Assessment task definition task types
Key Takeaway
The task type of an assessment task definition says what kind of store-visit activity it describes. Use the Other task type for custom data that the five provided task types can't capture, such as the condition, maintenance, and targets of assets a company places in stores.
An assessment task definition is a reusable record that describes one kind of activity a field rep does during a store visit, such as counting stock or checking a promotion. The task type of each definition tells Agentforce Consumer Goods what kind of activity it is. There are five provided task types, plus an Other type for custom activities.
Assessment task definitions and assessment tasks
Each retail activity a sales manager defines is stored as a record in the Assessment Task Definition object. The record holds the name, description, category, and type of the task.
The work a field rep actually does in the store is stored separately, in the Assessment Task object.