In-Store Survey task type and its purpose
Key Takeaway
Field reps use the In-Store Survey task type during a store visit to gather information and feedback from store staff and customers, on topics such as promotions, inventory requirements, and product quality.
In-Store Survey is a task type in Agentforce Consumer Goods that field reps use to run surveys during a store visit. The other check tasks, such as Inventory Check, record product and shelf data. An In-Store Survey records answers to questions instead, so a rep can capture what store staff and customers say.
What In-Store Survey is for
Agentforce Consumer Goods provides several assessment task types, including Inventory Check, Planogram Check, Promotion Check, and In-Store Survey. You can also create custom tasks for data that the provided task types can't capture.
In-Store Survey gathers information and feedback from store staff and customers. Typical topics include promotions, inventory requirements, and product quality.
Inventory Check records available inventory, share of shelf, facings, and out-of-stock status. Unlike Inventory Check, an In-Store Survey collects responses to the questions you write.
Priya, a field rep for a beverage company, visits a supermarket. She uses an In-Store Survey to ask the store manager how many cases of a new iced tea the store needs for next month. She also asks whether the current two-for-one promotion is bringing in shoppers. Then she asks three shoppers to rate the taste of the iced tea. The survey records what these people tell her. An Inventory Check on the same visit would record shelf data instead, such as facings and out-of-stock status for the iced tea.