Relationships among task definitions, indicator definitions and Retail Store KPIs
Key Takeaway
An Assessment Task Definition is the activity, an Assessment Indicator Definition is the metric, and a Retail Store KPI is the metric's target for a Retail Store Group. You can add an Assessment Task Definition to an action plan template only after it's associated with an Assessment Indicator Definition.
Agentforce Consumer Goods splits in-store work into three linked layers. An Assessment Task Definition says which activity a field rep performs. An Assessment Indicator Definition says which metric the rep captures. A Retail Store KPI sets the target value for that metric. During a visit, the rep's actual values are stored in Retail Visit KPI records, so managers can compare actual values against targets.
Assessment Task Definition: the activity
An Assessment Task Definition is the template for a retail activity. Each activity that a sales manager defines is one Assessment Task Definition record. The record holds the task's name, description, category and type. The work a rep actually does on a visit is stored separately, in the Assessment Task object.
Task types include the following:
- Inventory Check
- Planogram Check
- Promotion Check
- In-Store Survey
- Other