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

there are three configurations that each user assigned to a Maps Advanced Visit Plan must complete before routes can be generated. One is to indicate working hours4. Another is to set the start and end locations4. The third is to indicate working days

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.

 stop associations are a feature of Maps Live Tracking that allow an organization to see the accounts that are being visited during the day. Stop associations automatically link a user’s location history with nearby accounts, contacts, or leads in Salesforce. This way, an organization can track and analyze the visits made by their mobile users.

According to the Trailhead module on Get to Know the Marker Layer Builder4, creating a marker layer follows the same process as creating a Salesforce report. Therefore, to test a marker layer and ensure Salesforce Maps is displaying the correct number of results, a user can create a Salesforce Report to match the Marker Layer Builder criteria4. This way, they can compare the results from both sources and identify any discrepancies or errors.

The Publish to Salesforce Maps option is not turned on in the Publish options of the Maps configuration. This option allows users to publish their alignments to Salesforce Maps as Shape Layers and Auto Assignment rules. If this option is not enabled, users will not see Salesforce Maps as a publishing option in Territory Planning. This is explained in the Configure Options for Publishing Alignments document.

A Salesforce Maps Solution Architect should have excellent verbal and written communication skills, understanding of design pitfalls and mitigation actions, and being effective at planning, monitoring, and reviewing Maps customer use cases to successfully scope the project. These abilities are essential for gathering and analyzing the customer’s requirements, designing and proposing the best solution, and ensuring the quality and satisfaction of the implementation. These abilities are also part of the Salesforce Maps Solution Architect Certification exam guide.

According to the Trailhead module on Configure for Location Accuracy Unit3, one of the actions that an admin should do to ensure their Salesforce records plot in the correct location on the map is to confirm that each object to be used within Salesforce Maps has geolocation or number fields for latitude and longitude coordinates. These fields store the location data for each record and allow Salesforce Maps to read them when plotting data on the map3. Another action that an admin should do is to confirm that every record has a complete and valid address. This will help Salesforce Maps to geocode the records accurately and place them on the map based on their address fields4.

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.

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

The two permission sets that an admin must assign to a sales rep to enable their location tracking are SF Maps and SF Maps Live Mobile Tracking. These permission sets grant access to the Salesforce Maps app and the Salesforce Maps Live feature, which allow users to activate and deactivate live location tracking through their mobile device. The admin must also assign the corresponding permission set licenses and a Maps Permission Group with the Enable Live Mobile Tracking permission. This is explained in the Enable Live Location in the Maps App document.

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 Software | Salesforce Maps - Salesforce.com US, Salesforce Maps Configuration | Salesforce Trailhead, Discover Salesforce Maps | Salesforce Trailhead

The shift length is too short. This could be the cause of the error when trying to optimize the route with 124 customers. The shift length is the maximum amount of time that a user can work in a day, and it is set in the visit plan settings. If the shift length is too short, it may not be possible to visit all the customers within the time limit, and the optimization may fail. To avoid this error, the administrator should increase the shift length or reduce the number of customers in the dataset. This is explained in the Specify Visit and Optimization Parameters document.

To view household demographic data in the US, such as income, age, education, and population, the sales rep can use the Demographic Layers feature in Salesforce Maps. This feature allows the user to overlay demographic data on top of their existing data layers and visualize them with different colors and shapes. The Demographic Layers feature is described in the Get to Know Salesforce Maps unit.

A communication plan is a best practice for any Salesforce implementation project, as it helps to inform and engage the stakeholders, users, and sponsors throughout the project lifecycle. A communication plan can include the project goals, benefits, timeline, milestones, roles and responsibilities, training and support resources, feedback mechanisms, and success metrics1. A communication plan can also help to address any potential resistance or challenges from the users or sponsors, and ensure a smooth adoption of the new solution2. References:

• 1: Salesforce Maps Configuration | Salesforce Trailhead Module2
• 2: Change Management Best Practices for Salesforce Administrators | Salesforce Trailhead Module3

3: https://trailhead.salesforce.com/en/content/learn/modules/change_management_best_practices_for_admins

The administrator must configure “Appointments” in Routes and Schedule settings within Maps Configuration to ensure that a record is created for the custom object while creating a new visit plan for Maps Advanced. This step allows the administrator to select a calendar object for output, which is the object that stores the visit records after route generation. The administrator can choose any standard or custom object that has a start date/time and end date/time field. This is explained in the Select a Calendar Object for Output document.

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

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

According to the Salesforce Help document 1, to enable task creation on mobile devices, the admin needs to update the assigned button set to include the “New Task” button. This will allow the sales reps to log a task on an account within the map view from their mobile device.

An administrator can assign users to a Maps Advanced Visit Plan by either selecting user profiles or individual users from the Users tab in the Visit Plan configuration. This is explained in the Assign Users to Your Visit Plan section of the Salesforce Help Docs.

Permission Groups are the permission level that an admin should review if a user is able to view but not able to export a list of markers from Salesforce Maps. Permission Groups are used to grant access to features in Salesforce Maps, such as allowing marker exports, editing details tab fields, enabling weather tab, and so on1. The admin can edit existing permission groups or create new ones to assign different features to different users or profiles1. If a user is not able to export a list of markers from Salesforce Maps, it means that the user does not have the ‘Allow Marker Exports’ permission checked in the Permission Groups on Maps configuration page2. The admin can enable this permission for the user or profile by editing the corresponding permission group2.

The implementation team is responsible for business and IT sanity testing post deployment to production. Sanity testing is a type of software testing executed on the stable build of an application with minor code changes. It is also known as surface-level testing. A sanity test is performed to ensure the application works as expected after the bug fixes or changes in the code1. The implementation team, which consists of developers, testers, and business analysts, conducts sanity testing to verify the functionality and performance of the application after deployment2. The project manager, the Salesforce support team, and the customer are not directly involved in sanity testing post deployment.

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 Salesforce Help article on Understand and Troubleshoot Unit Assignment in Salesforce Maps Territory Planning5, two steps that a consultant can take to troubleshoot the issue of no units assigned to areas are: edit the data set, and see what field was used for Unit Assignment, and create a new alignment, and use the correct matching logic for this field; and edit the data set, and what report and/or queries were used to create it, and double check thatthe reports and/or queries return records when logged in as the OAuth user5. These steps willhelp ensure that the data set has valid unit assignment values and that there are no issues with data access or permissions5.

A visit plan can fail to populate any visits in the user’s calendar for several reasons. One possible reason is that the filters and spelling are incorrect or inconsistent, which can prevent the visit plan from finding the right customers or accounts. Another possible reason is that the customers are not within the driving range of the user, which can make the visit plan unfeasible or inefficient. A third possible reason is that there are too many customers assigned to the user, which can exceed the capacity or availability of the user. These reasons are explained in the Troubleshoot Visit Plans document.

According to the Salesforce Help document 1, this error means that the user specified in the file does not match an existing Salesforce User. The admin needs to make sure that the user name or ID in the file is correct and that the user has access to Territory Planning.

 there are two ways that a rep can update the hours they can be on the road when using Maps Advanced. One is to click on their settings from Maps Advanced Route and update their working hours4. The other is to click on a day within Maps Advanced Route and update the start and end times5. Therefore, the correct answers are C and D.

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

Defining customer user stories is the process of identifying which user stories the implementation team will build based on the customer’s needs and priorities. Designing customer user stories is the process of determining how the implementation team will build the user stories based on the best practices and technical specifications. This is explained in the Salesforce Maps Implementation Methodology document.

According to the Salesforce Help article on Sharing and Collaboration in Salesforce Maps Territory Planning6, one of the ways to share an alignment with stakeholders is to click the share button from the Browser, alignment header, or map legend. This will open a dialog box that allows users to share an alignment as a PDF file via email or download it locally6. The PDF file contains information such as alignment name, description, date range, dataset name, number of areas and units, unit assignment summary, unit distribution summary, map view, and area list

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.