Assessment task definitions versus assessment tasks and sibling task objects
Key Takeaway
An assessment task definition is the reusable description of one kind of store activity. An assessment task is the actual activity a rep performs on one visit.
In Agentforce Consumer Goods, an assessment task definition is a reusable record that describes one kind of store activity, such as an inventory check or a planogram check. An assessment task is the actual activity a field rep performs during one specific visit. Each assessment task points back to the definition it came from. Separate sibling objects handle visit work that isn't an assessment task, such as deliveries and orders.
Definitions versus tasks
Each retail activity a sales manager defines is stored as one record in the Assessment Task Definition object (AssessmentTaskDefinition). The record holds the name, description, category, and type of task.
The actual activity a field rep performs in the field is stored in the Assessment Task object (AssessmentTask). An assessment task uses its definition and adds the context of its status, its visit, and other details. Think of the definition as an item on a menu and the task as one customer's actual order.
A sales manager creates a definition of type Promotion Check called "Check promotional display." On Monday, a field rep visits Hillside Grocery and gets an assessment task from that definition: "Confirm the two-for-one granola display is set up at the front entrance." On Wednesday, another rep visits Corner Mart and gets a different assessment task from the same definition: "Confirm the iced tea display is set up next to the checkout." Both tasks point back to the same definition, but each one belongs to its own visit.