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Question 95 - Certified Maps Professional discussion

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A Sales Manager is meeting with an enterprise customer that wants to implement Salesforce Maps with Territory Planning. In addition to Account data stored in Salesforce, the customer has legacy attribute data stored externally that relates to specific Accounts. Which three options does the customer have to create this Data Set?

A.
SOQL Queries
Answers
A.
SOQL Queries
B.
External XML
Answers
B.
External XML
C.
Salesforce Reports
Answers
C.
Salesforce Reports
D.
Salesforce Dashboards
Answers
D.
Salesforce Dashboards
E.
External CSV
Answers
E.
External CSV
Suggested answer: A, C, E

Explanation:

To create a data set that includes account data from Salesforce and attribute data from an external source, the customer has three options:

A) SOQL Queries: The customer can use SOQL queries to pull data from Salesforce objects and fields, and join them with external data sources, such as CSV files or web services.SOQL queries allow the customer to specify complex filters and conditions to select the relevant records and fields for the data set1.The customer can create SOQL queries in the Data Sets tab in Maps Advanced, by clicking New, selecting the object type, and choosing SOQL Query as the data source2.

C) Salesforce Reports: The customer can use Salesforce reports to create data sets that include data from multiple objects and fields, such as accounts, contacts, opportunities, and custom objects.Salesforce reports allow the customer to use report types, filters, groupings, and charts to customize the data they want to plot on the map3.The customer can create Salesforce reports in the Reports tab in Salesforce, and then use them as data sources in the Data Sets tab in Maps Advanced, by clicking New, selecting the object type, and choosing Report as the data source4.

E) External CSV: The customer can use external CSV files to import data from other systems or applications into Salesforce Maps. CSV files are comma-separated values files that store tabular data in plain text format. CSV files can include data from various sources, such as spreadsheets, databases, or web services.The customer can upload CSV files as data sources in the Data Sets tab in Maps Advanced, by clicking New, selecting the object type, and choosing CSV File as the data source5.

1: Create Data Sets from SOQL Queries | Salesforce Help6

2: Create Data Sets | Salesforce Help7

3: Reports: The Building Blocks of Analytics | Salesforce Trailhead Module8

4: Create Data Sets from Reports | Salesforce Help9

5: Create Data Sets from CSV Files | Salesforce Help

asked 23/09/2024
Arslan Sheik
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