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Who
is responsible for business and IT sanity testing post deployment to
production?
A. Project manager B. Implementation team C. Salesforce support team D. Customer
Answer: B Explanation The implementation team is responsible for business and IT sanity testing post deployment to production. Sanity testing is a type of software testing executed on the stable build of an application with minor code changes. It is also known as surface-level testing. A sanity test is performed to ensure the application works as expected after the bug fixes or changes in the code1. The implementation team, which consists of developers, testers, and business analysts, conducts sanity testing to verify the functionality and performance of the application after deployment2. The project manager, the Salesforce support team, and the customer are not directly involved in sanity testing post deployment.
Question # 2
How can a Sales
Rep set their office address as the default start and end location for new
Routes within Salesforce Maps?
A. From the Maps interface, select an existing Favorite Location as the default start and end in Maps Settings. B. Update the default start and end location fields on their User record. C. After plotting the office location on the map, select the 'Add as Start/End Location' button in the Actions tab. D. Plot the office location on the map, add to a Route, and select Save as Default Start and End".
Answer: A Explanation To set their
office address as the default start and end location for new Routes within
Salesforce Maps, a Sales Rep can
follow these steps1:
From the Maps interface, click
on the Settings gear icon at the top right corner of the navigation bar.
Select Routes
& Schedule from the navigation sidebar on the left to open the Routes and
Schedule settings menu.
Under General,
select an existing Favorite Location as the default start and end location. If
the office address is not already a
Favorite Location, the Sales Rep can create one by following these steps2:
Plot the office
location on the map using a marker layer, a data layer, or a POI search. Click on the office location marker to
open the Details tab. Click on Add to Favorites in
the Actions tab.
Enter a name for the Favorite
Location and click Save.
Click Save to save the default
settings.
Question # 3
A customer would
like to create an alignment based on a territory model exported from another
system. The records are not
importing, with an error indicating "Some records did not import".
Which two steps should the user take
to resolve the error?
A.
Check the failed data import log to determine
the cause.
B. Select import from data set in order to populate a model with data from another system C. Ensure that the parent value in the CSV file is blank for top-level territories. D. Ensure that the columns of the CSV are in the proper order
Answer: A,D Explanation According to the
Salesforce Help article on Fix Data Import Errors in Salesforce Essentials1,
one of the steps to fix import errors
is to check the failed data import log to determine the cause. The log file
contains an extra field that
describes errors for each item in detail1. Another step to fix import errors is
to ensure that the columns of the CSV
are in the proper order. The order of the columns in the CSV file must match
the order of the fields in
Salesforce2.
Question # 4
What
action should an admin take to specify the assets to include in a Daily
Summary?
A. Create a Salesforce Report that includes all Maps Live Asset records B. Manually select Maps Live Asset records from the available list C. Create a SOQL filter to determine which Maps Live Asset records should be associated D. Select a preexisting Live Layer
Answer: D Explanation According to the
Salesforce Help article on Create Live Daily Summary Configuration in
Salesforce Maps1, one of the steps to
create a daily summary configuration is to select a preexisting live layer. The
selected live layer specifies what
assets and IoT devices will be included in the daily summary configuration1. A
live layer is a layer that displays
the current location and status of assets that are tracked by IoT devices2.
Question # 5
Which permission level should an admin review if
a user is able to view but not able to export a list of markers from Salesforce Maps?
A.
Permission Set Assignments
B. Permission Groups C. Public Groups D. Permission Set License Assignment
Answer: B
Explanation
Permission Groups
are the permission level that an admin should review if a user is able to view
but not able to export a list of
markers from Salesforce Maps. Permission Groups are used to grant access to
features in Salesforce Maps, such as allowing marker exports, editing details tab fields, enabling
weather tab, and so on1. The admin can edit existing
permission groups or create new ones to assign different features to different users or profiles1. If a user is not able
to export a list of markers from Salesforce Maps, it means that the user does not have the ‘Allow Marker Exports’
permission checked in the Permission Groups on Maps
configuration
page2. The admin can enable this permission for the user or profile by editing
the corresponding permission group2.
Question # 6
Alpine Energy
wants to ensure its sales reps' homes are located within the boundaries of
their respective territories
whenever they run an optimization. Which Territory Planning feature should a
Consultant recommend?
A. Estimate Travel B. Pinned Area Centers C. Plan Scenarios D. Analyze & Compare
Answer: B
Explanation
According to the Salesforce Help article on Optimization in Salesforce Maps Territory Planning2, pinned area centers are fixed locations that optimization uses as starting points for each territory. This feature can be used to ensure that sales reps’ homes are located within the boundaries 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.
Question # 7
What
factor does the optimization engine take into account in Territory Planning?
A. Areas in Focus, Legend Configuration, External Attributes B. Rep Working Hours. Geography, Selected Optimization Field/Attribute C. Distance to Reps location, Area/Units, External Attributes D. Areas/Units in Focus, Geography, Selected Optimization Field/Attribute
Answer: D
Explanation
According to the Salesforce Help article on Compare Maps Route and Schedule3, the optimization engine in Territory Planning takes into account three factors: Areas/Units in Focus, Geography, and Selected Optimization Field/Attribute. These factors help you design optimal territories based on your business goals and constraints.
Question # 8
What does an
Admin need to set up in order to ensure visits generated from a Maps Advanced
Visit Plan are not planned on
consecutive days?
A. Maximum Days B. Buffer Time C. Visit Duration D. Minimum Days
Answer: D Explanation An admin can set up a minimum number of days between visits for a dataset in the Visit Plan configuration. This will ensure that visits generated from a Maps Advanced Visit Plan are not planned on consecutive days for the same
customer. This is explained in the Specify Visit and Optimization Parameters
section of the Salesforce Help Docs.
Question # 9
A business wants
to optimize their outside sales team's time in the field and ensure that their
stops appear in their Salesforce
calendar as events. Which feature should they use?
A. Schedule B. Click2Create C. Data Layers D. Routes
Answer: A Explanation Schedule is the
feature that they should use to optimize their outside sales team’s time in the
field and ensure that their stops
appear in their Salesforce calendar as events. Schedule is a feature that
allows users to create and optimize a
schedule of appointments for a day or a week4. Schedule requires all
appointments to have a start and end
time or duration5. Schedule also lets users sync their appointments with their
Salesforce calendar as events4. This
way, the users can optimize their time in the field and keep track of their
scheduled
events.
Click2Create is a feature that allows users to create records directly from the
map view, such as leads or
accounts2. Data Layers are layers that display data from Salesforce objects or
external sources on the map6. Routes
are features that allow users to create and optimize a route of stops for a day
without requiring scheduled start
and end times or durations4. These features are not relevant to the goal of
optimizing their
outside sales team’s time in the field and ensuring
that their stops appear in their Salesforce calendar as events
Question # 10
What
feature in Salesforce Maps would allow a sales rep to view household
demographic data in the US?
A. Marker Layers B. Demographic Layers C. Data Layers D. Shape Layers
Answer: B Explanation To view household demographic data in the US, such as income, age, education, and population, the sales rep can use the
Demographic Layers feature in Salesforce Maps. This feature allows the user to
overlay demographic data on top of their
existing data layers
and visualize them with different colors and shapes.
The Demographic Layers
feature is described in the Get to Know Salesforce Maps unit.
Question # 11
What
are three things that can be published from Territory Planning to Enterprise
Territory Management?
A. Manually Assigned Accounts B. Lead Assignment Rules C. Manually Assigned Opportunities D. Territories E. Geographic Territory Rules
Answer: A,D,E Explanation According to the Salesforce Help article on Publish to Enterprise Territory Management in Salesforce Maps Territory Planning2, three things that can be published from Territory Planning to Enterprise Territory Management are: manually assigned accounts, territories, and geographic territory rules. Manually assigned accounts are accounts that are locked to a specific territory in Territory Planning and will not be affected by optimization or rule changes2. Territories are the hierarchical units that define sales and service coverage areas3. Geographic territory rules are rules that assign accounts to territories based on their address fields4.
Question # 12
What are two
considerations 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?
A. The OAuth user was assigned to an active visit plan B. The OAuth User has been assigned the 'Maps Admin' Permission Set C. The OAuth User has been assigned to a role which is above the Maps Advanced end users in the Salesforce Role D Hierarchy D. The user has been assigned to the OAuth user' profile
Answer: B,C Explanation 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.
Question # 13
What are two example use cases for using the Analyze and Compare tool in
Territory Planning?"
A. To communicate to Sales Leaders the high level differences between different planning scenarios B. To create a new Alignment C. To add additional attributes to the Data Set D. To show a Sales Manager the difference between their previous areas and their new areas
Answer: A,D
Explanation
The Analyze and Compare tool in Territory Planning is used to compare different alignments or scenarios 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, as this requires using the Data Set Configuration tool1.
Question # 14
How
can an Admin ensure all Maps Users can see each other's Routes and Schedules?
A. Disable "Routing Role Security" B. Enable "Allow Route/Schedule Sharing" C. Create a new Permission Set to grant access D. Enable Maps Object Permissions for appropriate Profile(s)
Answer: B Explanation The Admin should enable “Allow Route/Schedule Sharing” to ensure all Maps Users can see each other’s Routes and Schedules. This setting allows users to share their Routes and Schedules with other users in their org, and also view the Routes and Schedules of other users who have shared them. This setting can be found in the Routes and Schedule settings within Maps Configuration. This is explained in the Routes and ScheduleSettings in Maps document.
Question # 15
Sales Management
has requested the ability to compare the actual distance traveled to the
distance submitted by each Sales Rep
for reimbursement. Which Maps Live Tracking object should the Admin include in
a Salesforce Report to see the total
distance traveled each day by a Sales Rep?
A. Maps Live Asset Daily Summary Event B. Maps Live Asset Daily Summary C. Maps Live Event D. Maps Route
Answer: B
Explanation
The Maps Live
Asset Daily Summary object should be included in a Salesforce Report to see the
total distance traveled each day by
a Sales Rep. This object stores the summary information of a Live Asset’s
activity for a given day, such as the
start and end time, the total distance, the total duration, and the number of
stops. The admin can create a report
using this object and filter by the Live Asset name or ID to see the distance
traveled by each Sales Rep. This is
explained in the Create Reports for Live Assets document.
Question # 16
Alpine Energy
uses Sales Representatives to help plan field visits for reps in the field. How
might they best use Maps features to
assist them in this task?
A. The Sales Representative can overlay a marker layer for upcoming events with a layer for prospects and let the rep know who is nearby. B. The Sales Representative can scroll through their rep's routes to see which one comes closest to the location that needs to be added to the route. C. The Sales Representative can create an event and let Auto-Assignment schedule the field visit D. The Sales Representative can use the week view in Schedule to add appointments to their rep's calendar in the most optimal timeslot.
Answer: A Explanation According to the
Trailhead module on Get to Know Salesforce Maps3, one of the features of Maps
is the ability to overlay multiple
layers on the map. This allows users to see different types of data on the same
map and identify patterns, trends,
and opportunities3. For example, a sales representative can overlay a marker layer for upcoming events with a layer for
prospects and let the rep know who is nearby. This way, the sales representative can help plan field visits
for reps in the field more efficiently and effectively.
Question # 17
Sales Managers
have requested the ability to see the five most recent Opportunities when a
Sales Rep selects a pin from an
Account Marker Layer. How should the developer design the Account Marker Layer
to meet this requirement?
A. Pick Opportunity from the drop down list on the Tooltips tab. B. On the Related List Tab, choose "Opportunities'" from the "Add New" drop down and increment the Display counter to "5". C. Use "Filter by Activity' to limit the markers to Accounts with 5 opportunities or more. D. Be sure that Opportunities are included in the Cross Object Filter options on the Filters tab.
Answer: B Explanation To see the five most recent Opportunities when a Sales Rep selects a pin from an Account Marker Layer, the developer should use the Related List Tab on the Marker Layer configuration. This tab allows the developer to add related objects to the marker layer and display them as a list when a pin is clicked. The developer can choose “Opportunities” from the “Add New” drop down and increment the Display counter to “5” to show only the five most recent Opportunities. The Related List Tab is explained in the Explore Salesforce Maps on Desktop unit.
Question # 18
Users would like
to display closely-related markers colored according to their density. What
render mode would provide this
functionality?
A. Scatter B. Markers C. Cluster D. Heatmap
Answer: D Explanation heatmap is a
render mode that can display closely-related markers colored according to their
density. A heatmap is a graphical
representation of data where the individual values contained in a matrix are
represented as colors. A heatmap
can show the intensity of data points in an area, such as the number of
customers or sales volume.
Question # 19
Bill is the
administrator setting up Maps Advanced for Alpine Energy. Which two factors
should an admin keep in mind during
the oAuth process when setting up Maps Advanced?
A. Oauth user should have full CRED rights for records being routed B. Oauth user should fall within Sales organization C. Having the SF Maps Admin permission set is the only prerequisite for the oAuth user. D. Oauth user should be above Maps Advanced users in role hierarchy
Answer: A,D Explanation These are two factors that an admin should keep in mind during the oAuth process when setting up Maps Advanced. According to the article "OAuth user requirements for Salesforce Maps"1, an oAuth user is required to establish a secure asynchronous connection with the Salesforce Maps Advanced, Live Tracking, and Territory Planning products. The oAuth user impacts the following product functions: Performs optimizations for routes in Advanced Routing Uploads results of Live Rules into customer Org in Live Tracking Performs optimizations for territories in Territory Planning To perform these functions, the oAuth user should have full CRED (Create, Read, Edit, Delete) rights for records being routed1. The oAuth user should also be assigned a role that is above the Maps Advanced end-users in the Salesforce Role Hierarchy1. This ensures that the oAuth user can access and modify the records of the end-users. Having the SF Maps Admin permission set is not the only prerequisite for the oAuth user, as the oAuth user also needs to have the Salesforce Maps Advanced Permission Set License assigned and the SF Maps Advanced Permission Set assigned1. The oAuth user does not need to fall within Sales organization, as this is not a relevant factor for setting up Maps Advanced.
Question # 20
A Sales Rep had
to skip a few visits that were created by the Maps Advanced Visit Plan due to
an urgent customer request. How would
the Sales Rep reoptimize only their future routes to ensure the skipped visits
are replanned?
A. Use the Plan My Visits button from the Maps Advanced Route Calendar B. Create Salesforce Events for the skipped visits C. Ask their Admin to regenerate routes for the Visit Plan D. Add the skipped visits to a future day from the Maps Schedule
Answer: A Explanation According to the
Salesforce Help article on Plan My Visits1, this feature allows users to
reoptimize their future routes based
on their current schedule and visit plan settings. This way, users can ensure
that any skipped or rescheduled
visits are replanned according to their preferences and priorities1.
Question # 21
A territory
manager has created a final alignment in Territory Planning and is ready to
implement the changes in Salesforce.
His organization has 350 territories with over! 00,000 records. What's the most
suitable publishing method in this
scenario?
A. Publish to Enterprise Territory Management B. Publish to Salesforce Maps C. Publish to CSV D. Publish to Salesforce Report
Answer: C Explanation The most suitable publishing method in this scenario is Publish to CSV. This method allows the territory manager to export the alignment data to a CSV file, which can then be imported into Salesforce using a data loader tool. This method is recommended for large alignments with over 10,000 records, as it can handle high volumes of data and avoid performance issues. This method also allows the territory manager to review and modify the data before importing it into Salesforce. This is explained in the Publish to CSV in Salesforce Maps Territory Planning document.
Question # 22
What
feature can be used to view proposed changes before reassigning in Territory
Planning?
A. Analyze and Compare B. Compare table C. Export to CSV D. Selection Details
Answer: A
Explanation
Analyze and Compare is a feature that can be used to view proposed changes before reassigning in Territory Planning. This feature allows users to compare different scenarios of territory alignment and see the impact of
Question # 23
Alpine Energy's
internal project team has implemented Salesforce Maps in one of their sandboxes
and is preparing for deployment to
production. The team has identified a large number of marker layers, shape
layers, and other configurations
that need to be migrated. What are the two most important things for a Maps Administrator to consider when planning
this deployment?
A. The Maps Migration Utility Tool can be used to extract, prepare, and transfer Salesforce Maps data between organizations. B. Because Salesforce Maps data is stored on many custom objects, it should be recreated by hand in the destination org. C. Because Salesforce Maps is an installed package, its data and configurations can be moved via change sets. D. Because Salesforce Maps is an installed package, its data and configurations cannot be moved via change sets.
Answer: D
Explanation
Because
Salesforce Maps is an installed package, its data and configurations cannot be
moved via change sets. Change sets
can only move metadata components between orgs, not data records or custom
settings.Therefore, the
Maps Administrator should consider recreating the Salesforce Maps data and
configurations by hand in the
destination org, or using a third-party tool or API to automate the process.
This is explained inthe Salesforce Maps Apex Developer Guide.
Question # 24
How
can an Admin create one marker layer for several users to display only the
account they currently own?
A. Create an Account Marker Layer, select My Accounts under Filter By Owner B. Create an Account Marker Layer for All Accounts, with a Dynamic Label marker C. Create an Account Marker Layer, filtered by a Cross Object with Users D. Create an Account Marker Layer, with a field filter for each User's Owner ID
Answer: A Explanation According to the Salesforce Help article on Filter by Owner in Maps Marker Layer Builder3, filtering by owner or ownership scope allows Maps users to filter Marker layers based on the record ownership model in their Salesforce org. To create one marker layer for several users to display only the accounts they currently own, an admin can
create an Account Marker Layer, select My Accounts under Filter By Owner3. This
willshow all accounts owned by the
logged-in user.
Question # 25
How can a Sales
manager give stakeholders access to the proposed alignments that were created
in Territory Planning?
A. Open the alignment, copy the URL, and share B. Right click anywhere on the map and click Share. C. Click the share button from the Browser, alignment header, or map legend D. Open the dataset, copy the URL, and share
Answer: C Explanation According to the Salesforce Help article on Sharing and Collaboration in Salesforce Maps Territory Planning6, one of the ways to share an alignment with stakeholders is to click the share button from the Browser, alignment header, or map legend. This will open a dialog box that allows users to share an alignment as a PDF file via email or download it locally6. The PDF file contains information such as alignment name, description, date range, dataset name, number of areas and units, unit assignment summary, unit distribution summary, map view, and area list
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