Pass Salesforce-Maps-Professional Exam Guide

Defining customer user stories is the process of identifying which user stories the implementation team will build based on the customer’s needs and priorities. Designing customer user stories is the process of determining how the implementation team will build the user stories based on the best practices and technical specifications. This is explained in the Salesforce Maps Implementation Methodology document.

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.

Salesforce Maps allows users to check in and check out of tasks, events, and other records from the map interface. This feature helps users track their activities and log their visits. However, some users may forget to check out of a task when they leave an appointment, which can cause inaccurate data and reports. To prevent this, an admin can enable the “Auto Check Out” feature for the corresponding Base Object under Installed Package | Configure | Base Objects. This feature automatically checks out a user from a record when they move away from the location by a certain distance. The admin can specify the distance threshold and the time interval for the auto check out feature. This way, the users do not have to manually check out of a task, and the data is updated automatically. References: Salesforce Maps User Guide, Salesforce Maps Check In and Check Out, Salesforce Maps Base Objects

According to the Trailhead module 3, this is the correct type of report and field for creating a data set that integrates with Enterprise Territory Management. An Accounts and Territories report can show the accounts that are assigned to territories, and the Territory Id field can be used to assign units to areas based on their territory membership.