A Store Product represents the relationship between a Product2 record and a particular Retail Store or In-Store Location. This relationship supplies the store-specific product context required by several Retail Execution processes.

For Inventory Checks, Salesforce must determine which products are relevant to the store being visited. Store Product records provide that relationship, allowing the Inventory Check experience to present applicable products rather than the entire enterprise product catalog. The same store-level product context supports the Search and Scan experience, where field representatives locate a product directly or scan its barcode while performing an inventory assessment.

Store Products also contribute to order capture. Salesforce stores operational attributes on the Store Product relationship, including the associated Product, Retail Store, In-Store Location, default order quantity, and favorite-product indicator. These fields allow the order experience to identify products that are relevant to a specific outlet and facilitate efficient repeat ordering.

Salesforce distinguishes Store Product from Store Assortment: Store Product represents products directly associated with a store or in-store location, while assortments define broader groups of products eligible for sale.

Study Guide Topics:Data Setup - > Store Product - > Inventory Check - > Search and Scan - > Order Capture

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Flow-based tasks operate within the Visit and Assessment Task execution context and require the business context necessary to determine the applicable KPI configuration. The Retail Store KPI represents the target definition for an Assessment Indicator Definition and provides information such as store group, product, location category, target value, and other assessment context.

The flow also operates with the relevant Assessment Task and Visit identifiers so that automation can execute against the correct task instance and scheduled retail visit. This maintains the relationship between the reusable configuration and the transaction generated for an individual field visit.

Salesforce ' s broader assessment architecture reflects the same hierarchy: assigning an Action Plan Template to a Visit creates Assessment Tasks based on Assessment Task Definitions, while Retail Visit KPIs are generated using the applicable Retail Store KPI configuration.

This separation is essential. Retail Store KPI supplies expected business targets, Assessment Task provides the executable activity, and Visit supplies the store-engagement context in which the Flow runs.

Study Guide Topics:Visit Execution - > Flow-Based Tasks - > Retail Store KPI - > Assessment Task - > Visit Context

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The supported Retail Store KPI types include Price, Facing, and Revenue, along with Share of Shelf, Out of Stock, and Inventory. KPI Type identifies the business interpretation of the Assessment Indicator Definition associated with a Retail Store KPI and is particularly important for Retail Execution measurements and analytics.

Facing is used when the organization measures the number of product facings visible on a shelf or display. It commonly supports planogram and merchandising compliance. Price supports assessments where the field representative records and evaluates the displayed or observed product price. Revenue provides the business classification for revenue-oriented performance measures.

Salesforce ' s Retail Store KPI configuration explicitly provides these values in the KPI Type picklist: Facing, Share of Shelf, Out of Stock, Inventory, Price, and Revenue. The KPI Type can also contribute to calculated performance indicators such as average facing compliance, average out-of-stock compliance, and average price compliance.

Promotion is business context rather than a KPI Type; a Promotion can instead be associated with the Retail Store KPI. Units can function as a unit of measure or assessment concept but is not one of the supported KPI Type values identified for the Retail Store KPI.

Study Guide Topics:Data Setup - > Retail Store KPI - > KPI Type - > Facing - > Price - > Revenue

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The In-Store Survey experience uses contextually associated Survey Invitations rather than displaying every open survey invitation in the organization. The relevant contexts are the Visit, Retail Store, and Store Primary Contact.

Salesforce allows a Survey Invitation to be generated for a contact and associated with a Visit as the related record. When the Action Plan Template assigned to the visit contains an In-Store Survey task, this association makes the invitation available within the visit ' s survey execution context. Salesforce also supports generating the invitation from the Retail Store ' s primary contact and associating the survey with the applicable account or store context.

This design ensures that field representatives see surveys relevant to the specific retail engagement they are executing. Showing all open invitations or every invitation targeted to any contact or user would introduce unrelated survey records and would not preserve the visit-level execution context.

The relationship between the Survey, Survey Invitation, Primary Contact, Retail Store, and Visit therefore provides controlled survey distribution while ensuring that the correct questionnaire is available during the appropriate store visit.

Study Guide Topics:Visit Execution - > In-Store Survey - > Survey Invitation - > Visit - > Retail Store - > Primary Contact

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In-Store Survey execution depends on both an available Salesforce Survey and a corresponding Survey Invitation. The survey supplies the questionnaire that the field representative must complete, while the invitation creates the specific survey instance that becomes available in the context of the visit, retail store, or contact.

Salesforce ' s Consumer Goods configuration process requires the administrator to set up and activate the survey before it can be distributed. An Assessment Task Definition of type In-Store Survey is then incorporated into the Action Plan Template used for the visit. To expose the actual survey instance, Salesforce requires a Survey Invitation to be generated, commonly through the Retail Store ' s primary contact. The invitation is associated with the relevant records so that it appears within the survey task during visit execution.

Field representatives do not require permission to create surveys merely to respond to them. Survey authoring is an administrative function. Likewise, the standard process does not depend on creating a custom task definition or on a separate Retail Execution Survey Lightning Flow.

Therefore, absence of either the activated Survey or the related Survey Invitation prevents the survey from being available to the field representative.

Study Guide Topics:Visit Execution - > In-Store Survey - > Salesforce Surveys - > Survey Invitations - > Visit

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Consumer Goods supports product-focused promotions at the Product Category and individual Product levels. These levels determine the merchandise scope against which promotional activities and Promotion Checks are configured.

A Product Category-level promotion is used when a promotional activity applies to a group of related products. Salesforce gives the example of applying a discount across an entire beverage category and then using a category-level Promotion Check to measure the resulting promotional execution and sales impact.

A Product-level promotion applies to individual products. For example, a consumer goods organization can promote a newly launched product through free samples and then use a product-level Promotion Check to capture consumption or customer feedback.

Salesforce also supports a General Promotion, which has no Product or Product Category context. Retail Store and Retail Store Group are not promotion product levels; instead, they define where the promotion applies. That geographic or organizational reach is established through Promotion Channel, which can associate a Promotion with a store, store group, or account.

This separation lets administrators independently configure the merchandise scope and retail distribution scope of each promotion.

Study Guide Topics:Data Setup - > Promotion - > Product Category - > Product - > General Promotion - > Promotion Channel

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