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.
Alpine Energy has just purchased Salesforce Maps and plans on deploying it to their field sales users for route planning and optimization. What two actions should the Admin do to ensure their Salesforce records plot in the correct location on the map?
A. Confirm that each object to be used within Salesforce Maps has geolocation or number fields for latitude and longitude coordinates.
B. Confirm that each object to be used within Salesforce Maps has a text field to store latitude and longitude coordinates.
C. Confirm that every record has a complete and valid address
D. Confirm that every record has latitude and longitude coordinates prior to installing Salesforce Maps.
Explanation:
According to the Trailhead module on Configure for Location Accuracy Unit3, one of the actions that an admin should do to ensure their Salesforce records plot in the correct location on the map is to confirm that each object to be used within Salesforce Maps has geolocation or number fields for latitude and longitude coordinates. These fields store the location data for each record and allow Salesforce Maps to read them when plotting data on the map3. Another action that an admin should do is to confirm that every record has a complete and valid address. This will help Salesforce Maps to geocode the records accurately and place them on the map based on their address fields4.
A Sales Vice President is sponsoring a Salesforce Maps implementation project for his sales teams, what is a best practice the VP should take to ensure a successful rollout to his team?
A. Start with writing new Business Processes
B. Create Permission Set License Assignments
C. Define Account sharing strategies
D. Create a communication plan
Explanation:
A communication plan is a best practice for any Salesforce implementation project, as it helps to inform and engage the stakeholders, users, and sponsors throughout the project lifecycle. A communication plan can include the project goals, benefits, timeline, milestones, roles and responsibilities, training and support resources, feedback mechanisms, and success metrics1. A communication plan can also help to address any potential resistance or challenges from the users or sponsors, and ensure a smooth adoption of the new solution2.
References:
1: Salesforce Maps Configuration | Salesforce Trailhead Module2
2: Change Management Best Practices for Salesforce Administrators | Salesforce Trailhead Module3
3: https://trailhead.salesforce.com/en/content/learn/modules/change_management_best_practices_for_admins
During a Salesforce Maps solution implementation project, how does one differentiate defining vs designing customer user stories?
A. Define is documenting the source to target mapping between legacy mapping solutions and Salesforce Maps while design is developing the integration points
B. Define is how the implementation team will build customer user stories while design is which customer user stories the implementation team will build
C. Define is identifying the implementation team members that will gather requirements while design is identifying the solution design team members that will build the solution
D. Define is which customer user stories the implementation team will build while design is how the implementation team will build the customer user stories
Explanation:
Defining customer user stories is the process of identifying which user stories the implementation team will build based on the customer’s needs and priorities. Designing customer user stories is the process of determining how the implementation team will build the user stories based on the best practices and technical specifications. This is explained in the Salesforce Maps Implementation Methodology document.
What two layers are required to configure Live Rules?
A. Maps Live Layer
B. Maps Data Layer
C. Maps Shape Layer
D. Maps Marker Layer
Explanation:
Maps Live Layer and Maps Shape Layer are the two layers required to configure Live Rules. Live Rules are custom geofences that track whether a Maps Live Asset enters or exits a specific area5. To create a Live Rule, the user needs to select a Maps Live Layer and a Maps Shape Layer from the configuration options5. A Maps Live Layer is a layer that displays live location data of assets and drivers on the map3. A Maps Shape Layer is a layer that displays custom boundaries drawn on the map using polygon, circle, or rectangle tools6. These two layers define the assets and areas involved in the Live Rule. Maps Data Layer and Maps Marker Layer are not required for configuring Live Rules.
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