Salesforce Consumer-Goods-Cloud-Accredited-Professional Salesforce Consumer Goods Cloud Accredited Professional (SU24) Exam Practice Test

To link an Action Plan to a Visit record, the first step is to create an Action Plan Template by specifying Visit’ as the target object and publish it. An Action Plan Template is a template that defines the tasks and steps for an action plan. An action plan is a set of tasks that need to be completed for a specific purpose or goal. A visit is an object that represents a scheduled or unscheduled interaction between a field rep and a retail store. By specifying Visit as the target object, the Action Plan Template can be linked to any visit record that matches the criteria defined in the template. By publishing the template, the Action Plan Template becomes available for use. Verified References: [Salesforce Consumer Goods Cloud Implementation Guide], page 25.

Visit Recommendations are suggestions for field reps to visit certain stores based on predefined rules and criteria. One of the correct statements about Visit Recommendations is that they automatically take into consideration already created visits for the store, meaning that they do not recommend visiting a store that already has a scheduled or completed visit within a certain time frame. Verified References: [Salesforce Consumer Goods Cloud Implementation Guide], page 36.

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

To ensure the field rep knows that the product is located in the frozen food aisle when performing an inventory check, the consultant should create an In-Store Location called Frozen Food Aisle’. An In-Store Location is an object that represents a specific area within a retail store, such as an aisle, a shelf, or a cooler. By creating an In-Store Location for the frozen food aisle, the consultant can associate it with the products that are stocked in that area and display it on the inventory check task. This way, the field rep can easily locate and verify the products in the frozen food aisle. Verified References: [Salesforce Consumer Goods Cloud Implementation Guide], page 20.

Two explanations for why no surveys are available when field reps try to complete a visit survey on their mobile devices are:

• The Salesforce admin has not created and activated a Salesforce survey. A Salesforce survey is a questionnaire that can be sent to customers or contacts to collect feedback. The admin needs to create and activate a survey before it can be used in an in-store survey task.
• A related survey invitation has not been generated. A survey invitation is an object that represents an invitation to take a survey. A survey invitation needs to be generated and associated with the visit, the retail store, or the store primary contact before it can be displayed in an in-store survey task. Verified References: [Salesforce Consumer Goods Cloud Implementation Guide], page 27.

Promotion Product, Promotion Channel, Retail Store KPI, and Retail Visit KPI are four objects that have promotions associated with them using the Consumer Goods Cloud Data Model. These objects help users to define, execute, and measure promotions in retail stores. They are:

• Promotion Product, which represents a product that is part of a promotion.
• Promotion Channel, which represents a channel or segment where a promotion is applicable.
• Retail Store KPI, which represents a key performance indicator that measures how well a retail store is performing against a specific promotion goal or target.
• Retail Visit KPI, which represents a key performance indicator that measures how well a field rep executed a promotion during a store visit. Verified References: [Salesforce Consumer Goods Cloud Implementation Guide], page 30-31.

A promotion check is a type of action plan task that allows a field rep to verify if a promotion is running correctly at a retail store. When executing a promotion check in the field, two standard capabilities are available: viewing which products are included in the promotion and taking a photo of the promotion. These capabilities help to ensure compliance and capture evidence of promotional execution. Verified References: [Salesforce Consumer Goods Cloud Implementation Guide], page 27-28.

An action plan is connected to a visit, which represents a scheduled or unscheduled interaction between a field rep and a retail store. A visit can have one or more action plans associated with it, depending on the tasks that need to be completed during the visit. Verified References: [Salesforce Consumer Goods Cloud Implementation Guide], page 25.

The Click2Create function is a feature of Consumer Goods Cloud that allows a field rep to create a new retail store record from the mobile app by tapping on a point of interest on a map. This function automatically fills in the address fields with the data from the map and also allows the field rep to attach a follow up case or lead to onboard the outlet on an onboarding journey. Verified References: [Salesforce Consumer Goods Cloud Implementation Guide], page 34-35.

Shelf Metrics allow a user to review the vision detection accuracy by comparing the actual shelf image with the expected planogram image. Model Metrics allow a user to review the vision detection accuracy by showing the confidence score and the number of detections for each object in the shelf image. Verified References: [Salesforce Consumer Goods Cloud Implementation Guide], page 23-24.

The nearby map component on the promotion records page allows a user to see which stores are running a promotion within their vicinity. This solution meets the requirement and also involves the least amount of custom development, as it is a standard feature of Consumer Goods Cloud. Verified References: [Salesforce Consumer Goods Cloud Implementation Guide], page 32.

Retail Store KPIs are key performance indicators that measure how well a retail store is performing against a specific goal or target. For a promotional end cap audit, Retail Store KPIs should be defined at the energy bar product category level, as this would capture all the energy bars that are included in the BOGO promotion and also minimize the number of records created. Verified References: [Salesforce Consumer Goods Cloud Implementation Guide], page 30-31.

A product transfer is an object that represents the movement of products from one location to another, such as from a warehouse to a retail store. A user needs to be assigned a product transfer for the items to be listed in the delivery task, which is a type of action plan task that allows a field rep to deliver products to a retail store. Verified References: [Salesforce Consumer Goods Cloud Implementation Guide], page 28-29.