An implementation partner is in the middle of a Salesforce Maps + Consumer Goods Cloud project and realizes a new requirement popped up that wasn't part of the initial solution design. The customer is persistent that this requirement needs to be in scope of the project. Which team member should manage this situation with the customer?
Customer Success Manager
Lead Developer
Solution Architect
Project Manager
Correct answer: D
Explanation:
The Project Manager should manage this situation with the customer. The Project Manager is responsible for overseeing the project scope, timeline, budget, and deliverables. They should communicate with the customer about the impact of the new requirement on the project and negotiate a mutually agreeable solution. They should also document any changes to the project scope and update the project plan accordingly. This is explained in theSalesforce Maps Implementation Methodologydocument.
The Project Manager should manage this situation with the customer. The Project Manager is responsible for overseeing the project scope, timeline, budget, and deliverables. They should communicate with the customer about the impact of the new requirement on the project and negotiate a mutually agreeable solution. They should also document any changes to the project scope and update the project plan accordingly. This is explained in theSalesforce Maps Implementation Methodologydocument.
Question 2
A territory designer needs to define territories for 25 newly hired reps and ensure revenue is distributed as evenly as possible across the entire sales team. Which optimization priority should be chosen when running an optimization in Territory Planning?
Continuity and Revenue
Balance
Continuity and Compactness
Compactness and Disruption
Correct answer: B
Explanation:
Balance prioritizes equal distribution of the selected attribute across territories in your focus.This is the best option for ensuring revenue is distributed as evenly as possible across the entire sales team1.Reference:Optimization in Salesforce Maps Territory Planning
Balance prioritizes equal distribution of the selected attribute across territories in your focus.This is the best option for ensuring revenue is distributed as evenly as possible across the entire sales team1.
Reference:Optimization in Salesforce Maps Territory Planning
Question 3
A client has a few key accounts that they do not want to change during optimization in Territory Planning. What are two options a Consultant should recommend?
Leverage a legend filter to remove those accounts
Remove those accounts from focus
Remove those accounts from the data set
Lock those units to the area
Correct answer: BD
Explanation:
Balance prioritizes equal distribution of the selected attribute across territories in your focus.This is the best option for ensuring revenue is distributed as evenly as possible across the entire sales team1.Reference:Optimization in Salesforce Maps Territory PlanningRemoving those accounts from focus or locking those units to the area are two options that a Consultant should recommend to prevent changes to key accounts during optimization in Territory Planning.Removing those accounts from focus means that they will not be included in the optimization process, while locking those units to the area means that they will not move during optimization, but the value of those units will be considered when creating balanced areas2. Leveraging a legend filter to remove those accounts or removing those accounts from the data set are not recommended options, as they will affect the accuracy and completeness of the data and the optimization results.
Balance prioritizes equal distribution of the selected attribute across territories in your focus.This is the best option for ensuring revenue is distributed as evenly as possible across the entire sales team1.
Reference:Optimization in Salesforce Maps Territory Planning
Removing those accounts from focus or locking those units to the area are two options that a Consultant should recommend to prevent changes to key accounts during optimization in Territory Planning.Removing those accounts from focus means that they will not be included in the optimization process, while locking those units to the area means that they will not move during optimization, but the value of those units will be considered when creating balanced areas2. Leveraging a legend filter to remove those accounts or removing those accounts from the data set are not recommended options, as they will affect the accuracy and completeness of the data and the optimization results.