Executing a custom task in the Consumer Goods offline mobile app
Key Takeaway
Inside a custom task, each in-store location's KPIs are grouped into sections by the product each KPI relates to, and KPIs not related to any product are listed at the top.
A custom task is a visit task in which a field rep records KPI values during a store visit, such as the number of checkouts or the overall store condition. Reps run custom tasks in the Agentforce Consumer Goods offline mobile app. The app works even when the store has no internet connection and syncs the data to Salesforce later.
How to execute a custom task
- Tap the visit on the "Visits for today" card. The Retail Store Cockpit page opens, and the visit's tasks show in the "Tasks" card.
- Tap "Start Visit". Do this before you open any task.
- Open the custom task from the Tasks card. The Tasks card can hold different task types, such as Inventory Check and custom tasks. The custom task is the task whose task type is Other.
- Tap each in-store location tab to see its list of KPIs, and enter the KPI values. Do this for all in-store locations.
- To run another custom task, tap the back arrow to return to the Tasks card and repeat steps 3 and 4.
- When all tasks are done, go back to the Retail Store Cockpit page and tap "End Visit" to complete the visit.
A visit can be marked complete only after its mandatory tasks are completed. If the rep can't complete the mandatory tasks, the rep enters a reason and abandons the visit instead.