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

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.

A Sales Manager is the user persona that manages day-to-day Retail Execution processes such as creating visits, creating tasks, and assigning visits to Field Representatives. A Sales Manager is responsible for planning and overseeing the retail activities of a team of field reps, as well as analyzing and reporting on the performance and compliance of the retail stores in their territory. Verified References: [Salesforce Consumer Goods Cloud Implementation Guide], page 18.

Two primary use cases for performing an in-store survey are:

• Gathering feedback from customers, consumers, shoppers, and staff. An in-store survey can be used to collect feedback from various stakeholders who interact with the products or services offered by the consumer goods company. For example, an in-store survey can ask customers about their satisfaction, preferences, or suggestions; consumers about their awareness, perception, or loyalty; shoppers about their behavior, motivation, or barriers; and staff about their challenges, needs, or opinions.
• Gathering data on promotions, inventory requirements and product quality. An in-store survey can be used to collect data on various aspects of the product performance and availability in the retail store. For example, an in-store survey can ask about the compliance, effectiveness, or impact of promotions; the demand, supply, or replenishment of inventory; and the condition, quality, or issues of products

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.

The object where a Consumer Goods Cloud Admin needs to establish the expected value for the planogram metrics is Assessment Indicator Definition. A planogram is a visual representation of how products should be arranged on a shelf. A planogram metric is a measure of how well the actual shelf image matches the expected planogram image. An Assessment Indicator Definition is an object that defines an indicator or metric that can be used to assess the performance or compliance of a retail store or an action plan task. By creating an Assessment Indicator Definition for the planogram metric, such as out of stock, share of shelf, or SKU facings, an admin can establish the expected value for that metric and use it to calculate the actual value based on the shelf image. Verified References: [Salesforce Consumer Goods Cloud Implementation Guide], page 23-24.

A product transfer is an object that represents the movement of products from one location to another, such as from a warehouse to a retail store. A user needs to be assigned a product transfer for the items to be listed in the delivery task, which is a type of action plan task that allows a field rep to deliver products to a retail store. Verified References: [Salesforce Consumer Goods Cloud Implementation Guide], page 28-29.

Store Products are products that are associated with a specific retail store location. They have three correct statements about them:

• Store Products are required for Inventory Check Task to work, which is a type of action plan task that allows a field rep to verify the availability and quantity of products in a store.
• Store Products are required to search and scan functionality in the Inventory Check Task, which allows a field rep to find and scan products using their mobile device.
• Store Products drive the order capture functionality, which allows a field rep to create orders for products based on their availability and demand in a store. Verified References: [Salesforce Consumer Goods Cloud Implementation Guide], page 28-29.

To meet the customer’s requirement and limit the amount of custom code, NTO should use a custom task with flow. A custom task is a type of action plan task that can be defined and configured to suit specific business needs. A flow is a tool that automates a business process by collecting data and performing actions. By using a custom task with flow, NTO can create a task that captures the information related to the high value assets placed in stores, such as their location, condition, and compliance. The flow can then generate a boolean value based on the compliance criteria and trigger an action plan for correction if needed. Verified References: [Salesforce Consumer Goods Cloud Implementation Guide], page 26.

To ensure the field rep knows that the product is located in the frozen food aisle when performing an inventory check, the consultant should create an In-Store Location called Frozen Food Aisle’. An In-Store Location is an object that represents a specific area within a retail store, such as an aisle, a shelf, or a cooler. By creating an In-Store Location for the frozen food aisle, the consultant can associate it with the products that are stocked in that area and display it on the inventory check task. This way, the field rep can easily locate and verify the products in the frozen food aisle. Verified References: [Salesforce Consumer Goods Cloud Implementation Guide], page 20.

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. When executing a promotion check in the field, two standard capabilities are available: viewing which products are included in the promotion and taking a photo of the promotion. These capabilities help to ensure compliance and capture evidence of promotional execution. Verified References: [Salesforce Consumer Goods Cloud Implementation Guide], page 27-28.

Assortment Product, Promotion Product, and Store Product are three Consumer Goods Cloud objects that are linked to the product2 object in the CGC data model. These objects represent different aspects of products in relation to retail stores. They are:

• Assortment Product, which represents a product that is part of an assortment list for a retail store. An assortment list is a list of products that should be available in a store based on various factors, such as seasonality, demand, or strategy.
• Promotion Product, which represents a product that is part of a promotion for a retail store. A promotion is an offer or incentive that aims to increase sales or awareness of a product or brand.
• Store Product, which represents a product that is associated with a specific retail store location. A store product contains information such as the quantity, price, and availability of the product in the store. Verified References: [Salesforce Consumer Goods Cloud Implementation Guide], page 19-20.