Salesforce-Maps-Professional Salesforce Maps Accredited Professional (SP24) Dumps
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Sample Question 4
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 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. References: Salesforce Maps User Guide, Salesforce Maps Check In and
Check Out, Salesforce Maps Base Objects
Sample Question 5
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 territory
management, route optimization, geolocation tracking, and data visualization. To replace a legacy mapping solution with Salesforce Maps, the best action for an implementation
partner is to transform the customer’s business processes and capture new requirements
to implement in Salesforce Maps. This way, the partner can leverage the full potential of
Salesforce Maps and tailor it to the customer’s specific needs and goals. The partner can
also help the customer with the implementation process, such as assessing the current
sales operations, defining the records and fields for the datasets, creating and publishing
alignments, and controlling access to datasets and alignments. The partner can also
provide training and support for the customer to ensure a smooth transition and user
adoption. References: Ultimate Guide to Salesforce Maps: How to Use &
Implementation, Implementing Salesforce Maps Territory Planning, Best Sales Mapping
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 and
configurations cannot be moved via change sets. Change sets can only move metadata
components between orgs, not data records or custom settings. Therefore, the Maps
Administrator should consider recreating the Salesforce Maps data and configurations by
hand in the destination org, or using a third-party tool or API to automate the process. This
is explained in the Salesforce Maps Apex Developer Guide.
Sample Question 7
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 the
address on the account record is unknown or invalid, or if the base object has not been
configured correctly. A bad address means that the record failed to plot on the map, and it
can affect the accuracy and completeness of the data visualization. To fix this issue, the
user can either drop a pin on the map to manually set the location of the record, or clear
the coordinates and set the verified location by dragging the marker. The user can also
check the base object configuration under Installed Package | Configure | Base Objects
and make sure the address fields are mapped correctly. References: How to handle Maps
bad addresses, Drop a pin for bad addresses in Maps, Salesforce Maps Base Objects
Sample Question 8
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 visiting
customers based on various criteria and settings. One of the settings that can be
configured is the visit window, which specifies the days and times that a customer can be
visited. To meet the requirement of specifying the days of the week that visits can be
scheduled 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 can
use the standard fields of Start Date, End Date, Start Time, and End Time, or create
custom fields to define the visit window. The admin can also use the Promotional Window
field to override the visit window for a specific period of time. The visit window helps to
ensure that the routes are generated according to the customer’s availability and
preference. References: Creating Visit Plans, Define Visit and Optimization
Parameters, Create and configure Maps Advanced Visit Plan
Sample Question 9
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 prioritize
visits to the subset of the targeted customers. Promotional Windows are a feature in Maps
Advanced that allow users to create temporary changes in visit frequencies for specific
customers or datasets. This way, they can maintain their standard cadences with their
customers, but also focus on the new product launch for a certain period of time.
Sample Question 10
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 location
based on the most populated area, create a shape around the selected area, and use
mass actions to add leads and/or contacts to an existing campaign. This way, marketing
teams can target the most relevant and engaged prospects for their event, and invite them
using a marketing campaign. According to the Salesforce Maps documentation1, users can
create layers of leads and contacts on the map, filter them by various criteria, such as
Pardot score, industry, or account type, select a point of interest as a reference location for
the event, such as a hotel or a conference center, draw a shape around the point of interest
to define a boundary, such as a radius or a travel time, aggregate the data of the leads and
contacts within the boundary, such as the average score or the number of attendees, and
use mass actions to add them to an existing campaign in Salesforce2. This process can
help marketing teams to optimize their event planning and execution, and increase their
attendance and conversion rates. References:
1: Using Salesforce Maps with Pardot for Marketing Automation2
2: Create a Journey Campaign | Salesforce Trailhead Module3
Sample Question 11
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 attribute
data from an external source, the customer has three options:
A. SOQL Queries: The customer can use SOQL queries to pull data from
Salesforce objects and fields, and join them with external data sources, such as
CSV files or web services. SOQL queries allow the customer to specify complex
filters and conditions to select the relevant records and fields for the data set1. The
customer can create SOQL queries in the Data Sets tab in Maps Advanced, by
clicking New, selecting the object type, and choosing SOQL Query as the data
source2.
C. Salesforce Reports: The customer can use Salesforce reports to create data
sets that include data from multiple objects and fields, such as accounts, contacts,
opportunities, and custom objects. Salesforce reports allow the customer to use
report 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 in
Salesforce, and then use them as data sources in the Data Sets tab in Maps
Advanced, by clicking New, selecting the object type, and choosing Report as the
data source4.
E. External CSV: The customer can use external CSV files to import data from
other systems or applications into Salesforce Maps. CSV files are commaseparated
values files that store tabular data in plain text format. CSV files can
include data from various sources, such as spreadsheets, databases, or web
services. The customer can upload CSV files as data sources in the Data Sets tab
in Maps Advanced, by clicking New, selecting the object type, and choosing CSV
File as the data source5.
References:
1: Create Data Sets from SOQL Queries | Salesforce Help6
2: Create Data Sets | Salesforce Help7
3: Reports: The Building Blocks of Analytics | Salesforce Trailhead Module8
4: Create Data Sets from Reports | Salesforce Help9
5: Create Data Sets from CSV Files | Salesforce Help
Sample Question 12
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 and
Manage Data Layers. These permissions allow the user to upload external CSV files with
record and location information, and create data layers to visualize this data in Salesforce
Maps1. 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 want
the 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 Salesforce
credentials.
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 upload
as a data source.
Select the location headers and the column headers you want to import from your
CSV 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 Help1
2: Create Data Layers | Salesforce Help3
Sample Question 13
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 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
Sample Question 14
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 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:
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 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
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 qualified
leads in the field is to create a data set with filtering to include only those leads that meet
the criteria for marketing qualification. A data set is a collection of records from Salesforce
that 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 object
type, 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 Pardot
score, industry, or account type. The user can also select which fields to display in the data
set, such as name, email, or phone number. After creating and saving the data set, the
user 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 for
their sales goals. References:
4: Create Data Sets | Salesforce Help6
5: Plot Data Sets | Salesforce Help7
Sample Question 17
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 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.
References:
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
Sample Question 18
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 or
Flow Builder. These tools can help create workflows that trigger actions based on certain
criteria or events. For example, the account executive from Alpine Energy can use Process
Builder to create a process that runs whenever an account is created or edited, and checks
if any of the address fields have changed. If so, the process can execute an action that
clears the latitude and longitude values of the account record. This way, the next time the
account is plotted on Salesforce Maps, it will geocode with the updated address and plot in
the correct location. Alternatively, the account executive can use Flow Builder to create a
flow that performs similar logic and actions as the process, but with more flexibility and
customization options. For more information on how to use Process Builder or Flow
Builder, see the references below. References:
2: Automate Your Business Processes with Process Builder | Salesforce Trailhead
Module2
3: Automate Your Business Processes with Flow Builder | Salesforce Trailhead
Module3
Exam Code: Salesforce-Maps-ProfessionalExam Name: Salesforce Maps Accredited Professional (SP24)Last Update: May 13, 2024Questions: 100