Permission sets for creating Retail Store KPIs
Key Takeaway
Five CGCloud permission sets each let a user create Retail Store KPIs on their own, and CGCloud Supervisor is one of them. CGCloud Retail Supervisor User is not enough by itself, so the user also needs CGCloud Retail User.
A Retail Store KPI sets target values for an assessment indicator definition, such as a share of shelf target, and ties that definition to a store group. Not every user can create one. A user needs one of five CGCloud permission sets, or one specific pair of permission sets. The org also has to use Lightning Experience in a supported edition with Agentforce Consumer Goods enabled.
What a Retail Store KPI is
A Retail Store KPI (RSKPI) defines targets for an assessment indicator definition. A share of shelf target is one example of such a target.
A Retail Store KPI associates the assessment indicator definition with a store group. The Retail Store KPI also associates the definition with a product, a promotion, a planogram, or a custom object. Because of these associations, Retail Store KPIs are the link between a store and the tasks to be performed at that store.
A beverage company wants its sparkling water to take up a set share of the shelf in a group of city convenience stores. The company creates a Retail Store KPI with the share of shelf target. The Retail Store KPI links the assessment indicator definition to the store group of city convenience stores and to the sparkling water product. The stores in that group now carry the target, so the visits there include the matching tasks.