Which KPIs can be derived using Planogram detection?
Out of Stock, Share of Shelf, SKU Facings
Out of Stock, Share of Shelf, Brand Facings
Out of Stock, Shelf Size, SKU Facings
Out of Stock, Shelf Size, Brand Facings
Planogram analysis focuses on measurable shelf-compliance indicators such as Out of Stock, Share of Shelf, and product facings. These metrics allow a consumer goods organization to determine whether products are available, whether they occupy the expected proportion of shelf space, and whether the required number of product faces are visible to shoppers.
Salesforce defines Planogram Check as an assessment task used to track product displays and evaluate shelf execution. For planogram-related Retail Store KPIs, Salesforce explicitly maps Assessment Indicator Definitions to KPI types. Product-facing measurements use Facings, share-of-shelf measurements use Share of Shelf, and stock-availability measurements use Out of Stock. The facing measure is associated with individual products or SKUs when the organization needs to determine the number of visible product facings.
The underlying planogram model associates the reference Image with an In-Store Location and connects products to that location. During execution, those relationships provide the product-specific context required to assess whether the shelf configuration conforms to the intended merchandising arrangement. Shelf size itself is not one of the supported KPI types for this planogram-compliance configuration.
Study Guide Topics:Visit Execution - > Planogram Check - > Share of Shelf - > Facings - > Out-of-Stock Compliance
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How can an Account Manager visualize store visits in their territory for the day by their current status?
By creating a Map Layer using retail store search filters by status and color code the markers by status
By creating a map layer using accounts as a base object and color code the markers by status
By creating a map layer using retail store as the base object and represent the markers by shape
By creating a map layer using visits as the base object and color code the markers by status
The Visit object should be used as the base object because the information that must be visualized-specifically the current status of today ' s visits-is stored on Visit records. Agentforce Consumer Goods uses the Visit object to track planned and completed retail-store engagements, including the responsible field representative, planned start and end times, retail location, and Visit Status.
Salesforce Maps supports Visit as a mappable object even though Visit itself does not contain a physical address. Salesforce Maps can inherit the location from the related Retail Store through the Visit ' s relationship to that store. A Marker Layer can then be constructed using Visit as its base object and filtered for the appropriate territory and date.
Salesforce Maps also supports dynamic marker formatting based on a field value. With the Varied Based On 1 Field configuration, the administrator can select Visit Status and assign different colors to different statuses. This allows an account manager to distinguish scheduled, in-progress, completed, or other visit states directly on the map without opening individual records.
Study Guide Topics:Visit Planning - > Salesforce Maps - > Visit Object - > Marker Layers - > Visit Status
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Which statement is correct about Consumer Goods - Einstein Visit Recommendations?
Visit Recommendations are automatically generated by recent case activities
Visit Recommendations automatically take into consideration already created visits for the store
Visit Recommendations rules consider the store operating hours
Visit Recommendations can be created using the Next Best Action Strategy
Einstein Visit Recommendations support Next Best Action strategies for determining which retail stores should be recommended for visits. Salesforce allows administrators to configure a recommendation strategy that evaluates relevant records and business criteria and produces prioritized visit recommendations for sales managers and field representatives.
A Next Best Action strategy can load relevant data, apply business rules, generate scores and reasons, and return recommendations that support store-visit planning. When a user creates a Visit Recommendation Request, the selected recommendation strategy is executed for the specified store and date context. Salesforce can also incorporate prediction information from Einstein Discovery when organizations require model-based recommendations.
The architecture separates recommendation logic from visit execution. Administrators can therefore create multiple strategies for different business priorities-for example, prioritizing stores with declining inventory, important upcoming promotions, or revenue opportunities. Salesforce documentation specifically supports both flow-based strategies and Next Best Action strategies for Einstein Visit Recommendations, enabling organizations to select the implementation approach that aligns with their planning logic and scalability requirements.
Accordingly, the ability to create Visit Recommendations through a Next Best Action Strategy is a standard supported configuration.
Study Guide Topics:Visit Planning - > Einstein Visit Recommendations - > Next Best Action - > Recommendation Strategies - > Visit Prioritization
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A Field Rep is having challenges measuring their share-of-shelf due to a recent change in packaging to a competitor ' s product, which makes their products look almost identical. When using Einstein, the competitor ' s product was marked incorrectly as the rep ' s product. What should the rep do to prevent this from happening in the future?
Turn the competitor ' s products around and re-perform the check
Contact the manager to create a new planogram
Cancel the task and perform the planogram check manually
Edit product tags
The appropriate action is to edit the product tags so that the incorrectly detected object is associated with its correct product classification. Product identification depends on the relationship between the detected item and the product label assigned to it. When two packages have highly similar visual characteristics, a detected object can require correction to ensure subsequent shelf-analysis results reflect the correct SKU or competitor product.
Share-of-shelf measurements depend on accurate identification of the products occupying the shelf. If an item belonging to a competitor is classified as the company ' s own product, the calculated shelf presence becomes overstated and the resulting compliance data is unreliable. Correcting the product tag addresses the classification problem at its source rather than manipulating the physical shelf or abandoning the assessment.
This approach also aligns with the underlying object-detection model. Detection systems generate identified objects and associate those detections with product classifications. Accurate labels and representative examples are fundamental to reliable image-based object recognition. Where product appearance changes substantially, maintaining accurate classification information is essential to preserving measurement quality.
Creating a different planogram would change the expected merchandising arrangement but would not correct an incorrectly classified detected product.
Study Guide Topics:Platform - > Einstein Object Detection - > Product Recognition - > Product Tags - > Share-of-Shelf Accuracy
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Which Action Plan Type should be selected when creating an Action Plan Template for Consumer Goods Cloud?
Assessment Task Plan
Industries
Visit Execution
Visit Planning
For the Agentforce Consumer Goods visit-execution model, the appropriate Action Plan Type is Visit Execution. Action Plan Templates provide reusable collections of activities that field representatives repeatedly perform during visits to retail stores.
Salesforce ' s Consumer Goods data-model training identifies Visit Execution as the Action Plan Type used for Retail Execution templates and Visit as the Target Object. The template can then contain tasks such as inventory checks, planogram checks, promotion checks, asset checks, surveys, order-related activities, and other recurring work.
The Action Plan Template separates reusable task configuration from individual Visit records. Administrators define the common activities once, establish their order and mandatory status, and then associate the template with multiple visits. When the template is applied, Salesforce creates the necessary visit-level tasks so the field representative receives a consistent execution workflow.
This approach is particularly important in consumer goods organizations where representatives may perform essentially the same merchandising, inventory, promotion, order, and compliance activities across hundreds or thousands of stores. Visit Execution provides the action-plan classification aligned with that Retail Execution business process.
Study Guide Topics:Visit Planning - > Action Plan Template - > Visit Execution - > Visit Target Object - > Assessment Tasks
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Alpine, a Consumer Goods company, is sending new product introduction samples to outlets via their distributors who are using Alpine ' s field execution app. How can Alpine keep track of the inventory of the samples in the field?
By creating delivery tasks for the distributors and monitor their on-hand inventory for the sample Product ' s Stock Keeping Unit (SKU)
By creating a report for store locations to monitor the on-hand inventory
By assigning the asset to a custom task type and make the distributors enter the delivered quality
By creating delivery tasks for the distributors and track the shipping document status
A Delivery Task combined with SKU-level inventory tracking provides the appropriate operational model for tracking samples distributed through field representatives or distributors. Delivery Tasks represent delivery activities performed during store visits and are associated with Shipments that define which products must be delivered.
Within Salesforce inventory management, Product Item records represent quantities of specific products at inventory locations. A Product Item therefore provides the inventory relationship between the Product2 record and a location, with Quantity On Hand recording the current available quantity. For mobile inventory such as a distributor vehicle, Salesforce supports a Location configured as a mobile inventory location and allows Product Items to record the inventory carried in that vehicle.
Product Transfers associated with shipments identify the specific products and quantities being moved between locations. As delivery activities are performed, Salesforce can update inventory quantities accordingly. This provides operational traceability at the individual SKU level rather than merely reporting on shipping-document status.
Because the requirement is to monitor samples that remain available to distributors in the field, tracking the sample SKU ' s on-hand quantity together with the Delivery Task provides the most appropriate inventory-management approach.
Study Guide Topics:Visit Execution - > Direct Store Delivery - > Delivery Task - > Product Item - > Quantity On Hand - > SKU
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For flow based tasks, which two statement are correct?
A Retail Store KPI is always needed and is passed to the flow in the variable Retail Store KPI.
Retail Visit KPIs always need a corresponding Retail Store KPI.
Assessment Task IDs and Visit IDs are passed to the flow in a flow task.
Retail Store KPIs are not needed, as long as an Assessment Indicator Definition is available within the flow to create the Retail Visit KPI.
Flow based tasks should never be used for tasks that require a Retail Visit KPI.
Flow-based activities execute within the context of the Visit and Assessment Task, while the Retail Execution KPI architecture maintains the relationship between Retail Store KPIs and Retail Visit KPIs.
Salesforce supports adding flows directly to an Action Plan Template. A flow can receive visitId, assessmentTaskId, or both as input parameters. These identifiers allow the flow to operate against the specific Visit and Assessment Task instance from which it was launched, ensuring that business automation remains tied to the correct retail execution transaction.
Retail Visit KPIs provide the transactional measurement layer for a visit. Salesforce documents that when an Action Plan Template is assigned to a Visit, Assessment Tasks are generated from Assessment Task Definitions and Retail Visit KPI records are created based on the applicable Retail Store KPIs. The Retail Store KPI defines the expected target and assessment context, while the Retail Visit KPI captures the visit-specific actual measurement against that target.
Salesforce ' s data model also records the Assessment Task ID, Visit ID, Assessment Indicator Definition, Target Value, and Actual Value on Retail Visit KPI records.
Study Guide Topics:Visit Execution - > Flow Tasks - > visitId - > assessmentTaskId - > Retail Store KPI - > Retail Visit KPI
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Northern Trail Outfitters (NTO) places a high value on understanding how their endcaps are performing. What should be recommended to NTO to ensure they can capture this data?
Make a Custom object for In-Store location on the Retail Store Object to capture KPIs
Make In-Store Locations as a record type on the Retail Store Object to capture the KPIs
Make In-Store Locations as a record page on the In-Store Location Object to capture the KPIs
Make a separate set of KPIs specifically for capturing the endcap In-Store Location
Endcaps should be represented as In-Store Locations and In-Store Location Categories, with Retail Store KPIs specifically configured for that merchandising context. This allows NTO to measure endcap performance independently from primary shelves, checkout counters, backrooms, or other store areas.
Salesforce ' s Agentforce Consumer Goods data model supports In-Store Location categories precisely for this purpose. Similar physical locations across stores can be categorized-for example, Endcap Displays-and Retail Store KPIs can then use that category to define the measurements and targets applicable to those locations.
Salesforce ' s own Retail Execution configuration examples demonstrate creating Retail Store KPIs specifically for the Endcap Displays category. A promotion-compliance KPI can include the Retail Store Group, Endcap Displays as the In-Store Location Category, the relevant Assessment Indicator Definition, Promotion, Product Category, and a Boolean target value. This allows field representatives to capture endcap-specific performance during visits while managers analyze the resulting Retail Visit KPI data separately.
Creating Retail Store record types or unrelated custom objects would not provide the appropriate KPI granularity. Dedicated KPI configuration for the endcap context uses the standard Consumer Goods data model and provides targeted merchandising measurement.
Study Guide Topics:Data Setup - > In-Store Locations - > Endcap Displays - > Retail Store KPI - > Assessment Indicators
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A Field Sales Manager is trying to determine which stores have a decline in Retail Execution KPIs and therefore need attention. Which Tableau CRM for Consumer Goods Cloud dashboard can provide the required data?
Store Performance Dashboard
Team Performance Dashboard
Last Visit Store Performance Dashboard
Product Performance Dashboard
The Store Performance Dashboard is designed for sales managers who need to evaluate store-level Retail Execution performance and identify locations requiring intervention. It provides consolidated analysis of store KPIs, compliance trends, visits, and business performance rather than limiting the analysis to one representative, product, or individual visit.
Salesforce describes the Store Performance dashboard as answering two fundamental questions: how stores are performing based on Retail Execution KPIs and which stores need attention. It also provides correlation analysis showing how Retail Execution KPIs affect store performance and how store visits influence compliance and revenue.
The underlying metrics include Average Store Compliance and changes in compliance over the selected comparison period. Salesforce calculates these measurements from Retail Visit KPI records, allowing managers to identify stores whose compliance is deteriorating relative to an earlier period. Metrics such as facing compliance, price compliance, share-of-shelf compliance, inventory compliance, and out-of-stock compliance can contribute to the analysis.
Consequently, the Store Performance Dashboard provides the appropriate management-level view for locating stores with declining Retail Execution KPI performance.
Study Guide Topics:Analytics - > Store Performance - > Retail Execution KPIs - > Compliance Trends - > Stores Needing Attention
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A consultant for Northern Trail Outfitters (NTO) company advises NTO to leverage Visit Recommendations for the field team. Which build option ensures the strategy is scalable to meet the requirements of NTO?
Build the strategy using Workflows
Build the strategy using Flow Builder
Build the strategy using an Apex class
Build the strategy using Process Builder
For a scalable Visit Recommendation strategy, Salesforce recommends implementing the selection logic through an Apex class. Visit Recommendations can use programmable logic to determine which stores should receive recommendations based on organization-specific criteria, and Apex is appropriate when the strategy must operate at business scale.
Salesforce allows an Apex class to select the stores for which Einstein should provide Visit Recommendations. The Apex method is exposed to automation by using @InvocableMethod, after which the class can be invoked from the Visit Recommendation strategy or from an autolaunched flow.
Salesforce also supports a Flow strategy for Visit Recommendations, but its documentation specifically notes that the flow-only method is not scalable for a business use case and recommends using Apex for scalable implementations. An Apex implementation gives developers greater control over bulk processing, complex filtering, reusable business logic, and Salesforce governor-limit considerations.
The strategy can return the recommended Store IDs and recommendation reasons so sales managers and field representatives understand both which stores should be visited and why those stores have been prioritized.
Workflow and Process Builder are not the architecture Salesforce defines for this Visit Recommendation capability.
Study Guide Topics:Visit Planning - > Einstein Visit Recommendations - > Apex - > Invocable Methods - > Scalable Recommendation Strategies
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Which Three actions should a System Admin perform to set up a survey assessment task in the Consumer Goods Cloud?
Define Assessment Indicator Definition to capture within survey
Create a Retail Store KPI record of ' Survey Type '
Create a Survey record using Salesforce survey application
Generate survey invitations for the retail store ' Primary Contact '
Define an Assessment Task Definition of type ' In-Store Survey '
Setting up an In-Store Survey requires configuration of the Salesforce Survey, the corresponding In-Store Survey Assessment Task Definition, and an appropriate Survey Invitation.
The administrator first creates and prepares the Survey using Salesforce Surveys. This record contains the questions and response structure that the participant will complete. Next, the administrator creates an Assessment Task Definition and selects In-Store Survey as its task type. Assessment Task Definitions store reusable activities that can be incorporated into an Action Plan Template and subsequently instantiated as Assessment Tasks when that template is applied to a Visit.
The Survey must also be distributed through a Survey Invitation. Salesforce ' s Consumer Goods setup procedure supports generating the invitation from the primary contact of the Retail Store, associating the survey with the applicable related record, and then making it available from the task section of the Visit.
Assessment Indicator Definitions and Retail Store KPIs are primarily used for target-based compliance and KPI assessment processes. The In-Store Survey workflow instead relies on Salesforce Surveys, Survey Invitations, and the In-Store Survey Assessment Task Definition to deliver and execute the questionnaire during a retail visit.
Study Guide Topics:Data Setup - > Salesforce Surveys - > In-Store Survey - > Assessment Task Definition - > Survey Invitation
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What object has a one-to-many relationship with the CG object Visit?
Layer
Retail Store
Retail Store Group
Account
A Retail Store can be associated with many Visit records, creating the required one-to-many relationship. Each Visit represents a particular scheduled or completed engagement between a field representative and a physical retail location, while the same store can naturally be visited repeatedly over time.
Salesforce describes the Visit object as tracking information about a field representative ' s visit to a Retail Store where retail activities are performed. Visit records hold information such as planned and actual start and end times, status, visitor, priority, and the related location.
For Consumer Goods implementations, the Visit ' s Place relationship identifies the Retail Store being visited. Salesforce Maps uses the same model when scheduling Consumer Goods visits: Visit records can derive their map location from the related Retail Store through Place ID, allowing Maps to position each Visit at the correct physical outlet.
Because representatives return to stores according to visit frequencies, merchandising schedules, promotions, deliveries, and sales requirements, a single Retail Store can accumulate multiple Visit records over its lifecycle. Each Visit remains a distinct transaction with its own Action Plans, tasks, KPIs, timing, and execution results.
Study Guide Topics:Data Setup - > Retail Store - > Visit - > Place Relationship - > Store Visit History
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GreenTech, a Consumer Goods company wants to sell new products in a particular retail store. Which Tableau CRM dashboard should they use to find opportunities to sell new products in a retail store location?
White Space Analysis
Sales Rep Performance
Sales Manager - Territory Performance
Account Insight
The Whitespace Analysis dashboard is specifically designed to identify opportunities to introduce additional products or product categories into stores. It analyzes sales information across products, categories, and retail locations to expose areas where a store has unused sales potential.
Salesforce describes whitespace as an opportunity where a product or category that performs successfully elsewhere is not currently generating sales in a particular store. The dashboard allows sales managers to evaluate revenue and quantity patterns, identify top-performing products, compare performance across stores, and determine where introducing a product could increase revenue. This makes it directly applicable to GreenTech ' s requirement to determine which new products may be suitable for a particular retail location.
The dashboard can answer questions such as which stores have the potential to sell top-selling products and whether a product or category can be introduced into additional stores. It also provides product-performance trends so the sales manager can evaluate whether a candidate product has demonstrated sufficiently strong performance elsewhere before expanding distribution.
Therefore, Whitespace Analysis provides the cross-selling and assortment-expansion insight needed for this scenario.
Study Guide Topics:Analytics - > CRM Analytics - > Whitespace Analysis - > Product Opportunities - > Store Sales Potential
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When creating a new page for the Consumer Goods Cloud mobile application, what components are available to be added?
Quip Documents, Einstein Predictions, and Price Optimization
Quip Documents, Einstein Predictions, and Custom Object Task List
DEX Electronic Data Interchange (EDI), Custom Object Task List, and Customer Onboarding
DEX Electronic Data Interchange (EDI), Price Optimization, and Customer Onboarding
Salesforce Lightning pages can combine standard platform components with components specifically provided for Consumer Goods Retail Execution. The applicable combination is Quip Documents, Einstein Predictions, and Custom Object Task List.
The Quip Document component allows administrators to embed collaborative Quip documents directly on Salesforce record pages. Users can create, view, and edit supporting documents without leaving Salesforce. The component is configured through Lightning App Builder and can use either individual documents or reusable templates.
The Einstein Predictions component displays deployed Einstein Discovery predictions and recommendations on standard or custom-object record pages. Administrators add the component using Lightning App Builder and select the applicable deployed prediction model.
For Retail Execution, Salesforce provides Custom Object Task List as one of the standard Consumer Goods mobile components. It is scoped to Assessment Task and can be incorporated into customized mobile pages together with other Consumer Goods components such as Inventory Check, Promotion List, Planogram List, and In-Store Products.
The other option sets contain capabilities that are not identified as corresponding Lightning page components for this configuration.
Study Guide Topics:Platform - > Consumer Goods Mobile App - > Lightning App Builder - > Quip - > Einstein Predictions - > Custom Object Task List
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Sales Managers would like a map that shows which stores are running a promotion within their vicinity. Which solution meets their requirement and also involves the least amount of custom development?
A visual mashup that displays the required map on the promotions page
An unmanaged package from the AppExchange modified to meet the requirements
The nearby map component on the promotion records page
The map component added to the home page
The Nearby Map component on the Promotion record page provides the required functionality through standard Salesforce Maps configuration with minimal custom development.
Salesforce specifically documents the use of a Nearby Map component for Consumer Goods scenarios. Administrators create a Nearby Map configuration using an appropriate Maps layer and then place the Maps Nearby Maps component on a Lightning Record Page through Lightning App Builder. The layer determines which business records are displayed and how they are filtered.
For promotions, Salesforce gives this precise use case: administrators can configure a Nearby Map with a layer containing Retail Stores and place that component on the Promotion record page. When a sales manager views the Promotion record, the component displays retail stores participating in the promotion in a map-based interface. This allows the manager to visualize nearby participating stores without leaving the promotion context.
Because the capability is supplied through Salesforce Maps and Lightning App Builder, it avoids developing a custom visual mashup or modifying an unmanaged AppExchange package. Adding a generic map to the Home page would also lack the Promotion record context needed to display stores associated with the specific promotion.
Study Guide Topics:Visit Planning - > Salesforce Maps - > Nearby Map - > Promotion - > Retail Store Visualization
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Alpine, a Consumer Goods company, is launching a new division dedicated to fresh baked breads delivered to restaurants and groceries. In an effort to move product rapidly and pick up new clients they need to extend their current customer onboarding process to allow field reps to onboard new customers while on their daily route. Which option is a best practice to complete this requirement?
Create a retail store record from the mobile app and use a workflow to send an email to the customer affair department
Create an opportunity and use CPQ to send the restaurant manager an enticing quote
Use the Click2Create function to pull the Point of interest data from maps directly to the address fields and attached follow up case or lead to onboard the outlet on an onboarding journey
Ask the potential customer to navigate to the Alpine website built on Commerce Cloud to place their first order
Salesforce Maps Click2Create is designed for field representatives who discover prospects, customers, or service locations while working in a territory. It allows a user to create Salesforce records directly from a map location or Point of Interest without leaving the mapping experience.
When a representative identifies a restaurant or grocery outlet while traveling the route, the representative can select the relevant Point of Interest and invoke Click2Create. Salesforce can use available business and location information to populate fields on the new Salesforce record. Administrators can configure field sets and field mappings so data captured through Click2Create is directed into the appropriate fields on Lead, Account, or other supported records.
This approach is significantly more efficient than manually creating an unrelated record and initiating an email-based handoff. It also allows the newly created prospect to enter an established Salesforce onboarding process immediately. Opportunity and CPQ functionality generally applies after sufficient prospect and account qualification has occurred, while directing the customer to an external commerce site does not provide the controlled field-sales onboarding process described in the scenario.
Click2Create therefore provides the most appropriate integration between Salesforce Maps, field prospecting, and customer onboarding.
Study Guide Topics:Integrations - > Salesforce Maps - > Click2Create - > Points of Interest - > Customer Onboarding
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Which three dashboards are natively available with Tableau CRM for Consumer Goods Cloud?
Category Insights
Inventory Performance
Sales Rep Performance
Store Insights
Product Performance
Sales Rep Performance, Store Insights, and Product Performance are standard analytics dashboards provided for Consumer Goods Retail Execution.
The Sales Rep Performance dashboard enables sales managers to compare representatives, identify high- and low-performing team members, and analyze performance trends over time. Metrics can include revenue, product sales, visits, compliance, and other Retail Execution measurements.
The Store Insights dashboard provides store-focused analysis. It enables users to examine store sales, compliance metrics, product performance, visits, and related trends to identify outlets that require attention. Salesforce documents Store Insights as one of the embedded dashboards available within the Consumer Goods analytics experience.
The Product Performance dashboard provides product- and category-level insights. Sales managers can identify high- and low-performing products, review revenue and quantity trends, analyze compliance, and determine which products require intervention.
The native analytics portfolio contains additional dashboards such as Store Performance, Territory Performance, Whitespace Analysis, and Sales Manager Home. Category Insights and Inventory Performance are not the corresponding standard dashboard names represented by these options.
Study Guide Topics:Analytics - > CRM Analytics - > Sales Rep Performance - > Store Insights - > Product Performance
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Which of the following is accurate regarding the Einstein Vision model?
The model is created automatically by Einstein based on uploading the perfect image
The model is created via crowdsourcing of images available via public copyright licenses
The model is created in store as reps perform their daily tasks during phase 1 rollout
The model needs to be created as part of the development process using a base set of images
An Einstein Vision object-detection model must be developed from a training dataset containing representative images of the objects that the model is expected to recognize. Model creation is therefore an implementation activity rather than something that occurs automatically from a single image or during ordinary field execution.
Salesforce ' s Einstein Vision development process begins by collecting representative training images. For object detection, each training example must also identify the relevant objects using bounding-box coordinates. The resulting examples are assembled into a dataset and submitted to the Einstein Vision training service. Training that dataset produces a model that can subsequently identify, classify, count, and locate corresponding objects in new images.
The quality and diversity of the base image set directly influence model performance. A sufficiently representative dataset must account for differences such as product orientation, lighting, shelf arrangement, packaging appearance, and surrounding objects. Salesforce also allows multiple models to be trained from evolving datasets so their performance can be evaluated and refined.
Consequently, the model is deliberately built during implementation from a prepared base dataset before it is incorporated into the field-execution process.
Study Guide Topics:Platform - > Einstein Vision - > Object Detection - > Training Dataset - > Model Creation
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What is the junction object used in between Retail Store KPI and Assessment Task?
Retail Visit KPI
Assessment Indicator Definition
Retail Store KPI
The Retail Visit KPI provides the visit-level relationship between the configured KPI framework and the Assessment Task that is executed in the field. Retail Store KPI defines expected values, while Retail Visit KPI captures the actual measurement generated during a specific Visit and Assessment Task.
Salesforce ' s Consumer Goods data model shows that Retail Visit KPI includes references to Assessment Task, Visit, Assessment Indicator Definition, Product, Product Category, In-Store Location, Promotion, Planogram, and other assessment context. It also contains the Target Value and Actual Value used to evaluate store performance.
The records are created as part of the assessment-task generation process. When an Action Plan Template is assigned to a Visit, Salesforce creates Assessment Tasks based on the included Assessment Task Definitions and creates Retail Visit KPIs based on the applicable Retail Store KPIs.
This design enables one centrally configured Retail Store KPI to drive repeated measurements across many store visits. Each individual visit receives its own Retail Visit KPI record, allowing the actual execution result to remain associated with the Assessment Task that produced it.
Study Guide Topics:Data Setup - > Retail Visit KPI - > Retail Store KPI - > Assessment Task - > Actual and Target Values
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For flow-based tasks, which two statements are correct?
A Retail Store KPI is always needed and is passed to the flow in the variable Retail Store KPI
Retail Visit KPIs always need a corresponding Retail Store KPI
Assessment Task IDs and Visit IDs are passed to the flow in a flow task
Retail Store KPIs are not needed, as long as an Assessment Indicator Definition is available within the flow to create the Retail Visit KPI
Flow based tasks should never be used for tasks that require a Retail Visit KPI
Flow-based tasks operate within the Visit and Assessment Task execution context and require the business context necessary to determine the applicable KPI configuration. The Retail Store KPI represents the target definition for an Assessment Indicator Definition and provides information such as store group, product, location category, target value, and other assessment context.
The flow also operates with the relevant Assessment Task and Visit identifiers so that automation can execute against the correct task instance and scheduled retail visit. This maintains the relationship between the reusable configuration and the transaction generated for an individual field visit.
Salesforce ' s broader assessment architecture reflects the same hierarchy: assigning an Action Plan Template to a Visit creates Assessment Tasks based on Assessment Task Definitions, while Retail Visit KPIs are generated using the applicable Retail Store KPI configuration.
This separation is essential. Retail Store KPI supplies expected business targets, Assessment Task provides the executable activity, and Visit supplies the store-engagement context in which the Flow runs.
Study Guide Topics:Visit Execution - > Flow-Based Tasks - > Retail Store KPI - > Assessment Task - > Visit Context
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Northern Trail Outfitters wishes to use Tableau CRM as part of their Consumer Goods Cloud rollout. What data is required to support successful creation of the app?
Products must be associated to retail stores
Retail Visit KPIs must be created
Retail Store KPIs must be created
Promotions must be created and associated to retail store locations
CRM Analytics for Agentforce Consumer Goods requires a minimum set of records before the Analytics for Consumer Goods app can be successfully created. Salesforce identifies the required data objects as Account, RetailStore, Visit, RetailVisitKpi, and Product2. An Order record is additionally required when the organization wants to include both Retail Execution and sales data.
The Retail Visit KPI requirement is particularly important because Retail Visit KPI records contain actual information captured during visits against the Assessment Indicator Definitions and targets configured for Retail Execution. These records provide the analytics layer with visit-level compliance and performance measurements that can be used in dashboards for store performance, product performance, territory analysis, and other Retail Execution insights.
Retail Visit KPI records are generated as part of the assessment-task process based on the underlying Retail Store KPI configuration. Salesforce therefore requires at least one RetailVisitKpi record in the organization when validating the data prerequisites for the CRM Analytics application.
The analytics setup process validates these minimum data requirements and displays a message when required records are missing.
Study Guide Topics:Analytics - > CRM Analytics for Agentforce Consumer Goods - > Data Requirements - > Retail Visit KPI - > Retail Execution Analytics
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Which three Consumer Goods Cloud (CGC) objects are linked to the product2 object in the CGC data model?
Assortment Product
Delivery Product
Assessment Task Product
Promotion Product
Store Product
Assortment Product, Promotion Product, and Store Product are Consumer Goods data-model objects that establish important relationships between Product2 and retail business contexts.
Assortment Product is a junction object connecting individual products with an Assortment. An Assortment represents a collection of products that are eligible or targeted for sale at specific stores, store groups, or accounts. Salesforce uses the junction relationship to support different product portfolios across retail locations.
Promotion Product connects a Promotion with a Product2 record when a promotion is defined at the product level. This relationship allows Salesforce to determine which specific products participate in promotional activities and enables product-level Promotion Checks during store visits.
Store Product directly associates Product2 with a Retail Store or specific In-Store Location. This relationship supports store-specific product execution, including inventory checks, order capture, product placement, and merchandising activities.
These junction objects provide three distinct dimensions around Product2: assortment eligibility, promotional participation, and store-level availability or placement. Delivery Product and Assessment Task Product are not the corresponding standard junction objects used for these Product2 relationships.
Study Guide Topics:Data Setup - > Product2 - > Assortment Product - > Promotion Product - > Store Product
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Where would a Consumer Goods Cloud Admin need to establish the expected value for the planogram metrics?
Retail Store KPI
Delivery Tasks
Assessment Task Definition
Assessment Indicator Definition
The expected value for a planogram metric is defined on the Retail Store KPI. In the Consumer Goods Retail Execution data model, an Assessment Indicator Definition specifies what is measured, while the Retail Store KPI establishes the target or expected value against which the field representative ' s actual observation is evaluated.
When an administrator creates a Retail Store KPI, Salesforce requires selection of the relevant Assessment Indicator Definition and provides configuration fields for the Retail Store Group, In-Store Location Category, product or product category, planogram, KPI type, effective dates, and target value. Supported KPI types include Facing, Share of Shelf, Out of Stock, Inventory, Price, and Revenue. The administrator then defines the target value appropriate to the selected assessment indicator.
During visit execution, the representative captures an actual value. Salesforce stores visit-level actual information separately in the Retail Visit KPI and compares that value with the target defined in the Retail Store KPI. This separation enables consistent compliance measurement across multiple stores and visits while maintaining centrally managed targets.
Therefore, the Retail Store KPI is the configuration record responsible for holding the expected value used in planogram compliance measurement.
Study Guide Topics:Data Setup - > Retail Store KPI - > Assessment Indicator Definition - > Target Values - > Planogram Metrics
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Which are the two primary use cases for performing an in-store survey?
Gathering data on inventory reconciliation
Gathering feedback from customers, consumers, shoppers, and staff
Gathering point of sale data
Gathering data on promotions, inventory requirements and product quality
In-Store Surveys are primarily designed to capture qualitative feedback from people associated with the retail location and to gather information about operational topics such as promotions, inventory requirements, and product quality.
Salesforce explicitly defines the In-Store Survey capability as a method for gathering feedback from store staff and customers about promotions, inventory needs, and product-quality conditions. The survey is executed as part of a Visit and can be incorporated into an Action Plan Template through an Assessment Task Definition of type In-Store Survey.
This model allows consumer goods organizations to collect information that is difficult to derive from purely transactional records. For example, store personnel can provide feedback about product availability, promotional effectiveness, packaging issues, shopper reactions, or changing inventory requirements. Surveys can also capture consumer or shopper opinions about products or promotional activities.
Inventory reconciliation is handled through inventory-management and Inventory Check processes rather than primarily through surveys. Point-of-sale information is normally imported or integrated as structured sales data for analytics rather than collected manually through an In-Store Survey.
Study Guide Topics:Visit Execution - > In-Store Survey - > Customer Feedback - > Promotions - > Inventory Requirements - > Product Quality
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Where are the results (actual values) of Custom Task KPIs stored?
In the custom object
In the Retail Visit KPI record
In the Retail Store KPI record
In the Visit Record
Actual KPI values captured by a field representative during visit execution are stored in the Retail Visit KPI record. Salesforce separates KPI configuration from transactional execution data so that planned or target values remain distinct from values observed during individual visits.
The Retail Store KPI defines the target or expected value for a particular Assessment Indicator Definition. It provides the planning context, including the Retail Store Group, product or product category, In-Store Location Category, Custom Context, and target value. When an assessment task is generated for a visit, Salesforce creates the corresponding Retail Visit KPI records that represent the runtime measurements.
During execution, the field representative records the observed value. Salesforce stores fields such as the Actual Value, Target Value, Assessment Indicator Definition, Product, In-Store Location, and Custom Context on the Retail Visit KPI.
This architecture allows Salesforce to compare expected performance with actual field results across multiple visits. The custom object can supply the business context for a custom task, but it does not replace the Retail Visit KPI as the repository for actual assessment measurements.
Study Guide Topics:Data Setup - > Custom Tasks - > Retail Store KPI - > Retail Visit KPI - > Actual Values
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Which two permissions should be enabled for users to view the Tableau CRM for Consumer Goods Cloud app?
Tableau CRM Modify All
Tableau CRM View
Tableau CRM Plus User
CG Analytics User
Tableau CRM Growth
Users who need to access the CRM Analytics application for Consumer Goods require both the CRM Analytics Plus User entitlement and the CG Analytics User permission set. In the terminology used by this question, CRM Analytics Plus User corresponds to Tableau CRM Plus User.
Salesforce separates platform analytics access from Consumer Goods-specific analytics permissions. CRM Analytics Plus User provides access to CRM Analytics capabilities, while CG Analytics User grants the permissions required to consume the Consumer Goods analytics application and its associated dashboards and datasets.
Salesforce ' s documented setup process instructs administrators to open the user ' s Permission Set Assignments and assign CG Analytics User together with CRM Analytics Plus User when the organization uses CRM Analytics for Consumer Goods Cloud.
This dual-permission approach ensures that the user has both the underlying analytics platform entitlement and the Consumer Goods application-level access required to view dashboards such as product, store, field-representative, and territory performance analytics.
Administrative permissions such as CRM Analytics Plus Admin are intended for administrators who configure and maintain analytics applications. They are not necessary for ordinary application consumers who only need to view and interact with Consumer Goods analytics.
Study Guide Topics:Analytics - > CRM Analytics - > CG Analytics User - > CRM Analytics Plus User - > User Permissions
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How would an order template for frequently bought products be created for a particular outlet?
By creating an order assortment record and assigning it to an account.
By copying a saved cart and editing it in the order task.
By creating an order with a template status and assigning retail stores in the related tab.
By assigning store products to a retail store record and selecting the favorite box.
For a particular retail outlet, frequently ordered products can be modeled through Store Product records and marked as Favorite. Store Product establishes the product-to-store relationship and provides outlet-specific ordering attributes that streamline repetitive order capture.
Salesforce ' s Consumer Goods data model includes both Is Favorite and Default Order Quantity on Store Product. This allows a frequently purchased SKU to be marked as a preferred product for the store and assigned the quantity that is normally ordered.
Salesforce Trailhead demonstrates this configuration directly. Administrators or sales managers associate products with a store or In-Store Location, select the Favorite checkbox, and optionally enter a Default Order Quantity. During order capture, field representatives can sort or filter for favorite products, helping them quickly locate the outlet ' s commonly purchased items and replenish them using the expected quantities.
This approach is outlet-specific because the favorite designation resides on the relationship between the product and the Retail Store rather than globally on Product2. It therefore accommodates situations where the same product may be frequently purchased by one store but not another.
Saved carts and Account-level assortment records do not provide this same store-specific favorite-product mechanism.
Study Guide Topics:Visit Execution - > Order Capture - > Store Product - > Favorite Products - > Default Order Quantity
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Which three fields are available on the Retail Store object that differentiate them from the Account object?
Delivery Method
Operating Hours
Preferred Visit Hours
Shipping Address
Payment Method
The Retail Store object includes retail-execution-specific attributes such as Delivery Method, Preferred Visit Hours, and Payment Method, which provide operational details required for managing field sales and distribution activities.
Delivery Method describes how orders are delivered to the store and supports logistics and Direct Store Delivery planning. Preferred Visit Hours identifies the periods during which field representatives should ideally visit the outlet and contributes to effective visit and route planning. Payment Method records the payment arrangement applicable to the retail location and supports store-specific commercial execution.
Salesforce ' s Retail Store data model explicitly includes fields corresponding to DeliveryMethod, PreferredVisitHoursText, and PaymentMethodId. It also contains attributes for delivery frequency, opening and closing times, recommended visit frequency, pricing strategy, primary contact, priority, and related retail-location information.
Shipping Address is a standard concept already available in the Account data model and therefore does not serve as a distinguishing Retail Store attribute. Operating Hours are handled through the broader operating-hours model and relationship rather than being one of the three specific Retail Store fields represented by the choices.
These store-specific attributes allow Agentforce Consumer Goods to distinguish the operational requirements of an individual physical outlet from its parent customer Account.
Study Guide Topics:Data Setup - > Retail Store - > Delivery Method - > Preferred Visit Hours - > Payment Method
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Which three types of permissions should be set in the app to provide users access to ' Visits ' , Retail Stores and Action Plan Templates?
Industries Visit
Action Plans
Sales Quotations
Lightning Retail Execution Plus
Visit Execution Action Plan
Users performing Consumer Goods Retail Execution activities require the appropriate combination of Retail Execution, Industries Visit, and Action Plans permissions.
Lightning Retail Execution Plus provides access to Consumer Goods Retail Execution capabilities for strategic-sales users. Salesforce lists Lightning Retail Execution Plus among the available Retail Execution permission set licenses used to enable Consumer Goods features.
The Industries Visit permission provides access to industry-specific Visit functionality. Visits are fundamental to Retail Execution because they represent scheduled interactions between field representatives and Retail Stores. The permission set supplies access to objects involved in visit execution, including Visit, Assessment Task, Assessment Task Definition, Action Plan, Action Plan Template, and related records.
The Action Plans permission enables users to access and manage Action Plans. Action Plan Templates define the repeatable activities that are subsequently associated with Visits and executed by field representatives.
Salesforce ' s setup instructions direct administrators to assign a Retail Execution permission set together with Action Plans and Industries Visit to users who require access to visits, tasks, and related Retail Execution capabilities. Sales Quotations addresses a different commercial process.
Study Guide Topics:Platform - > Permission Sets - > Lightning Retail Execution Plus - > Industries Visit - > Action Plans
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