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Master Salesforce Maps Like a Pro: Ace Your Salesforce-Maps-Professional Exam

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Question 1

A Sales Vice President is sponsoring a Salesforce Maps implementation project for his sales teams, what is a best practice the VP should take to ensure a successful rollout to his team?


Correct : D

A communication plan is a best practice for any Salesforce implementation project, as it helps to inform and engage the stakeholders, users, and sponsors throughout the project lifecycle.A communication plan can include the project goals, benefits, timeline, milestones, roles and responsibilities, training and support resources, feedback mechanisms, and success metrics1.A communication plan can also help to address any potential resistance or challenges from the users or sponsors, and ensure a smooth adoption of the new solution2.Reference:

1: Salesforce Maps Configuration | Salesforce Trailhead Module2

2: Change Management Best Practices for Salesforce Administrators | Salesforce Trailhead Module3

3: https://trailhead.salesforce.com/en/content/learn/modules/change_management_best_practices_for_admins


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Question 2

During an optimization, the limit areas by attribute option was used. After the optimization, leftover units were unassigned and no longer appear on the map. How can the user visualize the leftover units?


Correct : A

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.Reference:

1: Optimization in Salesforce Maps Territory Planning | Salesforce Help1

2: Alignment Settings | Salesforce Help3


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Question 3

An organization requires sales reps utilize Salesforce Maps "Check in" and "Check out". A lot of sales reps have open tasks, they often forget to check out of a task when leaving an appointment. What steps can an admin take to ensure users do not forget to check out of a task using out of the box functionality?


Correct : D

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.Reference:Salesforce Maps User Guide,Salesforce Maps Check In and Check Out,Salesforce Maps Base Objects


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Question 4

A Salesforce Maps implementation partner is meeting with a prospect that already uses a legacy mapping solution for the Sales Team and wants to replace it with Salesforce Maps. What is the best action the implementation partner take?


Correct : A

Salesforce Maps is a powerful tool that supports field sales operations from top to bottom. It combines geographical data with CRM data, including critical features such as territory management, route optimization, geolocation tracking, and data visualization. To replace a legacy mapping solution with Salesforce Maps, the best action for an implementation partner is to transform the customer's business processes and capture new requirements to implement in Salesforce Maps. This way, the partner can leverage the full potential of Salesforce Maps and tailor it to the customer's specific needs and goals. The partner can also help the customer with the implementation process, such as assessing the current sales operations, defining the records and fields for the datasets, creating and publishing alignments, and controlling access to datasets and alignments. The partner can also provide training and support for the customer to ensure a smooth transition and user adoption.Reference:Ultimate Guide to Salesforce Maps: How to Use & Implementation,Implementing Salesforce Maps Territory Planning,Best Sales Mapping Software | Salesforce Maps - Salesforce.com US,Salesforce Maps Configuration | Salesforce Trailhead,Discover Salesforce Maps | Salesforce Trailhead


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Question 5

What are two common reasons why a new account marker layer would display an error for "bad addresses?"


Correct : A, B

A new account marker layer may display an error for ''bad addresses'' if the address on the account record is unknown or invalid, or if the base object has not been configured correctly. A bad address means that the record failed to plot on the map, and it can affect the accuracy and completeness of the data visualization. To fix this issue, the user can either drop a pin on the map to manually set the location of the record, or clear the coordinates and set the verified location by dragging the marker. The user can also check the base object configuration under Installed Package | Configure | Base Objects and make sure the address fields are mapped correctly.Reference:How to handle Maps bad addresses,Drop a pin for bad addresses in Maps,Salesforce Maps Base Objects


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