Purpose of the Promotion Check assessment task type
Key Takeaway
A Promotion Check has field reps audit the promotions running in a store against the agreed-upon terms. They also confirm that the store is ready for upcoming promotions.
Promotion Check is an assessment task type in Agentforce Consumer Goods that field reps perform during a store visit. The rep checks whether the promotions running in the store follow the agreed-upon terms. The rep also confirms that the store is ready for promotions that are coming up.
Purpose of a Promotion Check
The main purpose of a Promotion Check is to audit the current promotions at a store and verify that they follow the agreed-upon terms. A Promotion Check also looks ahead, so it covers whether the store is ready for upcoming promotions, not just the promotions running today.
Promotion Check tasks also help assess the impact of promotions on sales figures and customer satisfaction.