Custom Context on Retail Store KPIs for asset and custom task metrics
Key Takeaway
To tie a KPI target to an asset that reps service through a custom task, set the "Custom Context" field on the Retail Store KPI: select an object, then select a record of that object.
Custom Context is a field on the Retail Store KPI object that ties a KPI target to a record from a standard or custom object instead of to a product, promotion, or planogram. With Custom Context, you can set targets for work that doesn't fit the standard check tasks, such as servicing and maintaining assets like refrigerator displays. Field reps handle that work through custom tasks.
Custom tasks and assets
Custom tasks aren't tied to planograms, promotions, orders, or surveys. Their key metrics usually track the maintenance and servicing of assets.
The object behind an asset can be a custom object you build or an existing object in Salesforce. Either way, the data model tracks that object like any other standard object, so you can define metrics, set up data, and associate tasks for it.
Not every object qualifies. You can select any standard or custom object for a custom task only when the HasActivities attribute is enabled. To check, see whether the object is listed as related to the Task object.