Consumer-Goods-Cloud-Accredited-Professional Sample Questions Answers

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.

Promotions are linked to Retail Stores through Promotion Channel records, which define the connection and details of the promotional activities.

Promotion Product, Promotion Channel, Retail Store KPI, and Retail Visit KPI are four objects that have promotions associated with them using the Consumer Goods Cloud Data Model. These objects help users to define, execute, and measure promotions in retail stores. They are:

Promotion Product, which represents a product that is part of a promotion.

Promotion Channel, which represents a channel or segment where a promotion is applicable.

Retail Store KPI, which represents a key performance indicator that measures how well a retail store is performing against a specific promotion goal or target.

Retail Visit KPI, which represents a key performance indicator that measures how well a field rep executed a promotion during a store visit. Verified References: [Salesforce Consumer Goods Cloud Implementation Guide], page 30-31.

The results or actual values of Custom Task KPIs are stored in the Retail Store KPI record, centralizing data related to performance indicators.

A promotion check is a type of action plan task that allows a field rep to verify if a promotion is running correctly at a retail store. When executing a promotion check in the field, two standard capabilities are available: viewing which products are included in the promotion and taking a photo of the promotion. These capabilities help to ensure compliance and capture evidence of promotional execution. Verified References: [Salesforce Consumer Goods Cloud Implementation Guide], page 27-28.

A merchandiser can perform a check-in to log the arrival time and geo coordinates for an inventory-check appointment by using the Salesforce Mobile App. The Salesforce Mobile App is a mobile version of Salesforce that allows users to access and use various features and tools on their mobile devices. A check-in is a feature that allows users to record their arrival at a location, such as a retail store, by using their device’s GPS. A check-in can be performed by tapping the Check In button on the visit record in the Salesforce Mobile App. Verified References: [Salesforce Consumer Goods Cloud Implementation Guide], page 34.

Two explanations for why no surveys are available when field reps try to complete a visit survey on their mobile devices are:

The Salesforce admin has not created and activated a Salesforce survey. A Salesforce survey is a questionnaire that can be sent to customers or contacts to collect feedback. The admin needs to create and activate a survey before it can be used in an in-store survey task.

A related survey invitation has not been generated. A survey invitation is an object that represents an invitation to take a survey. A survey invitation needs to be generated and associated with the visit, the retail store, or the store primary contact before it can be displayed in an in-store survey task. Verified References: [Salesforce Consumer Goods Cloud Implementation Guide], page 27.

Flow Builder is a scalable and flexible tool for building visit recommendation strategies, allowing for customization and adaptation to meet NTO's specific needs.

Uploading an image of the planogram is essential for enabling field teams to perform planogram checks, providing a visual reference for in-store product placement and arrangement.

The nearby map component on the promotion records page allows a user to see which stores are running a promotion within their vicinity. This solution meets the requirement and also involves the least amount of custom development, as it is a standard feature of Consumer Goods Cloud. Verified References: [Salesforce Consumer Goods Cloud Implementation Guide], page 32.

The Einstein Vision model is a representation of how objects are detected and counted in an image. The model needs to be created as part of the development process using a base set of images. The base set of images should contain images of the products that need to be detected on the shelf, as well as labels and annotations for each product. The model is then trained and tested using these images and can be improved by adding more images or adjusting the parameters. Verified References: [Salesforce Consumer Goods Cloud Implementation Guide], page 23-24.

https://help.salesforce.com/s/articleView?id=sf.retail_task_admin_create_assessment_task_record_page.htm &type=5

 Inventory Check is a Lightning component that can be added to a Consumer Goods assessment task record page by an admin. An assessment task is a type of action plan task that allows users to collect data and perform actions related to a retail store. An inventory check is a type of assessment task that allows users to verify the availability and quantity of products in a store. The Inventory Check component displays the products that are associated with the store and allows users to search, scan, and update the product information. Verified References: [Salesforce Consumer Goods Cloud Implementation Guide], page 40.

Store Action Plan Templates for recommended tasks can be defined at various levels including Retail Store Group, Retail Store, and In-Store Location, allowing for granular and effective task management.

The Retail Execution Lightning Plus permission set enables end-users to access

and leverage the Einstein Visit Recommendation feature in Consumer Goods Cloud, enhancing visit planning and optimization.

KPI Type is a required field for setting up Retail Store KPIs. Retail Store KPIs are key performance indicators that measure how well a retail store is performing against a specific goal or target. The KPI Type defines the type of metric that is being measured, such as share of shelf, out of stock, or promotion compliance. Verified References: [Salesforce Consumer Goods Cloud Implementation Guide], page 30.

In the Consumer Goods Cloud data model, several objects are linked to the Product2 object. These include Assortment Product, Assessment Task Product, and Promotion Product. This linkage is essential for comprehensive product management within the Consumer Goods Cloud.