The team at Alpine Energy uses Maps Advanced and is planning to do a targeted sales calls in the field for a new product launch. They want to try to maintain standard cadences with their customers, but their priority is to visit certain subsets of customers at least one time in conjunction with their marketing campaign. What should they do?
A. Create a new visit plan with adjusted frequencies for the targeted sales calls.
B. Update frequencies for the targeted stores and use the existing visit plan.
C. Manually plan the targeted stores and let Maps Advanced fill in the rest of the calendar
D. Leverage Promotional Windows to prioritize visits to the subset of the targeted customers.
Explanation:
The team at Alpine Energy can leverage Promotional Windows to prioritize visits to the subset of the targeted customers. Promotional Windows are a feature in Maps Advanced that allow users to create temporary changes in visit frequencies for specific customers or datasets. This way, they can maintain their standard cadences with their customers, but also focus on the new product launch for a certain period of time.
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 Core
B. Prospect Pipeline Inspection
C. Territory Planning
D. Marker Layer Builder
E. Maps Advanced
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.
A user has reported to their Admin that they do not have the option to enable Live Location from the Salesforce Maps mobile app settings page. What may be the problem?
A. The user is not assigned to a Maps Permission Group with the Enable Live Mobile Tracking permission enabled
B. A Maps Live loT Device record has not yet been created for the user's device
C. The user is operating outside of normal hours specified in their associated Maps Live Working Hours record
D. The user is not assigned to a Maps Permission Set with the Enable Live Mobile Tracking permission enabled
Explanation:
According to the Salesforce Help article on Enable Live Location in the Maps App3, one of the prerequisites for enabling live location tracking from the Salesforce Maps mobile app settings page is that the user must be assigned to a Maps Permission Group with the Enable Live Mobile Tracking permission enabled3. This permission allows users to activate and deactivate livelocation tracking through their mobile device3. If the user is not assigned to such a permission group, they will not have the option to enable live location in the app.
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"
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.
A territory manager has created a final alignment in Territory Planning and is ready to implement the changes in Salesforce. His organization has 350 territories with over! 00,000 records. What's the most suitable publishing method in this scenario?
A. Publish to Enterprise Territory Management
B. Publish to Salesforce Maps
C. Publish to CSV
D. Publish to Salesforce Report
Explanation:
The most suitable publishing method in this scenario is Publish to CSV. This method allows the territory manager to export the alignment data to a CSV file, which can then be imported into Salesforce using a data loader tool. This method is recommended for large alignments with over 10,000 records, as it can handle high volumes of data and avoid performance issues. This method also allows the territory manager to review and modify the data before importing it intoSalesforce. This is explained in the Publish to CSV in Salesforce Maps Territory Planning document.
Alpine Energy's internal project team has implemented Salesforce Maps in one of their sandboxes and is preparing for deployment to production. The team has identified a large number of marker layers, shapelayers, and other configurations that need to be migrated. What are the two most important things for a Maps Administrator to consider when planning this deployment?
A. The Maps Migration Utility Tool can be used to extract, prepare, and transfer Salesforce Maps data between organizations.
B. Because Salesforce Maps data is stored on many custom objects, it should be recreated by hand in the destination org.
C. Because Salesforce Maps is an installed package, its data and configurations can be moved via change sets.
D. Because Salesforce Maps is an installed package, its data and configurations cannot be moved via change sets.
Explanation:
Because Salesforce Maps is an installed package, its data and configurations cannot be moved via change sets. Change sets can only move metadata components between orgs, not data records or custom settings. Therefore, the Maps Administrator should consider recreating the Salesforce Maps data and configurations by hand in the destination org, or using a third-party tool or API to automate the process. This is explained in the Salesforce Maps Apex Developer Guide.
The Salesforce* Maps admin for the company has been tasked with creating layers for the sales team. The admin navigates to the Layers tab in Salesforce Maps and selects the New button to begin creating a layer. All of the options are greyed out. How can the admin resolve this issue?
A. Enable the "Create Layers' permission within her assigned permission group.
B. Contact Salesforce support to enable the "Create Layers" permission
C. Select either the Personal or Corporate folder before attempting to create a layer.
D. Create the layer in the Maps configuration menu
Explanation:
According to the Salesforce Maps documentation1, to create a data layer, the admin must first select either the Personal or Corporate folder in the Layers tab. The Personal folder is for saving data layers privately so only the admin can see them, while the Corporate folder is for sharing data layers with other maps users. After selecting a folder, the admin can hover over New and select Data Layer, then name the data layer and select the data source, filter, and style options. If the admin does not select a folder before attempting to create a layer, all of the options will be greyed out and unavailable.
References:
1: Create Data Layers | Salesforce Help1
An administrator wants to ensure that a record is created for a custom object named "Appointments" while creating a new visit plan for Maps Advanced. What must the administrator do first to ensure the record is created?
A. Create a dataset with "Appointments" as the base object
B. Configure "Appointments" in Routes and Schedule settings within Maps Configuration
C. Select "Appointments" as the visit object for the visit completion criteria within the dataset
D. Ensure Allow Activities is enabled for the "Appointment" object
Explanation:
The administrator must configure “Appointments” in Routes and Schedule settings within Maps Configuration to ensure that a record is created for the custom object while creating a new visit plan for Maps Advanced. This step allows the administrator to select a calendar object for output, which is the object that stores the visit records after route generation. The administrator can choose any standard or custom object that has a start date/time and end date/time field. This is explained in the Select a Calendar Object for Output document.
A sales manager at Alpine Energy has reviewed and finalized their team's territories in Territory Planning. When the manager is ready to publish the final changes back to Salesforce Maps, they notice the Publish button is not active. Only approvers are permitted to publish changes from Territory Planning to Salesforce Maps in Alpine Energy's org. What are the three possible reasons why the sales manager is unable to publish the alignment?
A. The sales manager is listed as an approver for Alpine Energy.
B. The sales manager only has Commenter access to the alignment.
C. The alignment must be submitted for approval before publishing.
D. The alignment must be approved before it can be published.
E. The alignment has not been shared with an approver.
Explanation:
The sales manager is unable to publish the alignment because they only have Commenter access to the alignment, the alignment must be submitted for approval before publishing, and the alignment must be approved before it can be published. These are the three possible reasons that prevent the sales manager from publishing the alignment to Salesforce Maps. Commenter access only allows users to view and comment on alignments, but not edit or publish them. Submitting and approving alignments are required steps for publishing alignments if Alignment Approval is enabled in the org. These are explained in the Control Access to Alignments and Set Up a Process for Alignment Approvals and Publishing documents.
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.
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
Bill is the administrator setting up Maps Advanced for Alpine Energy. Which two factors should an admin keep in mind during the oAuth process when setting up Maps Advanced?
A. Oauth user should have full CRED rights for records being routed
B. Oauth user should fall within Sales organization
C. Having the SF Maps Admin permission set is the only prerequisite for the oAuth user.
D. Oauth user should be above Maps Advanced users in role hierarchy
Explanation:
These are two factors that an admin should keep in mind during the oAuth process when setting up Maps Advanced. According to the article "OAuth user requirements for Salesforce Maps"1, an oAuth user is required to establish a secure asynchronous connection with the Salesforce Maps Advanced, Live Tracking, and Territory Planning products. The oAuth user impacts the following product functions:
Performs optimizations for routes in Advanced Routing
Uploads results of Live Rules into customer Org in Live Tracking
Performs optimizations for territories in Territory Planning To perform these functions, the oAuth user should have full CRED (Create, Read, Edit, Delete) rights for records being routed1. The oAuth user should also be assigned a role that is above the Maps Advanced end-users in the Salesforce Role Hierarchy1. This ensures that the oAuth user can access and modify the records of the end-users. Having the SF Maps Admin permission set is not the only prerequisite for the oAuth user, as the oAuth user also needs to have the Salesforce Maps Advanced Permission Set License assigned and the SF Maps Advanced Permission Set assigned1. The oAuth user does not need to fall within Sales organization, as this is not a relevant factor for setting up Maps Advanced.
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 Salesforce Maps
B. Publish to Salesforce Fields
C. Publish to Enterprise Territory Management
D. Publish to Field Service
Explanation:
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.
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