Question # 1 Alpine Energy realigns its sales territories quarterly and saves a copy of the final alignment published during each planning cycle. At the start of the next quarter, planners for the company want to avoid redrawing the existing territory boundaries
every time they create a new data set and alignment. Which Territory Planning feature could Alpine Energy use to accomplish this?
A. Import from AlignmentB. Import from CSVC. Import from Salesforce Territory ModelD. Import from Data Set
Click for Answer
A. Import from Alignment
Answer Description Explanation: To avoid redrawing the existing territory boundaries every time they create a new data set and alignment, Alpine Energy can use the Import from Alignment feature in Territory Planning. This feature allows the customer to import an existing territory model and boundary assignments from another alignment that uses the same territory boundaries as the new data set. This way, the customer can save time and effort by reusing their previous territory design and making adjustments as needed. To use this feature, the customer can follow these steps:
Click the Territory Planning tab to launch the app and display the Browser window.
Hover over an active data set and click the + symbol to add a new alignment. Enter a Name and Description (optional) for the alignment and click Next.
In the Create Alignment window, select Import Model | Import from Alignment | Next.
Select an existing alignment from which to import the model and boundary assignments.
Click Import.
Question # 2 The Sales team wants to specify days of the week that visits can be scheduled at a certain Account by Maps Advanced Visit plans. What does an Admin need to set up to meet this requirement? A. Promotional WindowsB. Maximum Shift LengthC. Minimum and Maximum Days Between VisitsD. Visit Windows
Click for Answer
D. Visit Windows
Answer Description Explanation:
Salesforce Maps Advanced Visit Plans allow users to create and optimize routes for visiting
customers based on various criteria and settings. One of the settings that can be configured is the visit window, which specifies the days and times that a customer can be visited. To meet the requirement of specifying the days of the week that visits can be scheduled at a certain account, an admin needs to set up the visit window for that account. The visit window can be defined at the account level or the dataset level. The admin can use the standard fields of Start Date, End Date, Start Time, and End Time, or create custom fields to define the visit window. The admin can also use the Promotional Window field to override the visit window for a specific period of time. The visit window helps to ensure that the routes are generated according to the customer’s availability and preference. References: Creating Visit Plans, Define Visit and Optimization
Parameters, Create and configure Maps Advanced Visit Plan
Question # 3 The company has the requirement to highlight the Preferred Pronoun information for their Contact records. Their reps are using Salesforce Maps to visualize the locations of company's Contacts before reaching out to them. How can the Preferred Pronoun field for each Contact record be exposed inside the Maps app? A. By enabling the Preferred Pronouns setting in Salesforce Setup > Preferred PronounsB. By using the Tooltips tab in the Marker Layer builder to show the Preferred Pronoun fieldC. By adding a tooltip in the Related Tab configurationD. By concatenating the Prefered Pronoun and Full name on the Contact record in Salesforce using a formula field
Click for Answer
B. By using the Tooltips tab in the Marker Layer builder to show the Preferred Pronoun field
Answer Description Explanation: According to the Salesforce News article on Salesforce Products Get More Inclusive with New Gender Identity and Pronoun Data Options1, the new fields for gender identity and pronoun data are part of Salesforce’s core objects, which means they are populated through most of its products and available by default. Therefore, to expose the Preferred Pronoun field for eachContact record inside the Maps app, an admin can use the Tooltips tab in the Marker Layer builder to show the Preferred Pronoun field2. This way, when a user hovers over a marker on the map, they can see the preferred pronoun of the contact along with other information.
Question # 4 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.
Click for Answer
C. Use a single SOQL query and aggregate to the container level.
Answer Description 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
Question # 5 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 CoreB. Prospect Pipeline InspectionC. Territory PlanningD. Marker Layer BuilderE. Maps Advanced
Click for Answer
A. Maps CoreC. Territory PlanningD. Marker Layer Builder
Answer Description Explanation:
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.
Question # 6 A user plots a Marker Layer on a mobile device and notices a handful of missing markers compared to when the user plotted the same Marker Layer on desktop. What two reasons are most likely to cause this discrepancy? A. The filters on the Layer have been changedB. The maximum records to plot setting for mobile is considerably less compared to desktopC. Plot Visible Area is enabledD. The underlying Salesforce records have been deleted
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B. The maximum records to plot setting for mobile is considerably less compared to desktopC. Plot Visible Area is enabled
Answer Description Explanation: According to the Trailhead module 2, there are two possible reasons for missing markers on mobile devices compared to desktop devices. One is that the maximum records to plot setting for mobile is considerably less compared to desktop, which means that only a subset of records will be plotted on the map. The other is that the plot visible area feature is enabled, which means that only the records that fall within the current map view will be plotted.
Question # 7 A Sales Rep had to skip a few visits that were created by the Maps Advanced Visit Plan due to an urgent customer request. How would the Sales Rep reoptimize only their future routes to ensure the skipped visits are replanned? A. Use the Plan My Visits button from the Maps Advanced Route CalendarB. Create Salesforce Events for the skipped visitsC. Ask their Admin to regenerate routes for the Visit PlanD. Add the skipped visits to a future day from the Maps Schedule
Click for Answer
A. Use the Plan My Visits button from the Maps Advanced Route Calendar
Answer Description Explanation: According to the Salesforce Help article on Plan My Visits1, this feature allows users to reoptimize their future routes based on their current schedule and visit plan settings. This way, users can ensure that any skipped or rescheduled visits are replanned according to their preferences and priorities1.
Question # 8 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 fieldE. Ensure all Alpine Customers have geocodes (latitude/longitude values) assigned
Click for Answer
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
Answer Description 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.
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