Consumer-Goods-Cloud-Accredited-Professional Salesforce Consumer Goods Cloud Accredited Professional (SU24) Questions and Answers

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Action plan templates can have multiple planogram, inventory and promotion checks, which are predefined tasks that can be assigned to field reps to perform during their store visits. These tasks help to ensure compliance and optimize product placement and availability. Verified References: [Salesforce Consumer Goods Cloud Implementation Guide], page 26-27.

To set up Einstein Vision with Consumer Goods Cloud for automatic detection of products on the shelf, the following steps are recommended:

• Enable Einstein Object Detection, which is a feature that allows you to detect and count multiple objects within an image.
• Upload the training pictures as attachments to the planogram for Einstein Object Detection to work. A planogram is a visual representation of how products should be arranged on a shelf. The training pictures should show the actual shelf images with the products labeled and annotated.
• Train Einstein Vision Models with marketing images of products to yield optimal results. Marketing images are high-quality images that show the product details clearly and consistently. Training with marketing images can improve the accuracy and performance of the object detection models. Verified References: [Salesforce Consumer Goods Cloud Implementation Guide], page 23-24.

A promotion check is a type of action plan task that allows a field rep to verify if a promotion is running correctly at a retail store. There are three ways of performing a promotion check during an in-store visit:

• General Promotion, which checks if any promotion is running at the store, regardless of the product or category involved.
• Individual Product, which checks if a specific product is part of a promotion at the store.
• Product Category, which checks if a group of products that belong to the same category are part of a promotion at the store. Verified References: [Salesforce Consumer Goods Cloud Implementation Guide], page 27-28.

An action plan is connected to a visit, which represents a scheduled or unscheduled interaction between a field rep and a retail store. A visit can have one or more action plans associated with it, depending on the tasks that need to be completed during the visit. Verified References: [Salesforce Consumer Goods Cloud Implementation Guide], page 25.

Promotion Product, Promotion Channel, Retail Store KPI, and Retail Visit KPI are four objects that have promotions associated with them using the Consumer Goods Cloud Data Model. These objects help users to define, execute, and measure promotions in retail stores. They are:

• Promotion Product, which represents a product that is part of a promotion.
• Promotion Channel, which represents a channel or segment where a promotion is applicable.
• Retail Store KPI, which represents a key performance indicator that measures how well a retail store is performing against a specific promotion goal or target.
• Retail Visit KPI, which represents a key performance indicator that measures how well a field rep executed a promotion during a store visit. Verified References: [Salesforce Consumer Goods Cloud Implementation Guide], page 30-31.

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Admins can review the performance of the Object Detection Model through Detected Objects, which are records that store the results of the object detection process. Detected Objects contain information such as the confidence score, the number of detections, and the bounding box coordinates for each object in an image. Admins can use reports and dashboards to analyze the Detected Objects data and evaluate the accuracy and performance of the Object Detection Model. Verified References: [Salesforce Consumer Goods Cloud Implementation Guide], page 24.

KPI Type is a required field for setting up Retail Store KPIs. Retail Store KPIs are key performance indicators that measure how well a retail store is performing against a specific goal or target. The KPI Type defines the type of metric that is being measured, such as share of shelf, out of stock, or promotion compliance. Verified References: [Salesforce Consumer Goods Cloud Implementation Guide], page 30.

A merchandiser can perform a check-in to log the arrival time and geo coordinates for an inventory-check appointment by using the Salesforce Mobile App. The Salesforce Mobile App is a mobile version of Salesforce that allows users to access and use various features and tools on their mobile devices. A check-in is a feature that allows users to record their arrival at a location, such as a retail store, by using their device’s GPS. A check-in can be performed by tapping the Check In button on the visit record in the Salesforce Mobile App. Verified References: [Salesforce Consumer Goods Cloud Implementation Guide], page 34.

To allow Sales Managers to create and assign delivery tasks to deliver, the following setup steps should be configured:

• Create an action plan template with a Delivery Task and assign it to a Visit. A Delivery Task is a type of action plan task that allows a field rep to deliver products to a retail store. A Visit is a scheduled or unscheduled interaction between a field rep and a retail store.
• Assign the Lightning Direct store Delivery permissions set to the user. This permissions set grants access to the delivery task functionality and related objects, such as product transfers and shipments.
• Assign the Action Plans permission set to the Sales Manager. This permissions set grants access to the action plan functionality and related objects, such as action plan templates, action plan tasks, and assessments. Verified References: [Salesforce Consumer Goods Cloud Implementation Guide], page 28-29.