When deploying a Salesforce Maps solution, what are three considerations an admin should take?
A. Train users before they go into the production org
B. Execute user acceptance testing in the production org once the deployment is completed
C. Make sure permission sets for users and profiles are maintained and migrated
D. Get provisions of all the appropriate licenses
E. Train users after they go into the production org
Explanation:
When deploying a Salesforce Maps solution, there are three considerations an admin should take:
A. Train users before they go into the production org. This is a best practice for any Salesforce implementation project, as it helps to prepare the users for the new features and functionalities, and ensure a smooth adoption and transition. Training can include hands-on exercises, demos, videos, guides, and quizzes to test the users’ knowledge and skills1.
C. Make sure permission sets for users and profiles are maintained and migrated. This is important to ensure that the users have the appropriate access and visibility to the Salesforce Maps features and data, such as layers, routes, schedules, territories, and live tracking.
Permission sets can be created and assigned to users or profiles based on their roles and responsibilities2. Permission sets can also be migrated from one org to another using change sets or other deployment tools3.
D. Get provisions of all the appropriate licenses. This is essential to enable the users to use Salesforce Maps in their org. There are different types of licenses for Salesforce Maps, such as Maps User License, Maps Live User License, Maps Mobile User License, and Maps Territory Planning User License. Each license grants access to different features and functionalities of Salesforce Maps4. The admin should request the appropriate number and type of licenses from Salesforce before deploying the solution.
References:
1: Train Your Users | Salesforce Trailhead Module5
2: Assign Permissions for Salesforce Maps | Salesforce Help
3: Deploy Permission Sets | Salesforce Help
4: Salesforce Maps Licenses | Salesforce Help
In which two ways can a rep update the hours they can be on the road when using Maps Advanced?
A. Update Maps Advanced Shared Visit Windows
B. Change Maps Advanced Visit Windows for all their accounts.
C. Click on their settings from Maps Advanced Route and update their working hours.
D. Click on a day within Maps Advanced Route and update the start and end times
Explanation:
there are two ways that a rep can update the hours they can be on the road when using Maps Advanced. One is to click on their settings from Maps Advanced Route and update their working hours4. The other is to click on a day within Maps Advanced Route and update the start and end times5. Therefore, the correct answers are C and D.
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 Groups
C. Public Groups
D. Permission Set License Assignment
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.
What are two considerations a Salesforce admin should keep in mind when setting up the OAuth user in order to establish a secure connection with the Salesforce Maps Routing Engine?
A. The OAuth user was assigned to an active visit plan
B. The OAuth User has been assigned the 'Maps Admin' Permission Set
C. The OAuth User has been assigned to a role which is above the Maps Advanced end users in the Salesforce Role D Hierarchy
D. The user has been assigned to the OAuth user' profile
Explanation:
These are two considerations that a Salesforce admin should keep in mind when setting up the OAuth user in order to establish a secure connection with the Salesforce Maps Routing Engine. An OAuth user is required to perform optimizations for routes in Advanced Routing4. The OAuth user should have the following permissions and roles6:
The OAuth user should have the Salesforce Maps Advanced Permission Set License assigned.
The OAuth user should have the Maps Admin and SF Maps Advanced Permission Sets assigned.
The OAuth User has been assigned to a role that is above the Maps Advanced end-users in the Salesforce Role Hierarchy. The OAuth user does not need to be assigned to an active visit plan, as this is not relevant for setting up an OAuth user. The OAuth user does not need to be assigned to the ‘OAuth user’ profile, as this is not a valid profile in Salesforce.
What feature can be used to view proposed changes before reassigning in Territory Planning?
A. Analyze and Compare
B. Compare table
C. Export to CSV
D. Selection Details
Explanation:
Analyze and Compare is a feature that can be used to view proposed changes before reassigning in Territory Planning. This feature allows users to compare different scenarios of territory alignment and see the impact of their changes on key metrics such as annual revenue, unit count, and workload balance. This feature can help users make informed decisions and optimize their territories for sales and service performance. This feature is explained in the Create an Optimal Territory Alignment document.
Which two ways can an administrator assign users to a Maps Advanced Visit Plan?
A. Assign by Role
B. Assign by Profile
C. Assign individual Users
D. Assign by Public Group
Explanation:
An administrator can assign users to a Maps Advanced Visit Plan by either selecting user profiles or individual users from the Users tab in the Visit Plan configuration. This is explained in the Assign Users to Your Visit Plan section of the Salesforce Help Docs.
What are three things that can be published from Territory Planning to Enterprise Territory Management?
A. Manually Assigned Accounts
B. Lead Assignment Rules
C. Manually Assigned Opportunities
D. Territories
E. Geographic Territory Rules
Explanation:
According to the Salesforce Help article on Publish to Enterprise Territory Management in Salesforce Maps Territory Planning2, three things that can be published from Territory Planning to Enterprise Territory Management are: manually assigned accounts, territories, and geographic territory rules. Manually assigned accounts are accounts that are locked to a specific territory in Territory Planning and will not be affected by optimization or rule changes2. Territories are the hierarchical units that define sales and service coverage areas3. Geographic territory rules are rules that assign accounts to territories based on their address fields4.
A user wants to publish a newly optimized alignment to Salesforce Maps. When the Publish button is clicked, Salesforce Maps is not visible as an option. What would cause this?
A. Users cannot publish to Maps unless the alignment is approved
B. Salesforce Maps Auto Assignment must be enabled in order to see this publishing option
C. A minimum of 10 territories is needed in order to publish to Maps
D. The Publish to Salesforce Maps option is not turned on in the Publish options of the Maps configuration
Explanation:
The Publish to Salesforce Maps option is not turned on in the Publish options of the Maps configuration. This option allows users to publish their alignments to Salesforce Maps as Shape Layers and Auto Assignment rules. If this option is not enabled, users will not see Salesforce Maps as a publishing option in Territory Planning. This is explained in the Configure Options for Publishing Alignments document.
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
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.
Sales Management has requested the ability to compare the actual distance traveled to the distance submitted by each Sales Rep for reimbursement. Which Maps Live Tracking object should the Admin include in a Salesforce Report to see the total distance traveled each day by a Sales Rep?
A. Maps Live Asset Daily Summary
B. Maps Live Asset Daily Summary Event
C. Maps Live Event
D. Maps Route
Explanation:
Maps Live Asset Daily Summary is the object that the Admin should include in a Salesforce Report to see the total distance traveled each day by a Sales Rep. Maps Live Asset Daily Summary is a custom object that stores information about the daily activities of a Maps Live Asset, such as a vehicle or a mobile device3. One of the fields in this object is Total Distance Traveled, which captures the total distance traveled by the asset in miles or kilometers4. By creating a report based on this object, the Admin can compare the actual distance traveled to the distance submitted by each Sales Rep for reimbursement. Maps Live Asset Daily Summary Event, Maps Live Event, and Maps Route are not the correct objects for this purpose.
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