When using Salesforce Maps on a mobile device, a user changes the view of the map by zooming out to display a larger subset of accounts. Additional accounts do not display. What additional step is required for markers to display?
A. Tap the refresh button located at the bottom of the map.
B. Select the three vertical dots next to the marker layer, select edit and change the filter results.
C. Click on the settings icon (gear) and toggle auto reload on.
D. Restart the app and change the map view before plotting the marker layer.
Explanation:
The user should tap the refresh button located at the bottom of the map to display additional accounts. This button reloads the marker layer data based on the current map view and filters. This is useful when the user changes the map view by zooming in or out, or panning across the map. This is explained in the Interact with Salesforce Maps on Mobile document.
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 beforereaching 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 Pronouns
B. By using the Tooltips tab in the Marker Layer builder to show the Preferred Pronoun field
C. By adding a tooltip in the Related Tab configuration
D. By concatenating the Prefered Pronoun and Full name on the Contact record in Salesforce using a formula field
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.
How can an Admin ensure all Maps Users can see each other's Routes and Schedules?
A. Disable "Routing Role Security"
B. Enable "Allow Route/Schedule Sharing"
C. Create a new Permission Set to grant access
D. Enable Maps Object Permissions for appropriate Profile(s)
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.
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. Configure Auto Assignment rules to automatically assign new coordinates when an address changes
B. After plotting a Marker Layer, click the "Use Suggested Address" button to update the latitude and longitude values.
C. Utilize a Salesforce automation tool to automatically clear a record's latitude and longitude values when the address is changed
D. Utilize the "auto update address" feature in Salesforce Maps
Explanation:
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.
References:
2: Automate Your Business Processes with Process Builder | Salesforce Trailhead Module2
3: Automate Your Business Processes with Flow Builder | Salesforce Trailhead Module3
Who is responsible for business and IT sanity testing post deployment to production?
A. Project manager
B. Implementation teamSalesforce support team
C. Customer
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.
Which feature supports the use of Custom Drive Profiles?
A. Favorite Location
B. Schedule
C. Routes
D. Marker Layer
Explanation:
Routes is the feature that supports the use of Custom Drive Profiles. Custom Drive Profiles are used to create routes that are optimized for trucks and other vehicles that might not be able to travel the same roads as passenger cars3. A route can be optimized based on the specificcharacteristics of a truck and its cargo, such as height, weight, length, and hazardous materials3. To use this feature, the user needs to create a Salesforce Maps Drive Profiles tab and a custom object for Maps Drive Profile3. Then, the user can create a new Drive Profile with the details of the vehicle and select it when creating a route in Salesforce Maps3. The characteristics of the vehicle’s Drive Profile will be used to create a route that is compliant with published permanent road restrictions3. Favorite Location, Schedule, and Marker Layer are not features that support the use of Custom Drive Profiles.
A territory designer needs to define territories for 25 newly hired reps and ensure revenue is distributed as evenly as possible across the entire sales team. Which optimization priority should be chosen when running an optimization in Territory Planning?
A. Continuity and Revenue
B. Balance
C. Continuity and Compactness
D. Compactness and Disruption
Explanation:
Balance prioritizes equal distribution of the selected attribute across territories in your focus. This is the best option for ensuring revenue is distributed as evenly as possible across the entire sales team1. References: Optimization in Salesforce Maps Territory Planning
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
Explanation:
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.
Which two permissions must be assigned to the Permission Group the user belongs to when a user needs the ability to create a Custom Data Layer from a CSV file?
A. Folder Administrator
B. Allow Marker Exports
C. Manage Data Sources
D. Manage Data Layers
Explanation:
To create a custom data layer from a CSV file, the user needs to have two permissions assigned to the permission group they belong to: Manage Data Sources and Manage Data Layers. These permissions allow the user to upload external CSV files with record and location information, and create data layers to visualize this data in Salesforce Maps1. The user can create custom data layers from CSV files by following these steps2:
Click Layers.
To save the data layer privately so only you can see it, click Saved | Personal. Or, to share the data layer with other maps users, click Saved | Corporate.
Hover over New and select Data Layer.
Name the data layer and select the data source, filter, and style options you want the data layer to show.
Click Choose data source and select Add a Data Source.
Log in to the Salesforce Maps Custom Data Source Portal with your Salesforce credentials.
Click + New to begin uploading a new external CSV file.
Name your data source and click Upload Files to choose a local CSV file to upload as a data source.
Select the location headers and the column headers you want to import from your CSV file, and format the data for each column header.
Click Save and Process to upload your data source to Salesforce Maps.
References:
1: Custom Data Sources with Salesforce Maps | Salesforce Help1
2: Create Data Layers | Salesforce Help3
How can an Admin enable Sales Reps to log a task on an account within the Map view from their mobile device?
A. Update Activity Settings to enable "Task Permissions"
B. Enable "Task Creation" in Advanced Marker Settings
C. Enable "Task Creation" in appropriate Permission Group
D. Update assigned Button Set to include "New Task"
Explanation:
According to the Salesforce Help document 1, to enable task creation on mobile devices, the admin needs to update the assigned button set to include the “New Task” button. This will allow the sales reps to log a task on an account within the map view from their mobile device.
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. No action is needed since Maps Advanced will automatically capture travel information from the rep's calendar
B. Enter their travel plans via the Maps Advanced Route tab
C. Manually schedule one anchor appointment in the area they plan to visit.
D. Manually plan events for the week that they are traveling.
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.
What are two example use cases for using the Analyze and Compare tool in Territory Planning?"
A. To communicate to Sales Leaders the high level differences between different planning scenarios
B. To create a new Alignment
C. To add additional attributes to the Data Set
D. To show a Sales Manager the difference between their previous areas and their new areas
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.
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