Loading
Feature Disruption - Service Cloud VoiceRead More
Feature degradation | Gmail Email delivery failureRead More
Set Up and Maintain Retail Execution
Table of Contents
Select Filters

          No results
          No results
          Here are some search tips

          Check the spelling of your keywords.
          Use more general search terms.
          Select fewer filters to broaden your search.

          Search all of Salesforce Help
          Create an Assessment Task Record Page

          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.
          1. From Setup, enter Lightning App Builder in the Quick Find box, and then select Lightning App Builder.
          2. Click New.
          3. Select Record Page, and click Next.
          4. Enter a label, such as Assessment Task Record Page.
          5. For Object, select Assessment Task and then click Next.
          6. 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.
          7. 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
          8. Select Phone from the dropdown list on the top of the page.
          9. 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
          10. Save your changes.
           
          Loading
          Salesforce Help | Article