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Retail Execution at Your Fingertips
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            Understand Visit Task Recommendation

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            Understand Visit Task Recommendation

            The target object of a Visit Task recommendation can be an Assessment Task or an RVKPI. When you schedule an Assessment Task recommendation, a task is created. And when you schedule an RVKPI type recommendation, a KPI is created for an existing task. When you schedule Assessment Task recommendations and the related RVKPI recommendations, both tasks and their KPIs are created.

            Required Editions

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

            You can schedule a visit task recommendation from the AI Visit Task Recommendation object. Or you can schedule recommendations from the related list of these objects.

            • AI Visit Recommendation
            • AI Visit Task Recommendation Request
            • Visit

            The related list of AI Visit Recommendation and AI Visit Task Recommendation Request objects shows only the Assessment Task type recommendation if Parent ID is defined in the task recommendation flow. Otherwise, all recommendations are displayed.

            The related list of AI Visit Recommendation and AI Visit Task Recommendation Request objects displays only the Assessment Task type recommendation. But while scheduling a recommendation from the Visits related list, you can schedule its related recommendations.

             
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