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| Section | Weight | Objectives |
|---|---|---|
| Topic 1: Implementation Strategy and Design | 20% | - Gather business requirements - Solution architecture design - License and permission planning |
| Topic 2: Territory Planning | 20% | - Territory alignment and assignment - Dataset creation and boundaries - Workload balancing and analysis |
| Topic 3: Core Configuration | 25% | - User access and security settings - Marker layers and data visualization - Geocoding setup and maintenance |
| Topic 4: Live Tracking and Advanced Features | 15% | - Integration and best practices - Salesforce Maps Advanced capabilities - Real-time location tracking |
| Topic 5: Route Planning and Optimization | 20% | - Mobile sync and field execution - Advanced route optimization - Basic route creation |
1. In Territory Planning, the Sales Manager would like to choose individual accounts from the Map without selecting the underlying geographical container. What two steps should they take?
A) From the Tools menubar, select the Gear icon and choose "Unit Mode
B) Use the Filter options in the legend to find the account they want to select.
C) From the Tools menubar, select the Arrow icon and pick the desired Account.
D) From the Tools menubar, select the Gear icon and choose "Container Mode"
2. 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) Areas in Focus, Legend Configuration, External Attributes
D) Distance to Reps location, Area/Units, External Attributes
3. 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) Create Territories on street level with Territory planning
B) Use Maps Advanced and create logical visit plans
C) Use Live Tracking and create routes
D) Use Core Maps and create routes
4. Sales Managers have requested the ability to see the five most recent Opportunities when a Sales Rep selects a pin from an Account Marker Layer. How should the developer design the Account Marker Layer to meet this requirement?
A) Use "Filter by Activity' to limit the markers to Accounts with 5 opportunities or more.
B) Pick Opportunity from the drop down list on the Tooltips tab.
C) Be sure that Opportunities are included in the Cross Object Filter options on the Filters tab.
D) On the Related List Tab, choose "Opportunities'" from the "Add New" drop down and increment the Display counter to "5".
5. 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 they want to schedule meetings up to a month at a time.
B) When they want to plan around other events currently on their Salesforce calendar
C) When meetings have a start and end time.
D) When importing events directly from their Outlook or Google calendar.
E) When Routes and Schedule are interchangable
Solutions:
| Question # 1 Answer: A,C | Question # 2 Answer: B | Question # 3 Answer: B | Question # 4 Answer: D | Question # 5 Answer: B,C |
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