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An administrator wants to ensure that a record is created for a custom object named 'Appointments' while creating a new visit plan for Maps Advanced. What must the administrator do first to ensure the record is created?

A.
Create a dataset with 'Appointments' as the base object
A.
Create a dataset with 'Appointments' as the base object
Answers
B.
Configure 'Appointments' in Routes and Schedule settings within Maps Configuration
B.
Configure 'Appointments' in Routes and Schedule settings within Maps Configuration
Answers
C.
Select 'Appointments' as the visit object for the visit completion criteria within the dataset
C.
Select 'Appointments' as the visit object for the visit completion criteria within the dataset
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D.
Ensure Allow Activities is enabled for the 'Appointment' object
D.
Ensure Allow Activities is enabled for the 'Appointment' object
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Suggested answer: B

Explanation:

The administrator must configure ''Appointments'' in Routes and Schedule settings within Maps Configuration to ensure that a record is created for the custom object while creating a new visit plan for Maps Advanced. This step allows the administrator to select a calendar object for output, which is the object that stores the visit records after route generation. The administrator can choose any standard or custom object that has a start date/time and end date/time field. This is explained in theSelect a Calendar Object for Outputdocument.

Which feature would require purchasing Salesforce Maps Advanced7

A.
Mobile access
A.
Mobile access
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B.
Automatic route re-optimization
B.
Automatic route re-optimization
Answers
C.
Auto-assign leads based on location
C.
Auto-assign leads based on location
Answers
D.
View premium data layers
D.
View premium data layers
Answers
Suggested answer: B

Explanation:

Automatic route re-optimization is a feature that requires purchasing Salesforce Maps Advanced. This feature allows users to automatically adjust their routes based on real-time traffic conditions, customer availability, and other factors. This feature can help users save time, fuel, and money by finding the most efficient routes for their visits. This feature is explained in theSalesforce Maps Productsdocument.

What feature can be used to view proposed changes before reassigning in Territory Planning?

A.
Analyze and Compare
A.
Analyze and Compare
Answers
B.
Compare table
B.
Compare table
Answers
C.
Export to CSV
C.
Export to CSV
Answers
D.
Selection Details
D.
Selection Details
Answers
Suggested answer: A

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 theCreate an Optimal Territory Alignmentdocument.

Which two team members should be included during a Maps scoping session in which legacy data/mapping system migrations and integrations/interfaces will be discussed?

A.
Project Manager
A.
Project Manager
Answers
B.
Developer
B.
Developer
Answers
C.
Business Analyst
C.
Business Analyst
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D.
Technical Architect
D.
Technical Architect
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Suggested answer: B, D

Explanation:

Developer and Technical Architect are two team members that should be included during a Maps scoping session in which legacy data/mapping system migrations and integrations/interfaces will be discussed. These team members have the technical expertise and skills to assess the feasibility, complexity, and risks of migrating and integrating data from different sources and systems. They can also provide guidance and recommendations on how to design, develop, test, and deploy the data migration and integration solutions. These team members are part of theSalesforce Maps Implementation Methodologydocument.

An implementation partner is in the middle of a Salesforce Maps + Consumer Goods Cloud project and realizes a new requirement popped up that wasn't part of the initial solution design. The customer is persistent that this requirement needs to be in scope of the project. Which team member should manage this situation with the customer?

A.
Customer Success Manager
A.
Customer Success Manager
Answers
B.
Lead Developer
B.
Lead Developer
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C.
Solution Architect
C.
Solution Architect
Answers
D.
Project Manager
D.
Project Manager
Answers
Suggested answer: D

Explanation:

The Project Manager should manage this situation with the customer. The Project Manager is responsible for overseeing the project scope, timeline, budget, and deliverables. They should communicate with the customer about the impact of the new requirement on the project and negotiate a mutually agreeable solution. They should also document any changes to the project scope and update the project plan accordingly. This is explained in theSalesforce Maps Implementation Methodologydocument.

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
A.
Continuity and Revenue
Answers
B.
Balance
B.
Balance
Answers
C.
Continuity and Compactness
C.
Continuity and Compactness
Answers
D.
Compactness and Disruption
D.
Compactness and Disruption
Answers
Suggested answer: B

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.

Reference:Optimization in Salesforce Maps Territory Planning

A client has a few key accounts that they do not want to change during optimization in Territory Planning. What are two options a Consultant should recommend?

A.
Leverage a legend filter to remove those accounts
A.
Leverage a legend filter to remove those accounts
Answers
B.
Remove those accounts from focus
B.
Remove those accounts from focus
Answers
C.
Remove those accounts from the data set
C.
Remove those accounts from the data set
Answers
D.
Lock those units to the area
D.
Lock those units to the area
Answers
Suggested answer: B, D

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.

Reference:Optimization in Salesforce Maps Territory Planning

Removing those accounts from focus or locking those units to the area are two options that a Consultant should recommend to prevent changes to key accounts during optimization in Territory Planning.Removing those accounts from focus means that they will not be included in the optimization process, while locking those units to the area means that they will not move during optimization, but the value of those units will be considered when creating balanced areas2. Leveraging a legend filter to remove those accounts or removing those accounts from the data set are not recommended options, as they will affect the accuracy and completeness of the data and the optimization results.

A Territory Planning optimization was just run and completed, but the user inadvertently selected the wrong attribute for the optimization. What step does the user need to take to return to the previous state prior to the optimization?

A.
Click on the Undo button
A.
Click on the Undo button
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B.
The user must create a new data set before optimizing on the correct attribute.
B.
The user must create a new data set before optimizing on the correct attribute.
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C.
Create a new alignment before optimizing on the correct attribute
C.
Create a new alignment before optimizing on the correct attribute
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D.
Re-run the optimization using the correct attribute
D.
Re-run the optimization using the correct attribute
Answers
Suggested answer: C

Explanation:

Creating a new alignment before optimizing on the correct attribute is the step that the user needs to take to return to the previous state prior to the optimization.A new alignment is a copy of an existing alignment that can be modified without affecting the original alignment3. The user can create a new alignment from the previous state and then run the optimization using the correct attribute. Clicking on the Undo button, creating a new data set, or re-running the optimization using the correct attribute are not valid steps, as they will not restore the previous state of the alignment.

In Territory Planning, the Sales Manager would like to choose individual accounts from the Map without selecting the underlying geographical container. What two steps should they take?

A.
From the Tools menubar, select the Arrow icon and pick the desired Account.
A.
From the Tools menubar, select the Arrow icon and pick the desired Account.
Answers
B.
Use the Filter options in the legend to find the account they want to select.
B.
Use the Filter options in the legend to find the account they want to select.
Answers
C.
From the Tools menubar, select the Gear icon and choose 'Container Mode'
C.
From the Tools menubar, select the Gear icon and choose 'Container Mode'
Answers
D.
From the Tools menubar, select the Gear icon and choose 'Unit Mode
D.
From the Tools menubar, select the Gear icon and choose 'Unit Mode
Answers
Suggested answer: A, D

Explanation:

To choose individual accounts from the Map without selecting the underlying geographical container, the Sales Manager should use the Arrow icon and the Unit Mode in Territory Planning.The Arrow icon allows the user to select individual units (accounts) on the map1.The Unit Mode allows the user to view and edit units without affecting containers2.The Container Mode allows the user to view and edit containers without affecting units2.The Filter options in the legend allow the user to filter units or containers by attributes, but not to select them individually1.

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
A.
To communicate to Sales Leaders the high level differences between different planning scenarios
Answers
B.
To create a new Alignment
B.
To create a new Alignment
Answers
C.
To add additional attributes to the Data Set
C.
To add additional attributes to the Data Set
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D.
To show a Sales Manager the difference between their previous areas and their new areas
D.
To show a Sales Manager the difference between their previous areas and their new areas
Answers
Suggested answer: A, D

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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