Total 70 Questions
Last Updated On : 11-Sep-2025 - Spring 25 release
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Which statement is true about action plan templates?
A. Action plan templates can have multiple orders and delivery tasks
B. Action plan templates can have multiple planogram, inventory and promotion checks
C. Action plan templates are ready to use after saving
D. Action plan templates are not extensible through Apex
Explanation:
Correct Option: π’ B. Action plan templates can have multiple planogram, inventory, and promotion checks
Action plan templates in Salesforce Consumer Goods Cloud allow users to define tasks like planogram checks, inventory checks, and promotion checks. These templates support multiple task types to streamline retail execution processes, ensuring field reps can perform various checks during store visits. This flexibility helps align store activities with business goals, making option B accurate.
Incorrect Options:
π΄ A. Action plan templates can have multiple orders and delivery tasks
Action plan templates focus on tasks like planogram, inventory, and promotion checks, not directly on managing orders or delivery tasks. While orders and deliveries are part of Consumer Goods Cloud, they are handled through other objects like Order or Delivery Task, not action plan templates.
π΄ C. Action plan templates are ready to use after saving
Action plan templates require additional configuration, such as assigning them to retail stores or visits, before they can be used. Simply saving the template does not make it immediately actionable for field reps, as further setup is needed.
π΄ D. Action plan templates are not extensible through Apex
Action plan templates are extensible through Apex, as Consumer Goods Cloud supports customization via Apex for advanced functionality. Developers can extend templates to meet specific business needs, making this statement incorrect.
Summary: π
This question tests knowledge of action plan templates in Consumer Goods Cloud, which are used to define tasks for retail store visits. The scenario involves understanding how templates support field activities like checks for planograms, inventory, and promotions, ensuring efficient store execution. Knowing their extensibility and setup requirements is key for certification.
Reference: π
Salesforce Help: Action Plan Templates
Which field is required for setting up Retail Store KPIs?
A. Effective to
B. Retail Store Group
C. KPI Type
D. Promotions
Explanation:
Correct Option: π’ C. KPI Type
The KPI Type field is required when setting up Retail Store KPIs in Consumer Goods Cloud. It defines the type of key performance indicator, such as sales or compliance, which is essential for tracking store performance. This field ensures KPIs are categorized correctly for reporting and analysis.
Incorrect Options:
π΄ A. Effective to
The Effective to field is not required for Retail Store KPIs. It may be used to specify the end date for a KPIβs validity, but itβs optional and not mandatory for setup, unlike KPI Type.
π΄ B. Retail Store Group
Retail Store Group is not a required field for KPIs. KPIs are typically tied to individual retail stores or specific metrics, not necessarily a group, making this field optional in setup.
π΄ D. Promotions
Promotions are not a required field for Retail Store KPIs. While promotions may be tracked as part of KPIs, they are not mandatory for defining a KPI, as KPIs focus on broader metrics like sales or inventory.
Summary: π
This question focuses on setting up Retail Store KPIs in Consumer Goods Cloud, which track store performance metrics. The scenario involves configuring KPIs correctly, with KPI Type being the critical field to define the metricβs purpose. Understanding required fields ensures accurate KPI setup for retail analytics.
Reference: π
Salesforce Help: Retail Store KPIs
How is a promotion linked to a Retail Store?
A. Through a related list on the Retail Store Group object
B. Through a Promotion Delivery Method
C. Through a Promotion Channel record
D. Through an account associated with the Retail Store
Explanation:
Correct Option: β
C. Through a Promotion Channel record
In Consumer Goods Cloud, promotions are linked to retail stores via Promotion Channel records. The Promotion Channel object connects promotions to specific stores or channels, enabling targeted promotion execution and tracking during store visits. This ensures accurate promotion management.
Incorrect Options:
β A. Through a related list on the Retail Store Group object
Promotions are not linked to retail stores through a related list on the Retail Store Group object. Retail Store Groups organize stores, but promotion linking occurs via Promotion Channel records, not group-related lists.
β B. Through a Promotion Delivery Method
Promotion Delivery Method is not a standard object or mechanism in Consumer Goods Cloud for linking promotions to retail stores. Promotions are managed through Promotion Channel records instead.
β D. Through an account associated with the Retail Store
While retail stores are associated with accounts, promotions are not directly linked to stores via accounts. The Promotion Channel record is the correct mechanism for establishing this relationship.
Summary: π
This question examines how promotions are connected to retail stores in Consumer Goods Cloud. The scenario involves understanding the role of Promotion Channel records in linking promotions to stores for effective execution and tracking, which is critical for managing retail promotions.
Reference: π
Salesforce Help: Channels and Campaigns
Where would a Consumer Goods Cloud Admin need to establish the expected value for the planogram metrics?
A. Retail Store KPI
B. Assessment Task Definition
C. Delivery Tasks
D. Assessment Indicator Definition
Explanation:
Correct Option:
D. β
Assessment Indicator Definition
The Assessment Indicator Definition object is where an admin defines the specific criteria or metrics to be evaluated during a store visit, such as planogram compliance. This includes setting the expected value (e.g., "10 units"), the target, and the measurement unit for each metric, ensuring field reps know the standard to assess against.
Incorrect Option:
A. β Retail Store KPI
Retail Store KPIs are used to track high-level performance metrics of a store over time, such as sales volume or sell-through rates. They are not used to define the expected values for specific, task-level planogram checks during an assessment.
B. β Assessment Task Definition
This object defines the broader task to be performed during a visit, like "Check Planogram." However, it does not define the specific expected metric values; it simply groups together a set of individual Assessment Indicators.
C. β Delivery Tasks
Delivery Tasks are related to the execution of a delivery, such as unloading products. They are part of the execution flow and are not used for defining expected values for planogram or audit metrics.
Summary:
This scenario involves configuring the details of a retail audit. To define what "good" looks for a planogram check, an admin must configure the Assessment Indicator Definition, which houses the specific expected values and targets for each measurable criterion.
How can admins review the performance of the Object Detection Model?
A. By creating a Custom Object
B. By enabling Custom Object Detection
C. Through Detected Objects
D. Through Einstein Bots
Explanation:
Correct Option:
C. β
Through Detected Objects
The Detected Objects tab is the central place to review all results from the Object Detection model. Admins can view the images processed, see what objects were detected (e.g., products, shelves), and assess the model's accuracy by checking the confidence scores and validating or correcting the results, which helps improve the model.
Incorrect Option:
A. β By creating a Custom Object
Creating a custom object is a general Salesforce administration task for storing custom data. It is not a specific feature or method provided for reviewing the performance and output of the pre-built Object Detection model in Consumer Goods Cloud.
B. β By enabling Custom Object Detection
Enabling the feature is a prerequisite for using it, but it is not the method for reviewing its performance. The review and analysis happen after enabling it, within the specific interfaces designed for the results, like the Detected Objects related list.
D. β Through Einstein Bots
Einstein Bots are for building conversational AI chatbots primarily in Service Cloud. This functionality is separate from the image-based Object Detection model used for identifying products on shelves in Consumer Goods Cloud.
β‘οΈ Summary:
This question tests knowledge of where to find AI model outputs. After the Object Detection model processes images from field reps, its performance and results are reviewed and managed directly through the records on the Detected Objects tab.
Which of the following represent the three ways of performing a promotion check during an in-store visit?
A. Clearance Promotion, Volume Promotion, and Product Coupons
B. Individual product, Product Coupons, and Volume Promotion
C. Unit Promotion, Product Category, and Product Coupons
D. General Promotion, Individual Product, and Product Category
Explanation:
Correct Option:
D. β
General Promotion, Individual Product, and Product Category
These are the three distinct methods for performing a promotion check. A General Promotion check is for store-wide campaigns. An Individual Product check is for promotions on specific SKUs. A Product Category check allows the rep to verify all products within a specific category that are on promotion.
Incorrect Option:
A. β Clearance Promotion, Volume Promotion, and Product Coupons
These are types of promotions that can be created in the system, but they are not the three methods for performing the check during a visit. The method of checking (general, by product, by category) is separate from the promotion's type.
B. β Individual product, Product Coupons, and Volume Promotion
"Individual product" is one correct method, but "Product Coupons" and "Volume Promotion" are promotion types, not methods for executing the check during a store visit. This option mixes concepts incorrectly.
C. β Unit Promotion, Product Category, and Product Coupons
"Product Category" is a correct method, but "Unit Promotion" is not a standard term for a check type, and "Product Coupons" is a promotion type, not a method for performing the check.
Summary:
This scenario involves the execution of a common field task. When creating a promotion check task for a visit, an admin must define how it will be performed, choosing from these three distinct scopes: for the entire store (General), for a specific product (Individual), or for a group of products (Category).
GreenTech, a Consumer Goods company wants to sell new products in a particular retail store Which Tableau CRM dashboard should they use to find opportunities to sell new products in a retail store location
A. White Space Analysis
B. Sales Rep Performance
C. Sales Manager- Territory Performance
D. Account Insight
Explanation:
Correct Option: A. White Space Analysis
The White Space Analysis dashboard is designed specifically to identify gaps in product assortment. It helps companies like GreenTech see which products are not yet being sold in a particular store or group of stores, highlighting potential opportunities to introduce new items. This dashboard uses data from sales and product catalogs to pinpoint where new product placements can be most effective, guiding the sales team toward high-potential stores.
Incorrect Option: B. Sales Rep Performance
The Sales Rep Performance dashboard focuses on evaluating the productivity and effectiveness of individual sales representatives. While it can show which reps are meeting their sales goals, it doesn't provide insights into product gaps or opportunities for new product sales within specific retail locations. Its primary purpose is to help sales managers coach and manage their teams.
Incorrect Option: C. Sales Manager- Territory Performance
The Sales Manager-Territory Performance dashboard is used to monitor the overall health of a sales territory. It provides an overview of sales performance, store visits, and key metrics at a high level. However, it does not drill down to the granular level of identifying specific product gaps in individual stores, which is the core function of the White Space Analysis dashboard.
Incorrect Option: D. Account Insight
The Account Insight dashboard provides a comprehensive view of a specific account's performance. It can show sales trends, visit history, and compliance metrics for a single retail store. While it offers valuable information about an account, it isn't primarily built to identify broader product assortment gaps across multiple stores or to suggest new products to sell in a given location.
Summary:
GreenTech's objective is to identify opportunities to sell new products in a retail store. The most direct and efficient way to achieve this is by using a tool that specializes in identifying gaps in product availability. The White Space Analysis dashboard is the correct choice because it is specifically designed to analyze product distribution and highlight which products are missing from certain stores, thereby directly answering GreenTech's need for new sales opportunities.
Reference:
Salesforce Official Documentation: Consumer Goods Cloud Analytics
Which two of the following allows a Consumer Goods Cloud user to review the vision detection accuracy?
A. Goods Metrics
B. Shelf Metrics
C. Planogram Metrics
D. Object Metrics
E. Model Metrics
Explanation:
π’ Correct Option: B. Shelf Metrics
Shelf Metrics provide a detailed analysis of the shelf data captured through Vision Detection. This includes metrics such as planogram compliance, share of shelf, and out-of-stock items. By reviewing these metrics, a user can evaluate how accurately the system is identifying products and their placement on the shelf, which is a direct measure of the vision detection's performance.
π’ Correct Option: E. Model Metrics
Model Metrics are essential for evaluating the performance of the Vision Detection AI model itself. These metrics, such as precision and recall, indicate how well the model is identifying objects in images. A high level of precision means the model is accurate in its classifications, while a high recall means it's identifying a large percentage of the items it should, both of which are key indicators of its overall accuracy.
π΄ Incorrect Option: A. Goods Metrics
Goods Metrics typically refer to data related to product movement and inventory, such as sales volumes, out-of-stock rates, and returns. While these metrics can be related to shelf performance, they do not directly measure the accuracy of the vision detection technology itself. They focus on the product's performance, not the system's ability to "see" it.
π΄ Incorrect Option: C. Planogram Metrics
Planogram Metrics specifically measure compliance with a predetermined planogram layout. While these metrics are a result of the vision detection process, they do not directly reflect the underlying accuracy of the model's ability to identify objects. Planogram metrics tell you if the shelf is set up correctly, not how well the AI model is detecting the items.
π΄ Incorrect Option: D. Object Metrics
While "Object Metrics" sounds relevant, it is not a standard, specific term used in the Salesforce Consumer Goods Cloud to refer to vision detection accuracy in the same way that "Shelf Metrics" and "Model Metrics" are. The platform's standard terminology focuses on the outcome (Shelf Metrics) and the performance of the AI model (Model Metrics).
β‘οΈ Summary:
To review the accuracy of the Vision Detection system, a user must look at two key areas. First, they need to evaluate the Model Metrics, which directly assess the AI's performance in identifying objects. Second, they need to examine the Shelf Metrics, which provide the real-world, business-relevant results of the vision detection process, such as compliance and out-of-stock data, that validate the systemβs effectiveness.
Reference:
Salesforce Official Documentation: Consumer Goods Cloud Vision
A company called Alpine is running a 'buy one get one freeβ (BOGO) promotion for all energy bars and sending out merchandisers to ensure that their retail customers are running it correctly. At what level should Retail Store KPIs be defined for a promotional end cap audit and also to minimize records created?
A. At the energy bar product SKU level
B. At the Alpine brand catalog level
C. At the custom context field level
D. At the energy bar product category level.
Explanation:
π’ Correct Option: D. At the energy bar product category level.
Defining the Retail Store KPIs at the energy bar product category level is the most efficient approach. This ensures that the audit is focused on the entire promotion rather than individual products. By grouping all energy bars into a single category, the merchandiser can check for the BOGO promotion's compliance without needing to audit each individual SKU, which significantly reduces the number of records created while still capturing the necessary promotional data.
π΄ Incorrect Option: A. At the energy bar product SKU level.
Defining KPIs at the SKU level would require the merchandiser to audit every single energy bar product individually. Since the promotion applies to all energy bars, this would create an unnecessary number of records, making the audit process very time-consuming and inefficient. It does not align with the goal of minimizing records.
π΄ Incorrect Option: B. At the Alpine brand catalog level.
Auditing at the brand level would be too broad. Alpine might have other products besides energy bars in their catalog that are not part of the BOGO promotion. This would lead to irrelevant data being collected and would not provide a focused audit on the specific promotion, which is the primary goal of the visit.
π΄ Incorrect Option: C. At the custom context field level.
While custom context fields can be used to add detail, they are not a level at which Retail Store KPIs are defined for an audit. KPIs are defined on a data model object, such as a product category, to measure performance. Using a custom context field alone would not provide the necessary structure to group and audit the promotion effectively.
Summary:
Alpine's promotion applies to all energy bars. To ensure an efficient audit and minimize data, the KPIs should be defined at a level that encompasses all promoted products without going into unnecessary detail. Auditing at the product category level (energy bars) achieves this goal perfectly, allowing the merchandiser to check for promotional compliance for the entire group of products with a single set of metrics, thus optimizing the process and reducing the number of records created.
Reference:
Salesforce Official Documentation: Retail Execution KPIs
For what two reasons would the standard record pages for tasks of type βOtherβ be visible instead of the KPI component
A. Lightning App Builder does not support configuration of the standard record pages to include the KPI component
B. Salesforce Mobile App always displays the standard record pages
C. If related object is a custom object it will always display the standard record page
D. The record page Custom Task KPI Component has not been assigned to the concerned user profile
E. The related object record page has not been configured to include Custom task KPI Component in Lightning And Builder
Explanation:
β
Correct Options
π
The record page Custom Task KPI Component has not been assigned to the concerned user profile
If the KPI component is not assigned to the user profile, Salesforce defaults to the standard record page for tasks of type βOther.β Profiles control component visibility, so without explicit assignment, the KPI component will not render, ensuring only eligible users see it.
π
The related object record page has not been configured to include Custom Task KPI Component in Lightning App Builder
When a record page is not configured to include the KPI component, Salesforce will show the default page instead. Lightning App Builder must be used to add and configure the KPI component. If this setup is missing, the user will only see the standard task page.
β Incorrect Options
π
Lightning App Builder does not support configuration of the standard record pages to include the KPI component
This is incorrect because Lightning App Builder fully supports adding KPI components to record pages. In fact, this is the standard way to configure such components. Salesforce provides flexibility in customizing pages, so this limitation does not exist.
π
Salesforce Mobile App always displays the standard record pages
This is incorrect because the Salesforce Mobile App can also display customized Lightning record pages, including KPI components. Mobile compatibility is supported, provided the components are correctly configured and assigned. It is not restricted to standard record pages only.
π
If related object is a custom object it will always display the standard record page
This is incorrect because custom objects also support Lightning record page customization. KPI components can be included for both standard and custom objects. There is no restriction that forces custom objects to use only the default page.
Summary:
Standard record pages for tasks of type βOtherβ appear when the KPI component is not properly configured or assigned. The two main causes are missing assignment of the KPI component to the user profile or failing to add the KPI component to the record page in Lightning App Builder. Other options are incorrect because Salesforce supports customization for both mobile and custom objects, and Lightning App Builder fully enables KPI component setup.
Reference:
Salesforce Help: Customize Lightning Record Pages with Lightning App Builder
Page 1 out of 7 Pages |
Group | Pass Rate | Key Advantages |
---|---|---|
Used Practice Tests
|
90-95% |
β’ Familiarity with exam format β’ Identified knowledge gaps β’ Time management practice |
No Practice Tests
|
50-60% |
β’ Relies solely on theoretical study β’ Unprepared for question styles β’ Higher anxiety |