Download Latest Salesforce-Maps-Professional Questions

According to the Trailhead module 2, this is the best strategy for creating a data set with a large number of accounts. A single SOQL query can retrieve up to 500,000 records, and aggregating to the container level can reduce the number of units in the data set. This can improve the performance and efficiency of Territory Planning.

To create a data set that includes account data from Salesforce and attribute data from an external source, the customer has three options:

• A. SOQL Queries: The customer can use SOQL queries to pull data from Salesforce objects and fields, and join them with external data sources, such as CSV files or web services. SOQL queries allow the customer to specify complex filters and conditions to select the relevant records and fields for the data set1. The customer can create SOQL queries in the Data Sets tab in Maps Advanced, by clicking New, selecting the object type, and choosing SOQL Query as the data source2.
• C. Salesforce Reports: The customer can use Salesforce reports to create data sets that include data from multiple objects and fields, such as accounts, contacts, opportunities, and custom objects. Salesforce reports allow the customer to use report types, filters, groupings, and charts to customize the data they want to plot on the map3. The customer can create Salesforce reports in the Reports tab in Salesforce, and then use them as data sources in the Data Sets tab in Maps Advanced, by clicking New, selecting the object type, and choosing Report as the data source4.
• E. External CSV: The customer can use external CSV files to import data from other systems or applications into Salesforce Maps. CSV files are comma-separated values files that store tabular data in plain text format. CSV files can include data from various sources, such as spreadsheets, databases, or web services. The customer can upload CSV files as data sources in the Data Sets tab in Maps Advanced, by clicking New, selecting the object type, and choosing CSV File as the data source5.

References:

• 1: Create Data Sets from SOQL Queries | Salesforce Help6
• 2: Create Data Sets | Salesforce Help7
• 3: Reports: The Building Blocks of Analytics | Salesforce Trailhead Module8
• 4: Create Data Sets from Reports | Salesforce Help9
• 5: Create Data Sets from CSV Files | Salesforce Help

Developer and Technical Architect are two team members that should be included during a Maps scoping session in which legacy data/mapping system migrations and integrations/interfaces will be discussed. These team members have the technical expertise and skills to assess the feasibility, complexity, and risks of migrating and integrating data from different sources and systems. They can also provide guidance and recommendations on how to design, develop, test, and deploy the data migration and integration solutions. These team members are part of the Salesforce Maps Implementation Methodology document.