Performing a custom task in the Retail Execution mobile app
Key Takeaway
In a custom task, each in-store location is a tab. The KPIs for each location are grouped into sections by the product they relate to, and KPIs not related to a product are listed at the top.
A custom task is work that a manager sets up for a business scenario. In the Retail Execution mobile app, a user performs a custom task during a visit by entering KPI values for each in-store location.
What a custom task is
Managers create custom tasks for custom business scenarios. For example, a manager might want users to capture the maintenance records of a refrigerator that was placed in a store to increase beverage sales.
A user can see a custom task only if the manager assigns it to the user's visit.
Custom tasks are available in Lightning Experience in Professional, Unlimited, and Enterprise Editions that have Agentforce Consumer Goods enabled.