Salesforce-Maps-Professional Practice Exam Questions with Answers SalesforceMaps Accredited Professional (SP25) Certification

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.

An administrator can assign users to a Maps Advanced Visit Plan by either selecting user profiles or individual users from the Users tab in the Visit Plan configuration. This is explained in the Assign Users to Your Visit Plan section of the Salesforce Help Docs.

According to the Salesforce Help article on Configure Options for Publishing Alignments1, one of the possible causes of some publish options being greyed out and inactive is that the user does not have the correct permission to publish. The admin can configure the access level and approval requirement for each publish option in the Salesforce Maps package settings1. If the user is not assigned to a permission group or profile that has the access level to publish, they will not be able to use that option1.

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.

heatmap is a render mode that can display closely-related markers colored according to their density. A heatmap is a graphical representation of data where the individual values contained in a matrix are represented as colors. A heatmap can show the intensity of data points in an area, such as the number of customers or sales volume.

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 each Contact 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.

Routes is the feature that supports the use of Custom Drive Profiles. Custom Drive Profiles are used to create routes that are optimized for trucks and other vehicles that might not be able to travel the same roads as passenger cars3. A route can be optimized based on the specific characteristics of a truck and its cargo, such as height, weight, length, and hazardous materials3. To use this feature, the user needs to create a Salesforce Maps Drive Profiles tab and a custom object for Maps Drive Profile3. Then, the user can create a new Drive Profile with the details of the vehicle and select it when creating a route in Salesforce Maps3. The characteristics of the vehicle’s Drive Profile will be used to create a route that is compliant with published permanent road restrictions3. Favorite Location, Schedule, and Marker Layer are not features that support the use of Custom Drive Profiles.

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

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.

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

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.

According to the Salesforce Help article on Sharing and Collaboration in Salesforce Maps Territory Planning6, one of the ways to share an alignment with stakeholders is to click the share button from the Browser, alignment header, or map legend. This will open a dialog box that allows users to share an alignment as a PDF file via email or download it locally6. The PDF file contains information such as alignment name, description, date range, dataset name, number of areas and units, unit assignment summary, unit distribution summary, map view, and area list

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.

 stop associations are a feature of Maps Live Tracking that allow an organization to see the accounts that are being visited during the day. Stop associations automatically link a user’s location history with nearby accounts, contacts, or leads in Salesforce. This way, an organization can track and analyze the visits made by their mobile users.

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.

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.

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.

A user can plot a Live Layer in Maps for three main purposes. One is to dispatch the nearest driver to a service call, which can help optimize routing and scheduling. Another is to validate a driver’s location in the event of an emergency, which can help ensure safety and security. A third is to see any occurrences of speeding events for a given Live Asset, which can help monitor performance and compliance. These purposes are explained in the Create Live Layers document.

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.

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.

Salesforce Maps Advanced Visit Plans allow users to create and optimize routes for visiting customers based on various criteria and settings. One of the settings that can be configured is the visit window, which specifies the days and times that a customer can be visited. To meet the requirement of specifying the days of the week that visits can be scheduled at a certain account, an admin needs to set up the visit window for that account. The visit window can be defined at the account level or the dataset level. The admin can use the standard fields of Start Date, End Date, Start Time, and End Time, or create custom fields to define the visit window. The admin can also use the Promotional Window field to override the visit window for a specific period of time. The visit window helps to ensure that the routes are generated according to the customer’s availability and preference. References: Creating Visit Plans, Define Visit and Optimization Parameters, Create and configure Maps Advanced Visit Plan

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 the account 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 Maps documentation1, users can change their preferred navigation app for the Take Me There feature in the mobile application. The Take Me There feature allows users to get turn-by-turn directions from their current location to a selected marker, stop, or appointment on the map. By default, the Take Me There feature uses the native navigation app of the mobile device, such as Google Maps for Android or Apple Maps for iOS. However, users can choose a different navigation app, such as Waze, from the Advanced Settings menu in the mobile application. To do so, users can follow these steps1:

• Tap the settings cog at the top left corner of the screen to open Salesforce Maps Mobile App Settings.
• Select Handle Maps from the settings menu and choose your preferred navigation app.
• Available options for the Handle Maps setting include:

References:

• 1: Use Take Me There in Maps Mobile | Salesforce Help1

Creating a new alignment before optimizing on the correct attribute is the step that the user needs to take to return to the previous state prior to the optimization. A new alignment is a copy of an existing alignment that can be modified without affecting the original alignment3. The user can create a new alignment from the previous state and then run the optimization using the correct attribute. Clicking on the Undo button, creating a new data set, or re-running the optimization using the correct attribute are not valid steps, as they will not restore the previous state of the alignment.

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.