Store checks versus product surveys during a visit
Key Takeaway
A Store Check asks general questions about the store and its Points of Sale (POS). The store questions sit on the Store tab, and each POS gets its own tab after it. A product survey asks product-specific questions for each product, in a matrix view.
During a store visit in Agentforce Consumer Goods, a sales rep answers two kinds of questions in the Consumer Goods offline mobile app. A Store Check asks general questions about the store or its Point of Sale (POS) placements, such as store size or condition. A product survey asks product-specific questions, such as shelf compliance, for each product on the survey list. The two are set up differently, and the rep answers them in different places.
Activities
An activity is a list of questions or surveys that sales reps answer during store visits. When an activity is tied to a visit template, the activity is added automatically to every visit created from that template.
Store questions and survey questions are both grouped by activity or promotion, so the rep knows the context of each question. In a Store Check, the activity description shows whether a group of questions relates to a promotion.
Activity scoring is set up while job definition templates are assigned to activities. Each toggle-type question has a score. The response the rep selects decides that question's score.