Free Salesforce Salesforce-Maps-Professional Practice Exam with Questions & Answers | Set: 3

According to the Salesforce Help article on Filter by Owner in Maps Marker Layer Builder3, filtering by owner or ownership scope allows Maps users to filter Marker layers based on the record ownership model in their Salesforce org. To create one marker layer for several users to display only the accounts they currently own, an admin can create an Account Marker Layer, select My Accounts under Filter By Owner3. This will show all accounts owned by the logged-in user.

Permission Groups are the permission level that an admin should review if a user is able to view but not able to export a list of markers from Salesforce Maps. Permission Groups are used to grant access to features in Salesforce Maps, such as allowing marker exports, editing details tab fields, enabling weather tab, and so on1. The admin can edit existing permission groups or create new ones to assign different features to different users or profiles1. If a user is not able to export a list of markers from Salesforce Maps, it means that the user does not have the ‘Allow Marker Exports’ permission checked in the Permission Groups on Maps configuration page2. The admin can enable this permission for the user or profile by editing the corresponding permission group2.

To avoid redrawing the existing territory boundaries every time they create a new data set and alignment, Alpine Energy can use the Import from Alignment feature in Territory Planning. This feature allows the customer to import an existing territory model and boundary assignments from another alignment that uses the same territory boundaries as the new data set. This way, the customer can save time and effort by reusing their previous territory design and making adjustments as needed. To use this feature, the customer can follow these steps:

• Click the Territory Planning tab to launch the app and display the Browser window.
• Hover over an active data set and click the + symbol to add a new alignment.
• Enter a Name and Description (optional) for the alignment and click Next.
• In the Create Alignment window, select Import Model | Import from Alignment | Next.
• Select an existing alignment from which to import the model and boundary assignments.
• Click Import.

References:

• : Create an Alignment in Salesforce Maps Territory Planning | Salesforce Help
• : Import a Territory Model from Another Alignment | Salesforce Help

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 Maps Live Asset Daily Summary object should be included in a Salesforce Report to see the total distance traveled each day by a Sales Rep. This object stores the summary information of a Live Asset’s activity for a given day, such as the start and end time, the total distance, the total duration, and the number of stops. The admin can create a report using this object and filter by the Live Asset name or ID to see the distance traveled by each Sales Rep. This is explained in the Create Reports for Live Assets document.

 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.

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.

When deploying a Salesforce Maps solution, there are three considerations an admin should take:

• A. Train users before they go into the production org. This is a best practice for any Salesforce implementation project, as it helps to prepare the users for the new features and functionalities, and ensure a smooth adoption and transition. Training can include hands-on exercises, demos, videos, guides, and quizzes to test the users’ knowledge and skills1.
• C. Make sure permission sets for users and profiles are maintained and migrated. This is important to ensure that the users have the appropriate access and visibility to the Salesforce Maps features and data, such as layers, routes, schedules, territories, and live tracking. Permission sets can be created and assigned to users or profiles based on their roles and responsibilities2. Permission sets can also be migrated from one org to another using change sets or other deployment tools3.
• D. Get provisions of all the appropriate licenses. This is essential to enable the users to use Salesforce Maps in their org. There are different types of licenses for Salesforce Maps, such as Maps User License, Maps Live User License, Maps Mobile User License, and Maps Territory Planning User License. Each license grants access to different features and functionalities of Salesforce Maps4. The admin should request the appropriate number and type of licenses from Salesforce before deploying the solution.

References:

• 1: Train Your Users | Salesforce Trailhead Module5
• 2: Assign Permissions for Salesforce Maps | Salesforce Help
• 3: Deploy Permission Sets | Salesforce Help
• 4: Salesforce Maps Licenses | Salesforce Help

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 intoSalesforce. This is explained in the Publish to CSV in Salesforce Maps Territory Planning document.

The admin should add a filter to the Lead Marker Layer used to configure Stop Associations to include only open Leads. This will ensure that stops only be associated to open Leads in the Live Daily Summaries. The filter can be added on the Marker Layer configuration page by selecting the Filters tab and choosing the appropriate criteria for open Leads. This is explained in the Configuring Stop Associations for Live Daily Summary Configurations in Salesforce Maps document.