Salesforce AP-204 - Salesforce Accredited Agentforce Consumer Goods Professional

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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The Inventory Check Lightning component is available for placement directly on an Assessment Task record page. Salesforce allows administrators to create or customize an Assessment Task Record Page through Lightning App Builder and add Consumer Goods-specific components that support field execution.

For the Assessment Task object, Salesforce documents the available components as Planogram List, In-Store Products, Promotion List, Inventory Check, and Consumer Goods Survey List. The Inventory Check component provides the dedicated interface for inventory-related assessment tasks and can expose information such as progress, summary information, location filtering, and assessment sections.

The wording of the other choices is important. Salesforce provides Planogram List, rather than a component named Planogram Check, and Promotion List, rather than a component named Promotion Check. Likewise, the supported product component is named In-Store Products, not In-Store Products Check.

After adding the Inventory Check component, the administrator can configure its component properties and activate the Lightning Record Page for the appropriate application, record type, and user profiles. This configuration provides field representatives with the required mobile or desktop execution interface when they open an inventory-related Assessment Task.

Study Guide Topics:Platform - > Lightning App Builder - > Assessment Task Record Page - > Inventory Check Component

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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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Custom assessment tasks use the Consumer Goods Custom Task Measures component to expose KPI information on the related object ' s record page. For this experience to appear, the administrator must both place the component on the relevant Lightning Record Page and ensure that the intended users receive that page through the correct page assignment.

Salesforce instructs administrators to open the custom or standard object ' s Lightning Record Page in Lightning App Builder, drag the Consumer Goods Custom Task Measures component onto the page, configure its properties, and save the page. If the component has not been added, users naturally see the object ' s standard record-page experience instead of the custom KPI interface.

Lightning Record Pages must also be activated for the appropriate application, record type, and user profile. Salesforce ' s page activation framework supports assignments by app, record type, and profile, allowing different users to receive different record-page experiences. If the custom task page is not assigned to the field representative ' s profile, Salesforce can display another assigned or standard record page instead.

These two configuration layers-component placement and profile/page assignment-are therefore required for the KPI component to appear.

Study Guide Topics:Platform - > Lightning App Builder - > Custom Tasks - > Consumer Goods Custom Task Measures - > Record Page Assignment

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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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Administrators review object-detection results through Detected Objects. Each object identified by the vision model is represented as a Detected Object record, providing administrators with the information required to examine how the model is performing against actual images.

A Detected Object record contains operational details about a particular detection, including the source image, the model responsible for identifying the object, the object ' s coordinates within the image, and the probability or confidence associated with the detection. Reviewing these records allows administrators to determine whether products are being identified correctly and to recognize patterns of incorrect classification or missed detections.

This review process is also important for continuous model improvement. When model output is inaccurate, additional representative examples can be incorporated into the training dataset and the model can be trained again. Salesforce ' s Einstein Vision architecture supports iterative model development because a dataset can generate multiple models, enabling implementers to compare model performance and refine training data over time.

Creating an unrelated custom object, enabling a feature, or using Einstein Bots does not provide the detection-result records required to assess object-recognition performance.

Study Guide Topics:Platform - > Einstein Vision - > Detected Objects - > Model Performance - > Model Refinement

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Salesforce provides several standard Lightning components specifically scoped to the Assessment Task object. Among the listed options, In-Store Products, Promotion List, and Inventory Check are standard Assessment Task components.

The In-Store Products component presents products relevant to the store and can expose information such as product images, pricing, favorite products, and ordering actions. The Promotion List component gives field representatives access to promotions associated with the assessment context and can display progress and in-store location information. The Inventory Check component provides the user interface for inventory-related assessment execution, including product and location-oriented information used during a store visit.

Salesforce ' s Assessment Task record-page configuration also supports additional components such as Planogram List and Consumer Goods Survey List. Administrators can place the required components on an Assessment Task record page through Lightning App Builder and configure their properties according to the mobile field-execution requirement.

Promotion Details is scoped to the Promotion object rather than Assessment Task, while Cart Review is scoped to the Order object. Their object scope makes them unsuitable as the three Assessment Task components requested.

Study Guide Topics:Platform - > Lightning App Builder - > Assessment Task Record Page - > Standard Consumer Goods Components

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The planogram Image record is associated with an In-Store Location. This relationship identifies the specific physical area of the retail store where the reference shelf arrangement applies.

Salesforce ' s Planogram Check prerequisites require administrators to create an Image record representing the planogram and then associate that Image with the appropriate In-Store Location. Typical In-Store Locations include primary shelves, aisles, checkout counters, endcaps, and other areas where products are displayed.

The association is important because a single Retail Store can contain many merchandising locations, each with a different expected layout. Linking the planogram directly to its In-Store Location enables Salesforce to present the correct reference image when a field representative performs a Planogram Check at that particular location.

The Retail Store KPI then references the corresponding In-Store Location Category, Assessment Indicator Definition, Image or planogram, product context, and KPI Type. During execution, the field representative can open Product Details within the Planogram Check and view both the products to be inspected and the associated reference image.

Therefore, the Image object containing the planogram is related to the In-Store Location where that planogram must be evaluated.

Study Guide Topics:Data Setup - > Planogram - > Image - > In-Store Location - > Planogram Check

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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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