Running an in-store survey from the visit Tasks list
Key Takeaway
A field rep sees the in-store survey task in a visit's Tasks list only when their manager assigns that task to the visit.
An in-store survey is a visit task that field reps use to collect feedback from store staff and customers about promotions, inventory requirements, and product quality. Reps run it from the Tasks list during a visit. Each survey opens in a browser, so reps capture feedback with few clicks.
Where in-store surveys fit
In-store survey is one of the assessment task types provided with Agentforce Consumer Goods. The assessment task types are:
- In-store survey
- Inventory check
- Planogram check
- Promotion check
- Order creation
- Other, for custom tasks