Answering visit surveys in the offline mobile app
Key Takeaway
Reps can answer surveys in the Consumer Goods offline mobile app only while the visit is in progress. The job definition template that each survey comes from sets the answer's Data Type.
Surveys are product-specific questions that a rep answers for each product during a store visit, for example to check shelf compliance. In Agentforce Consumer Goods, reps answer them in the Consumer Goods offline mobile app while the visit is in progress. The rep picks a product and then enters answers in the format the admin defined.
Surveys and store checks
A survey asks product-specific questions during a visit, so reps answer the questions product by product.
Unlike a survey, a store check is an audit of a retail store or a secondary location such as a point of sale (POS). In a store check, reps answer required questions and upload pictures for selected questions.