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Planogram purpose and compliance metrics

Key Takeaway

A planogram is an Image record that shows how a display should look. Link it to an In-Store Location so field reps can run Planogram Check tasks there and measure compliance with metrics such as facings and share of shelf.

A planogram shows where products should be placed on a store display, such as a shelf or refrigerator. In Agentforce Consumer Goods, you store the planogram as an Image record and link the record to an In-Store Location. Field reps then run Planogram Check tasks during store visits. During those tasks, they measure compliance with metrics such as facings and share of shelf.

What a planogram is

Sales managers use planograms to track how products are placed and arranged at primary display locations, such as refrigerators and shelves. They track placement because product placement plays a critical role in attracting consumer attention.

Salesforce Accredited Agentforce Consumer Goods Professional Study Guide

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