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.
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.
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