, contacts, opportunities, and custom objects. Salesforce reports allow the customer to use report types, filters, groupings, and charts to customize the data they want to plot on the map3. The customer can create Salesforce reports in the Reports tab in Salesforce, and then use them as data sources in the Data Sets tab in Maps Advanced, by clicking New, selecting the object type, and choosing Report as the data source4.
E) External CSV: The customer can use external CSV files to import data from other systems or applications into Salesforce Maps. CSV files are comma-separated values files that store tabular data in plain text format. CSV files can include data from various sources, such as spreadsheets, databases, or web services. The customer can upload CSV files as data sources in the Data Sets tab in Maps Advanced, by clicking New, selecting the object type, and choosing CSV File as the data source5.
Reference:
1: Create Data Sets from SOQL Queries | Salesforce Help6
2: Create Data Sets | Salesforce Help7
3: Reports: The Building Blocks of Analytics | Salesforce Trailhead Module8
4: Create Data Sets from Reports | Salesforce Help9
5: Create Data Sets from CSV Files | Salesforce Help
質問 # 50
A Salesforce Maps implementation partner is meeting with a prospect who is looking to analyze their Salesforce data through geographical visualization, identify where their highest value prospects are, identify where their top-selling products are being sold, and design territories that promote fair distributions of work while eliminating gaps in coverage. Which three Salesforce Maps products or features should be included as the implementation partner scopes the project for the prospect?
- A. Maps Advanced
- B. Prospect Pipeline Inspection
- C. Territory Planning
- D. Maps Core
- E. Marker Layer Builder
正解:C、D、E
解説:
The three Salesforce Maps products or features that should be included as the implementation partner scopes the project for the prospect are Maps Core, Territory Planning, and Marker Layer Builder. Maps Core allows users to analyze their Salesforce data through geographical visualization and identify where their highest value prospects are. Territory Planning allows users to design territories that promote fair distributions of work while eliminating gaps in coverage. Marker Layer Builder allows users to create custom data layers and identify where their top-selling products are being sold. These products and features are explained in the Salesforce Maps Products document.
質問 # 51
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 see what field was used for Unit Assignment. Create a new alignment, and " use the correct matching logic for this field.
- 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 Id. Edit the alignment, and change matching " logic to match this field.
- D. 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.
正解:A、D
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 # 52
Who is responsible for business and IT sanity testing post deployment to production?
- A. Implementation team
- B. Project manager
- C. Salesforce support team
- D. Customer
正解:A
解説:
Explanation
The implementation team is responsible for business and IT sanity testing post deployment to production.
Sanity testing is a type of software testing executed on the stable build of an application with minor code changes. It is also known as surface-level testing. A sanity test is performed to ensure the application works as expected after the bug fixes or changes in the code1. The implementation team, which consists of developers, testers, and business analysts, conducts sanity testing to verify the functionality and performance of the application after deployment2. The project manager, the Salesforce support team, and the customer are not directly involved in sanity testing post deployment.
質問 # 53
An implementation partner is in the middle of a Salesforce Maps + Consumer Goods Cloud project and realizes a new requirement popped up that wasn't part of the initial solution design. The customer is persistent that this requirement needs to be in scope of the project. Which team member should manage this situation with the customer?
- A. Solution Architect
- B. Project Manager
- C. Customer Success Manager
- D. Lead Developer
正解:B
解説:
Explanation
The Project Manager should manage this situation with the customer. The Project Manager is responsible for overseeing the project scope, timeline, budget, and deliverables. They should communicate with the customer about the impact of the new requirement on the project and negotiate a mutually agreeable solution. They should also document any changes to the project scope and update the project plan accordingly. This is explained in the Salesforce Maps Implementation Methodology document.
質問 # 54
Alpine Energy's admin made a few changes to the active Live Daily Summary configuration and would like to apply the changes to historical summary information For how many days in the past can the admin re-generate Daily Summaries?
- A. 90 days
- B. 120 days
- C. 60 days
- D. 30 days
正解:C
解説:
According to the Salesforce Maps Live documentation, administrators can generate historical Daily Summaries for any date range up to the past 60 days1. This ensures that the organization has a complete and accurate list of qualifying Live Events for each Asset in a selected Live Layer. If the administrator selects a date older than 60 days in the past from today's date, they will receive an error message1. Reference:
1: Generating Historical Daily Summaries in Salesforce Maps | Salesforce Help1
質問 # 55
An organization requires sales reps utilize Salesforce Maps "Check in" and "Check out". A lot of sales reps have open tasks, they often forget to check out of a task when leaving an appointment. What steps can an admin take to ensure users do not forget to check out of a task using out of the box functionality?
- A. Enable Auto Check Out in Permission Groups under Installed Package | Configure | Permission Groups
- B. Enable "Auto Check Out" for the corresponding Base Object under Installed Package | Configure | Base Objects
- C. Complete the check in settings under Installed Package | Configure | Base objects and make sure verification distance is configured.
- D. Go to Salesforce reports, create and share a completed task report with users, and add the report to the users dashboard.
正解:B
解説:
Salesforce Maps allows users to check in and check out of tasks, events, and other records from the map interface. This feature helps users track their activities and log their visits. However, some users may forget to check out of a task when they leave an appointment, which can cause inaccurate data and reports. To prevent this, an admin can enable the "Auto Check Out" feature for the corresponding Base Object under Installed Package | Configure | Base Objects. This feature automatically checks out a user from a record when they move away from the location by a certain distance. The admin can specify the distance threshold and the time interval for the auto check out feature. This way, the users do not have to manually check out of a task, and the data is updated automatically. Reference: Salesforce Maps User Guide, Salesforce Maps Check In and Check Out, Salesforce Maps Base Objects
質問 # 56
A client is using Enterprise Territory Management. What type of report should a Consultant recommend and what field should they use for unit assignment when creating a data set?
- A. Accounts report and use the Owner Id field for unit assignment
- B. Accounts and Territories report and use the Territory Id for unit assignment
- C. Accounts with Territories report and use the Territory Label for unit assignment
- D. Accounts and Territory Users report and use the User Id for unit assignment
正解:B
解説:
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.
質問 # 57
What are the three reasons why a user would plot a Live Layer in Maps?
- A. To see any occurrences of speeding events for a given Live Asset
- B. To dispatch the nearest driver to a service call
- C. To measure the distance driven for a Live Asset during a specific period of time
- D. To enable Live Location for a driver
- E. To validate a driver's location in the event of an emergency
正解:A、B、E
解説:
Explanation
A user can plot a Live Layer in Maps for three main purposes. One is to dispatch the nearest driver to a service call, which can help optimize routing and scheduling. Another is to validate a driver's location in the event of an emergency, which can help ensure safety and security. A third is to see any occurrences of speeding events for a given Live Asset, which can help monitor performance and compliance. These purposes are explained in the Create Live Layers document.
質問 # 58
How can an Admin ensure all Maps Users can see each other's Routes and Schedules?
- A. Create a new Permission Set to grant access
- B. Enable "Allow Route/Schedule Sharing"
- C. Disable "Routing Role Security"
- D. Enable Maps Object Permissions for appropriate Profile(s)
正解:B
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 # 59
What are two ways to select all of the containers in a particular state or province in Territory Planning?
- A. Add the state field to the container-legend, then use it to search and select from the legend
- B. Use the selection tools, with the state/province selection mode
- C. Use the selection tools, and select them from the map
- D. Add the state field to the unit-legend, then use it to search and select from the legend
正解:A、C
解説:
Explanation
To select all of the containers in a particular state or province in Territory Planning, there are two ways:
adding the state field to the container-legend and using it to search and select from the legend, or using the selection tools and selecting them from the map. Adding the state field to the container-legend allows the user to filter containers by state and select all containers that match a certain state value1. Using the selection tools, such as rectangle or polygon, allows the user to draw a shape on the map and select all containers that fall within that shape1. Using the state/province selection mode is not a valid option, as this mode is only available for units (accounts), not containers1. Adding the state field to the unit-legend is also not a valid option, as this will only allow selecting units (accounts), not containers1.
質問 # 60
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