Salesforce Exam Consumer Goods Cloud Accredited Professional Topic 2 Question 30 Discussion

Actual exam question for Salesforce's Consumer Goods Cloud Accredited Professional exam

Question #: 30
Topic #: 2

[All Consumer Goods Cloud Accredited Professional Questions]

Which step is required to link an Action Plan to a Visit record?

ACreate an Action Plan based on the template where the template owners are the Sales Reps.

BCreate an Action Plan Template by specifying Visit' as the target object and publish it.

CActivate the Visit to generate Action Plan Tasks.

DActivate the Action Plan.

Show Suggested Answer

Suggested Answer: B

To link an Action Plan to a Visit record, the first step is to create an Action Plan Template by specifying Visit' as the target object and publish it. An Action Plan Template is a template that defines the tasks and steps for an action plan. An action plan is a set of tasks that need to be completed for a specific purpose or goal. A visit is an object that represents a scheduled or unscheduled interaction between a field rep and a retail store. By specifying Visit as the target object, the Action Plan Template can be linked to any visit record that matches the criteria defined in the template. By publishing the template, the Action Plan Template becomes available for use. Verified Reference: [Salesforce Consumer Goods Cloud Implementation Guide], page 25.

by Sue at Aug 07, 2024, 02:00 PM

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Albina

9 months ago

Haha, I bet the answer is B. You can't just activate the Visit and expect the Action Plan to magically appear!

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Ernest

8 months ago

B) Create an Action Plan Template by specifying Visit' as the target object and publish it.

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Tamera

8 months ago

A) Create an Action Plan based on the template where the template owners are the Sales Reps.

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Irene

10 months ago

I think the correct answer is B) as well. It's important to have a template for consistency in linking Action Plans to Visit records.

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Amie

10 months ago

I think B is the way to go. Laying the groundwork with that template is key.

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Lenna

9 months ago

I agree, creating a template for the Visit record is essential.

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Lino

9 months ago

Once the template is created, we can easily link the Action Plan to the Visit record.

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Tabetha

10 months ago

I'm not sure about that. I think it might be A) Create an Action Plan based on the template where the template owners are the Sales Reps.

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Lenita

10 months ago

I agree with Ivette. It makes sense to create a template for the Action Plan linked to the Visit record.

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Ivette

10 months ago

I think the answer is B) Create an Action Plan Template by specifying Visit as the target object and publish it.

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Anastacia

10 months ago

Definitely B. You gotta set up that template first before you can start linking stuff.

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Nan

10 months ago

B) Create an Action Plan based on the template where the template owners are the Sales Reps.

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Tawna

10 months ago

A) Create an Action Plan Template by specifying Visit' as the target object and publish it.

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Rosendo

10 months ago

I believe the correct answer is D, activating the Action Plan.

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Elena

10 months ago

B) Create an Action Plan Template by specifying Visit' as the target object and publish it. Seems like the logical step to link an Action Plan to a Visit record.

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