Provided assessment task types versus custom (Other) tasks
Key Takeaway
When a business scenario isn't covered by any of the five provided assessment task types, use the Other task type to create a custom task.
Assessment tasks are the work a field rep does during a store visit to capture business data, such as stock levels or promotion compliance. Agentforce Consumer Goods provides five ready-made task types. A sixth type, Other, lets you build a custom task when you need data the provided types can't capture. If you know what each provided type covers, you can tell when a scenario needs Other instead.
Assessment task types
You create assessment task definitions to capture business data during visits. You can add multiple KPI-based tasks to a single visit.
The provided task types are Inventory Check, Planogram Check, Promotion Check, In-Store Survey and Order Creation. The Other task type is for custom tasks, so Other is the fallback when none of the five provided types fits.
| Task type | Use it to |
|---|---|
| Inventory Check | Track products or product categories in a store |
| Planogram Check | Track how products are displayed on shelves and assess share-of-shelf percentages at in-store locations |
| Promotion Check | Audit current promotions at a store against the agreed-upon terms, and confirm the store is ready for upcoming promotions |
| In-Store Survey | Gather information and feedback from store staff and consumers |
| Order Creation | Take orders for products that need replenishment |
| Other | Create a custom task for a custom business scenario that none of the provided types fits |