Salesforce-Maps-Professional SalesforceMaps Accredited Professional (SU24) Questions and Answers

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

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.

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.

The Admin should enable “Allow Route/Schedule Sharing” to ensure all Maps Users can see each other’s Routes and Schedules. This setting allows users to share their Routes and Schedules with other users in their org, and also view the Routes and Schedules of other users who have shared them. This setting can be found in the Routes and Schedule settings within Maps Configuration. This is explained in the Routes and Schedule Settings in Maps document.

Schedule is the feature that they should use to optimize their outside sales team’s time in the field and ensure that their stops appear in their Salesforce calendar as events. Schedule is a feature that allows users to create and optimize a schedule of appointments for a day or a week4. Schedule requires all appointments to have a start and end time or duration5. Schedule also lets users sync their appointments with their Salesforce calendar as events4. This way, the users can optimize their time in the field and keep track of their scheduled events. Click2Create is a feature that allows users to create records directly from the map view, such as leads or accounts2. Data Layers are layers that display data from Salesforce objects or external sources on the map6. Routes are features that allow users to create and optimize a route of stops for a day without requiring scheduled start and end times or durations4. These features are not relevant to the goal of optimizing their outside sales team’s time in the field and ensuring that their stops appear in their Salesforce calendar as events.

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.

According to the Salesforce Maps documentation1, when using the limit areas by attribute option during an optimization, some units may be trimmed from the areas and assigned to a specific area or the unassigned bucket, depending on the leftover unit assignment setting. To visualize these leftover units, the user must open the alignment using the “Include Unassigned Units” option, which will display all units in the data set, regardless of whether they are assigned to an area or not. This option can be found in the Alignment Settings window, under the Data tab2. By selecting this option, the user can see the leftover units on the map and in the legend, and decide how to handle them. References:

• 1: Optimization in Salesforce Maps Territory Planning | Salesforce Help1
• 2: Alignment Settings | Salesforce Help3

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.

The implementation team is responsible for business and IT sanity testing post deployment to production. Sanity testing is a type of software testing executed on the stable build of an application with minor code changes. It is also known as surface-level testing. A sanity test is performed to ensure the application works as expected after the bug fixes or changes in the code1. The implementation team, which consists of developers, testers, and business analysts, conducts sanity testing to verify the functionality and performance of the application after deployment2. The project manager, the Salesforce support team, and the customer are not directly involved in sanity testing post deployment.

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.

These are two factors that would cause them to use Schedule instead of Routes. Schedule is a feature that allows users to create and optimize a schedule of appointments for a day or a week3. Schedule requires all appointments to have a start and end time or duration4. Schedule also lets users sync their appointments with their Salesforce calendar as events3. This way, the users can plan around other events currently on their Salesforce calendar and avoid conflicts. Routes is a feature that allows users to create and optimize a route of stops for a daywithout requiring scheduled start and end times or durations3. Routes does not create Salesforce calendar events or sync with the Salesforce calendar5. Therefore, Schedule is more suitable for users who have meetings with fixed time slots and who want to coordinate with their Salesforce calendar.

Defining customer user stories is the process of identifying which user stories the implementation team will build based on the customer’s needs and priorities. Designing customer user stories is the process of determining how the implementation team will build the user stories based on the best practices and technical specifications. This is explained in the Salesforce Maps Implementation Methodology document.

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.

To choose individual accounts from the Map without selecting the underlying geographical container, the Sales Manager should use the Arrow icon and the Unit Mode in Territory Planning. The Arrow icon allows the user to select individual units (accounts) on the map1. TheUnit Mode allows the user to view and edit units without affecting containers2. The ContainerMode allows the user to view and edit containers without affecting units2. The Filter options in the legend allow the user to filter units or containers by attributes, but not to select them individually1.

Because Salesforce Maps is an installed package, its data and configurations cannot be moved via change sets. Change sets can only move metadata components between orgs, not data records or custom settings. Therefore, the Maps Administrator should consider recreating the Salesforce Maps data and configurations by hand in the destination org, or using a third-party tool or API to automate the process. This is explained in the Salesforce Maps Apex Developer Guide.

Maps Live Asset Daily Summary is the object that the Admin should include in a Salesforce Report to see the total distance traveled each day by a Sales Rep. Maps Live Asset Daily Summary is a custom object that stores information about the daily activities of a Maps Live Asset, such as a vehicle or a mobile device3. One of the fields in this object is Total Distance Traveled, which captures the total distance traveled by the asset in miles or kilometers4. By creating a report based on this object, the Admin can compare the actual distance traveled to the distance submitted by each Sales Rep for reimbursement. Maps Live Asset Daily Summary Event, Maps Live Event, and Maps Route are not the correct objects for this purpose.

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.

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.

Users can create and edit a Route or Schedule from both desktop and mobile devices using Salesforce Maps. On the desktop, users can access the Routes tab to create a new route, import events from their Salesforce calendar, add markers, favorite locations, or points of interest, optimize the route, lock the stop order, and print or email the route1. On the mobile device, users can access the Routes feature to create a new route, add accounts or contacts from their map or list view, optimize the route, lock the stop order, and get directions using their preferred navigation app2. Users can also sync their routes between desktop and mobile devices3. References:

• 1: Create a Route in Maps | Salesforce Help2
• 2: Routes Feature | Salesforce Maps Mobile User Guide
• 3: Sync Routes Between Desktop and Mobile | Salesforce Maps Mobile User Guide

https://help.salesforce.com/s/articleView?id=sf.maps_mobile_routes.htm &type=5 : https://help.salesforce.com/s/articleView?id=sf.maps_mobile_sync_routes.htm &type=5

To create a data set that includes account data from Salesforce and attribute data from an external source, the customer has three options:

• A. SOQL Queries: The customer can use SOQL queries to pull data from Salesforce objects and fields, and join them with external data sources, such as CSV files or web services. SOQL queries allow the customer to specify complex filters and conditions to select the relevant records and fields for the data set1. The customer can create SOQL queries in the Data Sets tab in Maps Advanced, by clicking New, selecting the object type, and choosing SOQL Query as the data source2.
• C. Salesforce Reports: The customer can use Salesforce reports to create data sets that include data from multiple objects and fields, such as accounts, contacts, opportunities, and custom objects. Salesforce reports allow the customer to use report types, filters, groupings, and charts to customize the data they want to plot on the map3. The customer can create Salesforce reports in the Reports tab in Salesforce, and then use them as data sources in the Data Sets tab in Maps Advanced, by clicking New, selecting the object type, and choosing Report as the data source4.
• E. External CSV: The customer can use external CSV files to import data from other systems or applications into Salesforce Maps. CSV files are comma-separated values files that store tabular data in plain text format. CSV files can include data from various sources, such as spreadsheets, databases, or web services. The customer can upload CSV files as data sources in the Data Sets tab in Maps Advanced, by clicking New, selecting the object type, and choosing CSV File as the data source5.

References:

• 1: Create Data Sets from SOQL Queries | Salesforce Help6
• 2: Create Data Sets | Salesforce Help7
• 3: Reports: The Building Blocks of Analytics | Salesforce Trailhead Module8
• 4: Create Data Sets from Reports | Salesforce Help9
• 5: Create Data Sets from CSV Files | Salesforce Help

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.

According to the Salesforce Help article on Maps Geocoding FAQ4, geocoding is the process of taking input text, such as a street address, and returning a latitude and longitude, which can be used to plot the location on the Earth’s surface. Salesforce Maps relies on interacting with a geocoding service through an API4. One of the initial troubleshooting steps that a consultant should take to address geocoding issues is to check Salesforce Help for the Maps Geocoder coverage table to determine what’s the level of geocoding coverage for the client’s region5. The geocoder coverage table contains information such as coverage level, localized address labels, point addresses, postal codes, and postal code format for each country or area5. Another initial troubleshooting step that a consultant should take is to assess the quality and structure of theaddress information on the client’s records. The quality and structure of the address information can affect the accuracy and completeness of geocoding results4. For example, incomplete or invalid addresses, missing or incorrect postal codes, or non-standard address formats can cause geocoding errors or failures4.

According to the Salesforce News article on Salesforce Products Get More Inclusive with New Gender Identity and Pronoun Data Options1, the new fields for gender identity and pronoun data are part of Salesforce’s core objects, which means they are populated through most of its products and available by default. Therefore, to expose the Preferred Pronoun field for eachContact record inside the Maps app, an admin can use the Tooltips tab in the Marker Layer builder to show the Preferred Pronoun field2. This way, when a user hovers over a marker on the map, they can see the preferred pronoun of the contact along with other information.

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.

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 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 theboundaries 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 see the five most recent Opportunities when a Sales Rep selects a pin from an Account Marker Layer, the developer should use the Related List Tab on the Marker Layer configuration. This tab allows the developer to add related objects to the marker layer and display them as a list when a pin is clicked. The developer can choose “Opportunities” from the “Add New” drop down and increment the Display counter to “5” to show only the five most recent Opportunities. The Related List Tab is explained in the Explore Salesforce Maps on Desktop unit.