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Salesforce Spring 25 Release 123 Questions 4.9/5.0
For flow based tasks, which two statement are correct?
A. A Retail Store KPI is always needed and is passed to the flow in the variable Retail Store KPI.
B. Retail Visit KPIs always need a corresponding Retail Store KPI.
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 D KPI.
E. Flow based tasks should never beused for tasks that require a Retail Visit KPI.
A. A Retail Store KPI is always needed and is passed to the flow in the variable Retail Store KPI. C. Assessment Task IDs and Visit IDs are passed to the flow in a flow task.
Explanation:
Flow-based tasks in Consumer Goods Cloud (CGC) are custom-defined assessment activities where a Salesforce Flow is launched from the mobile app to guide the field rep through a process (e.g., a complex compliance check or data capture). For the captured data to be formally recorded and measured against targets, the flow needs context: specifically, the IDs of the current visit and task, and the required targets (Retail Store KPIs) that define the desired outcome for the visit.
Correct Option:
A. A Retail Store KPI is always needed and is passed to the flow in the variable Retail Store KPI:
Retail Store KPIs (RSKPIs) define the target, goal, or expected outcome for a specific metric (defined by an Assessment Indicator Definition) at a store group/product level.
When a flow-based task is executed, the relevant, pre-configured RSKPI record ID must be passed into the flow (usually via an input variable) so the flow knows what target to use and which KPI to update or create a corresponding Retail Visit KPI (RVKPI) against.
C. Assessment Task IDs and Visit IDs are passed to the flow in a flow task:
Visit IDs and Assessment Task IDs (the ID of the task that launched the flow) are fundamental pieces of context that the mobile application automatically passes to the Flow.
The flow uses these IDs to create records (like the result/actual value stored in the RVKPI) and relate them back to the specific Visit and the specific Assessment Task during which the data was captured, ensuring auditability and data structure integrity.
Incorrect Option:
B. Retail Visit KPIs always need a corresponding Retail Store KPI:
This is generally true in the CGC data model logic, as the RVKPI (the actual result) measures performance against the target set in the RSKPI. However, this statement describes a data integrity rule, not a feature of how flow-based tasks operate or what is passed to them, making A and C the better answers for "flow-based tasks."
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:
This is incorrect. The Assessment Indicator Definition (AID) defines what to measure (e.g., "Number of Facings"), but the Retail Store KPI (RSKPI) defines the target value (e.g., "5 Facings"). To generate a proper Retail Visit KPI (the actual result), the system requires the RSKPI to exist so the actual value can be compared to the target and correctly linked to the overall campaign/promotion goals.
E. Flow based tasks should never be used for tasks that require a Retail Visit KPI:
This is incorrect. Flow-based tasks are often used specifically for complex assessments that do require a Retail Visit KPI to be generated, as the flow guides the user through gathering the required data (actual value) that is then stored in the RVKPI record.
Reference:
Consumer Goods Cloud Developer Guide: Flow Integration with Assessment Tasks and Variable Passing.
Alpine, a Consumer Goods company, is launching a new division dedicated to fresh baked breads delivered to restaurants and groceries. In an effort to move product rapidly and pick up new clients they need to extend their current customer onboarding process to allow field reps to onboard new customers while on their daily route. Which option is a best practice to complete this requirement ?
A. Create a retail store record from the mobile app and use a workflow to send an email to the customer affair department
B. Create an opportunity and use CPQ to send the restaurant manager an enticing quote
C. Use the Click2Create function to pull the Point of interest data from maps directly to the address fields and attached follow up case or lead to onboard the outlet on an onboarding journey
D. Ask the potential customer to navigate to the Alpine website built on Commerce Cloud to place their first order. Use the Commerce Cloud to Consumer Goods Cloud connector to complete the order
C. Use the Click2Create function to pull the Point of interest data from maps directly to the address fields and attached follow up case or lead to onboard the outlet on an onboarding journey
Explanation:
C. ✅ Use the Click2Create function to pull the Point of interest data from maps directly to the address fields and attached follow up case or lead to onboard the outlet on an onboarding journey
This is the best practice as it leverages the core, purpose-built mobile functionality of Consumer Goods Cloud. Click2Create allows a field rep to instantly create a new Account (retail outlet) record from their current GPS location during a visit. It auto-populates address data from map points of interest, ensuring accuracy and saving time. Attaching a follow-up Case or Lead can then automatically trigger a predefined onboarding process.
Incorrect Option:
A. ❌ Create a retail store record from the mobile app and use a workflow to send an email to the customer affair department
While creating a record from the mobile app is correct, simply emailing a department creates a manual, siloed process prone to delay and error. This is not an integrated, automated "onboarding journey" and does not represent a modern best practice for rapid customer acquisition.
B. ❌ Create an opportunity and use CPQ to send the restaurant manager an enticing quote
This solution jumps ahead to the quoting stage before the account is properly onboarded. The primary requirement is to capture and onboard the new customer, not to immediately send a quote. This process would be inefficient and could leave the new account record incomplete.
D. ❌ Ask the potential customer to navigate to the Alpine website built on Commerce Cloud to place their first order.
This option completely bypasses the field rep and the stated requirement to allow reps to onboard customers on their route. It forces the new customer to do the work, creates friction, and misses the opportunity for the rep to provide immediate, personal service, which is critical for a new product launch.
Summary:
This scenario tests understanding of mobile-first field capabilities. The requirement is for reps to quickly and accurately capture new outlet data in the field to kickstart an automated onboarding process. Click2Create is the flagship feature designed specifically for this purpose, making it the clear best practice.
United Telecom's (UT) current architecture has two systems, one which is sales facing (internal) and the other which is external facing (web channels). Currently, the product catalog is maintained separately in both systems. As part of their digital transformation, UT has introduced Communications Cloud.
What approach should a Consultant recommend for maintaining the product catalog during their digital transformation?
A. Manage the product catalog internally using Communications Cloud and use Cart APIs to expose the product catalog to web via OmniOut.
B. Maintain the product catalog in Communications Cloud Enterprise Product Catalog and use Digital
Commerce APIs to extract the catalog to the web channels.
C. Maintain the product catalog in Communications Cloud and periodically synchronize to the web
channels automatically.
D. Introduce a new product catalog primary application that will synchronize both Communications Cloud and the web channels when updates occur.
B. Maintain the product catalog in Communications Cloud Enterprise Product Catalog and use Digital
Commerce APIs to extract the catalog to the web channels.
Explanation:
The goal is to centralize the product catalog in the new Communications Cloud platform to ensure a single source of truth, eliminate synchronization errors, and leverage its built-in capabilities for both internal and external channels. The recommended approach must use Communications Cloud's native architecture and approved integration patterns.
Correct Option:
B. Maintain the product catalog in Communications Cloud Enterprise Product Catalog and use Digital Commerce APIs to extract the catalog to the web channels.
This is the correct, cloud-native approach. The Enterprise Product Catalog (EPC) within Communications Cloud is designed as the central product master. Using Digital Commerce APIs (like the Commerce Cloud SDK or APIs for headless commerce) is the standard, real-time method to expose product data to external digital channels (web/mobile). This provides a unified catalog, supports real-time updates, and follows Salesforce's recommended integration pattern.
Incorrect Options:
A. Manage the product catalog internally using Communications Cloud and use Cart APIs to expose the product catalog to web via OmniOut.
Cart APIs are for managing shopping cart operations, not for catalog extraction or syndication. OmniOut is not a standard Salesforce product for this purpose; it may refer to a misnamed component. This approach misuses APIs and does not follow the intended architecture for catalog distribution.
C. Maintain the product catalog in Communications Cloud and periodically synchronize to the web channels automatically.
Periodic synchronization (batch sync) introduces latency and risks data inconsistency between systems. It does not provide real-time accuracy, which is critical for web channels where pricing, availability, and promotions must be immediate. This is an outdated integration pattern.
D. Introduce a new product catalog primary application that will synchronize both Communications Cloud and the web channels when updates occur.
This adds an unnecessary third system (a new "primary application"), complicating the architecture and creating another point of failure and maintenance. It contradicts the digital transformation goal of consolidating into Communications Cloud as the single source of truth.
Reference:
This solution aligns with Salesforce Communications Cloud implementation guides, which position the Enterprise Product Catalog (EPC) as the central product master. Integration with digital channels is achieved via Commerce Cloud Digital APIs for headless commerce, ensuring real-time, consistent product data across all touchpoints.
Sales Managers would like a map that shows which stores are running a promotion within their vicinity. Which solution meets their requirement and also involves the least amount of custom development?
A. A visual mashup that displays the required map on the promotions page
B. An unmanaged package from the AppExchange modified to meet the requirements
C. The nearby map component on the promotion records page
D. The map component added to the home page
C. The nearby map component on the promotion records page
Explanation
The Consumer Goods Cloud (CGC) is built on the Salesforce platform, which leverages standard components for common tasks to minimize custom development.
C. The nearby map component on the promotion records page:
This is the correct solution because Salesforce provides a standard Lightning component specifically for displaying places on a map in the context of a record, often referred to as the Nearby Map component or similar functionality. By adding this out-of-the-box component to the Promotion Record Page (using the Lightning App Builder, which is configuration, not custom development), it can dynamically query and display related records—in this case, the associated Retail Stores (via the Promotion Channel object) that are geographically near the Sales Manager's current location or a specified location. This uses built-in features and requires the least amount of custom code.
A. A visual mashup that displays the required map on the promotions page:
A "visual mashup" typically implies integrating an external mapping service or building a custom Visualforce or Aura/LWC component. This involves custom development, which the requirement seeks to minimize.
B. An unmanaged package from the AppExchange modified to meet the requirements:
While using an AppExchange package can reduce the initial build, modifying an unmanaged package still requires deep knowledge and effort, counting as a significant form of custom development or customization.
D. The map component added to the home page:
The home page map component usually displays generic or recently accessed locations, not contextual information tied to a specific promotion record. To show stores running a specific promotion, the map must be on the Promotion Record Page to use the promotion's data as context.
A company called Alpine is running a 'buy one get one free’ (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.
D. At the energy bar product category level.
Explanation:
🟢 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.
🔴 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.
🔴 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.
🔴 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.