Salesforce-Maps-Professional SalesforceMaps Accredited Professional (SU24) Questions and Answers

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 Routing4. 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.

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.

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.

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.

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.

The two permission sets that an admin must assign to a sales rep to enable their location tracking are SF Maps and SF Maps Live Mobile Tracking. These permission sets grant access to the Salesforce Maps app and the Salesforce Maps Live feature, which allow users to activate and deactivate live location tracking through their mobile device. The admin must also assign the corresponding permission set licenses and a Maps Permission Group with the Enable Live Mobile Tracking permission. This is explained in the Enable Live Location in the Maps App document.

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.

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.

According to the Salesforce Maps Live 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

The team at Alpine Energy can leverage Promotional Windows to prioritize visits to the subset of the targeted customers. Promotional Windows are a feature in Maps Advanced that allow users to create temporary changes in visit frequencies for specific customers or datasets. This way, they can maintain their standard cadences with their customers, but also focus on the new product launch for a certain period of time.

The three Salesforce Maps products or features that should be included as the implementation partner scopes the project for the prospect are Maps Core, Territory Planning, and Marker Layer Builder. Maps Core allows users to analyze their Salesforce data through geographical visualization and identify where their highest value prospects are. Territory Planning allows users to design territories that promote fair distributions of work while eliminating gaps in coverage. Marker Layer Builder allows users to create custom data layers and identify where their top-selling products are being sold. These products and features are explained in the Salesforce Maps Products document.

According to the Salesforce Help article on Enable Live Location in the Maps App3, one of the prerequisites for enabling live location tracking from the Salesforce Maps mobile app settings page is that the user must be assigned to a Maps Permission Group with the Enable Live Mobile Tracking permission enabled3. This permission allows users to activate and deactivate livelocation tracking through their mobile device3. If the user is not assigned to such a permission group, they will not have the option to enable live location in the app.

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.

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.

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.

According to the Salesforce Maps documentation1, to create a data layer, the admin must first select either the Personal or Corporate folder in the Layers tab. The Personal folder is for saving data layers privately so only the admin can see them, while the Corporate folder is for sharing data layers with other maps users. After selecting a folder, the admin can hover over New and select Data Layer, then name the data layer and select the data source, filter, and style options. If the admin does not select a folder before attempting to create a layer, all of the options will be greyed out and unavailable. References:

• 1: Create Data Layers | Salesforce Help1

Permission Groups are the permission level that an admin should review if a user is able to view but not able to export a list of markers from Salesforce Maps. Permission Groups are used to grant access to features in Salesforce Maps, such as allowing marker exports, editing details tab fields, enabling weather tab, and so on1. The admin can edit existing permission groups or create new ones to assign different features to different users or profiles1. If a user is not able to export a list of markers from Salesforce Maps, it means that the user does not have the ‘Allow Marker Exports’ permission checked in the Permission Groups on Maps configuration page2. The admin can enable this permission for the user or profile by editing the corresponding permission group2.

The administrator must configure “Appointments” in Routes and Schedule settings within Maps Configuration to ensure that a record is created for the custom object while creating a new visit plan for Maps Advanced. This step allows the administrator to select a calendar object for output, which is the object that stores the visit records after route generation. The administrator can choose any standard or custom object that has a start date/time and end date/time field. This is explained in the Select a Calendar Object for Output document.

The sales manager is unable to publish the alignment because they only have Commenter access to the alignment, the alignment must be submitted for approval before publishing, and the alignment must be approved before it can be published. These are the three possible reasons that prevent the sales manager from publishing the alignment to Salesforce Maps. Commenter access only allows users to view and comment on alignments, but not edit or publish them. Submitting and approving alignments are required steps for publishing alignments if Alignment Approval is enabled in the org. These are explained in the Control Access to Alignments and Set Up a Process for Alignment Approvals and Publishing documents.

According to the Trailhead module 2, this is the best strategy for creating a data set with a large number of accounts. A single SOQL query can retrieve up to 500,000 records, and aggregating to the container level can reduce the number of units in the data set. This can improve the performance and efficiency of Territory Planning.

These are two factors that an admin should keep in mind during the oAuth process when setting up Maps Advanced. According to the article "OAuth user requirements for Salesforce Maps"1, an oAuth user is required to establish a secure asynchronous connection with the Salesforce Maps Advanced, Live Tracking, and Territory Planning products. The oAuth user impacts the following product functions:

• Performs optimizations for routes in Advanced Routing
• Uploads results of Live Rules into customer Org in Live Tracking
• Performs optimizations for territories in Territory Planning To perform these functions, the oAuth user should have full CRED (Create, Read, Edit, Delete) rights for records being routed1. The oAuth user should also be assigned a role that is above the Maps Advanced end-users in the Salesforce Role Hierarchy1. This ensures that the oAuth user can access and modify the records of the end-users. Having the SF Maps Admin permission set is not the only prerequisite for the oAuth user, as the oAuth user also needs to have the Salesforce Maps Advanced Permission Set License assigned and the SF Maps Advanced Permission Set assigned1. The oAuth user does not need to fall within Sales organization, as this is not a relevant factor for setting up Maps Advanced.

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.

The user should tap the refresh button located at the bottom of the map to display additional accounts. This button reloads the marker layer data based on the current map view and filters. This is useful when the user changes the map view by zooming in or out, or panning across the map. This is explained in the Interact with Salesforce Maps on Mobile document.

According to the Salesforce News article on Salesforce Products Get More Inclusive with New Gender Identity and Pronoun Data Options1, the new fields for gender identity and pronoun data are part of Salesforce’s core objects, which means they are populated through most of its products and available by default. Therefore, to expose the Preferred Pronoun field for eachContact record inside the Maps app, an admin can use the Tooltips tab in the Marker Layer builder to show the Preferred Pronoun field2. This way, when a user hovers over a marker on the map, they can see the preferred pronoun of the contact along with other information.

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.

 there are two ways that a rep can update the hours they can be on the road when using Maps Advanced. One is to click on their settings from Maps Advanced Route and update their working hours4. The other is to click on a day within Maps Advanced Route and update the start and end times5. Therefore, the correct answers are C and D.

When deploying a Salesforce Maps solution, there are three considerations an admin should take:

• A. Train users before they go into the production org. This is a best practice for any Salesforce implementation project, as it helps to prepare the users for the new features and functionalities, and ensure a smooth adoption and transition. Training can include hands-on exercises, demos, videos, guides, and quizzes to test the users’ knowledge and skills1.
• C. Make sure permission sets for users and profiles are maintained and migrated. This is important to ensure that the users have the appropriate access and visibility to the Salesforce Maps features and data, such as layers, routes, schedules, territories, and live tracking. Permission sets can be created and assigned to users or profiles based on their roles and responsibilities2. Permission sets can also be migrated from one org to another using change sets or other deployment tools3.
• D. Get provisions of all the appropriate licenses. This is essential to enable the users to use Salesforce Maps in their org. There are different types of licenses for Salesforce Maps, such as Maps User License, Maps Live User License, Maps Mobile User License, and Maps Territory Planning User License. Each license grants access to different features and functionalities of Salesforce Maps4. The admin should request the appropriate number and type of licenses from Salesforce before deploying the solution.

References:

• 1: Train Your Users | Salesforce Trailhead Module5
• 2: Assign Permissions for Salesforce Maps | Salesforce Help
• 3: Deploy Permission Sets | Salesforce Help
• 4: Salesforce Maps Licenses | Salesforce Help