When deploying a Salesforce Maps solution, what are three considerations an admin should take?
Correct Answer: A,C,D
When deploying a Salesforce Maps solution, there are three considerations an admin should take: A) Train users before they go into the production org. This is a best practice for any Salesforce implementation project, as it helps to prepare the users for the new features and functionalities, and ensure a smooth adoption and transition. Training can include hands-on exercises, demos, videos, guides, and quizzes to test the users' 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 visibility to the Salesforce Maps features and data, such as layers, routes, schedules, territories, and live tracking. Permission sets can be created and assigned to users or profiles based on their roles and responsibilities2. Permission sets can also be migrated 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 the users to use Salesforce Maps in their org. There are different types of licenses for Salesforce Maps, such as Maps User License, Maps Live User License, Maps Mobile User License, and Maps Territory Planning User License. Each license grants access to different features and functionalities of Salesforce Maps4. The admin should request the appropriate number and type of licenses from Salesforce before deploying the solution. Reference: 1: Train Your Users | Salesforce Trailhead Module5 2: Assign Permissions for Salesforce Maps | Salesforce Help 3: Deploy Permission Sets | Salesforce Help 4: Salesforce Maps Licenses | Salesforce Help
Salesforce-Maps-Professional Exam Question 12
A Salesforce Maps implementation partner is meeting with a prospect who is looking to analyze their Salesforce data through geographical visualization, identify where their highest value prospects are, identify where their top-selling products are being sold, and design territories that promote fair distributions of work while eliminating gaps in coverage. Which three Salesforce Maps products or features should be included as the implementation partner scopes the project for the prospect?
Correct Answer: A,C,D
The three Salesforce Maps products or features that should be included as the implementation partner scopes the project for the prospect are Maps Core, Territory Planning, and Marker Layer Builder. Maps Core allows users to analyze their Salesforce data through geographical visualization and identify where their highest value prospects are. Territory Planning allows users to design territories that promote fair distributions of work while eliminating gaps in coverage. Marker Layer Builder allows users to create custom data layers and identify where their top-selling products are being sold. These products and features are explained in the Salesforce Maps Products document.
Salesforce-Maps-Professional Exam Question 13
A client uses account owners as the primary method of territory assignment and has low influx of new accounts. The clients territories are not geographically contiguous. Which publish method should a Consultant recommend in Territory Planning?
Correct Answer: B
Explanation A Consultant should recommend Publish to Salesforce Fields as the publish method in Territory Planning for a client who uses account owners as the primary method of territory assignment and has low influx of new accounts. This method allows users to update any field on any object with the territory name or ID. This can be useful for clients who want to assign accounts based on ownership and do not need to update them frequently. This method also works well for non-contiguous territories, as it does not rely on geographical boundaries. This is explained in the Publish to Fields in Salesforce Maps Territory Planning document.
Salesforce-Maps-Professional Exam Question 14
An organization requires sales reps utilize Salesforce Maps "Check in" and "Check out". A lot of sales reps have open tasks, they often forget to check out of a task when leaving an appointment. What steps can an admin take to ensure users do not forget to check out of a task using out of the box functionality?
Correct Answer: D
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 and log their visits. However, some users may forget to check out of a task when they leave an appointment, which can cause inaccurate data and reports. To prevent this, an admin can enable the "Auto Check Out" feature for the corresponding Base Object under Installed Package | Configure | Base Objects. This feature automatically checks out a user from a record when they move away from the location by a certain distance. The admin can specify the distance threshold and the time interval for the auto check out feature. This way, the users do not have to manually check out of a task, and the data is updated automatically. Reference: Salesforce Maps User Guide, Salesforce Maps Check In and Check Out, Salesforce Maps Base Objects
Salesforce-Maps-Professional Exam Question 15
A business wants to optimize their outside sales team's time in the field and ensure that their stops appear in their Salesforce calendar as events. Which feature should they use?
Correct Answer: A
Explanation Schedule is the feature that they should use to optimize their outside sales team's time in the field and ensure that their stops appear in their Salesforce calendar as events. Schedule is a feature that allows users to create and optimize a schedule of appointments for a day or a week4. Schedule requires all appointments to have a start and end time or duration5. Schedule also lets users sync their appointments with their Salesforce calendar as events4. This way, the users can optimize their time in the field and keep track of their scheduled events. Click2Create is a feature that allows users to create records directly from the map view, such as leads or accounts2. Data Layers are layers that display data from Salesforce objects or external sources on the map6. Routes are features that allow users to create and optimize a route of stops for a day without requiring scheduled start and end times or durations4. These features are not relevant to the goal of optimizing their outside sales team's time in the field and ensuring that their stops appear in their Salesforce calendar as events.