Salesforce Consumer Goods Cloud Study Notes
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Questions and Answers

Which Statement is accurate regarding Action Plan Templates?

  • They can be cloned (correct)
  • They can be deleted
  • They can be associated with Assessment Task Definitions and Component Tasks
  • They cannot be setup in the mobile application
  • How can a merchandiser perform a check-in to log the arrival time and geo coordinates for an inventory- check appointment?

  • Check-in through Salesforce Mobile App (correct)
  • Check-in through standard location picker Lightning Web Component in Salesforce Mobile App
  • Check-in through Salesforce Maps on mobile
  • Check-in through Einstein Vision
  • How can a Field Sales Manager access a photo taken by a Field Rep of a defective In-store asset

  • The photos are linked to the asset record (correct)
  • The photo is sent directly to the manager's email
  • The photo is linked to the asset check task
  • The photo is linked to the visit record
  • Which two of the following allows aConsumer Goods Cloud user to review the vision detection accuracy?

    <p>Shelf Metrics</p> Signup and view all the answers

    A consultant for Northern Trail Outfitters (NTO)retail stores would like to configure inventory checks related to product, that are stocked in the frozen food aisle. What should the consultant do first to ensure the field rep knows that the product is located in the frozen food aisle?

    <p>Create an In-Store Location called 'Frozen Food Aisle'</p> Signup and view all the answers

    Sales Managers would like a map that shows which stores are running a promotion within their vicinity. Which solution meets their requirement and also involves the least amount of custom development?

    <p>The nearby map component on the promotion records page</p> Signup and view all the answers

    Which three Survey invitations are displayed in the In-Store Survey task during a visit?

    <p>Survey invitations associated with the visit</p> Signup and view all the answers

    Which step is required to link an Action Plan to a Visit record?

    <p>Create an Action Plan Template by specifying Visit' as the target object and publish it</p> Signup and view all the answers

    Which two levels can promotions be defined within the Consumer Goods Cloud?

    <p>Product</p> Signup and view all the answers

    What characteristic is true about Action plan templates?

    <p>Action plan templates can have multiple planogram, inventory and promotion checks</p> Signup and view all the answers

    For flow based tasks, which two statement are correct?

    <p>A Retail Store KPI is always needed and is passed to the flow in the variable Retail Store KPI.</p> Signup and view all the answers

    What advantage does adopting Einstein for CG - Visit Recommendations offer?

    <p>It helps professionals stay competitive with data support</p> Signup and view all the answers

    How can a retail store record be created using mobile technology?

    <p>Through the mobile app with a workflow for emails</p> Signup and view all the answers

    What feature allows for the direct importation of Point of Interest data?

    <p>Click2Create function</p> Signup and view all the answers

    What is a limitation of Action plan templates in relation to extensibility?

    <p>They are not extensible through Apex</p> Signup and view all the answers

    Which statement accurately characterizes the Consumer Goods Cloud?

    <p>It is powered by market data for strategic targeting</p> Signup and view all the answers

    How can Assessment Indicator Definitions for Delivery tasks be defined?

    <p>Through a related list on the Retail Store Group object</p> Signup and view all the answers

    Which task method is appropriate for inventory checks?

    <p>Use an inventory check task with flow</p> Signup and view all the answers

    Which set of indicators could be monitored regarding stock levels?

    <p>Out of Stock, Share of Shelf, SKU Facings</p> Signup and view all the answers

    Which of the following options does NOT represent a key component in delivery metrics?

    <p>Promotion</p> Signup and view all the answers

    What is the correct identification for a type of task focused on delivery activities?

    <p>DeliveryTask</p> Signup and view all the answers

    Which option describes the scope of product ownership related to retail stores?

    <p>All products associated with the retail store</p> Signup and view all the answers

    What is the focus of the delivery product category?

    <p>Delivery Product</p> Signup and view all the answers

    What is a relevant action for monitoring on-hand inventory regarding product delivery?

    <p>Creating delivery tasks for distributors and monitoring inventory</p> Signup and view all the answers

    Which statement about Store Products is correct?

    <p>Store Products are required to enable search and scan functionality in the Inventory Check Task.</p> Signup and view all the answers

    What is a requirement for the Promotion Check Task to work effectively?

    <p>Store Products</p> Signup and view all the answers

    What can be a base object when creating a Map Layer for retail store search?

    <p>Accounts</p> Signup and view all the answers

    How can Einstein utilize AI effectively?

    <p>By assigning a permission set for access to Einstein functionalities.</p> Signup and view all the answers

    Which option describes how the model for object detection is created?

    <p>Created as part of the development process using a base set of images.</p> Signup and view all the answers

    Which analysis can provide insight into the effectiveness of sales representatives?

    <p>Sales Rep Performance</p> Signup and view all the answers

    Which action is essential to support a positive first experience during the model deployment?

    <p>Review model quality before deployment.</p> Signup and view all the answers

    What is a requirement for the inventory check tasks to function correctly?

    <p>Store Products need to be included.</p> Signup and view all the answers

    What is the purpose of defining an Assessment Indicator Definition in a survey?

    <p>To capture specific criteria for evaluation</p> Signup and view all the answers

    Which level can the Assessment Task Definition be set for an In-Store Survey?

    <p>Energy bar product SKU level</p> Signup and view all the answers

    Which dashboard would be useful for assessing how stores are performing?

    <p>Store Performance Dashboard</p> Signup and view all the answers

    What is the requirement for using the Custom Task KPI Component in Lightning App Builder?

    <p>User's profile must have the component assigned</p> Signup and view all the answers

    What is a recommended method to capture KPIs for In-Store locations?

    <p>Use a record type on the Retail Store Object</p> Signup and view all the answers

    What action should be taken if a retail store's survey invitation has not been generated?

    <p>Check if the Salesforce admin created and activated a survey</p> Signup and view all the answers

    Which of the following best describes the primary goal of gathering feedback through a survey?

    <p>Understanding customer and staff experiences</p> Signup and view all the answers

    Which combination includes tools that assist in data management and customer relations?

    <p>DEX EDI, Price Optimization, and Customer Onboarding</p> Signup and view all the answers

    What should a team member ensure for Einstein Object Detection functionality to work properly?

    <p>Einstein Object Detection is enabled</p> Signup and view all the answers

    What functionality should be implemented to view retail store locations on a map?

    <p>Update with Google Maps Static API</p> Signup and view all the answers

    When generating a survey record using the Salesforce survey application, what must be established beforehand?

    <p>An Assessment Task Definition needs to be created</p> Signup and view all the answers

    What type is crucial for measuring specific retail performance metrics?

    <p>KPI Type</p> Signup and view all the answers

    Which process is fundamental to the execution of store visits?

    <p>Visit Planning</p> Signup and view all the answers

    What could potentially prevent a rep from creating surveys?

    <p>Lack of permissions to create surveys</p> Signup and view all the answers

    What is a suitable gathering of metrics to evaluate promotion effectiveness?

    <p>Promotion Channel, Retail Store KPI, and Delivery Task</p> Signup and view all the answers

    What feature enhances communication for Field Reps during their app usage?

    <p>Notifications for all messages</p> Signup and view all the answers

    Study Notes

    Salesforce Consumer Goods Cloud Accredited Professional (SU24) Study Notes

    • Version: 4.4
    • Total Questions: 68
    • Product: Salesforce Consumer Goods Cloud Accredited Professional
    • Support: Email [email protected] for 24-hour support. Include exam code, screenshot of the question, and login details.
    • Feedback: Send suggestions to [email protected]
    • Copyright: Each product order has unique encryption, unauthorized changes are prohibited.

    Action Plan Templates

    • Action Plan Templates can be cloned
    • Templates can be modified for various uses
    • Templates cannot be set up in mobile apps

    Inventory Checks in Salesforce Mobile App

    • Merchandisers can check in via the Salesforce Mobile App
    • The App allows logging arrival time and location via GPS.
    • The Check-in feature is used to record arrival at a retail store location.

    Asset Check Tasks

    • Photos of defective in-store assets are linked to the asset's record within Salesforce.
    • This linking provides a direct association between the asset and its condition.

    Vision Detection Accuracy

    • Shelf Metrics, allow comparisons of actual shelf image to expected planogram image.
    • Model Metrics show detection confidence and count of objects/detections in the shelf image.

    Inventory Checks in Salesforce Mobile App

    • Merchandisers can perform inventory checks via the Salesforce Mobile App.
    • The App allows logging arrival time and geocoordinates.

    In-Store Survey Tasks

    • Survey invitations are displayed for the visit, Retail Store, and Store Primary Contact.
    • Create an Action Plan Template specifying 'Visit' as the target object and publish it.
    • This enables the linking of an Action Plan template to a Visit record.

    Consumer Goods Cloud Promotion Levels

    • Promotions can be defined at the account, product, and retail store levels.

    Flow Based Tasks

    • Retail Store KPIs are needed and are passed to the flow as a variable.
    • Assessment Task IDs and Visit IDs are typically passed to the flow task.

    Northern Trail Outfitters (NTO)

    • NTO uses a 7-tier product hierarchy for tracking its products.
    • Using SKU numbers can help NTO measure shelf-space occupied by a product.

    Mobile App Components

    • Quip documents, Einstein Predictions, and Custom Object Task Lists
    • Components for the Consumer Goods Cloud mobile application.
    • Used for additional functionality and information.

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    Description

    Prepare for the Salesforce Consumer Goods Cloud Accredited Professional exam with these comprehensive study notes. Covering key features, inventory checks, action plans, and mobile app functions, this resource is designed to enhance your understanding and readiness for the exam. Perfect for professionals looking to solidify their knowledge in the field.

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