Free Salesforce-Maps-Professional Exam Braindumps (page: 4)

Page 4 of 21

How can a Sales Rep set their office address as the default start and end location for new Routes within Salesforce Maps?

  1. From the Maps interface, select an existing Favorite Location as the default start and end in Maps Settings.
  2. Update the default start and end location fields on their User record.
  3. After plotting the office location on the map, select the 'Add as Start/End Location' button in the
    Actions tab.
  4. Plot the office location on the map, add to a Route, and select Save as Default Start and End".

Answer(s): A

Explanation:

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:

Plot the office location on the map using a marker layer, a data layer, or a POI search.

Click on the office location marker to open the Details tab.

Click on Add to Favorites in the Actions tab.

Enter a name for the Favorite Location and click Save.

Click Save to save the default settings.



A sales team is deciding whether to plan client visits using Routes or Schedules.
Which two factors would cause them to use Schedule?

  1. When importing events directly from their Outlook or Google calendar.
  2. When Routes and Schedule are interchangable
  3. When they want to schedule meetings up to a month at a time.
  4. When meetings have a start and end time.
  5. When they want to plan around other events currently on their Salesforce calendar

Answer(s): D,E

Explanation:

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 week. Schedule requires all appointments to have a start and end time or duration. Schedule also lets users sync their appointments with their Salesforce calendar as events. 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 day without requiring scheduled start and end times or durations. Routes does not create Salesforce calendar events or sync with the Salesforce calendar. Therefore, Schedule is more suitable for users who have meetings with fixed time slots and who want to coordinate with their Salesforce calendar.



What are two considerations 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?

  1. The OAuth user was assigned to an active visit plan
  2. The OAuth User has been assigned the 'Maps Admin' Permission Set
  3. The OAuth User has been assigned to a role which is above the Maps Advanced end users in the Salesforce Role D Hierarchy
  4. The user has been assigned to the OAuth user' profile

Answer(s): B,C

Explanation:

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 Routing. 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.



An administrator at Alpine Energy wants to include their custom object Alpine Customers in Maps Advanced routing.
Which three steps must the admin complete?

  1. Make sure that Click2Create is configured for Alpine Customers.
  2. Create a lookup relationship field on the Maps Advanced Route Waypoint object they want to include in routing.
  3. Create a custom report type for Alpine Customers in order to import customer list for routing.
  4. Ensure that users are assigned to the records or related records they want to route via user lookup field
  5. Ensure all Alpine Customers have geocodes (latitude/longitude values) assigned

Answer(s): B,C,E

Explanation:

These are the three steps that the admin must complete to include their custom object Alpine Customers in Maps Advanced routing. According to the article "Configure custom routable object for Maps Advanced"1, a routable object is an object that represents the location users will navigate to within their Salesforce Maps Advanced Visit Plans, such as Accounts. To configure a custom object as a routable object, the admin needs to create a lookup relationship field on the Maps Advanced Route Waypoint object that points to the custom object. The admin also needs to create a custom report type for the custom object in order to import the customer list for routing. Additionally, the admin needs to ensure that all records of the custom object have geocodes (latitude/longitude values)

assigned, as this is required for plotting them on the map and routing them. Making sure that Click2Create is configured for Alpine Customers is not a necessary step, as Click2Create is a feature that allows users to create records directly from the map view, not to include them in routing. Ensuring that users are assigned to the records or related records they want to route via user lookup field is also not a necessary step, as this is only required for Enterprise Territory Management integration, not for routing.



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