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Creating a planogram reference image record

Key Takeaway

A planogram's reference picture is stored as an Image record. Create it from "Images", set "Image Type" to "None", select "Active", and then associate it with an in-store location so field reps can do planogram checks there.

A planogram is a visual sketch of where products sit, and which way they face, in a specific in-store location such as a shelf or aisle. In Agentforce Consumer Goods, the planogram's reference picture is a record of the Image object. The Image record shows the expected shelf display for a planogram check task. You create the Image record first. Then you associate it with an in-store location so field reps can do planogram checks there.

What planograms track

You use planograms to track these things:

  • Share of shelf for your products
  • The count of product facings at eye level
  • Competitor facings on each shelf
  • Missing or misplaced products
Salesforce Accredited Agentforce Consumer Goods Professional Study Guide

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