Free Salesforce Salesforce-Maps-Professional Practice Exam with Questions & Answers

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.

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.

According to the Trailhead module 3, this is the correct type of report and field for creating a data set that integrates with Enterprise Territory Management. An Accounts and Territories report can show the accounts that are assigned to territories, and the Territory Id field can be used to assign units to areas based on their territory membership.

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.

A stop can fail to associate with a nearby account for two main reasons. One is that the account record is not geocoded, which means that it does not have a valid latitude and longitude value. This can prevent the stop from finding the account on the map. The other reason is that the account record is not included in the Marker Layer used to generate stop associations, which means that it is not part of the data set that the stop is looking for. This can happen if theaccount does not meet the criteria or filters of the Marker Layer. These reasons are explained in the Associate Stops with Accounts document.

According to the Salesforce Help article on Routes and Schedule Settings in Maps2, you can enter your travel plans via the Maps Advanced Route tab to let the optimization engine know when and where you will be traveling. This will help you get more accurate routes that accommodate your travel plan.

geocoding is the process of transforming a description of a location—such as a pair of coordinates, an address, or a name of a place—to a location on the earth’s surface. You can geocode by entering one location description at a time or by providing many of them at once in a table. The resulting locations are output as geographic features with attributes, which can be used for mapping or spatial analysis123. Therefore, the correct answer is C.

A new account marker layer may display an error for “bad addresses” if the address on the account record is unknown or invalid, or if the base object has not been configured correctly. A bad address means that the record failed to plot on the map, and it can affect the accuracy and completeness of the data visualization. To fix this issue, the user can either drop a pin on the map to manually set the location of the record, or clear the coordinates and set the verified location by dragging the marker. The user can also check the base object configuration under Installed Package | Configure | Base Objects and make sure the address fields are mapped correctly. References: How to handle Maps bad addresses, Drop a pin for bad addresses in Maps, Salesforce Maps Base Objects

According to the Salesforce Help article on Visualizing Live Asset Tracking History in Salesforce Maps1, one way to visualize the Accounts visited by a team on a specific day is to plot a Live Layer and generate tracking history. This will display the historical location and travel of the Asset, plus the locations of any Stop, Speeding, and Safety Events captured by the Asset’s IoT Device for a desired date range1. Another way to visualize the Accounts visited by a team on a specific day is to create a Salesforce report for Accounts with Maps Live Event Association records2. This will show the Accounts that have been associated with Stop Events based on the configuration of Stop Associations in Salesforce Maps Live2.

Balance prioritizes equal distribution of the selected attribute across territories in your focus. This is the best option for ensuring revenue is distributed as evenly as possible across the entire sales team1. References: Optimization in Salesforce Maps Territory Planning

Removing those accounts from focus or locking those units to the area are two options that a Consultant should recommend to prevent changes to key accounts during optimization in Territory Planning. Removing those accounts from focus means that they will not be included in the optimization process, while locking those units to the area means that they will not move during optimization, but the value of those units will be considered when creating balanced areas2. Leveraging a legend filter to remove those accounts or removing those accounts from the data set are not recommended options, as they will affect the accuracy and completeness of the data and the optimization results.