Consumer-Goods-Cloud-Accredited-Professional Salesforce Consumer Goods Cloud Accredited Professional (SU24) Questions and Answers

Quip Documents, Einstein Predictions, and Custom Object Task List are three components that can be added to a new page for the Consumer Goods Cloud mobile application. These components provide additional functionality and information for users in the field. They are:

• Quip Documents, which allows users to access and collaborate on Quip documents within the app. Quip documents are cloud-based documents that can include text, images, spreadsheets, charts, and more.
• Einstein Predictions, which allows users to see predictions and recommendations from Einstein AI based on their data and actions. For example, users can see predictions for sales revenue, product demand, or visit outcomes.
• Custom Object Task List, which allows users to create and complete tasks related to custom objects within the app. Custom objects are objects that are defined and configured to suit specific business needs. Verified References: [Salesforce Consumer Goods Cloud Implementation Guide], page 40-41

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.

A product transfer is an object that represents the movement of products from one location to another, such as from a warehouse to a retail store. A user needs to be assigned a product transfer for the items to be listed in the delivery task, which is a type of action plan task that allows a field rep to deliver products to a retail store. Verified References: [Salesforce Consumer Goods Cloud Implementation Guide], page 28-29.

The Tableau CRM for Consumer Goods Cloud dashboard that can provide the required data for a Field Sales Manager to determine which stores have a decline in Retail Execution KPIs and therefore need attention is the Store Performance Dashboard. The Store Performance Dashboard shows the performance and compliance of the retail stores in relation to their KPIs and promotions. The dashboard allows users to filter and analyze the data by various dimensions, such as store group, store location, product category, or visit date. The dashboard also displays metrics such as store compliance score, store revenue, store visits, and promotion compliance score. By using this dashboard, a Field Sales Manager can identify which stores are underperforming or non-compliant and take appropriate actions to improve their performance. Verified References: [Salesforce Consumer Goods Cloud Implementation Guide], page 37.

Shelf Metrics allow a user to review the vision detection accuracy by comparing the actual shelf image with the expected planogram image. Model Metrics allow a user to review the vision detection accuracy by showing the confidence score and the number of detections for each object in the shelf image. Verified References: [Salesforce Consumer Goods Cloud Implementation Guide], page 23-24.

An action plan is connected to a visit, which represents a scheduled or unscheduled interaction between a field rep and a retail store. A visit can have one or more action plans associated with it, depending on the tasks that need to be completed during the visit. Verified References: [Salesforce Consumer Goods Cloud Implementation Guide], page 25.

Store Products are products that are associated with a specific retail store location. They have three correct statements about them:

• Store Products are required for Inventory Check Task to work, which is a type of action plan task that allows a field rep to verify the availability and quantity of products in a store.
• Store Products are required to search and scan functionality in the Inventory Check Task, which allows a field rep to find and scan products using their mobile device.
• Store Products drive the order capture functionality, which allows a field rep to create orders for products based on their availability and demand in a store. Verified References: [Salesforce Consumer Goods Cloud Implementation Guide], page 28-29.

To meet the customer’s requirement and limit the amount of custom code, NTO should use a custom task with flow. A custom task is a type of action plan task that can be defined and configured to suit specific business needs. A flow is a tool that automates a business process by collecting data and performing actions. By using a custom task with flow, NTO can create a task that captures the information related to the high value assets placed in stores, such as their location, condition, and compliance. The flow can then generate a boolean value based on the compliance criteria and trigger an action plan for correction if needed. Verified References: [Salesforce Consumer Goods Cloud Implementation Guide], page 26.

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.

A possible reason for failing all the test cases related to delivery tasks is that the tester did not have the lightning direct store delivery Permission Set added. A Permission Set is a collection of settings and permissions that grant users access to various tools and features. The lightning direct store delivery Permission Set is required for users who need to use the delivery task functionality and related objects, such as product transfers and shipments. Verified References: [Salesforce Consumer Goods Cloud Implementation Guide], page 29.

The Click2Create function is a feature of Consumer Goods Cloud that allows a field rep to create a new retail store record from the mobile app by tapping on a point of interest on a map. This function automatically fills in the address fields with the data from the map and also allows the field rep to attach a follow up case or lead to onboard the outlet on an onboarding journey. Verified References: [Salesforce Consumer Goods Cloud Implementation Guide], page 34-35.