Salesforce Salesforce-Maps-Professional Dumps

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.

The Publish to Salesforce Maps option is not turned on in the Publish options of the Maps configuration. This option allows users to publish their alignments to Salesforce Maps as Shape Layers and Auto Assignment rules. If this option is not enabled, users will not see Salesforce Maps as a publishing option in Territory Planning. This is explained in the Configure Options for Publishing Alignments document.

According to the Trailhead module 2, there are two possible reasons for missing markers on mobile devices compared to desktop devices. One is that the maximum records to plot setting for mobile is considerably less compared to desktop, which means that only a subset of records will be plotted on the map. The other is that the plot visible area feature is enabled, which means that only the records that fall within the current map view will be plotted.

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 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.

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

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

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.

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.

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.

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.

To order the markers based on Annual Revenue, the admin can use two methods. One is to use the Assignment Type of “Dynamic, Order” on the Markers tab, which will assign different icons to the markers based on their rank order. The other is to use the Advanced option on the Filters tab, which will allow the admin to choose Annual Revenue from the Order By drop down and sort the markers in ascending or descending order. Both methods are explained in the Salesforce Maps Products document.

A Consultant should recommend Publish to Salesforce Fields as the publish method in Territory Planning for a client who uses account owners as the primary method of territory assignment and has low influx of new accounts. This method allows users to update any field on any object with the territory name or ID. This can be useful for clients who want to assign accounts based on ownership and do not need to update them frequently. This method also works well for non-contiguous territories, as it does not rely on geographical boundaries. This is explained in the Publish to Fields in Salesforce Maps Territory Planning document.

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.

The Project Manager should manage this situation with the customer. The Project Manager is responsible for overseeing the project scope, timeline, budget, and deliverables. They should communicate with the customer about the impact of the new requirement on the project and negotiate a mutually agreeable solution. They should also document any changes to the project scope and update the project plan accordingly. This is explained in the Salesforce Maps Implementation Methodology 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.

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 Salesforce Help article on Fix Data Import Errors in Salesforce Essentials1, one of the steps to fix import errors is to check the failed data import log to determine the cause. The log file contains an extra field that describes errors for each item in detail1. Another step to fix import errors is to ensure that the columns of the CSV are in the proper order. The order of the columns in the CSV file must match the order of the fields in Salesforce2.

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 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.

According to the Trailhead module on Get to Know the Marker Layer Builder4, creating a marker layer follows the same process as creating a Salesforce report. Therefore, to test a marker layer and ensure Salesforce Maps is displaying the correct number of results, a user can create a Salesforce Report to match the Marker Layer Builder criteria4. This way, they can compare the results from both sources and identify any discrepancies or errors.

Salesforce Maps Live Tracking allows users to track the live and historical locations of vehicles, equipment, and users in the field. To generate reports on the distance driven by each sales rep, the admin needs to use the Maps Live Asset Daily Summary object. This object contains the summary data for each asset, such as the total distance, duration, and fuel consumption for a given day. The admin can create a report on this object and group it by the asset name or driver name to see the total mileage driven by each sales rep on their team. The other objects are not suitable for this purpose, because they either contain the individual events for each asset, such as stops, speeding, and safety incidents (Maps Live Asset Daily Summary Event), the driver information for each asset (Maps Live Driver), or the trip information for each asset, such as the start and end locations, distance, and duration (Maps Live Daily Trip). References: Salesforce Maps Live: Getting Started Guide, Create Live Daily Summary Configuration in Salesforce Maps, Get to Know Salesforce Maps Unit | Salesforce Trailhead

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.

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

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.

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.

These are the two options that an admin has when defining the Visit Duration in a Maps Advanced Visit Plan. Visit Duration is the amount of time that a user plans to spend at each stop on their route. The admin can configure the Visit Duration for a routable object in two ways:

• The admin can select a field from the routable object that contains the duration value, such as a custom field or a standard field like Estimated Travel Time. The field must be a number or text field that contains only numbers.
• The admin can enter any length of time in minutes in the Visit Duration field on the Maps Advanced Route Waypoint object. The Visit Duration field is a number field that accepts values from 1 to 1440 (24 hours). The admin cannot use fixed values like 60 minutes or 30 minutes as options for defining the Visit Duration, as these are not configurable options in Maps Advanced. The Visit Duration must be either a field from the routable object or a value entered in the Visit Duration field on the Maps Advanced Route Waypoint object.

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 specificcharacteristics 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.

According to the Salesforce Help article on Publish to Enterprise Territory Management in Salesforce Maps Territory Planning2, three things that can be published from Territory Planning to Enterprise Territory Management are: manually assigned accounts, territories, and geographic territory rules. Manually assigned accounts are accounts that are locked to a specific territory in Territory Planning and will not be affected by optimization or rule changes2. Territories are the hierarchical units that define sales and service coverage areas3. Geographic territory rules are rules that assign accounts to territories based on their address fields4.

According to the Trailhead module on Get to Know Salesforce Maps Territory Planning4, one way to ensure that Universal Containers will only plan territories for states they do business in is to filter the boundaries by states in the “Create Data Set” stage4. This will allow them to select only the states that are relevant for their business and exclude the rest from their territory planning process4.