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Picklist assessment indicator targets with defined values and indicator values

Key Takeaway

For a picklist Assessment Indicator Definition, you set a target by adding an Assessment Indicator Value to the Retail Store KPI and selecting one of the definition's existing Assessment Indicator Defined Values.

A picklist Assessment Indicator Definition lets you measure a store KPI by choosing one option from a fixed list, instead of typing a number or text. Assessment Indicator Defined Values hold that list of options. Assessment Indicator Values record which option is the target on a Retail Store KPI and which option was actually chosen on a Retail Visit KPI.

What a picklist Assessment Indicator Definition is

You associate an Assessment Indicator Definition with the Assessment Task Definitions (ATDs) that define the Retail Store KPIs. Its indicator field type can be Number, Boolean, Date Time, Text, Decimal, or Picklist.

When the type is Picklist, the definition supports a single-select picklist. During a visit, the user picks exactly one option from that list.

Salesforce Accredited Agentforce Consumer Goods Professional Study Guide

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