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Store data model object architecture

Key Takeaway

Each physical store gets one Retail Store record, which points to its Account and its Location. Retail Store Group clusters stores, but it cannot have a hierarchy, so store hierarchies go in Account.

The store data model is the set of objects Agentforce Consumer Goods uses to describe the retail stores that field reps visit. The model combines two standard Salesforce objects, Account and Location, with Consumer Goods objects such as Retail Store, Retail Store Group, and Visit. Supporting objects hold store hours and the places inside a store. Sales managers use these records to plan visits, assign routes, and track stores one by one or in groups.

Account

The store data model starts with the Account object. Account stores the retail business account, including billing and shipping payment information and store hierarchies.

A snack brand sells to a supermarket chain called Fresh Basket. The brand bills Fresh Basket as a whole. The brand has no financial transactions with the individual Fresh Basket stores. In this case, the brand can use one Account record for the chain and capture the chain's full store hierarchy in Account.

Salesforce Accredited Agentforce Consumer Goods Professional Study Guide

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