Survey invitations for a retail visit
Key Takeaway
To create a survey invitation for a visit, open a Contact record, use "Get Survey Invitations", select a survey, and choose the visit in the "Related Record" field.
A survey invitation lets a field rep run a survey during a retail store visit in Agentforce Consumer Goods. The invitation ties a survey to a specific visit or store. Reps can then collect feedback from store staff and consumers as part of their visit work.
In-Store Survey as a visit task
In Agentforce Consumer Goods, In-Store Survey is one of the assessment task types. A survey gathers information and feedback from store staff and consumers. These are the assessment task types:
- In-Store Survey
- Inventory Check
- Planogram Check
- Promotion Check
- Order Creation
- Other, which is a custom task
Surveys are created and sent to field reps. The reps then use survey invitations to conduct the surveys and capture responses from store staff and consumers.
One company can run more than one kind of survey.
A beverage company asks store staff the same short set of shelf questions on every visit. In the same quarter, the company also runs a separate survey that asks consumers about a new sparkling water.