Shelf photo capture and comparison with the reference planogram
Key Takeaway
A planogram check is manual. The rep compares a shelf photo with the reference planogram image, and "Product Details" in the planogram task shows that reference image next to the list of products in the planogram.
A planogram check is an in-store audit that compares how products actually sit on a shelf with how they are supposed to sit. In Agentforce Consumer Goods, a sales manager links a reference planogram image to In-Store Locations. During a visit, the sales rep takes a shelf photo, compares it with that reference and audits the differences. The results show sales managers whether stores comply with the planned layout.
What a planogram check is
In a planogram check, the rep's shelfie acts as the realogram. The rep compares the realogram with the planogram to find where the shelf differs from the plan.
Planogram checks are a key audit activity that reps perform regularly in stores. Reps use them to check product facings, product counts and share of shelf against the layout the company wants.
Planogram check results support downstream reporting for account managers. Sales managers use the same results to assess store compliance.
Planogram tasks are available in Lightning Experience in Professional, Unlimited and Enterprise Editions that have Agentforce Consumer Goods enabled.