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Associating a planogram with an in-store location

Key Takeaway

A planogram is stored as an Image record, and the in-store location holds a reference to it. So the planogram you set on an in-store location is an Image record.

A planogram shows where specific products belong on a display in a store. In Agentforce Consumer Goods, you store the planogram as an Image record and link it to the in-store location for that spot in the store. After you make that link, field reps can perform planogram check tasks for that spot.

What a planogram is and where it is stored

The planogram image represents the expected shelf display for a planogram check task.

You upload the planogram image to the Image object. You can also save a planogram specification document to the Files object and reference that document from the Image record.

The planogram shows the expected display, but the realogram shows the real one. Both are stored as records in the Image object.

Salesforce Accredited Agentforce Consumer Goods Professional Study Guide

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