Assessment indicators for repeated check tasks in one action plan template
Key Takeaway
When one action plan template has more than one task of the same check type, give each repeated task's Retail Store KPIs a different assessment indicator definition. If the repeated tasks share one, the visit gets duplicate Retail Visit KPI records.
In Agentforce Consumer Goods, an action plan template can hold the same kind of check task more than once, such as two inventory checks for two different products. Each check task measures metrics called assessment indicator definitions. Retail Store KPIs set the targets for those metrics. When a check task type repeats in one template, each repeated task needs its own assessment indicator definitions in its Retail Store KPIs. If they share one, the visit gets duplicate Retail Visit KPI records.
Action plan templates and check tasks
In Agentforce Consumer Goods, an action plan template's Action Plan Type is always Visit Execution. The target object is Visit, so sales managers apply one template to many visits instead of adding tasks to each visit by hand.
Each Action Plan Template Item in a template refers to a task definition, which is stored as an Assessment Task Definition record. An Assessment Task Definition holds the task's name, description, category, and type. Task types include Inventory Check, Planogram Check, and Promotion Check.
An action plan template can have more than one item with the same Assessment Task Definition. For example, one template can hold an inventory check for oat milk and a second inventory check for almond milk.