Objects and Records in Retail Execution
You can use several new Consumer Goods Cloud objects with the existing objects to represent data in the Retail Execution workflow.
Required Editions
| Available in Lightning Experience in Professional, Unlimited, and Enterprise Editions that have Consumer Goods Cloud enabled. |
- Account and Retail Store
- The Account object stores information about retail business accounts, including billing and shipping payment information and store hierarchies. The Retail Store object stores the information about each physical store.
- Operating Hours and Time Slots
- The Operating Hours object stores information related to timezone and time slots. It stores records for business hours and preferred visit hours for each retail store. The Time Slots object stores information for each day of the week. You can define the business start time and end time for a day, and mark a day as a nonworking day. The Operating Hours object and the Time Slots object have a one-to-many relationship.
- In-Store Location
- Information about in-store locations such as aisles, endcaps, and checkout counters are stored in the In-Store Location object.
- Retail Location Group
- For easy management of stores, group them in clusters based on aspects such as size and product location. You can store the information related to each store group in the Retail Location Group object. You can associate one retail store group with multiple retail stores.
- Product
- Each product record in Salesforce is stored as part of the Product2 object and constitutes a stock-keeping unit (SKU), or a sellable unit. You can track all products that are sold at a store or eligible for sale at a store through the Store Product object. Each product is also tied to a price book record that stores its list price. The Price Book object stores information on the price of a product through a price book entry.
- Category and Assortment
- The Category object stores information about the classification of products. And each product record in the Product2 object can be mapped to a record in the Category object through the Category Product object. But different products in each category can be sold at a store depending on factors such as brand popularity or customer loyalty. Store this information in the Assortment object and associate it to the store, store group, or even the account.
- Assessment Indicator Definition
- The Assessment Indicator Definition object stores key performance indicators (KPIs), or metrics. The key defining attribute of this object is the data type of the metric. The data type can be numerical, decimal, text, date-time, or boolean.
- Retail Store KPIs
- With the Retail Store KPI object, you can define key metrics for products and product categories, ongoing promotions, installed assets, and shelf displays or planograms in retail stores. To define targets, you can take advantage of commonalities across stores, metrics, promotions, and products. To define metrics that are applicable across all stores in a group, you can also refer to the Retail Store Group object and the Category field in the In-Store Location object.
- Assessment Task Definition
- Each retail activity that a sales manager defines is stored as a record in the Assessment Task Definition object. This object holds information on the name, description, category, and type of task. The actual activity that a field rep performs on the field is stored in the Assessment Task object.
- Delivery Task
- The delivery tasks that sales managers add in an action plan template is stored as a record in the Delivery Task object. Associate these records to shipments to define the products that are required to be delivered during a visit.
- Visit
- The Visit object stores information about each visit that field reps executes.
Objects Used by Retail Execution
Retail Execution uses some standard Salesforce objects and some objects that are only available in orgs with a Consumer Goods license. These objects are accessible from both mobile and desktops.
| Object | Requires Consumer Goods License | Description |
|---|---|---|
| Account | No | A retail business partner. |
| Action Plan Template | No | Represents the instance of an action plan template. |
| AssessmentIndicatorDefinition | Yes | Key performance metrics. |
| AssessmentTask | Yes | Tasks performed at retail stores. |
| AssessmentTaskContentDocument | Yes | Junction object that associates content documents to visits, tasks, promotions, or planograms. |
| AssessmentTaskDefinition | Yes | Tasks to be performed at stores along with its KPI |
| AssessmentTaskIndDefinition | Yes | Association of assessment task and assessment indicator definition. |
| AssessmentTaskOrder | Yes | An order activity that the sales rep can perform during a visit to the stores |
| Assortment | Yes | List of products that are eligible for sale in a store. |
| AssortmentProduct | Yes | Association of a product and assortment. |
| DeliveryTask | Yes | Delivery tasks performed at a store |
| InStoreLocation | Yes | Information about in-store locations such as aisles, endcaps, and checkout counters. |
| Product2 | Yes | Represents a product that your org sells. |
| ProductTransfer | No | Represents the transfer of inventory between locations in field service. |
| ProductItem | No | Represents information about an inventory assigned to a location (if there’s a van, it would be a moving location). |
| Promotion | Yes | Activities that are either part of a campaign or isolated targeted promotions to run at retail stores. |
| PromotionChannel | Yes | Association of a promotion with a store, store group, or an account. |
| PromotionProduct | Yes | Association of a promotion with a product. |
| PromotionProductCategory | Yes | Association of a promotional activity with a product category. |
| RetailLocationGroup | Yes | Group of retail stores that have shared features, such as size, location, part of a retail chain. |
| RetailStore | Yes | Physical store where products are stored and sold. |
| RetailStoreKpi | Yes | Association of store group to assessment indicator definition, products, and in-store location categories and define targets. Targets are the expected compliance values for each assessment indicator definition, which is a parameter based on which markers of compliance are decided for a task. |
| RetailVisitKpi | Yes | Stores the actual information during a visit against the defined assessment indicator definition and target values. |
| Shipment | No | Represents the transport of inventory in field service. |
| StoreActionPlanTemplate | Yes | Association of an action plan template with a store. |
| StoreAssortment | Yes | Association of an assortment to a store, a store group, or an account. |
| StoreProduct | Yes | Association of a product to a retail store or to a specific in-store location. |
| Visit | Yes | Tracks information related to a field rep’s visit to a retail store where they perform retail activities. |
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