Salesforce-Maps-Professional Exam Dumps - Salesforce Maps Questions and Answers

According to the Salesforce Help article on Maps Geocoding FAQ4, geocoding is the process of taking input text, such as a street address, and returning a latitude and longitude, which can be used to plot the location on the Earth’s surface. Salesforce Maps relies on interacting with a geocoding service through an API4. One of the initial troubleshooting steps that a consultant should take to address geocoding issues is to check Salesforce Help for the Maps Geocoder coverage table to determine what’s the level of geocoding coverage for the client’s region5. The geocoder coverage table contains information such as coverage level, localized address labels, point addresses, postal codes, and postal code format for each country or area5. Another initial troubleshooting step that a consultant should take is to assess the quality and structure of theaddress information on the client’s records. The quality and structure of the address information can affect the accuracy and completeness of geocoding results4. For example, incomplete or invalid addresses, missing or incorrect postal codes, or non-standard address formats can cause geocoding errors or failures4.

According to the Salesforce Help article on Understand and Troubleshoot Unit Assignment in Salesforce Maps Territory Planning5, two steps that a consultant can take to troubleshoot the issue of no units assigned to areas are: edit the data set, and see what field was used for Unit Assignment, and create a new alignment, and use the correct matching logic for this field; and edit the data set, and what report and/or queries were used to create it, and double check thatthe reports and/or queries return records when logged in as the OAuth user5. These steps willhelp ensure that the data set has valid unit assignment values and that there are no issues with data access or permissions5.

According to the Salesforce Help article on Configure Options for Publishing Alignments1, one of the possible causes of some publish options being greyed out and inactive is that the user does not have the correct permission to publish. The admin can configure the access level and approval requirement for each publish option in the Salesforce Maps package settings1. If the user is not assigned to a permission group or profile that has the access level to publish, they will not be able to use that option1.

Maps Live Layer and Maps Shape Layer are the two layers required to configure Live Rules. Live Rules are custom geofences that track whether a Maps Live Asset enters or exits a specific area5. To create a Live Rule, the user needs to select a Maps Live Layer and a Maps Shape Layer from the configuration options5. A Maps Live Layer is a layer that displays live location data of assets and drivers on the map3. A Maps Shape Layer is a layer that displays custom boundaries drawn on the map using polygon, circle, or rectangle tools6. These two layers define the assets and areas involved in the Live Rule. Maps Data Layer and Maps Marker Layer are not required for configuring Live Rules.

these are the two prerequisites for enabling live location tracking on mobile devices. The user needs to have the Maps Live Tracking permission set license and the Maps Live Tracking User permission set assigned to them. The user also needs to be assigned to a Maps Permission Group that has the ‘Enable Live Mobile Tracking’ permission enabled.

One way to automate the process of clearing coordinates for records that have address changes is to use a Salesforce automation tool, such as Process Builder or Flow Builder. These tools can help create workflows that trigger actions based on certain criteria or events. For example, the account executive from Alpine Energy can use Process Builder to create a process that runs whenever an account is created or edited,and checks if any of the address fields have changed. If so, the process can execute an action that clears the latitude and longitude values of the account record. This way, the next time the account is plotted on Salesforce Maps, it will geocode with the updated address and plot in the correct location. Alternatively, the account executive can use Flow Builder to create a flow that performs similar logic and actions as the process, but with more flexibility and customization options. For more information on how to use Process Builder or Flow Builder, see the references below. References:

• 2: Automate Your Business Processes with Process Builder | Salesforce Trailhead Module2
• 3: Automate Your Business Processes with Flow Builder | Salesforce Trailhead Module3

According to the Salesforce Maps Configuration module on Trailhead1, to create multiple visit windows for different types of visits, you need to create two lookup fields on the Account object to the Visit Window object. This way, you can assign different visit windows to different routable records.

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.