Salesforce Consumer Goods Cloud Study Notes

Check-in through Salesforce Mobile App

Photo linked to visit record

Goods Metrics, Shelf Metrics, Planogram Metrics, Object Metrics, Model Metrics

Create a Record Type called 'Frozen Food Aisle' on the Task object

The Nearby Map component on the promotion records page

Survey invitations associated with the Retail Store

Create an Action Plan Template by specifying 'Visit' as the target object and publish it

Check-in through standard location pickerLightning Web Component in Salesforce Mobile App

A task used to manage the delivery of products to retail stores.

A type of product used for the purpose of assessing the effectiveness of a promotion.

The process of changing the type of action plan associated with a delivery task.

The permission set assigned to the "Sales Manager" role, allowing them to work with delivery tasks.

A specific metric used for measuring the success of a delivery task, such as measuring the number of units delivered.

The process by which a company can monitor the inventory status of products at retail stores.

A set of features that allow users to create recommendations for store visits based on various factors.

Factors considered when generating visit recommendations, including store operating hours and preferred visit times.

Data collected from customer surveys, employee feedback, and consumer insights.

A custom definition for an assessment task that analyzes in-store surveys.

A user who can create surveys in Salesforce.

The record page for a custom object does not include the task KPI component. The component has to be assigned to the user profile and configured.

A user who can create and review surveys in Salesforce. They have additional privileges for data analysis and management.

A record that contains information about a retail store, such as its location, contact information, and performance metrics.

A type of assessment task that analyzes product displays and inventory checks.

A system for managing retail operations, including tasks, surveys, and performance metrics.

A Retail Store Object record type where store-specific KPIs can be collected.

A dashboard that tracks the performance of individual sales teams based on various metrics.

A Commerce Cloud connector that enables the completion of orders within the Consumer Goods Cloud.

A custom dashboard designed to track the performance of retail stores.

A feature that allows users to create a task list within a custom object, adding structure and organization.

A set of KPIs specifically designed to capture performance data for endcap locations within a retail store.

A feature allowing field reps to optimize their visit sequence in real time, maximizing efficiency during their day.

A type of KPI that measures the effectiveness of a specific assessment task or process.

Action plans allow for multiple orders and delivery tasks, increasing efficiency and flexibility for businesses.

Action plan templates can incorporate inventory, planogram, and promotion checks for stores. This streamlines store management and ensures consistency across all stores with each action.

Retail Store KPIs are required and are passed to the flow in the variable 'Retail Store KPI', reflecting their importance in retail visit analysis.

By adopting Einstein for CG - Visit Recommendations, businesses can leverage data insights to personalize visits, enabling better customer interactions and product recommendations.

Click2Create leverages map data to create address information for new stores, simplifying the onboarding process and streamlining data entry.

Action plan templates can be readily used after saving and are designed for immediate implementation.

A key point to note is that Action plan templates are not extensible through Apex, limiting their customizability. They are pre-designed and intended for use as is.

CPQ can be used to generate customized quotes for restaurant managers, offering tailored pricing and packages.

Store Products are used for tasks related to inventory, promotions, and order capture. They are essential for functionality like search, scan, and check in the inventory process.

Users with the "Tableau CRM Modify All" permission set have extensive access to modify Tableau CRM data and settings. This includes configuring dashboards, reports, and data sources.

In-store analytics are crucial for understanding store performance. Key aspects include analyzing sales trends, store performance, and customer behavior based on sales data.

Einstein Optical Character Recognition (OCR) models require training data to be able to accurately recognize text in images. This training data helps the model generalize and improve text recognition for different types of images.

Einstein AI models are typically created through a development process. This involves collecting a set of images, defining the specific objects to be detected, and training the model on this image dataset.

White Space Analysis helps businesses identify opportunities for growth by analyzing untapped markets or customer segments. This involves understanding the competitive landscape, identifying underserved needs, and developing strategies to capitalize on these opportunities.

Lightning Direct store Delivery permissions set grants users the ability to manage and execute store delivery tasks. It enables them to handle delivery requests, track shipments, and optimize delivery workflows.

Creating an action plan template with a delivery task linked to a visit allows efficient task assignment for sales representatives. This ensures that delivery tasks are integrated into sales processes and properly managed within the sales cycle.