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Set Up and Maintain Retail Execution
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            Notifications and Tasks

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            Notifications and Tasks

            An effective communication and collaboration channel is important for your teams’ success. Field reps, supervisor, and head office users can work from different locations. As a result, they require a communication channel to share information such as business strategies, selling messages, team updates, customer-related information, and user-specific tasks. Effective communication across the team motivates team members and improves internal processes, in-store preparation, and task completion.

            Required Editions

            Available in: Lightning Experience in Professional, Enterprise, and Unlimited Editions that have Consumer Goods Cloud enabled.

            Information can either be notification or tasks.

            Notifications
            Supervisors can create and assign notifications to communicate important information to the team. The workflow of a notification includes:
            • Supervisor sets up notifications for a sales team member to communicate some important information.
            • Sales reps read notifications, and mark them as either read or unread.
            Tasks
            Tasks can be set up by either a supervisor or users for themselves along with a priority and a due date. Tasks must be completed before a specified due date. Supervisors can monitor tasks and the tasks' statuses that are assigned to their team members.
             
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            Salesforce Help | Article