Prerequisites for Creating a Custom Task

Before you create an other task type, you must create and associate these records.

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

Associate these to a Retail Store:
- Products.
- In-Store Locations: Associate every in-store location with an In-Store Location Category.
Associate the Retail Store to a Retail Store Group.
Define these while creating a Retail Store KPI:
- Retail Store Group: Select the Retail Store Group that you have associated with the Retail Store.
- In-Store Location Category: Select the In-Store Location Category that you used to create In-Store Locations. The In-Store Location Category sets up the link between an In-Store Location of a Retail Store and the Retail Store KPI.
- Assessment Indicator Definition for Product or Product Category at the same In-Store Location Category.
- Custom Context: Select the Custom object.

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Product Area