Salesforce-Maps-Professional Sample Questions Answers

These are two considerations that a Salesforce admin should keep in mind when setting up the OAuth user in order to establish a secure connection with the Salesforce Maps Routing Engine. An OAuth user is required to perform optimizations for routes in Advanced Routing4. The OAuth user should have the following permissions and roles6:

• The OAuth user should have the Salesforce Maps Advanced Permission Set License assigned.
• The OAuth user should have the Maps Admin and SF Maps Advanced Permission Sets assigned.
• The OAuth User has been assigned to a role that is above the Maps Advanced end-users in the Salesforce Role Hierarchy. The OAuth user does not need to be assigned to an active visit plan, as this is not relevant for setting up an OAuth user. The OAuth user does not need to be assigned to the ‘OAuth user’ profile, as this is not a valid profile in Salesforce.

According to the Salesforce Help article on Configuring Stop Associations for Live Daily Summary Configurations in Salesforce Maps3, two steps that an admin must take to configure Live Stop Associations are: create a Marker Layer that includes all records users will visit, and create a Shape Layer for each record that specifies the radius for associating a Stop event3. The Marker Layer will help identify the records that are relevant for Stop Associations, and the Shape Layer will help define the distance around each Stop Event that will be used to determine which records will associate with the Stop Event3.

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.

According to the Salesforce Maps documentation1, to create a data layer, the admin must first select either the Personal or Corporate folder in the Layers tab. The Personal folder is for saving data layers privately so only the admin can see them, while the Corporate folder is for sharing data layers with other maps users. After selecting a folder, the admin can hover over New and select Data Layer, then name the data layer and select the data source, filter, and style options. If the admin does not select a folder before attempting to create a layer, all of the options will be greyed out and unavailable. References:

• 1: Create Data Layers | Salesforce Help1

According to the Trailhead module on Get to Know Salesforce Maps3, one of the features of Maps is the ability to overlay multiple layers on the map. This allows users to see different types of data on the same map and identify patterns, trends, and opportunities3. For example, a sales representative can overlay a marker layer for upcoming events with a layer for prospects and let the rep know who is nearby. This way, the sales representative can help plan field visits for reps in the field more efficiently and effectively.

One way to ensure that the reps are only focusing on marketing qualified leads in the field is to create a data set with filtering to include only those leads that meet the criteria for marketing qualification. A data set is a collection of records from Salesforce that can be plotted on the map and used for routing and scheduling4. To create a data set, the user can go to the Data Sets tab in Maps Advanced, click New, and select the object type, such as Lead. Then, the user can choose a report or a list view as the data source, and apply filters to narrow down the records based on various attributes, such as Pardot score, industry, or account type. The user can also select which fields to display in the data set, such as name, email, or phone number. After creating and saving the data set, the user can plot it on the map and see only the marketing qualified leads in their territory5. This way, the reps can focus their efforts on the most relevant and engaged prospects for their sales goals. References:

• 4: Create Data Sets | Salesforce Help6
• 5: Plot Data Sets | Salesforce Help7

The Publish to Salesforce Maps option is not turned on in the Publish options of the Maps configuration. This option allows users to publish their alignments to Salesforce Maps as Shape Layers and Auto Assignment rules. If this option is not enabled, users will not see Salesforce Maps as a publishing option in Territory Planning. This is explained in the Configure Options for Publishing Alignments document.

Salesforce Maps allows users to check in and check out of tasks, events, and other records from the map interface. This feature helps users track their activities and log their visits. However, some users may forget to check out of a task when they leave an appointment, which can cause inaccurate data and reports. To prevent this, an admin can enable the “Auto Check Out” feature for the corresponding Base Object under Installed Package | Configure | Base Objects. This feature automatically checks out a user from a record when they move away from the location by a certain distance. The admin can specify the distance threshold and the time interval for the auto check out feature. This way, the users do not have to manually check out of a task, and the data is updated automatically. References: Salesforce Maps User Guide, Salesforce Maps Check In and Check Out, Salesforce Maps Base Objects

To view household demographic data in the US, such as income, age, education, and population, the sales rep can use the Demographic Layers feature in Salesforce Maps. This feature allows the user to overlay demographic data on top of their existing data layers and visualize them with different colors and shapes. The Demographic Layers feature is described in the Get to Know Salesforce Maps unit.

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.

The shift length is too short. This could be the cause of the error when trying to optimize the route with 124 customers. The shift length is the maximum amount of time that a user can work in a day, and it is set in the visit plan settings. If the shift length is too short, it may not be possible to visit all the customers within the time limit, and the optimization may fail. To avoid this error, the administrator should increase the shift length or reduce the number of customers in the dataset. This is explained in the Specify Visit and Optimization Parameters document.

The two possible causes of this behavior are that the client is using a Professional edition Org which limits the number of records that can be processed using API, and that users are assigned to the Default Maps Permission group that has the Max Query Size defined to 5000. These factors can affect the number of records that users can plot on Desktop using their Account based marker layers. The Professional edition Org has a limit of 5,000 API calls per user license per 24-hour period, which can restrict the amount of data that Salesforce Maps can access and display. The Default Maps Permission group has a default setting of 5,000 for the Max Query Size, which can limit the number of records that users can query and plot on Desktop. These factors are explained in the Salesforce API Request Limits and Allocations document and the Salesforce Maps Permission Groups document.

The most suitable publishing method in this scenario is Publish to CSV. This method allows the territory manager to export the alignment data to a CSV file, which can then be imported into Salesforce using a data loader tool. This method is recommended for large alignments with over 10,000 records, as it can handle high volumes of data and avoid performance issues. This method also allows the territory manager to review and modify the data before importing it into Salesforce. This is explained in the Publish to CSV in Salesforce Maps Territory Planning document.

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.

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.

To select all of the containers in a particular state or province in Territory Planning, there are two ways: adding the state field to the container-legend and using it to search and select from the legend, or using the selection tools and selecting them from the map. Adding the state field to the container-legend allows the user to filter containers by state and select all containers that match a certain state value1. Using the selection tools, such as rectangle or polygon, allows the user to draw a shape on the map and select all containers that fall within that shape1. Using the state/province selection mode is not a valid option, as this mode is only available for units (accounts), not containers1. Adding the state field to the unit-legend is also not a valid option, as this will only allow selecting units (accounts), not containers1.

According to the Trailhead module 2, there are two possible reasons for missing markers on mobile devices compared to desktop devices. One is that the maximum records to plot setting for mobile is considerably less compared to desktop, which means that only a subset of records will be plotted on the map. The other is that the plot visible area feature is enabled, which means that only the records that fall within the current map view will be plotted.

A Salesforce Maps Solution Architect should have excellent verbal and written communication skills, understanding of design pitfalls and mitigation actions, and being effective at planning, monitoring, and reviewing Maps customer use cases to successfully scope the project. These abilities are essential for gathering and analyzing the customer’s requirements, designing and proposing the best solution, and ensuring the quality and satisfaction of the implementation. These abilities are also part of the Salesforce Maps Solution Architect Certification exam guide.

Automatic route re-optimization is a feature that requires purchasing Salesforce Maps Advanced. This feature allows users to automatically adjust their routes based on real-time traffic conditions, customer availability, and other factors. This feature can help users save time, fuel, and money by finding the most efficient routes for their visits. This feature is explained in the Salesforce Maps Products document.

One way to automate the process of clearing coordinates for records that have address changes is to use a Salesforce automation tool, such as Process Builder or Flow Builder. These tools can help create workflows that trigger actions based on certain criteria or events. For example, the account executive from Alpine Energy can use Process Builder to create a process that runs whenever an account is created or edited, and checks if any of the address fields have changed. If so, the process can execute an action that clears the latitude and longitude values of the account record. This way, the next time the account is plotted on Salesforce Maps, it will geocode with the updated address and plot in the correct location. Alternatively, the account executive can use Flow Builder to create a flow that performs similar logic and actions as the process, but with more flexibility and customization options. For more information on how to use Process Builder or Flow Builder, see the references below. References:

• 2: Automate Your Business Processes with Process Builder | Salesforce Trailhead Module2
• 3: Automate Your Business Processes with Flow Builder | Salesforce Trailhead Module3

According to the Trailhead module on Configure for Location Accuracy Unit3, one of the actions that an admin should do to ensure their Salesforce records plot in the correct location on the map is to confirm that each object to be used within Salesforce Maps has geolocation or number fields for latitude and longitude coordinates. These fields store the location data for each record and allow Salesforce Maps to read them when plotting data on the map3. Another action that an admin should do is to confirm that every record has a complete and valid address. This will help Salesforce Maps to geocode the records accurately and place them on the map based on their address fields4.

According to the Salesforce Help article on Understand and Troubleshoot Unit Assignment in Salesforce Maps Territory Planning5, two steps that a consultant can take to troubleshoot the issue of no units assigned to areas are: edit the data set, and see what field was used for Unit Assignment, and create a new alignment, and use the correct matching logic for this field; and edit the data set, and what report and/or queries were used to create it, and double check that the reports and/or queries return records when logged in as the OAuth user5. These steps will help ensure that the data set has valid unit assignment values and that there are no issues with data access or permissions5.

According to the Salesforce Help article on Optimization in Salesforce Maps Territory Planning2, pinned area centers are fixed locations that optimization uses as starting points for each territory. This feature can be used to ensure that sales reps’ homes are located within the boundaries of their respective territories whenever they run an optimization2. Pinned area centers can be set manually or automatically based on user location or other criteria2.

To create a custom data layer from a CSV file, the user needs to have two permissions assigned to the permission group they belong to: Manage Data Sources and Manage Data Layers. These permissions allow the user to upload external CSV files with record and location information, and create data layers to visualize this data in Salesforce Maps1. The user can create custom data layers from CSV files by following these steps2:

• Click Layers.
• To save the data layer privately so only you can see it, click Saved | Personal. Or, to share the data layer with other maps users, click Saved | Corporate.
• Hover over New and select Data Layer.
• Name the data layer and select the data source, filter, and style options you want the data layer to show.
• Click Choose data source and select Add a Data Source.
• Log in to the Salesforce Maps Custom Data Source Portal with your Salesforce credentials.
• Click + New to begin uploading a new external CSV file.
• Name your data source and click Upload Files to choose a local CSV file to upload as a data source.
• Select the location headers and the column headers you want to import from your CSV file, and format the data for each column header.
• Click Save and Process to upload your data source to Salesforce Maps.

References:

• 1: Custom Data Sources with Salesforce Maps | Salesforce Help1
• 2: Create Data Layers | Salesforce Help3

An admin can set up a minimum number of days between visits for a dataset in the Visit Plan configuration. This will ensure that visits generated from a Maps Advanced Visit Plan are not planned on consecutive days for the same customer. This is explained in the Specify Visit and Optimization Parameters section of the Salesforce Help Docs.

To set their office address as the default start and end location for new Routes within Salesforce Maps, a Sales Rep can follow these steps1:

• From the Maps interface, click on the Settings gear icon at the top right corner of the navigation bar.
• Select Routes & Schedule from the navigation sidebar on the left to open the Routes and Schedule settings menu.
• Under General, select an existing Favorite Location as the default start and end location. If the office address is not already a Favorite Location, the Sales Rep can create one by following these steps2:
• Click Save to save the default settings.

 there are two ways that a rep can update the hours they can be on the road when using Maps Advanced. One is to click on their settings from Maps Advanced Route and update their working hours4. The other is to click on a day within Maps Advanced Route and update the start and end times5. Therefore, the correct answers are C and D.