Salesforce Salesforce-Maps-Professional - SalesforceMaps Accredited Professional (SP25)

According to the Trailhead module on Get to Know Salesforce Maps Territory Planning4, one way to ensure that Universal Containers will only plan territories for states they do business in is to filter the boundaries by states in the “Create Data Set” stage4. This will allow them to select only the states that are relevant for their business and exclude the rest from their territory planning process4.

Creating a new alignment before optimizing on the correct attribute is the step that the user needs to take to return to the previous state prior to the optimization. A new alignment is a copy of an existing alignment that can be modified without affecting the original alignment3. The user can create a new alignment from the previous state and then run the optimization using the correct attribute. Clicking on the Undo button, creating a new data set, or re-running theoptimization using the correct attribute are not valid steps, as they will not restore the previous state of the alignment.

A visit plan can fail to populate any visits in the user’s calendar for several reasons. One possible reason is that the filters and spelling are incorrect or inconsistent, which can prevent the visit plan from finding the right customers or accounts. Another possible reason isthat the customers are not within the driving range of the user, which can make the visit plan unfeasible or inefficient. A third possible reason is that there are too many customers assigned to the user, which can exceed the capacity or availability of the user. These reasons are explained in the Troubleshoot Visit Plans document.

Schedule is the feature that they should use to optimize their outside sales team’s time in the field and ensure that their stops appear in theirSalesforce calendar as events. Schedule is a feature that allows users to create and optimize a schedule of appointments for a day or a week4. Schedule requires all appointments to havea start and end time or duration5. Schedule also lets users sync their appointments with their Salesforce calendar as events4. This way, the users can optimize their time in the fieldand keep track of their scheduled events. Click2Create is a feature that allows users to create records directly from the map view, such as leads or accounts2. Data Layers are layers that display data from Salesforce objects or external sources on the map6. Routes are features that allow users to create and optimize a route of stops for a day without requiring scheduled start and end times or durations4. These features are not relevant to the goal of optimizing their outside sales team’s time in the field and ensuring that their stops appear in their Salesforce calendar as events.

According to the Salesforce Help article on Filter by Owner in Maps Marker Layer Builder3, filtering by owner or ownership scope allows Maps users to filter Marker layersbased on the record ownership model in their Salesforce org. To create one marker layer for several users to display only the accounts they currently own, an admin can create an Account Marker Layer, select My Accounts under Filter By Owner3. This will show all accounts ownedby the logged-in user.

geocoding is the process of transforming a description of a location—such as a pair of coordinates, an address, or a name of a place—to a location on the earth’s surface. You can geocode by entering one location description at a time or by providing many of them at once in a table. The resulting locations are output as geographic features with attributes, which can be used for mapping or spatial analysis123. Therefore, the correct answer is C.

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 Mapsapp 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 LiveMobile Tracking permission. This is explained in the Enable Live Location in the Maps App document.

According to the Salesforce Help article on Plan My Visits1, this feature allows users to reoptimize their future routes based on their current schedule and visit plan settings. This way, users can ensure that any skipped or rescheduled visits are replanned according to their preferences and priorities1.

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 asa 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 cancompare 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 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. References:

1: Optimization in Salesforce Maps Territory Planning | Salesforce Help1

2: Alignment Settings | Salesforce Help3