Consumer-Goods-Cloud-Accredited-Professional Salesforce Consumer Goods Cloud Accredited Professional (WI24) Questions 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. 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.

Two explanations for why no surveys are available when field reps try to complete a visit survey on their mobile devices are:

• The Salesforce admin has not created and activated a Salesforce survey. A Salesforce survey is a questionnaire that can be sent to customers or contacts to collect feedback. The admin needs to create and activate a survey before it can be used in an in-store survey task.
• A related survey invitation has not been generated. A survey invitation is an object that represents an invitation to take a survey. A survey invitation needs to be generated and associated with the visit, the retail store, or the store primary contact before it can be displayed in an in-store survey task. Verified References: [Salesforce Consumer Goods Cloud Implementation Guide], page 27.

https://trailhead.salesforce.com/content/learn/modules/retail-execution-in-consumer-goods-cloud/extend-consumer-goods-cloud-with-more-features#:~:text=Consumer%20Goods%20Cloud%20uses%20Salesforce,Salesforce%20Maps%20for%20Alpine%20Group.

Retail Store KPIs are key performance indicators that measure how well a retail store is performing against a specific goal or target. For a promotional end cap audit, Retail Store KPIs should be defined at the energy bar product category level, as this would capture all the energy bars that are included in the BOGO promotion and also minimize the number of records created. Verified References: [Salesforce Consumer Goods Cloud Implementation Guide], page 30-31.

White Space Analysis is a Tableau CRM dashboard that shows opportunities to sell new products in a retail store location. It analyzes the sales performance and product distribution across different stores and segments, and identifies gaps or white spaces where new products can be introduced or existing products can be expanded. Verified References: [Salesforce Consumer Goods Cloud Implementation Guide], page 37.

Quip Documents, Einstein Predictions, and Custom Object Task List are three components that can be added to a new page for the Consumer Goods Cloud mobile application. These components provide additional functionality and information for users in the field. They are:

• Quip Documents, which allows users to access and collaborate on Quip documents within the app. Quip documents are cloud-based documents that can include text, images, spreadsheets, charts, and more.
• Einstein Predictions, which allows users to see predictions and recommendations from Einstein AI based on their data and actions. For example, users can see predictions for sales revenue, product demand, or visit outcomes.
• Custom Object Task List, which allows users to create and complete tasks related to custom objects within the app. Custom objects are objects that are defined and configured to suit specific business needs. Verified References: [Salesforce Consumer Goods Cloud Implementation Guide], page 40-41

https://help.salesforce.com/s/articleView?id=sf.retail_task_admin_create_assessment_task_record_page.htm &type=5

 Inventory Check is a Lightning component that can be added to a Consumer Goods assessment task record page by an admin. An assessment task is a type of action plan task that allows users to collect data and perform actions related to a retail store. An inventory check is a type of assessment task that allows users to verify the availability and quantity of products in a store. The Inventory Check component displays the products that are associated with the store and allows users to search, scan, and update the product information. Verified References: [Salesforce Consumer Goods Cloud Implementation Guide], page 40.

https://help.salesforce.com/s/articleView?id=sf.industries_einstein_object_detection_review_detected_objects.htm &type=5

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.

Shelf Metrics allow a user to review the vision detection accuracy by comparing the actual shelf image with the expected planogram image. Model Metrics allow a user to review the vision detection accuracy by showing the confidence score and the number of detections for each object in the shelf image. Verified References: [Salesforce Consumer Goods Cloud Implementation Guide], page 23-24.

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.

To keep track of the inventory of the samples in the field, Alpine can create delivery tasks for the distributors and monitor their on hand inventory for the sample Product’s Stock Keeping Unit (SKU). A delivery task is a type of action plan task that allows a field rep to deliver products to a retail store. A product SKU is a unique identifier for a product that can be scanned and tracked in inventory systems. By creating delivery tasks and monitoring product SKUs, Alpine can ensure that the distributors have enough samples to distribute and also track how many samples have been delivered to each store. Verified References: [Salesforce Consumer Goods Cloud Implementation Guide], page 28-29.

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.

The Click2Create function is a feature of Consumer Goods Cloud that allows a field rep to create a new retail store record from the mobile app by tapping on a point of interest on a map. This function automatically fills in the address fields with the data from the map and also allows the field rep to attach a follow up case or lead to onboard the outlet on an onboarding journey. Verified References: [Salesforce Consumer Goods Cloud Implementation Guide], page 34-35.