Salesforce Certified Maps Professional Practice Test - Questions Answers, Page 9

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.

The two possible causes of this behavior are that the client is using a Professional edition Org which limits the number of records that can be processed using API, and that users are assigned to the Default Maps Permission group that has the Max Query Size defined to 5000. These factors can affect the number of records that users can plot on Desktop using their Account based marker layers. The Professional edition Org has a limit of 5,000 API calls per user license per 24-hour period, which can restrict the amount of data that Salesforce Maps can access and display. The Default Maps Permission group has a default setting of 5,000 for the Max Query Size, which can limit the number of records that users can query and plot on Desktop. These factors are explained in theSalesforce API Request Limits and Allocationsdocument and theSalesforce Maps Permission Groupsdocument.

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.Reference:

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

Users can create and edit a Route or Schedule from both desktop and mobile devices using Salesforce Maps.On the desktop, users can access the Routes tab to create a new route, import events from their Salesforce calendar, add markers, favorite locations, or points of interest, optimize the route, lock the stop order, and print or email the route1.On the mobile device, users can access the Routes feature to create a new route, add accounts or contacts from their map or list view, optimize the route, lock the stop order, and get directions using their preferred navigation app2.Users can also sync their routes between desktop and mobile devices3.Reference:

1: Create a Route in Maps | Salesforce Help2

2: Routes Feature | Salesforce Maps Mobile User Guide

3: Sync Routes Between Desktop and Mobile | Salesforce Maps Mobile User Guide

: https://help.salesforce.com/s/articleView?id=sf.maps_mobile_routes.htm&type=5 : https://help.salesforce.com/s/articleView?id=sf.maps_mobile_sync_routes.htm&type=5

Salesforce Maps can help marketing teams to plan and execute customer events by allowing them to plot leads and contacts on the map, select a specific location based on the most populated area, create a shape around the selected area, and use mass actions to add leads and/or contacts to an existing campaign. This way, marketing teams can target the most relevant and engaged prospects for their event, and invite them using a marketing campaign.According to the Salesforce Maps documentation1, users can create layers of leads and contacts on the map, filter them by various criteria, such as Pardot score, industry, or account type, select a point of interest as a reference location for the event, such as a hotel or a conference center, draw a shape around the point of interest to define a boundary, such as a radius or a travel time, aggregate the data of the leads and contacts within the boundary, such as the average score or the number of attendees, and use mass actions to add them to an existing campaign in Salesforce2. This process can help marketing teams to optimize their event planning and execution, and increase their attendance and conversion rates.Reference:

1: Using Salesforce Maps with Pardot for Marketing Automation2

2: Create a Journey Campaign | Salesforce Trailhead Module3

According to the Salesforce Maps documentation1, to create a data layer, the admin must first select either the Personal or Corporate folder in the Layers tab. The Personal folder is for saving data layers privately so only the admin can see them, while the Corporate folder is for sharing data layers with other maps users. After selecting a folder, the admin can hover over New and select Data Layer, then name the data layer and select the data source, filter, and style options. If the admin does not select a folder before attempting to create a layer, all of the options will be greyed out and unavailable.Reference:

1: Create Data Layers | Salesforce Help1

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.Reference:

2: Automate Your Business Processes with Process Builder | Salesforce Trailhead Module2

3: Automate Your Business Processes with Flow Builder | Salesforce Trailhead Module3

According to the Salesforce Maps documentation1, when using the limit areas by attribute option during an optimization, some units may be trimmed from the areas and assigned to a specific area or the unassigned bucket, depending on the leftover unit assignment setting. To visualize these leftover units, the user must open the alignment using the ''Include Unassigned Units'' option, which will display all units in the data set, regardless of whether they are assigned to an area or not.This option can be found in the Alignment Settings window, under the Data tab2. By selecting this option, the user can see the leftover units on the map and in the legend, and decide how to handle them.Reference:

1: Optimization in Salesforce Maps Territory Planning | Salesforce Help1

2: Alignment Settings | Salesforce Help3