Salesforce Salesforce-Maps-Professional SalesforceMaps Accredited Professional (SU24) Exam Practice Test

According to the Trailhead module on Get to Know Salesforce Maps3, one of the features of Maps is the ability to overlay multiple layers on the map. This allows users to see different types of data on the same map and identify patterns, trends, and opportunities3. For example, a sales representative can overlay a marker layer for upcoming events with a layer for prospects and let the rep know who is nearby. This way, the sales representative can help plan field visits for reps in the field more efficiently and effectively.

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. References:

• 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

The sales managers should use Maps Advanced and create logical visit plans to ensure a logical routing structure for door to door sales and cover all houses on one street before moving to the next. Maps Advanced allows users to create visit plans based on various criteria, such as frequency, priority, location, and availability. Users can also use logical visit plans, which are a type of visit plan that assigns visits based on proximity and order. This can help users visit all the houses on one street before moving to the next, and reduce travel time and distance. This is explained in the Create a Logical Visit Plan document.

these are the two prerequisites for enabling live location tracking on mobile devices. The user needs to have the Maps Live Tracking permission set license and the Maps Live Tracking User permission set assigned to them. The user also needs to be assigned to a Maps Permission Group that has the ‘Enable Live Mobile Tracking’ permission enabled.

These are two factors that would cause them to use Schedule instead of Routes. Schedule is a feature that allows users to create and optimize a schedule of appointments for a day or a week3. Schedule requires all appointments to have a start and end time or duration4. Schedule also lets users sync their appointments with their Salesforce calendar as events3. This way, the users can plan around other events currently on their Salesforce calendar and avoid conflicts. Routes is a feature that allows users to create and optimize a route of stops for a daywithout requiring scheduled start and end times or durations3. Routes does not create Salesforce calendar events or sync with the Salesforce calendar5. Therefore, Schedule is more suitable for users who have meetings with fixed time slots and who want to coordinate with their Salesforce calendar.

According to the Salesforce Help article on Creating Visit Plans5, this is the correct order of steps for designing a process for Maps Advanced solutions. A visit plan contains the input for reps’ routes, such as datasets, calendar object, planning period, and optimization parameters5. After creating a visit plan, an admin can assign users or user profiles to it, so that they can generate routes based on the visit plan criteria5. Then, an admin can run optimization to create visits, which are individual stops on a route. Optimization takes into account various factors such as travel time, working hours, visit windows, and priorities5. Finally, users can view their visits in Salesforce Maps or Retail Execution app, and execute them according to their schedule6.

An admin can set up a minimum number of days between visits for a dataset in the Visit Plan configuration. This will ensure that visits generated from a Maps Advanced Visit Plan are not planned on consecutive days for the same customer. This is explained in the Specify Visit and Optimization Parameters section of the Salesforce Help Docs.

heatmap is a render mode that can display closely-related markers colored according to their density. A heatmap is a graphical representation of data where the individual values contained in a matrix are represented as colors. A heatmap can show the intensity of data points in an area, such as the number of customers or sales volume.

According to the Salesforce Help article on Visualizing Live Asset Tracking History in Salesforce Maps1, one way to visualize the Accounts visited by a team on a specific day is to plot a Live Layer and generate tracking history. This will display the historical location and travel of the Asset, plus the locations of any Stop, Speeding, and Safety Events captured by the Asset’s IoT Device for a desired date range1. Another way to visualize the Accounts visited by a team on a specific day is to create a Salesforce report for Accounts with Maps Live Event Association records2. This will show the Accounts that have been associated with Stop Events based on the configuration of Stop Associations in Salesforce Maps Live2.

According to the Salesforce Maps Live documentation, administrators can generate historical Daily Summaries for any date range up to the past 60 days1. This ensures that the organization has a complete and accurate list of qualifying Live Events for each Asset in a selected Live Layer. If the administrator selects a date older than 60 days in the past from today’s date, they will receive an error message1. References:

• 1: Generating Historical Daily Summaries in Salesforce Maps | Salesforce Help1

Maps Live Layer and Maps Shape Layer are the two layers required to configure Live Rules. Live Rules are custom geofences that track whether a Maps Live Asset enters or exits a specific area5. To create a Live Rule, the user needs to select a Maps Live Layer and a Maps Shape Layer from the configuration options5. A Maps Live Layer is a layer that displays live location data of assets and drivers on the map3. A Maps Shape Layer is a layer that displays custom boundaries drawn on the map using polygon, circle, or rectangle tools6. These two layers define the assets and areas involved in the Live Rule. Maps Data Layer and Maps Marker Layer are not required for configuring Live Rules.

The admin should add a filter to the Lead Marker Layer used to configure Stop Associations to include only open Leads. This will ensure that stops only be associated to open Leads in the Live Daily Summaries. The filter can be added on the Marker Layer configuration page by selecting the Filters tab and choosing the appropriate criteria for open Leads. This is explained in the Configuring Stop Associations for Live Daily Summary Configurations in Salesforce Maps document.

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:

References:

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

According to the Salesforce Help article on Fix Data Import Errors in Salesforce Essentials1, one of the steps to fix import errors is to check the failed data import log to determine the cause. The log file contains an extra field that describes errors for each item in detail1. Another step to fix import errors is to ensure that the columns of the CSV are in the proper order. The order of the columns in the CSV file must match the order of the fields in Salesforce2.

The most suitable publishing method in this scenario is Publish to CSV. This method allows the territory manager to export the alignment data to a CSV file, which can then be imported into Salesforce using a data loader tool. This method is recommended for large alignments with over 10,000 records, as it can handle high volumes of data and avoid performance issues. This method also allows the territory manager to review and modify the data before importing it intoSalesforce. This is explained in the Publish to CSV in Salesforce Maps Territory Planning document.

According to the Trailhead module 3, the import from alignment feature allows planners to import existing territory boundaries from a previous alignment into a new data set and alignment. This way, they can avoid redrawing the boundaries every time they create a new data set and alignment. This feature is useful for companies like Alpine Energy that realign their sales territories quarterly and want to preserve their previous alignments.

According to the Trailhead module 2, this is the best strategy for creating a data set with a large number of accounts. A single SOQL query can retrieve up to 500,000 records, and aggregating to the container level can reduce the number of units in the data set. This can improve the performance and efficiency of Territory Planning.

The Project Manager should manage this situation with the customer. The Project Manager is responsible for overseeing the project scope, timeline, budget, and deliverables. They should communicate with the customer about the impact of the new requirement on the project and negotiate a mutually agreeable solution. They should also document any changes to the project scope and update the project plan accordingly. This is explained in the Salesforce Maps Implementation Methodology document.

To see the five most recent Opportunities when a Sales Rep selects a pin from an Account Marker Layer, the developer should use the Related List Tab on the Marker Layer configuration. This tab allows the developer to add related objects to the marker layer and display them as a list when a pin is clicked. The developer can choose “Opportunities” from the “Add New” drop down and increment the Display counter to “5” to show only the five most recent Opportunities. The Related List Tab is explained in the Explore Salesforce Maps on Desktop unit.

geocoding is the process of transforming a description of a location—such as a pair of coordinates, an address, or a name of a place—to a location on the earth’s surface. You can geocode by entering one location description at a time or by providing many of them at once in a table. The resulting locations are output as geographic features with attributes, which can be used for mapping or spatial analysis123. Therefore, the correct answer is C.

According to the Salesforce Help article on Filter by Owner in Maps Marker Layer Builder3, filtering by owner or ownership scope allows Maps users to filter Marker layers based on the record ownership model in their Salesforce org. To create one marker layer for several users to display only the accounts they currently own, an admin can create an Account Marker Layer, select My Accounts under Filter By Owner3. This will show all accounts owned by the logged-in user.

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. References:

• 1: Create Data Layers | Salesforce Help1

The user should tap the refresh button located at the bottom of the map to display additional accounts. This button reloads the marker layer data based on the current map view and filters. This is useful when the user changes the map view by zooming in or out, or panning across the map. This is explained in the Interact with Salesforce Maps on Mobile document.

To choose individual accounts from the Map without selecting the underlying geographical container, the Sales Manager should use the Arrow icon and the Unit Mode in Territory Planning. The Arrow icon allows the user to select individual units (accounts) on the map1. TheUnit Mode allows the user to view and edit units without affecting containers2. The ContainerMode allows the user to view and edit containers without affecting units2. The Filter options in the legend allow the user to filter units or containers by attributes, but not to select them individually1.

According to the Trailhead module on Get to Know Salesforce Maps Territory Planning4, one way to ensure that Universal Containers will only plan territories for states they do business in is to filter the boundaries by states in the “Create Data Set” stage4. This will allow them to select only the states that are relevant for their business and exclude the rest from their territory planning process4.

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.

References:

• : Create an Alignment in Salesforce Maps Territory Planning | Salesforce Help
• : Import a Territory Model from Another Alignment | Salesforce Help

According to the Salesforce Help article on Optimization in Salesforce Maps Territory Planning2, pinned area centers are fixed locations that optimization uses as starting points for each territory. This feature can be used to ensure that sales reps’ homes are located within theboundaries of their respective territories whenever they run an optimization2. Pinned area centers can be set manually or automatically based on user location or other criteria2.

According to the Salesforce Help article on Routes and Schedule Settings in Maps2, you can enter your travel plans via the Maps Advanced Route tab to let the optimization engine know when and where you will be traveling. This will help you get more accurate routes that accommodate your travel plan.

According to the Salesforce Help article on Enable Live Location in the Maps App3, one of the prerequisites for enabling live location tracking from the Salesforce Maps mobile app settings page is that the user must be assigned to a Maps Permission Group with the Enable Live Mobile Tracking permission enabled3. This permission allows users to activate and deactivate livelocation tracking through their mobile device3. If the user is not assigned to such a permission group, they will not have the option to enable live location in the app.

According to the Salesforce Help article on Create Live Daily Summary Configuration in Salesforce Maps1, one of the steps to create a daily summary configuration is to select a preexisting live layer. The selected live layer specifies what assets and IoT devices will beincluded in the daily summary configuration1. A live layer is a layer that displays the current location and status of assets that are tracked by IoT devices2.