Promotion files versus AssessmentTaskContentDocument
Key Takeaway
Files on the Promotion record brief field reps on what a promotion should look like. The notes and photos a rep captures during a promotion check are stored in Assessment Task Content Document records, not as files attached to the promotion.
In Agentforce Consumer Goods, two kinds of documents attach to a promotion, and they move in opposite directions. A manager adds files such as banners, specifications and pictures to the Promotion record to brief field reps on what the promotion should look like. During a visit, a rep performs a promotion check and captures notes and photos. The Assessment Task Content Document object holds those notes and photos. Think of the promotion files as the briefing packet and the Assessment Task Content Document records as the field report.
Promotion files
Promotion files are reference material that the office sets up. A manager adds them to the Promotion record so field reps can refer to them during a visit. Typical files include these:
- Banners
- Promotion specifications
- Pictures
- Other detailed documents
Reference images give reps context for carrying out the promotion. For example, a picture of the banner shows the rep exactly where the display must be placed, what the banner should look like, and other details of the offer.