Salesforce-Maps-Professional SalesforceMaps Accredited Professional (SU24) Free Practice Exam Questions (2025 Updated)

According to theSalesforce 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 on Configure for Location Accuracy Unit3, one of the actions that an admin should do to ensure their Salesforce records plot in the correct location on the map is to confirm that each object to be used within Salesforce Maps has geolocation or number fields for latitude and longitude coordinates. These fields store the location data for each record and allow Salesforce Maps to read them when plotting data on the map3. Another action that an admin should do is to confirm that every record has a complete and valid address. This will help Salesforce Mapsto geocode the records accurately and place them on the map based on their address fields4.

Acommunication plan is a best practice for any Salesforce implementation project, as it helps to inform and engage the stakeholders, users, and sponsors throughout the project lifecycle. A communication plan can include the project goals, benefits, timeline, milestones, roles andresponsibilities, training and support resources, feedback mechanisms, and success metrics1. A communication plan can also helpto address any potential resistance or challenges from the users or sponsors, and ensure a smooth adoption of the new solution2. References:

1: SalesforceMaps Configuration | Salesforce Trailhead Module2

2: Change Management Best Practices for Salesforce Administrators | Salesforce Trailhead Module3

3: https://trailhead.salesforce.com/en/content/learn/modules/change_management_best_practices_for_admins

According to the Trailhead module on Get to Know the Marker Layer Builder4, creating a marker layer follows the same process as creating a Salesforce report. Therefore, to test a marker layer and ensure Salesforce Maps is displaying the correct number of results, a usercan create a Salesforce Report to match the Marker Layer Builder criteria4. This way, they can compare the results from both sources and identify any discrepancies or errors.

 there are two ways that a rep can update the hours they can be on the road when using Maps Advanced. One is to click on their settings from Maps Advanced Route and update their working hours4. The other is to click on a day within Maps Advanced Route and update the start and end times5. Therefore, the correct answers are C and D.

According to the Salesforce Help article on Optimization in Salesforce Maps Territory Planning2, pinned area centers are fixed locations that optimization uses as startingpoints for each territory. This feature can be used to ensure that sales reps’ homes are located within theboundaries of their respective territories whenever they run an optimization2. Pinned area centers can be set manually or automatically based on user location or other criteria2.

 stop associations are a feature of Maps Live Tracking that allow an organization to see the accounts that are being visited during the day. Stop associations automatically link a user’s location history with nearby accounts, contacts, or leads in Salesforce. This way, an organization can track and analyze the visits made by their mobile users.

The two possible causes of this behavior are that the client is using a Professional edition Org which limits the number of records that can be processed using API, and that users are assigned to the Default Maps Permission group thathas the Max Query Size defined to 5000. These factors can affect the number of records that users can plot on Desktop using their Account based marker layers. The Professional edition Org has a limit of 5,000 API calls per user license per 24-hour period,which can restrict the amount of data that Salesforce Maps can access and display. The Default Maps Permission group has a default setting of 5,000 for the Max Query Size, which can limit the number of records that users can query and plot on Desktop. These factors are explained in the Salesforce API Request Limits and Allocations document and the Salesforce Maps Permission Groups document.

According to the Salesforce Help document 1, to enable task creation on mobile devices, the admin needs to update the assigned button set to include the “New Task” button. This will allow the sales reps to log a task on an account within the map view from their mobile device.

The Analyze and Compare tool in Territory Planning is used to compare different alignments orscenarios and see how they differ in terms of key metrics, such as revenue, number of accounts, or workload1. This can help communicate to Sales Leaders or Sales Managers the impact of different planning scenarios on their territories and areas. The Analyze and Compare tool is not used to create a new alignment, as this requires using the Optimize tool1. The Analyze and Compare tool is also not used to add additional attributes to the Data Set, asthis requires using the Data Set Configuration tool1.

Salesforce Maps allows users to check in and check out of tasks, events, and other records from the map interface. This feature helps users track their activities and log their visits. However, some users may forget to check out of a task when they leave an appointment, which can cause inaccurate data andreports. To prevent this, an admin can enable the “Auto Check Out” feature for the corresponding Base Object under Installed Package | Configure | Base Objects. This feature automatically checks out a user from a record when they move away from the location by a certain distance. The admin can specify the distance threshold and the time interval for the auto check out feature. This way, the users do not have to manually check out of a task, and the data is updated automatically. References: Salesforce Maps User Guide, Salesforce Maps Check In and Check Out, SalesforceMaps Base Objects

According to the Salesforce News article on Salesforce Products Get More Inclusive with New Gender Identity and Pronoun Data Options1, the new fields for gender identity and pronoun data are part of Salesforce’s core objects, which means they are populated through most of its products and available by default. Therefore, to expose the Preferred Pronoun field for eachContact record inside the Maps app, an admin can use the Tooltips tab in the Marker Layer builder to show the Preferred Pronoun field2. This way, when a user hovers over a marker on the map, they can see the preferred pronoun of the contact along with other information.

The sales manager is unable to publish the alignment because they only have Commenter access to the alignment, the alignment must be submitted for approval before publishing, and the alignment must be approved before it can be published. These are the three possible reasons that prevent the sales manager from publishing the alignment to Salesforce Maps. Commenter access only allows users to view and comment on alignments, but not edit or publish them. Submitting and approvingalignments are required steps for publishing alignments if Alignment Approval is enabled in the org. These are explained in the Control Access to Alignments and Set Up a Process for Alignment Approvals and Publishing documents.

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. References: Optimization in Salesforce Maps 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 thatinclude 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 theData 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.

These are two factors that would cause them to use Schedule instead of Routes. Schedule is a feature that allows users to create and optimize a schedule of appointments for a day or a week3. Schedule requires all appointments to have a start and end time or duration4. Schedule also lets users sync their appointments with their Salesforce calendar as events3. This way, the users can plan around other events currently on their Salesforce calendar and avoid conflicts. Routes is a feature that allows users to create and optimize a route of stops for a daywithout requiring scheduled start and end times or durations3. Routes does not create Salesforce calendar events or sync with the Salesforce calendar5. Therefore, Schedule is more suitable for users who have meetings with fixed time slots and who want to coordinate with their Salesforce calendar.

Users can create and edit a Route or Schedule from both desktop and mobile devices using Salesforce Maps. On the desktop, users can access the Routes tab to create a new route, import events from their Salesforce calendar, add markers, favorite locations, or points of interest, optimize the route, lock the stop order, and print or email the route1. On the mobile device, users can access the Routes feature to create anew route, add accounts or contacts from their map or list view, optimize the route, lock the stop order, and get directions using their preferred navigation app2. Users can also sync their routes between desktop and mobile devices3. References:

1: Create a Route in Maps | Salesforce Help2

2: Routes Feature | Salesforce Maps Mobile User Guide

3: Sync Routes Between Desktop and Mobile | Salesforce Maps Mobile User Guide

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

These are two considerations that a Salesforce admin should keep in mind when setting up the OAuth user in order to establish a secure connection with the Salesforce Maps Routing Engine. An OAuth user is required to perform optimizations for routes in Advanced Routing4. The OAuth user should have the following permissions and roles6:

The OAuth user should have the Salesforce Maps Advanced Permission Set License assigned.

The OAuth user should have the Maps Admin and SF Maps Advanced Permission Sets assigned.

The OAuth User has been assigned to a role that is above the Maps Advanced end-users in the Salesforce Role Hierarchy. The OAuth user does not need tobe assigned to an active visit plan, as this is not relevant for setting up an OAuth user. The OAuth user does not need to be assigned to the ‘OAuth user’ profile, as this is not a valid profile in Salesforce.