Action Plan Templates in Salesforce Consumer Goods Cloud serve as reusable frameworks for standardizing visit tasks. A key feature is the ability to include multiple tasks of the same type within a single template. This allows a field representative to perform several distinct checks during one visit, such as checking the inventory levels for different product categories, verifying compliance for multiple planograms, or assessing the execution of various ongoing promotions. Each of these checks can be configured as a separate "Assessment Task" and added to the template, ensuring all required activities are completed.

A. Action plan templates can have multiple orders and delivery tasks: A standard visit workflow is typically designed around a single, consolidated order task and a single delivery check. While customizable, the out-of-the-box design does not focus on multiple discrete order tasks within one template.

C. Action plan templates are ready to use after saving: Action Plan Templates must be explicitly activated after being saved. This is a standard Salesforce safety feature that prevents incomplete or in-development templates from being assigned to users and used for visits.

D. Action plan templates are not extensible through Apex: This is incorrect. Action Plan Templates are built on standard Salesforce objects (e.g., ActionPlanTemplate, ActionPlanTemplateItem) that are fully accessible and extensible via Apex, SOQL, and the API, allowing for custom logic and automation.

1. Salesforce Help, Consumer Goods Cloud, "Create Action Plan Templates for Visits": This document outlines the process of creating a template. It explicitly states, "To make the template available for users, click Activate." This directly refutes option C. It also implicitly supports option B by describing the addition of a "list of common tasks" without specifying a limit of one per type.

2. Salesforce Help, Consumer Goods Cloud, "Set Up Assessment Task Definitions for Action Plan Templates": This guide details how to create the underlying definitions for tasks like inventory and planogram checks. It shows that you can create multiple, distinct definitions (e.g., "Inventory Check for Snacks," "Inventory Check for Beverages") which can then all be added to a single Action Plan Template. This directly supports the correctness of option B.

3. Salesforce Object Reference Guide, "ActionPlanTemplate": This developer documentation confirms that ActionPlanTemplate is a standard Salesforce object. As such, it supports DML operations, SOQL queries, and can be used in Apex triggers and classes, which invalidates the claim in option D.

In the Salesforce Consumer Goods Cloud data model, a Promotion is defined by its scope, which includes the products it applies to and the channels or stores where it is active. The core objects used to create these associations are Promotion Product (linking a Promotion to a specific Product), Promotion Product Category (linking a Promotion to a product category), and Promotion Channel (linking a Promotion to an Account/Retail Store). These objects are fundamental for defining a promotion's what (product) and where (channel). While KPIs are used to measure a promotion's success, they are not the primary objects that define its associations.

A: Delivery Task is related to order fulfillment and logistics, not the definition or association of a promotion.

C: Assessment Task Definition is a template for tasks performed during a visit; its link to a specific promotion is indirect.

D: Delivery Task is incorrect as it pertains to logistics. While In-Store Location can be associated with a promotion, this option also includes an incorrect object.

1. Salesforce Help: Consumer Goods Cloud Data Model - Promotions. The official Entity Relationship Diagram (ERD) for Promotions clearly illustrates the direct relationships between the Promotion object and the Promotion Channel, Promotion Product, and Promotion Product Category objects. These junction objects are essential for defining the scope of a promotion.

2. Salesforce Help: Promotion Object Fields in Consumer Goods Cloud. The documentation for the Promotion object details its relationships. The related lists on the Promotion page layout explicitly include Promotion Channels, Promotion Products, and Promotion Product Categories, confirming these are the primary associated objects for defining its applicability.

In the Salesforce Consumer Goods Cloud data model, the Action Plan object is directly connected to the Visit object. An Action Plan represents a set of tasks that a field representative must complete. These plans are instantiated from an Action Plan Template and are associated with a specific target record. For in-store execution, the Visit record serves as this primary target. The ActionPlan object's polymorphic TargetId field is populated with the ID of the Visit record, creating a direct parent-child relationship where the Action Plan outlines the specific activities to be performed during that visit.

A. Assessment Task: An Assessment Task is a record for capturing specific metrics during a visit and is not directly linked to the parent Action Plan object itself.

C. Action Plan Template item: This object is a component of the template used to create an Action Plan; the instantiated Action Plan record itself is not directly linked to it.

D. Retail Store: The connection to a Retail Store (Account) is indirect. The Action Plan is linked to the Visit, which in turn is linked to the Retail Store.

1. Salesforce Help Documentation, Consumer Goods Cloud: "Action Plans in Consumer Goods Cloud". This document explicitly states, "Action Plans help your field reps organize their daily tasks for a visit." This establishes the primary context and connection between the two objects.

2. Salesforce Help Documentation, Consumer Goods Cloud: "Assign Action Plan Templates to Visits". This guide details the process of associating templates with visits, which results in an Action Plan record being created with the Visit as its target. It states, "You can associate action plan templates with visits by using visit-level information..."

3. Salesforce Object Reference Guide: The documentation for the ActionPlan object describes the TargetId field. It is a polymorphic lookup field that points to the record for which the plan is created. In the Consumer Goods Cloud context, this field references the Visit object's record ID.

Einstein Visit Recommendations are designed to provide intelligent and actionable suggestions to field reps. A critical component of this intelligence is ensuring the recommended visit is feasible. The system's underlying logic explicitly considers the store's operating hours, as well as the field rep's working hours, to propose visit times that are practical and avoid wasted trips to closed locations. This constraint is a fundamental rule within the recommendation generation process, which is powered by Einstein Discovery and CRM Analytics models that analyze various factors like last visit date, sales volume, and open cases.

A. Case activity is only one of several factors considered by the Einstein Discovery model, not the sole automatic generator of recommendations.

B. The system prioritizes stores based on factors like the last visit date, but it does not automatically filter out stores that already have a future visit scheduled.

D. Visit Recommendations are created using Einstein Discovery and CRM Analytics, not the Next Best Action (NBA) engine, which is a separate Salesforce Einstein feature for suggesting real-time actions.

1. Salesforce Help Documentation, Consumer Goods Cloud: Einstein Visit Recommendations. This document states, "Einstein Visit Recommendations considers the store’s operating hours and the rep’s working hours to recommend visits." This directly supports the correctness of option C.

2. Salesforce Help Documentation, Consumer Goods Cloud: How Einstein Visit Recommendations Work. This page details the process and inputs, specifying, "Einstein Visit Recommendations uses Salesforce Maps, Einstein Discovery, and CRM Analytics to intelligently recommend visits..." It also lists the factors considered, including "open cases," confirming that option A is an incomplete description. The document does not mention Next Best Action, invalidating option D.

3. Salesforce Help Documentation, Consumer Goods Cloud: Set Up Einstein Visit Recommendations. The setup guide outlines the prerequisites and configuration steps, which involve setting up Einstein Discovery models and CRM Analytics, further confirming that Next Best Action is not the underlying technology.

During a promotion check task, a field representative's primary goal is to verify the execution and compliance of a promotion at a retail store. The Consumer Goods Cloud mobile application provides standard capabilities to support this. The rep can view a list of all products included in the promotion to ensure they are correctly displayed and available. Additionally, the application allows the rep to capture photos of the promotion display, which serves as visual evidence of compliance or non-compliance. These two functions are fundamental to the in-store auditing process for promotions.

B. Marking the promotion as complete: A promotion check is a single task during a visit; it does not alter the status of the overall promotion, which may run for weeks or months.

D. Changing the promotion planning dates: Modifying promotion dates is a strategic planning function typically performed by a Key Account Manager or planner, not a field rep during execution.

E. Changing the discounts on the products included in the promotion: Altering financial details like discounts is a back-office planning and management function, not a capability available to a field rep in the store.

1. Salesforce Help, Consumer Goods Cloud Documentation, "Execute a Promotion Check": This document explicitly states the process for a field rep. It notes, "On the Promotion Check page, you can see the promotion description, the products included in the promotion, and the promotion channel." It also instructs, "To capture an image of the promotion, tap [the camera icon]." This directly supports answers A and C.

2. Salesforce Trailhead, "Visit Execution in Consumer Goods Cloud" module, "Perform In-Store Audits" unit: This educational module describes the role of a field rep. In the context of a promotion check, it details the rep's actions: "...he checks whether the NTO branding is visible, the discounted price is correct, and the products are placed on the correct shelves. He also takes a picture of the promotion display." This confirms the ability to view product details (to check placement) and take photos.

The promotion applies to all energy bars, which represent a product category. Defining the Retail Store KPI at the product category level allows a single KPI record to cover the audit for the entire promotion at a given store. This approach is the most efficient as it directly addresses the requirement to "minimize records created." If KPIs were set at the individual SKU level, a separate record would be needed for each energy bar variant, which is inefficient for a category-wide promotion audit. The goal is to check the promotional compliance for the "energy bar" group, making the category level the appropriate choice.

A. At the energy bar product SKU level: This is too granular. It would create an excessive number of KPI records (one per SKU per store), contradicting the requirement to minimize them.

B. At the Alpine brand catalog level: This level is too broad. The promotion is specific to the energy bar category, not all products within the entire Alpine catalog.

C. At the custom context field level: This is not a standard hierarchical level for defining KPIs. KPIs are directly associated with standard objects like Product or Product Category.

1. Salesforce Help, Consumer Goods Cloud, "Set Up Retail Store KPIs": The documentation states, "You can associate a KPI with a product or a product category. For example, to track the share of a shelf for a particular brand of cereal, associate the KPI with the product. To track the share of a shelf for all products of a brand, associate the KPI with the product category." This directly supports using the product category level for a promotion covering a group of products like "all energy bars."

2. Salesforce Help, Consumer Goods Cloud, "Retail Execution Data Model": The official data model diagram for Consumer Goods Cloud shows that the RetailStoreKpi object has a direct lookup relationship to both Product2Id and ProductCategoryId. This confirms that KPIs are designed to be set at either the individual product (SKU) level or the product category level, providing the architectural basis for the correct choice. The principle of data minimization, a core Salesforce platform best practice, dictates choosing the category level in this scenario.

In Salesforce Consumer Goods Cloud, a promotion is fundamentally defined by the products it applies to. The platform allows for this definition at two distinct levels of product granularity. A promotion can be associated with one or more specific, individual products. Alternatively, for broader campaigns, a promotion can be linked to an entire product category, which automatically includes all products within that category. These associations are managed through the Promotion Product and Promotion Product Category junction objects, respectively, which link to the primary Promotion record.

A. Account: An Account represents a customer or channel where a promotion is executed, not a level at which the promoted products are defined.

C. Retail Store Group: A Retail Store Group is a target channel for a promotion, specifying where it runs, not what products are on offer.

E. Retail Store: A Retail Store is a specific location for promotion execution, typically targeted via its parent Account or Retail Store Group.

1. Salesforce Help, Consumer Goods Cloud, "Promotions in Consumer Goods Cloud": This document explicitly states, "A promotion is a campaign that you run for a specific period to increase the sales of specific products. You can create a promotion for a product or a product category." This directly confirms that promotions are defined at the Product and Product Category levels.

2. Salesforce Help, Consumer Goods Cloud, "Promotion Management Data Model": The official data model diagram for Promotion Management shows the Promotion object having direct relationships with the Promotion Product and Promotion Product Category objects. This illustrates that the core definition of a promotion's scope is tied to these two levels.

3. Salesforce Help, Consumer Goods Cloud, "Create a Promotion": The procedural steps for creating a promotion detail adding products to the "Promotion Products" related list or categories to the "Promotion Product Categories" related list, reinforcing these two as the primary definition levels.

Planogram detection in Salesforce Consumer Goods Cloud, powered by Einstein Vision, analyzes images of retail shelves to ensure compliance and measure performance. The system is trained to recognize specific products (SKUs). From a single shelf image, it can directly derive several key KPIs:

1. SKU Facings: It counts the number of visible instances of each specific product.

2. Out of Stock: By comparing the detected products against the planogram's requirements, it identifies products that are missing from their designated spots.

3. Share of Shelf: It calculates the percentage of visible shelf space occupied by specific products or brands relative to the total shelf space or competitors.

B. Out of Stock, Share of Shelf, Brand Facings: While Brand Facings can be calculated by aggregating SKU Facings, "SKU Facings" is the more direct and granular metric that the image recognition model provides.

C. Out of Stock, Shelf Size, SKU Facings: The system does not determine the absolute physical dimensions ("Shelf Size") of the shelf from an image; it analyzes the relative space occupied by products on it.

D. Out of Stock, Shelf Size, Brand Facings: This option is incorrect because, as with option C, the system does not calculate the physical "Shelf Size" from the image analysis.

1. Salesforce Help Documentation, "Planogram Check": "With Planogram Check, you can monitor planogram compliance at stores. You can check whether a product is available on the shelf, the number of facings of the product, and the share of the product on a shelf." This directly confirms that Out of Stock (availability), SKU Facings (number of facings), and Share of Shelf are primary outputs.

2. Salesforce Help Documentation, "How Einstein Object Detection Works": "Einstein Object Detection lets you train models to recognize one or more distinct objects in an image... When you give it an image, the model returns the objects it detects, the location of each object, and the probability that the object is what the model claims it is." This foundational technology enables the counting of individual product facings (SKUs).

3. Salesforce Help Documentation, "Key Performance Indicators for Retail Execution": This section details the various KPIs used in Consumer Goods Cloud. While it lists many KPIs, the ones specifically related to image recognition and planogram compliance are facings, share of shelf, and out-of-stock, which are derived from the underlying object detection capability.

Salesforce Consumer Goods Cloud structures the promotion check task to be performed at three distinct levels during a store visit. This allows field representatives to accurately verify the execution of different marketing campaigns. The three methods are:

1. General Promotion: For promotions that apply to the entire store, such as entrance banners or general store-wide discounts, not tied to a specific product or category.

2. Individual Product: For promotions specific to a single stock-keeping unit (SKU), like a "buy one, get one free" offer on a particular brand of soda.

3. Product Category: For promotions that apply to a group of related products, such as "20% off all dairy products."

A. Clearance Promotion, Volume Promotion, and Product Coupons are examples of promotion tactics or mechanics, not the hierarchical levels at which the check is performed in the system.

B. While "Individual Product" is correct, "Product Coupons" and "Volume Promotion" describe types of offers, not the distinct ways the promotion check task is categorized.

C. "Product Category" is a correct level, but "Unit Promotion" and "Product Coupons" are specific types of promotional deals, not the defined methods for executing the check.

1. Salesforce Help Documentation: Promotion Check. This document explicitly states, "You can perform promotion checks for a promotion that's applicable for a store in general, for a specific product, or for a product category." This directly corresponds to the options in answer D.

2. Salesforce Trailhead: Visit Execution in Consumer Goods Cloud module, Execute a Visit unit. Under the "Promotion Check" section, it details the process: "During a promotion check, a sales rep verifies whether a promotion is running as planned in a store. The rep can check for promotions for a specific product, a product category, or a general promotion."

3. Salesforce Help Documentation: Set Up Promotion Check. The setup instructions for this feature involve associating promotions with products (PromotionProduct) and categories (PromotionProductCategory), which reinforces the system's design around these three distinct levels of checks.

The KPI Type field is a mandatory field when creating a Retail Store KPI record in Salesforce Consumer Goods Cloud. This field is a picklist that defines the specific metric being measured, such as 'Share of Shelf', 'Out of Stock', or 'Count of Facings'. Without defining the KPI Type, the record would lack its fundamental purpose, as the system would not know what performance indicator to track or how to evaluate it during a store visit.

A. Effective to: This field specifies the end date for the KPI's validity. It is not a required field, as a KPI can be set up to be ongoing without a defined end date.

B. Retail Store Group: A Retail Store KPI must be associated with either a Retail Store Group or an individual Retail Store, but not necessarily the group. Therefore, this specific field is not universally required.

D. Promotions: While KPIs can be linked to promotions to measure their effectiveness, they are also used for standard, non-promotional compliance checks. This makes the link to a promotion optional, not required.

1. Salesforce Help, Consumer Goods Cloud Implementation Guide, "Set Up Retail Store KPIs": This document outlines the process for creating Retail Store KPIs. It implicitly requires a type to define what is being measured. The core function of a KPI record is to define a metric, which is handled by the KPI Type field.

2. Salesforce Object Reference for Consumer Goods Cloud, RetailStoreKpi Object: The official object documentation lists KpiType as a required picklist field. It states, "The type of KPI. For example, Share of Shelf, Count of Facings, or Out of Stock." This confirms its mandatory nature for record creation.

3. Salesforce Help, Consumer Goods Cloud Data Model, "Retail Execution Objects": The data model diagram and descriptions show that the RetailStoreKpi object's definition is centered around the type of KPI it represents, distinguishing it from other optional associations like RetailStoreGroupId or time-bounding fields like EffectiveToDate.