Create an Assessment Task Record Page
An assessment task record page allows your user to access assessment task-related data.
Required Editions
| Available in Lightning Experience in Professional, Unlimited, and Enterprise Editions that have Consumer Goods Cloud enabled. |
- From Setup, enter Lightning App Builder in the Quick Find box, and then select Lightning App Builder.
- Click New.
- Select Record Page, and click Next.
- Enter a label, such as Assessment Task Record Page.
- For Object, select Assessment Task and then click Next.
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Select the One Region layout, and click Done.
Alternatively, you can clone the Consumer Goods Assessment Task Record Page from the CLONE SALESFORCE DEFAULT PAGE tab.
-
Drag the required components onto the page.
You can drag these components.
- Planogram List
- In-Store Products
- Promotion List
- Inventory Check
- Consumer Goods Survey List
- Select Phone from the dropdown list on the top of the page.
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Click anywhere on the component to select it and in the Properties pane, review the
attributes, and change them according to your needs.
You can change these attributes:
- For Planogram List:
- Show title
- Show progress bar
- Show summary
- Show progress ring
- Show number of products
- Show status
- Show in-store location
- For In-Store Products:
- Show header
- Show summary
- Include Show Favorites checkbox
- include Add All Products to Cart button
- Show product image
- Show price
- For Promotion List:
- Show header
- Show summary
- Show progress bar
- Show progress ring
- Show in-store location
- For Inventory Check:
- Show title
- Show progress bar
- Show summary
- Show location filter
- Show section title
- For Planogram List:
- Save your changes.
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