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An organization requires sales reps utilize Salesforce Maps "Check in" and "Check out". Alot of sales reps have open tasks, they often forget to check out of a task when leaving anappointment. What steps can an admin take to ensure users do not forget to check out of a task using out of the box functionality?
A. Enable Auto Check Out in Permission Groups under Installed Package | Configure |Permission Groups B. Go to Salesforce reports, create and share a completed task report with users, and addthe report to the users dashboard. C. Complete the check in settings under Installed Package | Configure | Base objects andmake sure verification distance is configured. D. Enable "Auto Check Out" for the corresponding Base Object under Installed Package |Configure | Base Objects
Answer: D Explanation: 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 andlog their visits. However, some users may forget to check out of a task when they leave anappointment, which can cause inaccurate data and reports. To prevent this, an admin canenable the “Auto Check Out” feature for the corresponding Base Object under InstalledPackage | Configure | Base Objects. This feature automatically checks out a user from arecord when they move away from the location by a certain distance. The admin canspecify the distance threshold and the time interval for the auto check out feature. Thisway, the users do not have to manually check out of a task, and the data is updatedautomatically. References: Salesforce Maps User Guide, Salesforce Maps Check In andCheck Out, Salesforce Maps Base Objects
Question # 2
A Salesforce Maps implementation partner is meeting with a prospect that already uses alegacy mapping solution for the Sales Team and wants to replace it with Salesforce Maps.What is the best action the implementation partner take?
A. Transform the customer's business processes and capture new requirements toimplement in Salesforce Maps B. Keep the existing mapping solution and implement new requirements in SalesforceMaps C. Transform the Salesforce Maps Ul to match the legacy mapping solution' Ul to retainuser adoption D. Build API's to connect the legacy mapping solution with Salesforce Maps to have oneunified Maps solution
Answer: A Explanation: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 territorymanagement, route optimization, geolocation tracking, and data visualization. To replace a legacy mapping solution with Salesforce Maps, the best action for an implementationpartner is to transform the customer’s business processes and capture new requirementsto implement in Salesforce Maps. This way, the partner can leverage the full potential ofSalesforce Maps and tailor it to the customer’s specific needs and goals. The partner canalso help the customer with the implementation process, such as assessing the currentsales operations, defining the records and fields for the datasets, creating and publishingalignments, and controlling access to datasets and alignments. The partner can alsoprovide training and support for the customer to ensure a smooth transition and useradoption. References: Ultimate Guide to Salesforce Maps: How to Use &Implementation, Implementing Salesforce Maps Territory Planning, Best Sales MappingSoftware | Salesforce Maps - Salesforce.com US, Salesforce Maps Configuration |Salesforce Trailhead, Discover Salesforce Maps | Salesforce Trailhead
Question # 3
Alpine Energy's internal project team has implemented Salesforce Maps in one of theirsandboxes and is preparing for deployment to production. The team has identified a largenumber of marker layers, shapelayers, and other configurations that need to be migrated.What are the two most important things for a Maps Administrator to consider whenplanning this deployment?
A. The Maps Migration Utility Tool can be used to extract, prepare, and transfer SalesforceMaps data between organizations. B. Because Salesforce Maps data is stored on many custom objects, it should be recreatedby hand in the destination org. C. Because Salesforce Maps is an installed package, its data and configurations can bemoved via change sets. D. Because Salesforce Maps is an installed package, its data and configurations cannot bemoved via change sets.
Answer: D Explanation: Because Salesforce Maps is an installed package, its data andconfigurations cannot be moved via change sets. Change sets can only move metadatacomponents between orgs, not data records or custom settings. Therefore, the MapsAdministrator should consider recreating the Salesforce Maps data and configurations byhand in the destination org, or using a third-party tool or API to automate the process. Thisis explained in the Salesforce Maps Apex Developer Guide.
Question # 4
What are two common reasons why a new account marker layer would display an error for"bad addresses?"
A. The Base Object has not been configured correctly B. The address on the Account record is invalid C. The Salesforce record has been deleted D. The Account Marker Layer's filters need to be adjusted
Answer: A,B Explanation: A new account marker layer may display an error for “bad addresses” if theaddress on the account record is unknown or invalid, or if the base object has not beenconfigured correctly. A bad address means that the record failed to plot on the map, and itcan affect the accuracy and completeness of the data visualization. To fix this issue, theuser can either drop a pin on the map to manually set the location of the record, or clearthe coordinates and set the verified location by dragging the marker. The user can alsocheck the base object configuration under Installed Package | Configure | Base Objectsand make sure the address fields are mapped correctly. References: How to handle Mapsbad addresses, Drop a pin for bad addresses in Maps, Salesforce Maps Base Objects
Question # 5
The Sales team wants to specify days of the week that visits can be scheduled at a certainAccount by Maps Advanced Visit plans. What does an Admin need to set up to meet thisrequirement?
A. Promotional Windows B. Maximum Shift Length C. Minimum and Maximum Days Between Visits D. Visit Windows
Answer: D Explanation:Salesforce Maps Advanced Visit Plans allow users to create and optimize routes for visitingcustomers based on various criteria and settings. One of the settings that can beconfigured is the visit window, which specifies the days and times that a customer can bevisited. To meet the requirement of specifying the days of the week that visits can bescheduled at a certain account, an admin needs to set up the visit window for that account.The visit window can be defined at the account level or the dataset level. The admin canuse the standard fields of Start Date, End Date, Start Time, and End Time, or createcustom fields to define the visit window. The admin can also use the Promotional Windowfield to override the visit window for a specific period of time. The visit window helps toensure that the routes are generated according to the customer’s availability andpreference. References: Creating Visit Plans, Define Visit and OptimizationParameters, Create and configure Maps Advanced Visit Plan
Question # 6
The team at Alpine Energy uses Maps Advanced and is planning to do a targeted salescalls in the field for a new product launch. They want to try to maintain standard cadenceswith their customers, but their priority is to visit certain subsets of customers at least onetime in conjunction with their marketing campaign. What should they do?
A. Create a new visit plan with adjusted frequencies for the targeted sales calls. B. Update frequencies for the targeted stores and use the existing visit plan. C. Manually plan the targeted stores and let Maps Advanced fill in the rest of the calendar D. Leverage Promotional Windows to prioritize visits to the subset of the targetedcustomers.
Answer: D
Explanation: The team at Alpine Energy can leverage Promotional Windows to prioritizevisits to the subset of the targeted customers. Promotional Windows are a feature in MapsAdvanced that allow users to create temporary changes in visit frequencies for specificcustomers or datasets. This way, they can maintain their standard cadences with theircustomers, but also focus on the new product launch for a certain period of time.
Question # 7
The marketing team would like to determine the best location for an upcoming customerevent and add customers to a marketing campaign. How can Salesforce Maps helpmarketing teams with this initiative?
A. Set up Nearby Maps for contacts. view nearby contacts and use the map view to addthem to a campaign B. Plot accounts and opportunities on the map Select a specific location based on mostpopulated area. Create a shape around the selected area and use mass actions to addaccounts and opportunities to an already created campaign C. View accounts, leads and contacts on the map Select a specific location based on mostpopulated area. From the campaign in Salesforce. manually add all leads and contacts. D. Plot leads and contacts on the map Select a specific location based on most populatedarea. Create a shape around the selected area and use mass actions to add leads and/orcontacts to an existing campaign.
Answer: D Explanation: 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 locationbased on the most populated area, create a shape around the selected area, and usemass actions to add leads and/or contacts to an existing campaign. This way, marketingteams can target the most relevant and engaged prospects for their event, and invite themusing a marketing campaign. According to the Salesforce Maps documentation1, users cancreate layers of leads and contacts on the map, filter them by various criteria, such asPardot score, industry, or account type, select a point of interest as a reference location forthe event, such as a hotel or a conference center, draw a shape around the point of interestto define a boundary, such as a radius or a travel time, aggregate the data of the leads andcontacts within the boundary, such as the average score or the number of attendees, anduse mass actions to add them to an existing campaign in Salesforce2. This process canhelp marketing teams to optimize their event planning and execution, and increase theirattendance and conversion rates. References:1: Using Salesforce Maps with Pardot for Marketing Automation22: Create a Journey Campaign | Salesforce Trailhead Module3
Question # 8
A Sales Manager is meeting with an enterprise customer that wants to implementSalesforce Maps with Territory Planning. In addition to Account data stored in Salesforce,the customer has legacy attribute data stored externally that relates tospecific Accounts. Which three options does the customer have to create this Data Set?
A. SOQL Queries B. External XML C. Salesforce Reports D. Salesforce Dashboards E. External CSV
Answer: A,C,E Explanation: To create a data set that includes account data from Salesforce and attributedata from an external source, the customer has three options:A. SOQL Queries: The customer can use SOQL queries to pull data fromSalesforce objects and fields, and join them with external data sources, such asCSV files or web services. SOQL queries allow the customer to specify complexfilters and conditions to select the relevant records and fields for the data set1. Thecustomer can create SOQL queries in the Data Sets tab in Maps Advanced, byclicking New, selecting the object type, and choosing SOQL Query as the datasource2.C. Salesforce Reports: The customer can use Salesforce reports to create datasets that include data from multiple objects and fields, such as accounts, contacts,opportunities, and custom objects. Salesforce reports allow the customer to usereport 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 inSalesforce, and then use them as data sources in the Data Sets tab in MapsAdvanced, by clicking New, selecting the object type, and choosing Report as thedata source4.E. External CSV: The customer can use external CSV files to import data fromother systems or applications into Salesforce Maps. CSV files are commaseparatedvalues files that store tabular data in plain text format. CSV files caninclude data from various sources, such as spreadsheets, databases, or webservices. The customer can upload CSV files as data sources in the Data Sets tabin Maps Advanced, by clicking New, selecting the object type, and choosing CSVFile as the data source5.References:1: Create Data Sets from SOQL Queries | Salesforce Help62: Create Data Sets | Salesforce Help73: Reports: The Building Blocks of Analytics | Salesforce Trailhead Module84: Create Data Sets from Reports | Salesforce Help95: Create Data Sets from CSV Files | Salesforce Help
Question # 9
Which two permissions must be assigned to the Permission Group the user belongs towhen 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
Answer: C,D 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 andManage Data Layers. These permissions allow the user to upload external CSV files withrecord and location information, and create data layers to visualize this data in SalesforceMaps1. 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 wantthe 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 Salesforcecredentials.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 uploadas a data source.Select the location headers and the column headers you want to import from yourCSV 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 Help12: Create Data Layers | Salesforce Help3
Question # 10
When using the Maps application in mobile, the Take Me There option always launchesGoogle Maps to navigate to selected locations. How would the user switch the default GPSapplication to Waze?
A. The setting must be changed in the base object configuration of Maps. B. The Advanced Settings in the mobile application contains a setting to change thisbehavior. C. This must be changed in the settings of the mobile device. D. This can be changed in the Maps permission group configuration.
Answer: B Explanation: According to the Salesforce Maps documentation1, users can change their preferred navigation app for the Take Me There feature in the mobile application. The TakeMe There feature allows users to get turn-by-turn directions from their current location to aselected marker, stop, or appointment on the map. By default, the Take Me There featureuses the native navigation app of the mobile device, such as Google Maps for Android orApple 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 followthese steps1:Tap the settings cog at the top left corner of the screen to open Salesforce MapsMobile App Settings.Select Handle Maps from the settings menu and choose your preferred navigationapp.Available options for the Handle Maps setting include:References:1: Use Take Me There in Maps Mobile | Salesforce Help1
Question # 11
Alpine Energy's admin made a few changes to the active Live Daily Summary configurationand would like to apply the changes to historical summary information For how many daysin the past can the admin re-generate Daily Summaries?
A. 60 days B. 120 days C. 30 days D. 90 days
Answer: A Explanation: According to the Salesforce Maps Live documentation, administrators cangenerate historical Daily Summaries for any date range up to the past 60 days1. Thisensures that the organization has a complete and accurate list of qualifying Live Events foreach Asset in a selected Live Layer. If the administrator selects a date older than 60 daysin the past from today’s date, they will receive an error message1. References:1: Generating Historical Daily Summaries in Salesforce Maps | Salesforce Help1
Question # 12
From which device(s) can a user create and edit a Route or Schedule?
A. Desktop Only B. Both Desktop and Mobile Devices C. Routes on Mobile only and Schedule on Desktop only D. Mobile Device Only
Answer: B Explanation: Users can create and edit a Route or Schedule from both desktop andmobile 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, favoritelocations, or points of interest, optimize the route, lock the stop order, and print or email theroute1. 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 routesbetween desktop and mobile devices3. References:1: Create a Route in Maps | Salesforce Help22: Routes Feature | Salesforce Maps Mobile User Guide3: Sync Routes Between Desktop and Mobile | Salesforce Maps Mobile UserGuidehttps://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
Question # 13
Alpine Energy wants to make sure their reps are only focusing on marketing qualified leadsin the field. How can this be achieved in Maps Advanced?
A. Create a data set with filtering to include Marketing Qualified Leads B. Set visit frequency for all nonqualified leads to zero. C. Add a shared visit window without available visitation hours for nonqualified leads. D. Have reps remove stops that are not qualified and rerun optimization
Answer: A Explanation: One way to ensure that the reps are only focusing on marketing qualifiedleads in the field is to create a data set with filtering to include only those leads that meetthe criteria for marketing qualification. A data set is a collection of records from Salesforcethat can be plotted on the map and used for routing and scheduling4. To create a data set,the user can go to the Data Sets tab in Maps Advanced, click New, and select the objecttype, such as Lead. Then, the user can choose a report or a list view as the data source,and apply filters to narrow down the records based on various attributes, such as Pardotscore, industry, or account type. The user can also select which fields to display in the dataset, such as name, email, or phone number. After creating and saving the data set, theuser can plot it on the map and see only the marketing qualified leads in their territory5.This way, the reps can focus their efforts on the most relevant and engaged prospects fortheir sales goals. References:4: Create Data Sets | Salesforce Help65: Plot Data Sets | Salesforce Help7
Question # 14
When deploying a Salesforce Maps solution, what are three considerations an adminshould take?
A. Train users before they go into the production org B. Execute user acceptance testing in the production org once the deployment iscompleted C. Make sure permission sets for users and profiles are maintained and migrated D. Get provisions of all the appropriate licenses E. Train users after they go into the production org
Answer: A,C,D Explanation: When deploying a Salesforce Maps solution, there are three considerationsan admin should take:A. Train users before they go into the production org. This is a best practice forany Salesforce implementation project, as it helps to prepare the users for the newfeatures and functionalities, and ensure a smooth adoption and transition. Trainingcan include hands-on exercises, demos, videos, guides, and quizzes to test theusers’ 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 visibilityto the Salesforce Maps features and data, such as layers, routes, schedules,territories, and live tracking. Permission sets can be created and assigned to usersor profiles based on their roles and responsibilities2. Permission sets can also bemigrated 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 theusers to use Salesforce Maps in their org. There are different types of licenses forSalesforce Maps, such as Maps User License, Maps Live User License, MapsMobile User License, and Maps Territory Planning User License. Each licensegrants access to different features and functionalities of Salesforce Maps4. Theadmin should request the appropriate number and type of licenses from Salesforcebefore deploying the solution.References:1: Train Your Users | Salesforce Trailhead Module52: Assign Permissions for Salesforce Maps | Salesforce Help3: Deploy Permission Sets | Salesforce Help4: Salesforce Maps Licenses | Salesforce Help
Question # 15
An account executive from Alpine Energy is covering a large territory using SalesforceMaps. There have been constant address changes to their accounts in the past whichrequired them to manually clear the coordinates so that Maps will generate new latitudeand longitude values. How can this process be automated?
A. Configure Auto Assignment rules to automatically assign new coordinates when anaddress changes B. After plotting a Marker Layer, click the "Use Suggested Address" button to update thelatitude and longitude values. C. Utilize a Salesforce automation tool to automatically clear a record's latitude andlongitude values when the address is changed D. Utilize the "auto update address" feature in Salesforce Maps
Answer: C Explanation: 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 orFlow Builder. These tools can help create workflows that trigger actions based on certaincriteria or events. For example, the account executive from Alpine Energy can use ProcessBuilder to create a process that runs whenever an account is created or edited, and checksif any of the address fields have changed. If so, the process can execute an action thatclears the latitude and longitude values of the account record. This way, the next time theaccount is plotted on Salesforce Maps, it will geocode with the updated address and plot inthe correct location. Alternatively, the account executive can use Flow Builder to create aflow that performs similar logic and actions as the process, but with more flexibility andcustomization options. For more information on how to use Process Builder or FlowBuilder, see the references below. References:2: Automate Your Business Processes with Process Builder | Salesforce TrailheadModule23: Automate Your Business Processes with Flow Builder | Salesforce TrailheadModule3
Question # 16
The Salesforce* Maps admin for the company has been tasked with creating layers for thesales team. The admin navigates to the Layers tab in Salesforce Maps and selects theNew button to begin creating a layer. All of the options are greyed out. How can the adminresolve this issue?
A. Enable the "Create Layers' permission within her assigned permission group. B. Contact Salesforce support to enable the "Create Layers" permission C. Select either the Personal or Corporate folder before attempting to create a layer. D. Create the layer in the Maps configuration menu
Answer: C Explanation: 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. ThePersonal folder is for saving data layers privately so only the admin can see them, while theCorporate 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 selectthe data source, filter, and style options. If the admin does not select a folder beforeattempting to create a layer, all of the options will be greyed out and unavailable.References:1: Create Data Layers | Salesforce Help1
Question # 17
During an optimization, the limit areas by attribute option was used. After the optimization,leftover units were unassigned and no longer appear on the map. How can the uservisualize the leftover units?
A. The user must open the alignment using the "Include Unassigned Units" option B. A new alignment must be created in order to visualize these units C. A new data set must be created in order to view these units. D. Add the territory to which the leftover units were assigned to the focus
Answer: A Explanation: According to the Salesforce Maps documentation1, when using the limitareas by attribute option during an optimization, some units may be trimmed from the areasand assigned to a specific area or the unassigned bucket, depending on the leftover unitassignment setting. To visualize these leftover units, the user must open the alignmentusing 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 theAlignment Settings window, under the Data tab2. By selecting this option, the user can seethe leftover units on the map and in the legend, and decide how to handle them.References:1: Optimization in Salesforce Maps Territory Planning | Salesforce Help12: Alignment Settings | Salesforce Help3
Question # 18
A Sales Vice President is sponsoring a Salesforce Maps implementation project for hissales teams, what is a best practice the VP should take to ensure a successful rollout to histeam?
A. Start with writing new Business Processes B. Create Permission Set License Assignments C. Define Account sharing strategies D. Create a communication plan
Answer: D Explanation: A communication plan is a best practice for any Salesforce implementationproject, as it helps to inform and engage the stakeholders, users, and sponsors throughoutthe project lifecycle. A communication plan can include the project goals, benefits, timeline,milestones, roles and responsibilities, training and support resources, feedbackmechanisms, and success metrics1. A communication plan can also help to address anypotential resistance or challenges from the users or sponsors, and ensure a smoothadoption of the new solution2. References:1: Salesforce Maps Configuration | Salesforce Trailhead Module22: Change Management Best Practices for Salesforce Administrators | SalesforceTrailhead Module33:https://trailhead.salesforce.com/en/content/learn/modules/change_management_best_practices_for_admins
Question # 19
After a fresh
Salesforce Maps installation in the client's org, the users are not able to
plot more than 5000 records on
Desktop using their Account based marker layers. Which two options could be the
cause of this behavior?
A. The client is using a Professional edition Org which limits the number of records that can be ^ processed using API B.
The user license needs to be upgraded to Maps
Advanced in order to see more than 5000 records
C. Users are assigned to the Default Maps Permission group that has the Max Query Size defined to D 5000 D. The filter conditions of the marker layer are limiting the number of records returned
Answer: A,C Explanation
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 the Salesforce API Request Limits and Allocations document and the Salesforce Maps Permission
Groups document.
Question # 20
Which
two ways can an administrator assign users to a Maps Advanced Visit Plan?
A. Assign by Role B. Assign by Profile C. Assign individual Users D. Assign by Public Group
Answer: B,C Explanation An administrator can assign users to a Maps Advanced Visit Plan by either selecting user profiles or individual users from the Users tab in the Visit Plan configuration. This is explained in the Assign Users to Your Visit Plan section of the Salesforce Help Docs.
