Salesforce Accredited Agentforce Consumer Goods Professional Study Guide
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1.1 Action Plan Setup
0/11
1.2 Planogram Setup
0/6
1.3 Product Setup
0/15
- Product2 as the sellable unit in retail execution
- Role of product categories in hierarchy, account plans and promotions
- Product category assignment and the category junction object
- Assortment and AssortmentProduct for eligible product lists
- StoreAssortment links to stores, store groups and accounts
- StoreProduct links to stores, in-store locations, groups and accounts
- Store Product versus Store Assortment for making products available
- Account hierarchy for products
- Store product favorites and display order
- Base model versus Consumer Goods Enhanced Model product setup
- Product master data in the Consumer Goods Enhanced Model
- Product templates for enhanced model products
- Product hierarchy levels and product group records
- Units of measure for enhanced model products
- Product status values and order-taking eligibility
1.4 Promotion Setup
0/10
- Promotion levels in retail execution
- Promotion data model architecture and junction objects
- Core fields on a Promotion record
- Promotion reach through Promotion Channel
- Tying a promotion to in-store locations and store products
- Creating a promotion and linking it to check tasks and KPI targets
- Promotion files versus AssessmentTaskContentDocument
- Copying and deleting promotions
- Trade Promotion Management licensing and planning tools
- Promotion templates for trade promotions
1.5 Retail Store KPI Setup
0/15
- Role of Retail Store KPIs in the retail execution data model
- Retail Store KPI versus Retail Visit KPI
- Relationships among task definitions, indicator definitions and Retail Store KPIs
- Assessment indicator definition data types for store metrics
- Permission sets for creating Retail Store KPIs
- KPI Type picklist on Retail Store KPIs
- Retail Store KPI context fields for each assessment task type
- Custom Context on Retail Store KPIs for asset and custom task metrics
- Target values, data types and units of measure on Retail Store KPIs
- Picklist assessment indicator targets with defined values and indicator values
- Effective From and Effective To dates for KPI targets
- Store group and in-store location category scoping of KPIs
- KPI inheritance and priority across multiple store groups
- Assessment indicators for repeated check tasks in one action plan template
- Duplicate Retail Store KPIs and Retail Visit KPI generation
1.6 Store Setup
0/11
- Account versus Retail Store in the store data model
- Store data model object architecture
- Consumer Goods license requirements for retail execution objects
- Location object for retail store addresses
- Retail Store record fields that support visit planning
- Operating Hours and Time Slots for retail stores
- In-Store Location object and its link to Retail Store
- Retail store groups and grouping criteria
- Retail Store Group Assignments for store group membership
- In-store location categories across a store group
- Retail Store sharing inherited from Account
- Provided assessment task types versus custom (Other) tasks
- Assessment task definitions versus assessment tasks and sibling task objects
- Creating a custom task with an assessment task definition on an action plan template
- Custom task assignment and visibility on a rep's visit
- Performing a custom task in the Retail Execution mobile app
- Executing a custom task in the Consumer Goods offline mobile app
- Direct Store Delivery versus Van Sales delivery models
- DSD and Van Sales business process phases
- Routes versus tours in direct store delivery
- Route-based assignments versus territorial assignments
- Tour templates, route templates and tour preparation resources
- Visit creation and visit sequence for tours
- Tour driver and hybrid user profiles and permission sets
- Tour configuration and sync on the offline mobile app
- Start of day activities and tour checks for a DSD or Van Sales tour
- Starting and ending a delivery visit within a tour
- Delivery Cockpit cards on the offline mobile app
- Document Transaction Types in DSD
- Delivery execution with delivery documents
- Van sales order execution during a delivery visit
- Truck inventory transactions and inventory anchors
- Cash float transactions for DSD payments
- End of day activities and tour completion
- Cancelling visits, orders and delivery documents on mobile
- Base Model vehicle assignment and vehicle inventory
- Delivery Task object and action plan templates
- Delivery task shipments and product transfers
- Inventory check task purpose and captured indicators
- Prerequisite records for creating an inventory check task
- In-Store Location Category role in Retail Store KPIs
- Running an inventory check in the Retail Execution mobile app
- Executing an inventory check in the Consumer Goods offline mobile app
- Purpose and captured metrics of the planogram check task type
- KPI type selection for planogram assessment indicators
- Planogram check task assignment through action plan templates
- Examining and completing a planogram task during a visit
- Shelf photo capture and comparison with the reference planogram
- Purpose of the Promotion Check assessment task type
- Promotion check levels and when each applies
- Prerequisite records and Retail Store KPI for a promotion check
- Promotion channels and product links behind a promotion check
- Performing a promotion check during a store visit on mobile
- In-Store Survey task type and its purpose
- Enabling Surveys for in-store data collection
- Survey invitations for a retail visit
- Running an in-store survey from the visit Tasks list
- In-store survey link expiry and completed-survey limits
- Activities and job definition templates behind Enhanced Model visit surveys
- Store checks versus product surveys during a visit
- Answering visit surveys in the offline mobile app
- Consumer Goods managed packages and their purposes
- Base data model versus Consumer Goods Enhanced Model
- Harmonized, side-by-side, and new objects in the enhanced model
- Retail Execution permission set licenses and user access
- Offline mobile app versus Salesforce mobile app for field execution
- Mobile app device, operating system and memory requirements
- Giving users access to the Consumer Goods app on phone
- Global Search in the Consumer Goods desktop app
- Standard visits versus advanced template-based visits
- Advanced visit GPS tracking, status values and visibility
- Templates for advanced business processes
- Advanced master data capabilities in the enhanced model
- Multi-market enablement with sales orgs and org units
- Product assortment resolution for inventory tasks versus advanced orders
- Existing versus new UI flows in the offline mobile app
- Consumer Goods Modeler for offline mobile app customization
- Offline mobile app admin setup and deployment via Sync Management
- Supported LWC base components and mobile capabilities
- LWC quick actions in the Consumer Goods mobile app
- Order header and order page customization for advanced orders
- Business logic extensibility for online advanced orders
- Einstein generative AI setup and add-on licenses
- Retail Execution limits
- Visit object key fields and lookups
- Visit templates for visit types and visit rules
- Considerations before creating a store visit
- Creating store visits and attaching action plan templates
- Calendar planning and the visit calendar page
- Visit creation options in the offline mobile app
- Trip list-based visit planning
- Automatic visit planning modes
- Customer visit settings for automatic visit planning
- Visit frequency and generation conditions in automatic visit planning
- Running automatic visit planning from the mobile app calendar
- Duplicate prevention and manual-visit conflicts in automatic planning
- Visit preparation features for sales reps
- Optimized Routes and traffic information for scheduled visits
- Einstein Visit Recommendation versus Visit Task Recommendation
- Enabling Einstein Visit Recommendations: licenses, permissions and setup
- Requesting Einstein visit recommendations
- Scheduling and ignoring recommended visits
- Flow strategy versus Next Best Action strategy for visit recommendations
- Salesforce Maps Advanced object setup for Consumer Goods routes
- Visit frequencies and visit windows for Salesforce Maps Advanced routing
- Start and end visit geolocation validation options
- Mobile Sync package versus core managed package roles
- MuleSoft Direct import of ERP master data
- Transferring trade promotions to retail execution promotions
- Sync Management app for the offline mobile app
- Offline sync limits and data performance guidelines
- Google Maps API setup for the offline mobile app
- Salesforce Maps integration with the enhanced data model
- Data Cloud data kit options and coexistence rules
- Saving Data Cloud segment results to Consumer Goods custom objects
- Offline live reporting versus CRM Analytics for aggregated data
- Archiving and data retention for high-volume transactional data
- Processing service (CGPS) version previews and integration API support
- CRM Analytics for Agentforce Consumer Goods architecture and business value
- Add-on licenses and editions for Analytics for Consumer Goods
- Enabling CRM Analytics for Agentforce Consumer Goods in Setup
- Admin and user permission sets for Analytics for Consumer Goods
- Analytics Cloud Integration User access for the analytics app
- Data requirements before creating the Analytics for Consumer Goods app
- Base versus Advanced Data Model analytics templates
- Creating and sharing the app from the Analytics for Consumer Goods template
- Dataflow scheduling and app refresh for Analytics for Consumer Goods
- Deployment step sequence for Analytics for Consumer Goods
- Sales manager and field rep dashboard insights
- Merchandiser dashboards in Analytics for Consumer Goods
- KPI definitions and calculations in Analytics for Consumer Goods dashboards
- In-app versus embedded Analytics for Consumer Goods dashboards
- Pre-configured Einstein Discovery stories for Agentforce Consumer Goods
- Analytics for Consumer Goods capabilities and limitations
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