Free Salesforce Accredited Agentforce Consumer Goods Professional Practice Test Questions
Topic: Visit Execution
91 questionsUpdated 13-Nov-20266 topics
TopicVisit Execution
Question 1Choose 2
Which two standard capabilities are available when executing a promotion check in the field?
Correct answer:
A. Viewing which products are included in the promotion
C. Taking a photo of the promotion
Explanation
This question tests understanding of field execution capabilities in Consumer Goods Cloud, specifically what actions field reps can perform on the mobile app during a promotion check.
✅ A. Viewing which products are included in the promotion
During a promotion check visit task, field reps can view the full list of products associated with the active promotion. This visibility ensures reps can accurately verify on-shelf placement, stock availability, and display compliance for every promotional item mapped to that store.
✅ C. Taking a photo of the promotion
Consumer Goods Cloud enables reps to capture and attach photo evidence directly to the promotion task record using photo upload or Einstein Vision capabilities. This validates display compliance, promotional setup, and visual execution standards against corporate guidelines.
❌ B. Marking the promotion as complete
Field reps complete the specific visit task or assessment indicator associated with the promotion check, but they do not mark the overall business promotion itself as complete. Global promotion lifecycle statuses are managed centrally, not completed at individual store levels.
❌ D. Changing the promotion planning dates
Promotion planning dates define campaign duration across stores and are managed centrally by trade marketers and account managers. Field reps executing store checks do not have administrative authority to alter overall promotional schedules from the field app.
❌ E. Changing the discounts on the products included in the promotion
Product pricing and promotional discount rates are controlled centrally through pricing strategy and trade promotion management setup. Field reps perform compliance checks and audit current conditions rather than modifying active discount rates during store visits.
Reference
🔧 Audit Promotions in Consumer Goods Cloud - Salesforce Help confirms that field reps can inspect promotional product lists and capture compliance photos during promotion audit tasks.
Question 2Choose 2
For flow based tasks, which two statement are correct?
Correct answer:
C. Assessment Task IDs and Visit IDs are passed to the flow in a flow task.
D. Retail Store KPIs are not needed, as long as an Assessment Indicator Definition is available within the
flow to create the Retail Visit KPI.
Explanation:
This question tests how flow-based tasks work with visits and Retail Visit KPIs in Consumer Goods Cloud. Flow tasks can receive the relevant Assessment Task and Visit identifiers, while the flow can use an Assessment Indicator Definition to create the Retail Visit KPI without requiring a predefined Retail Store KPI.
🟢 C. Assessment Task IDs and Visit IDs are passed to the flow in a flow task
Flow-based tasks operate within the context of an assessment task and a visit. The corresponding Assessment Task ID and Visit ID provide the flow with the records it needs to process the task and associate resulting information with the correct visit. Salesforce's data model confirms that both Assessment Tasks and Retail Visit KPIs maintain relationships to the Visit and Assessment Task records.
🟢 D. Retail Store KPIs are not needed, as long as an Assessment Indicator Definition is available within the flow to create the Retail Visit KPI
A flow-based task can create a Retail Visit KPI using an Assessment Indicator Definition supplied within the flow. Therefore, a predefined Retail Store KPI isn't mandatory for this approach. Retail Store KPIs are normally used to define targets and associate indicators with store groups, but flow-based processing can create the visit KPI directly.
🔴 A. A Retail Store KPI is always needed and is passed to the flow in the variable Retail Store KPI
A Retail Store KPI isn't always required for a flow-based task. The flow can use an Assessment Indicator Definition to create the Retail Visit KPI. Therefore, stating that an RSKPI is always required and passed as a flow variable is incorrect.
🔴 B. Retail Visit KPIs always need a corresponding Retail Store KPI
Retail Visit KPIs commonly result from Retail Store KPI configuration, but they aren't universally dependent on an existing RSKPI when flow-based processing is used. A flow can create the Retail Visit KPI using the relevant Assessment Indicator Definition.
🔴 E. Flow based tasks should never be used for tasks that require a Retail Visit KPI
This is incorrect because flow-based tasks can create and work with Retail Visit KPIs. Salesforce describes Retail Visit KPIs as records that store actual information captured during a visit, and flow-based processing can be used to create the required KPI record.
🔧 Reference:
⇒ Create a Retail Store KPI – Salesforce Help — Confirms the normal role of Retail Store KPIs in defining targets and associating Assessment Indicator Definitions.
⇒ Consumer Goods Cloud Data Model Objects – Salesforce Help — Confirms that Assessment Tasks and Retail Visit KPIs contain relationships to Assessment Task IDs and Visit IDs.
Question 3Choose 1
Which object is exclusively available to users in setup to perform direct store delivery?
Correct answer:
B. Delivery Task
Explanation
This question tests the Salesforce object specifically used for direct store delivery (DSD) activities. In Consumer Goods Cloud, DSD supports processes such as order fulfillment, store deliveries, payments, returns, and driver-led delivery execution. The correct object records delivery work associated with store orders and shipments.
✅ B. Delivery Task
The Delivery Task object is specifically available for direct store delivery in Consumer Goods Cloud. It stores information about shipments and orders that must be delivered to a store during a visit. Sales managers can create and assign delivery tasks to drivers, who then access the tasks on their mobile devices to complete delivery execution.
❌ A. Shipment
Shipment is a standard Salesforce object that can represent shipment-related information, but it is not the Consumer Goods Cloud object exclusively intended to manage direct store delivery work. In DSD, a Delivery Task provides the operational record that connects delivery execution with the relevant store, order, and shipment information.
❌ C. Order
An Order records the products requested or purchased by a customer, but it does not manage the execution of a store delivery. Direct store delivery requires a delivery-focused work record for drivers. Delivery Task is designed to organize and track the actual delivery activity associated with orders and shipments.
❌ D. ProductTransfer
ProductTransfer represents an inventory movement between locations and is associated with Field Service inventory-management capabilities. It is not the Consumer Goods Cloud object exclusively used to execute direct store delivery. DSD uses Delivery Tasks to manage the driver’s store delivery work, including the orders and shipments to be delivered.
Reference
→ Standard Objects for Retail Execution— Salesforce Developers confirms that DeliveryTask represents shipment and order information to be delivered to a store during a visit.
Question 4Choose 1
Which KPIs can be derived using Planogram detection?
Correct answer:
A. Out of Stock, Share of Shelf, SKU Facings
Explanation
This question tests understanding of Einstein Object Detection and image recognition metrics in Consumer Goods Cloud, specifically identifying which Key Performance Indicators (KPIs) are automatically derived through planogram detection analysis.
✅ A. Out of Stock, Share of Shelf, SKU Facings
When Einstein analyzes shelf images against reference planograms, it detects visual compliance and automatically calculates critical metrics: Out of Stock conditions (missing expected items), Share of Shelf (the percentage of total shelf space occupied by target products), and SKU Facings (the exact count of visible individual stock keeping unit product fronts).
❌ B. Out of Stock, Share of Shelf, Brand Facings
While brand performance is evaluated, planogram detection performs object detection and alignment verification at the granular SKU product level rather than defaulting exclusively to aggregated Brand Facings.
❌ C. Out of Stock, Shelf Size, SKU Facings
Shelf Size represents physical fixture dimensions configured prior to execution rather than a derived output from image recognition. Planogram detection analyzes item placement relative to space, deriving Share of Shelf instead.
❌ D. Out of Stock, Shelf Size, Brand Facings
This option combines static physical fixture properties (Shelf Size) with high-level brand counts, missing the precise SKU-level facing detection and calculated share-of-shelf ratios provided by planogram detection.
Reference
🔧 Einstein Object Detection in Consumer Goods Cloud - Salesforce Help confirms that planogram compliance checks analyze captured shelf images to derive metrics such as Out of Stock, Share of Shelf, and SKU Facings.
Question 5Choose 1
How would an order template for frequently bought products be created for a particular outlet?
Correct answer:
A. By creating an order assortment record and assigning it to an account
Explanation
This question tests understanding of how Consumer Goods Cloud lets admins or sales managers curate a recurring list of frequently purchased products for a specific outlet, rather than relying on manual entry each time an order is placed.
✅ A. By creating an order assortment record and assigning it to an account
An assortment record captures the list of products eligible for sale, and associating it with an account (the outlet's retailer record) lets that curated product list drive order creation for that specific store. This is the standard mechanism for tying a recurring set of frequently bought products to a particular outlet in the data model.
❌ B. By creating an order with a template status and assigning retail stores in the related tab
Order templates define the characteristics and behavior of an order type, such as pricing and payment settings, not a curated product list for a store. Setting a status and relating retail stores on an order record doesn't establish which products are frequently bought at that outlet.
❌ C. By copying a saved cart and editing it in the order task
A saved cart reflects a one-time snapshot of items a field rep added during a specific visit, not a reusable, store-specific list of frequently ordered products. Copying and editing a cart is a manual workaround rather than the structured way Consumer Goods Cloud is designed to maintain recurring product lists per outlet.
❌ D. By assigning store products to a retail store record and selecting the favorite box
Store Product associates individual products with a specific retail store or in-store location, but there's no standard "favorite" checkbox mechanism for building a reusable order template this way. This approach conflates product-to-store association with the separate concept of a curated, reusable product list.
Reference
🔧 Consumer Goods Standard Objects – Salesforce Developer Docs → confirms Assortment and StoreAssortment as the objects used to associate a curated product list with a store, store group, or account.
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