Salesforce Certified Maps Professional Practice Test - Questions Answers, Page 10

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.

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

According to the Salesforce Maps documentation1, users can change their preferred navigation app for the Take Me There feature in the mobile application. The Take Me There feature allows users to get turn-by-turn directions from their current location to a selected marker, stop, or appointment on the map. By default, the Take Me There feature uses the native navigation app of the mobile device, such as Google Maps for Android or Apple Maps for iOS. However, users can choose a different navigation app, such as Waze, from the Advanced Settings menu in the mobile application.To do so, users can follow these steps1:

Tap the settings cog at the top left corner of the screen to open Salesforce Maps Mobile App Settings.

Select Handle Maps from the settings menu and choose your preferred navigation app.

Available options for the Handle Maps setting include:

Always Ask: Salesforce Maps Mobile will prompt you to select an app every time you tap Take Me There

Use Google Maps: Salesforce Maps Mobile will open Google Maps every time you tap Take Me There

Use Apple Maps: Salesforce Maps Mobile will open Apple Maps every time you tap Take Me There

Use Waze: Salesforce Maps Mobile will open Waze every time you tap Take Me There

1: Use Take Me There in Maps Mobile | Salesforce Help1

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.

1: Custom Data Sources with Salesforce Maps | Salesforce Help1

2: Create Data Layers | Salesforce Help3

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

To avoid redrawing the existing territory boundaries every time they create a new data set and alignment, Alpine Energy can use the Import from Alignment feature in Territory Planning. This feature allows the customer to import an existing territory model and boundary assignments from another alignment that uses the same territory boundaries as the new data set. This way, the customer can save time and effort by reusing their previous territory design and making adjustments as needed. To use this feature, the customer can follow these steps:

Click the Territory Planning tab to launch the app and display the Browser window.

Hover over an active data set and click the + symbol to add a new alignment.

Enter a Name and Description (optional) for the alignment and click Next.

In the Create Alignment window, select Import Model | Import from Alignment | Next.

Select an existing alignment from which to import the model and boundary assignments.

Click Import.

: Create an Alignment in Salesforce Maps Territory Planning | Salesforce Help

: Import a Territory Model from Another Alignment | Salesforce Help

Salesforce Maps allows users to check in and check out of tasks, events, and other records from the map interface. This feature helps users track their activities and log their visits. However, some users may forget to check out of a task when they leave an appointment, which can cause inaccurate data and reports. To prevent this, an admin can enable the ''Auto Check Out'' feature for the corresponding Base Object under Installed Package | Configure | Base Objects. This feature automatically checks out a user from a record when they move away from the location by a certain distance. The admin can specify the distance threshold and the time interval for the auto check out feature. This way, the users do not have to manually check out of a task, and the data is updated automatically.

Reference: Salesforce Maps User Guide,Salesforce Maps Check In and Check Out,Salesforce Maps Base Objects

Salesforce Maps is a powerful tool that supports field sales operations from top to bottom. It combines geographical data with CRM data, including critical features such as territory management, route optimization, geolocation tracking, and data visualization. To replace a legacy mapping solution with Salesforce Maps, the best action for an implementation partner is to transform the customer's business processes and capture new requirements to implement in Salesforce Maps. This way, the partner can leverage the full potential of Salesforce Maps and tailor it to the customer's specific needs and goals. The partner can also help the customer with the implementation process, such as assessing the current sales operations, defining the records and fields for the datasets, creating and publishing alignments, and controlling access to datasets and alignments. The partner can also provide training and support for the customer to ensure a smooth transition and user adoption.

Reference: Ultimate Guide to Salesforce Maps: How to Use & Implementation,Implementing Salesforce Maps Territory Planning,Best Sales Mapping Software | Salesforce Maps - Salesforce.com US,Salesforce Maps Configuration | Salesforce Trailhead,Discover Salesforce Maps | Salesforce Trailhead

A new account marker layer may display an error for ''bad addresses'' if the address on the account record is unknown or invalid, or if the base object has not been configured correctly. A bad address means that the record failed to plot on the map, and it can affect the accuracy and completeness of the data visualization. To fix this issue, the user can either drop a pin on the map to manually set the location of the record, or clear the coordinates and set the verified location by dragging the marker. The user can also check the base object configuration under Installed Package | Configure | Base Objects and make sure the address fields are mapped correctly.

Reference: How to handle Maps bad addresses,Drop a pin for bad addresses in Maps,Salesforce Maps Base Objects

Salesforce Maps Live Tracking allows users to track the live and historical locations of vehicles, equipment, and users in the field. To generate reports on the distance driven by each sales rep, the admin needs to use the Maps Live Asset Daily Summary object. This object contains the summary data for each asset, such as the total distance, duration, and fuel consumption for a given day. The admin can create a report on this object and group it by the asset name or driver name to see the total mileage driven by each sales rep on their team. The other objects are not suitable for this purpose, because they either contain the individual events for each asset, such as stops, speeding, and safety incidents (Maps Live Asset Daily Summary Event), the driver information for each asset (Maps Live Driver), or the trip information for each asset, such as the start and end locations, distance, and duration (Maps Live Daily Trip).

Reference: Salesforce Maps Live: Getting Started Guide,Create Live Daily Summary Configuration in Salesforce Maps,Get to Know Salesforce Maps Unit | Salesforce Trailhead