Setup prerequisites for planogram check tasks
Key Takeaway
Build the chain of linked records from the planogram Image to a Retail Store KPI before you create a planogram check task type. Match the KPI Type to what the Assessment Indicator Definition tracks.
A planogram check is a visit task where a field rep compares how products look on a store shelf against a reference planogram image. Before you can create a planogram check task type, you build a chain of linked records. The chain connects the planogram Image, Products, In-Store Locations, the Retail Store, and a Retail Store KPI, so the task knows what to check and where.
Planograms and supported editions
Planograms track how your products appear to consumers on a shelf. Planograms also show the share-of-shelf percentage of your products at specific In-Store Locations.
Planogram checks are available in Lightning Experience in Professional, Unlimited, and Enterprise Editions that have Agentforce Consumer Goods enabled.