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Salesforce Consumer Goods Cloud Accredited Professional Sample Questions (Q57-Q62):

NEW QUESTION # 57
Where are the results (actual values) of Custom Task KPIs stored?

A. In the Retail Store KPI record
B. In the Retail Visit KPI record
C. In the Visit Record
D. In the custom object.

Answer: B

NEW QUESTION # 58
Which step is required to link an Action Plan to a Visit record?

A. Create an Action Plan Template by specifying Visit' as the target object and publish it.
B. Create an Action Plan based on the template where the template owners are the Sales Reps.
C. Activate the Visit to generate Action Plan Tasks.
D. Activate the Action Plan.

Answer: A

Explanation:
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.

NEW QUESTION # 59
Which three setup steps should the salesforce Admin configure to allow Sales Managers to create and assign delivery tasks to deliver?

A. Define Assessment Indicator Definitions for Delivery task
B. Assign the Action Plans permission set to the Sales Manager .
C. Change the Action Plan Type Delivery
D. Assign the Lightning Direct store Delivery permissions set to the user
E. Create an action plan template with a Delivery Task and assign it to a Visit

Answer: B,D,E

Explanation:
To allow Sales Managers to create and assign delivery tasks to deliver, the following setup steps should be configured:
Create an action plan template with a Delivery Task and assign it to a Visit. A Delivery Task is a type of action plan task that allows a field rep to deliver products to a retail store. A Visit is a scheduled or unscheduled interaction between a field rep and a retail store.
Assign the Lightning Direct store Delivery permissions set to the user. This permissions set grants access to the delivery task functionality and related objects, such as product transfers and shipments.
Assign the Action Plans permission set to the Sales Manager. This permissions set grants access to the action plan functionality and related objects, such as action plan templates, action plan tasks, and assessments. Verified Reference: [Salesforce Consumer Goods Cloud Implementation Guide], page 28-29.

NEW QUESTION # 60
At which three levels can Store Action Plan Templates for recommended tasks for a visit be defined?

A. Retail Store Group
B. In-Store Location
C. Account
D. Location
E. Retail Store

Answer: C,D,E

NEW QUESTION # 61
GreenTech, a Consumer Goods company wants to sell new products in a particular retail store Which Tableau CRM dashboard should they use to find opportunities to sell new products in a retail store location

A. Account Insight
B. White Space Analysis
C. Sales Manager- Territory Performance
D. Sales Rep Performance

Answer: B

NEW QUESTION # 62
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