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NEW QUESTION # 36
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?
- A. Publish to Salesforce Maps
- B. Publish to Enterprise Territory Management
- C. Publish to Salesforce Fields
- D. Publish to Field Service
Answer: C
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.
NEW QUESTION # 37
What are two prerequisites for enabling live location tracking on mobile devices?
- A. The user needs to be out in the field in order for live tracking to be enabled and leveraged.
- B. The user needs to be assigned to a Maps Permission Group with the 'Enable Live Mobile Tracking' permission.
- C. The user needs to be assigned to the appropriate permission set licenses and permission sets.
- D. The user needs to create an account on the Maps Live tracking portal and grant the permission to be tracked
Answer: B,C
Explanation:
Explanation
these are the two prerequisites for enabling live location tracking on mobile devices. The user needs to have the Maps Live Tracking permission set license and the Maps Live Tracking User permission set assigned to them. The user also needs to be assigned to a Maps Permission Group that has the 'Enable Live Mobile Tracking' permission enabled.
NEW QUESTION # 38
How can a Sales manager give stakeholders access to the proposed alignments that were created in Territory Planning?
- A. Open the alignment, copy the URL, and share
- B. Click the share button from the Browser, alignment header, or map legend
- C. Open the dataset, copy the URL, and share
- D. Right click anywhere on the map and click Share.
Answer: B
Explanation:
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
NEW QUESTION # 39
What feature can be used to view proposed changes before reassigning in Territory Planning?
- A. Export to CSV
- B. Analyze and Compare
- C. Compare table
- D. Selection Details
Answer: B
Explanation:
Analyze and Compare is a feature that can be used to view proposed changes before reassigning in Territory Planning. This feature allows users to compare different scenarios of territory alignment and see the impact of their changes on key metrics such as annual revenue, unit count, and workload balance. This feature can help users make informed decisions and optimize their territories for sales and service performance. This feature is explained in the Create an Optimal Territory Alignment document.
NEW QUESTION # 40
How can an Admin ensure all Maps Users can see each other's Routes and Schedules?
- A. Enable Maps Object Permissions for appropriate Profile(s)
- B. Disable "Routing Role Security"
- C. Enable "Allow Route/Schedule Sharing"
- D. Create a new Permission Set to grant access
Answer: C
Explanation:
The Admin should enable "Allow Route/Schedule Sharing" to ensure all Maps Users can see each other's Routes and Schedules. This setting allows users to share their Routes and Schedules with other users in their org, and also view the Routes and Schedules of other users who have shared them. This setting can be found in the Routes and Schedule settings within Maps Configuration. This is explained in the Routes and Schedule Settings in Maps document.
NEW QUESTION # 41
A Sales Vice President is sponsoring a Salesforce Maps implementation project for his sales teams, what is a best practice the VP should take to ensure a successful rollout to his team?
- A. Create a communication plan
- B. Create Permission Set License Assignments
- C. Start with writing new Business Processes
- D. Define Account sharing strategies
Answer: A
Explanation:
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. Reference:
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
NEW QUESTION # 42
Users would like to display closely-related markers colored according to their density. What render mode would provide this functionality?
- A. Markers
- B. Cluster
- C. Heatmap
- D. Scatter
Answer: C
Explanation:
heatmap is a render mode that can display closely-related markers colored according to their density. A heatmap is a graphical representation of data where the individual values contained in a matrix are represented as colors. A heatmap can show the intensity of data points in an area, such as the number of customers or sales volume.
NEW QUESTION # 43
Sales Management has requested the ability to compare the actual distance traveled to the distance submitted by each Sales Rep for reimbursement. Which Maps Live Tracking object should the Admin include in a Salesforce Report to see the total distance traveled each day by a Sales Rep?
- A. Maps Live Event
- B. Maps Route
- C. Maps Live Asset Daily Summary Event
- D. Maps Live Asset Daily Summary
Answer: D
Explanation:
Maps Live Asset Daily Summary is the object that the Admin should include in a Salesforce Report to see the total distance traveled each day by a Sales Rep. Maps Live Asset Daily Summary is a custom object that stores information about the daily activities of a Maps Live Asset, such as a vehicle or a mobile device3. One of the fields in this object is Total Distance Traveled, which captures the total distance traveled by the asset in miles or kilometers4. By creating a report based on this object, the Admin can compare the actual distance traveled to the distance submitted by each Sales Rep for reimbursement. Maps Live Asset Daily Summary Event, Maps Live Event, and Maps Route are not the correct objects for this purpose.
NEW QUESTION # 44
When using the Maps application in mobile, the Take Me There option always launches Google Maps to navigate to selected locations. How would the user switch the default GPS application to Waze?
- A. The Advanced Settings in the mobile application contains a setting to change this behavior.
- B. The setting must be changed in the base object configuration of Maps.
- C. This can be changed in the Maps permission group configuration.
- D. This must be changed in the settings of the mobile device.
Answer: A
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:
Always Ask: Salesforce Maps Mobile will prompt you to select an app every time you tap Take Me There Use Google Maps: Salesforce Maps Mobile will open Google Maps every time you tap Take Me There Use Apple Maps: Salesforce Maps Mobile will open Apple Maps every time you tap Take Me There Use Waze: Salesforce Maps Mobile will open Waze every time you tap Take Me There Reference:
1: Use Take Me There in Maps Mobile | Salesforce Help1
NEW QUESTION # 45
A Sales Rep had to skip a few visits that were created by the Maps Advanced Visit Plan due to an urgent customer request. How would the Sales Rep reoptimize only their future routes to ensure the skipped visits are replanned?
- A. Ask their Admin to regenerate routes for the Visit Plan
- B. Add the skipped visits to a future day from the Maps Schedule
- C. Create Salesforce Events for the skipped visits
- D. Use the Plan My Visits button from the Maps Advanced Route Calendar
Answer: D
Explanation:
According to the Salesforce Help article on Plan My Visits1, this feature allows users to reoptimize their future routes based on their current schedule and visit plan settings. This way, users can ensure that any skipped or rescheduled visits are replanned according to their preferences and priorities1.
NEW QUESTION # 46
Which three configurations must each User assigned to a Maps Advanced Visit Plan complete before routes can be generated?
- A. Indicate working days
- B. Set the desired buffer time between visits
- C. Set the desired maximum visits per day
- D. Indicate working hours
- E. Set the start & end locations
Answer: A,D,E
Explanation:
Explanation
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
NEW QUESTION # 47
The newly created visit plan fails and doesn't populate any visits in the user's calendar. Which three areas could be the cause of the failure?
- A. Users are part of more than one visit plan and both overlap
- B. The end date of the visit plan is in the past
- C. There are too many customers assigned to the user
- D. Customers are not within the driving range of the user
- E. Filters and Spelling
Answer: B,D,E
Explanation:
Explanation
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.
NEW QUESTION # 48
What factor does the optimization engine take into account in Territory Planning?
- A. Rep Working Hours. Geography, Selected Optimization Field/Attribute
- B. Areas/Units in Focus, Geography, Selected Optimization Field/Attribute
- C. Distance to Reps location, Area/Units, External Attributes
- D. Areas in Focus, Legend Configuration, External Attributes
Answer: B
Explanation:
According to the Salesforce Help article on Compare Maps Route and Schedule3, the optimization engine in Territory Planning takes into account three factors: Areas/Units in Focus, Geography, and Selected Optimization Field/Attribute. These factors help you design optimal territories based on your business goals and constraints.
NEW QUESTION # 49
During a Salesforce Maps solution implementation project, how does one differentiate defining vs designing customer user stories?
- A. Define is how the implementation team will build customer user stories while design is which customer user stories the implementation team will build
- B. Define is which customer user stories the implementation team will build while design is how the implementation team will build the customer user stories
- C. Define is identifying the implementation team members that will gather requirements while design is identifying the solution design team members that will build the solution
- D. Define is documenting the source to target mapping between legacy mapping solutions and Salesforce Maps while design is developing the integration points
Answer: B
Explanation:
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.
NEW QUESTION # 50
Sales managers want to ensure a logical routing structure for door to door sales and cover all houses on one street before moving to the next. How can this be achieved?
- A. Use Maps Advanced and create logical visit plans
- B. Use Core Maps and create routes
- C. Use Live Tracking and create routes
- D. Create Territories on street level with Territory planning
Answer: A
Explanation:
Explanation
The sales managers should use Maps Advanced and create logical visit plans to ensure a logical routing structure for door to door sales and cover all houses on one street before moving to the next. Maps Advanced allows users to create visit plans based on various criteria, such as frequency, priority, location, and availability. Users can also use logical visit plans, which are a type of visit plan that assigns visits based on proximity and order. This can help users visit all the houses on one street before moving to the next, and reduce travel time and distance. This is explained in the Create a Logical Visit Plan document.
NEW QUESTION # 51
A sales team is deciding whether to plan client visits using Routes or Schedules. Which two factors would cause them to use Schedule?
- A. When Routes and Schedule are interchangable
- B. When they want to schedule meetings up to a month at a time.
- C. When meetings have a start and end time.
- D. When importing events directly from their Outlook or Google calendar.
- E. When they want to plan around other events currently on their Salesforce calendar
Answer: C,E
Explanation:
These are two factors that would cause them to use Schedule instead of Routes. Schedule is a feature that allows users to create and optimize a schedule of appointments for a day or a week3. Schedule requires all appointments to have a start and end time or duration4. Schedule also lets users sync their appointments with their Salesforce calendar as events3. This way, the users can plan around other events currently on their Salesforce calendar and avoid conflicts. Routes is a feature that allows users to create and optimize a route of stops for a day without requiring scheduled start and end times or durations3. Routes does not create Salesforce calendar events or sync with the Salesforce calendar5. Therefore, Schedule is more suitable for users who have meetings with fixed time slots and who want to coordinate with their Salesforce calendar.
NEW QUESTION # 52
What two layers are required to configure Live Rules?
- A. Maps Live Layer
- B. Maps Marker Layer
- C. Maps Data Layer
- D. Maps Shape Layer
Answer: A,D
Explanation:
Maps Live Layer and Maps Shape Layer are the two layers required to configure Live Rules. Live Rules are custom geofences that track whether a Maps Live Asset enters or exits a specific area5. To create a Live Rule, the user needs to select a Maps Live Layer and a Maps Shape Layer from the configuration options5. A Maps Live Layer is a layer that displays live location data of assets and drivers on the map3. A Maps Shape Layer is a layer that displays custom boundaries drawn on the map using polygon, circle, or rectangle tools6. These two layers define the assets and areas involved in the Live Rule. Maps Data Layer and Maps Marker Layer are not required for configuring Live Rules.
NEW QUESTION # 53
An administrator at Alpine Energy wants to include their custom object Alpine Customers in Maps Advanced routing. Which three steps must the admin complete?
- A. Create a lookup relationship field on the Maps Advanced Route Waypoint object they want to include in routing.
- B. Ensure that users are assigned to the records or related records they want to route via user lookup field
- C. Ensure all Alpine Customers have geocodes (latitude/longitude values) assigned
- D. Create a custom report type for Alpine Customers in order to import customer list for routing.
- E. Make sure that Click2Create is configured for Alpine Customers.
Answer: A,C,D
Explanation:
Explanation
These are the three steps that the admin must complete to include their custom object Alpine Customers in Maps Advanced routing. According to the article "Configure custom routable object for Maps Advanced"1, a routable object is an object that represents the location users will navigate to within their Salesforce Maps Advanced Visit Plans, such as Accounts. To configure a custom object as a routable object, the admin needs to create a lookup relationship field on the Maps Advanced Route Waypoint object that points to the custom object1. The admin also needs to create a custom report type for the custom object in order to import the customer list for routing2. Additionally, the admin needs to ensure that all records of the custom object have geocodes (latitude/longitude values) assigned, as this is required for plotting them on the map and routing them3. Making sure that Click2Create is configured for Alpine Customers is not a necessary step, as Click2Create is a feature that allows users to create records directly from the map view, not to include them in routing4. Ensuring that users are assigned to the records or related records they want to route via user lookup field is also not a necessary step, as this is only required for Enterprise Territory Management integration, not for routing5.
NEW QUESTION # 54
What are three things that can be published from Territory Planning to Enterprise Territory Management?
- A. Manually Assigned Opportunities
- B. Territories
- C. Lead Assignment Rules
- D. Manually Assigned Accounts
- E. Geographic Territory Rules
Answer: B,D,E
Explanation:
Explanation
According to the Salesforce Help article on Publish to Enterprise Territory Management in Salesforce Maps Territory Planning2, three things that can be published from Territory Planning to Enterprise Territory Management are: manually assigned accounts, territories, and geographic territory rules. Manually assigned accounts are accounts that are locked to a specific territory in Territory Planning and will not be affected by optimization or rule changes2. Territories are the hierarchical units that define sales and service coverage areas3. Geographic territory rules are rules that assign accounts to territories based on their address fields4.
NEW QUESTION # 55
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?
- A. Territory Planning
- B. Maps Advanced
- C. Maps Core
- D. Marker Layer Builder
- E. Prospect Pipeline Inspection
Answer: A,C,D
Explanation:
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.
NEW QUESTION # 56
Bill is the administrator setting up Maps Advanced for Alpine Energy. Which two factors should an admin keep in mind during the oAuth process when setting up Maps Advanced?
- A. Oauth user should fall within Sales organization
- B. Oauth user should be above Maps Advanced users in role hierarchy
- C. Oauth user should have full CRED rights for records being routed
- D. Having the SF Maps Admin permission set is the only prerequisite for the oAuth user.
Answer: B,C
Explanation:
Explanation
These are two factors that an admin should keep in mind during the oAuth process when setting up Maps Advanced. According to the article "OAuth user requirements for Salesforce Maps"1, an oAuth user is required to establish a secure asynchronous connection with the Salesforce Maps Advanced, Live Tracking, and Territory Planning products. The oAuth user impacts the following product functions:
Performs optimizations for routes in Advanced Routing
Uploads results of Live Rules into customer Org in Live Tracking
Performs optimizations for territories in Territory Planning To perform these functions, the oAuth user should have full CRED (Create, Read, Edit, Delete) rights for records being routed1. The oAuth user should also be assigned a role that is above the Maps Advanced end-users in the Salesforce Role Hierarchy1. This ensures that the oAuth user can access and modify the records of the end-users. Having the SF Maps Admin permission set is not the only prerequisite for the oAuth user, as the oAuth user also needs to have the Salesforce Maps Advanced Permission Set License assigned and the SF Maps Advanced Permission Set assigned1. The oAuth user does not need to fall within Sales organization, as this is not a relevant factor for setting up Maps Advanced.
NEW QUESTION # 57
What action should an admin take to specify the assets to include in a Daily Summary?
- A. Create a Salesforce Report that includes all Maps Live Asset records
- B. Manually select Maps Live Asset records from the available list
- C. Create a SOQL filter to determine which Maps Live Asset records should be associated
- D. Select a preexisting Live Layer
Answer: D
Explanation:
Explanation
According to the Salesforce Help article on Create Live Daily Summary Configuration in Salesforce Maps1, one of the steps to create a daily summary configuration is to select a preexisting live layer. The selected live layer specifies what assets and IoT devices will be included in the daily summary configuration1. A live layer is a layer that displays the current location and status of assets that are tracked by IoT devices2.
NEW QUESTION # 58
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