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Set Up and Maintain Retail Execution
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            Activity Execution Key Objects

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            3. Set Up and Maintain Retail Execution

            Activity Execution Key Objects

            Familiarize yourself with the available objects for enabling activity execution during retail visits.

            Required Editions

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

            The image shows the objects that you use for activity execution.

            Objects under Activity Execution
            Object API Name Description
            Activity cgcloud__Job_Definition_List__c List of questions and surveys to answer during a visit.
            Account Account Information on customers with whom you conduct business. An account can be a retailer, distributor, wholesaler, or consumer.
            Data Type Option cgcloud__Data_Type_Option__c Holds the picklist item of a flexible data type.
            Job Definition Template cgcloud__Job_Definition_Template__c

            The information that you gather for a store or products, and configure as job definition templates or jobs. Jobs can be a question— to gather store-related information, such as:

            • Does the store have advertising materials?
            • How many shelves are available at a store?

            Or, jobs can be a survey question— to gather product-related information, such as:

            • Has the store properly placed the products on shelves?
            • Does the store offer the product at a promotional price?
            Job List cgcloud__Job_List__c Associates an activity with a visit template for a particular customer. You create job lists mainly for event-driven activities and add the lists to the visits.
            POS cgcloud__POS__c Location (other than primary shelf) within the retail store where users place products for promotion or to increase sales. For example: shelf, sales counter, freezer, or vending machine.
            Product Product2 Product details and related information, such as product parts, product conditions, unit of measure, product managers, and warehouses.
            Promotion Advanced Promotion Agreements between a manufacturer and a customer to increase revenue and market share by using temporary price reductions or in-store displays.
            Question cgcloud__Job_DL_Job_Definition_Template__c

            Helps you gather store-related information, such as:

            • Does the store include advertising materials?
            • How many shelves are available at a store?

            You can create questions for point-of-sale (POS) or stores. Questions can apply to a store and all points-of-sale of the store, or to a POS type. For an ongoing promotion, questions can help to record temporary observations and ensure success for the promotion.

            You can use the data from the answers to build a base for customer segmentation processes.
            User User Specific business roles for a sales org. Users conduct retail activities based on the defined role (for example: sales rep or supervisor).
            Visit Visit Information on tasks or operations a field rep carries out during a store visit. A visit can be a standard scheduled visit or an ad-hoc visit. You plan ad-hoc visits for inventory issues, or to promote or upsell a product.
            Visit Job cgcloud__Visit_Job__c Responses to questions or survey questions during visit execution.
            Visit Template cgcloud__Visit_Template__c Template to create customer visit types. For example, sales visit, training, delivery visit, or phone call.
             
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