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Salesforce Exam Consumer Goods Cloud Accredited Professional Topic 1 Question 20 Discussion

Actual exam question for Salesforce's Consumer Goods Cloud Accredited Professional exam
Question #: 20
Topic #: 1
[All Consumer Goods Cloud Accredited Professional Questions]

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

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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.


Contribute your Thoughts:

Johnetta
6 months ago
Option C sounds like the way to go, but I'm still trying to figure out how to link my action plan to my visit record without accidentally deleting my entire database. Wish me luck!
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Malcolm
5 months ago
C) Activate the Visit to generate Action Plan Tasks.
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Dong
5 months ago
B) Create an Action Plan Template by specifying Visit' as the target object and publish it.
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Staci
5 months ago
A) Create an Action Plan based on the template where the template owners are the Sales Reps.
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Willard
6 months ago
Jacob
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Vannessa
5 months ago
C) Activate the Visit to generate Action Plan Tasks.
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Ronny
6 months ago
B) Create an Action Plan Template by specifying Visit' as the target object and publish it.
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Narcisa
6 months ago
A) Create an Action Plan based on the template where the template owners are the Sales Reps.
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Raina
6 months ago
D all the way! Activating the Action Plan is the crucial step to get everything connected. Without that, the other options are just setting the stage.
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Stevie
6 months ago
D) Activate the Action Plan.
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Malinda
6 months ago
C) Activate the Visit to generate Action Plan Tasks.
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Craig
6 months ago
B) Create an Action Plan Template by specifying Visit' as the target object and publish it.
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Malissa
6 months ago
A) Create an Action Plan based on the template where the template owners are the Sales Reps.
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Deane
7 months ago
Hmm, I'm not sure about option A. Linking the Action Plan to the Sales Reps feels a bit too specific. I'd go with B or C.
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Basilia
6 months ago
Yeah, I agree. Activating the Visit to generate Action Plan Tasks also seems like a logical next step.
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Buffy
6 months ago
I think B makes more sense. Creating a template for the Visit record sounds like the right step.
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Vincent
6 months ago
Yeah, I think B makes more sense too. Let's go with that.
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Shanda
6 months ago
I agree, option A does seem too specific. I think B is the way to go.
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Tamar
6 months ago
Yeah, I agree. Activating the Visit to generate Action Plan Tasks also sounds like a logical step.
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Rickie
6 months ago
I think B makes more sense. Creating a template for the Visit record seems like the right step.
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Tess
7 months ago
I think we need to do both B) Create a template and D) Activate the Action Plan to link it properly.
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Jarvis
7 months ago
Option C looks promising. Activating the Visit to generate the Action Plan Tasks makes sense to me.
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Rodolfo
7 months ago
I think option B is the way to go. Creating the Action Plan Template with the Visit object as the target seems like the logical step to link them together.
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Francene
6 months ago
Yes, that way the Action Plan will be linked to the Visit record.
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Patti
6 months ago
I agree, creating the template with the Visit object as the target makes sense.
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Alonzo
7 months ago
I believe option D) Activate the Action Plan is also important to link it to the Visit record.
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Francoise
7 months ago
I agree with It makes sense to create a template specific to the Visit record.
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Laila
7 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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Laticia
7 months ago
I agree, creating the template is important.
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Noel
7 months ago
I believe the answer is B.
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Kallie
8 months ago
This is a classic case of overthinking it. The answer is clearly option D - just activate the Action Plan and you're good to go! Why make it more complicated than it needs to be?
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Rasheeda
8 months ago
I'm with Benton on this one. Creating the template first is key. Otherwise, how will the system know how to structure the Action Plan? It's all about setting up the framework.
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Catalina
8 months ago
I'm leaning towards option C. Activating the Visit record should generate the necessary Action Plan Tasks, right? That seems like the most straightforward approach.
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Kattie
8 months ago
Haha, this question is making my head spin! Do we really need to create a whole template just to link an Action Plan to a Visit? Seems a bit overkill if you ask me.
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Benton
8 months ago
I think option B is the way to go. Creating an Action Plan Template that targets the Visit object sounds like the logical first step to me. That way, we can ensure the Action Plan is properly structured and linked to the Visit record.
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Roselle
8 months ago
This is a tricky question. I'm not sure I fully understand the relationship between Action Plans and Visit records. Do we need to create a template first, or can we just generate the Action Plan directly from the Visit record?
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