Performing a promotion check during a store visit on mobile
Key Takeaway
During a store visit, a rep uses a mobile device to check each promotion and record what is actually in the store. Photos the rep takes are saved as the rep's attachments and appear under "Compliance Check".
A promotion check is a visit task in Agentforce Consumer Goods. During a store visit, a field rep uses a mobile device to capture real-time information about the promotions running in that store. Companies use promotion checks to assess how promotions affect sales figures and customer satisfaction.
Promotion check levels
Promotions can be checked at three levels: product category, individual product, and general promotion.
| What it covers | Example promotion | What the check verifies | |
|---|---|---|---|
| Product category | A promotion on a group of products | All beverages are 50% off to clear stock before winter | The percentage increase in sales of the discounted products |
| Individual product | A promotion for one specific product | Stores hand out free samples of a new ice cream flavor | How many samples were consumed and what customers said about them |
| General promotion | A promotion across all products, with no specific product or product category | A store group offers $10 coupons on purchases above $150 | That enough coupons are available and that banners are placed at strategic locations |