Enabling Surveys for in-store data collection
Key Takeaway
An admin must turn on Surveys in Setup, in "Survey Settings", before field reps can use survey invitations to collect in-store data.
Surveys let a consumer goods company build questionnaires and send them to field reps. Reps use the surveys during store visits to collect answers from store staff and consumers. Before anyone can create or answer a survey, an admin must turn on Surveys in Setup and give users the right object permissions.
What the in-store survey is
In Agentforce Consumer Goods, the in-store survey is a visit task. The survey gathers feedback from store staff and customers about promotions, inventory requirements, and product quality.