Alpine Energy wants to make sure their reps are only focusing on marketing qualified leads in the field. How can this be achieved in Maps Advanced?
Correct Answer: A
One way to ensure that the reps are only focusing on marketing qualified leads in the field is to create a data set with filtering to include only those leads that meet the criteria for marketing qualification. A data set is a collection of records from Salesforce that can be plotted on the map and used for routing and scheduling4. To create a data set, the user can go to the Data Sets tab in Maps Advanced, click New, and select the object type, such as Lead. Then, the user can choose a report or a list view as the data source, and apply filters to narrow down the records based on various attributes, such as Pardot score, industry, or account type. The user can also select which fields to display in the data set, such as name, email, or phone number. After creating and saving the data set, the user can plot it on the map and see only the marketing qualified leads in their territory5. This way, the reps can focus their efforts on the most relevant and engaged prospects for their sales goals. Reference:
4: Create Data Sets | Salesforce Help6
5: Plot Data Sets | Salesforce Help7