Free Practice Questions for Salesforce Salesforce-Maps-Professional Exam

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

According to the Salesforce MapsLive documentation, administrators can generate historical Daily Summaries for any date range up to the past 60 days1. This ensures that the organization has a complete and accurate list of qualifying Live Events for each Asset in a selected Live Layer. If the administrator selects a date older than 60 days in the past from today’s date, they will receive an error message1. References:

1: Generating Historical Daily Summaries in Salesforce Maps | Salesforce Help1

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 PDFfile 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

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.

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.

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 stopfrom 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.

Salesforce Maps Advanced Visit Plans allow users to create and optimize routes for visiting customers based on various criteria and settings. One ofthe 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 setup 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 OptimizationParameters, Create and configure Maps Advanced Visit Plan

Salesforce Maps can help marketing teams to plan and execute customerevents by allowing them to plot leads and contacts on the map, select a specific location based on the most populated area, create a shape around the selected area, and use mass actions to add leads and/or contacts to an existing campaign. This way, marketing teams can target the most relevant and engaged prospects for their event, and invite them using a marketing campaign. According to the Salesforce Maps documentation1, users can create layers of leads and contacts on the map, filter them by various criteria,such as Pardot score, industry, or account type, select a point of interest as a reference location for the event, such as a hotel or a conference center, draw a shape around the point of interest to define a boundary, such as a radius or a travel time, aggregate the data of the leads and contacts within the boundary, such as the average score or the number of attendees, and use mass actions to add them to an existing campaign inSalesforce2. This process can help marketing teams to optimize their event planning and execution, and increase their attendance and conversion rates. References:

1: Using Salesforce Maps with Pardot for Marketing Automation2

2: Create a Journey Campaign | Salesforce Trailhead Module3

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.

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 anddrivers 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.