The CRM Analytics for Consumer Goods application requires a foundational data structure to build its datasets and dashboards successfully. The core of retail execution analytics is understanding product performance at specific locations. Therefore, the system requires that at least one product is associated with a retail store. This product-to-store relationship, typically managed through the Store Product or Assortment objects, is a mandatory prerequisite checked by the app creation wizard. Without this link, key metrics related to sales, inventory, and assortment compliance cannot be calculated, rendering the analytics app non-functional.

B. Retail Visit KPIs must be created: While the app analyzes visit KPIs, their pre-existence is not a prerequisite for creating the app itself. The dashboards would simply be empty until KPI data is generated.

C. Retail Store KPIs must be created: Similar to visit KPIs, store-level KPIs are data points for analysis. The app can be created without this data being populated beforehand.

D. Promotions must be created and associated to retail store locations: Promotions are an important aspect of consumer goods, but not a mandatory data component for the initial setup of the core analytics application.

1. Salesforce Help Documentation: Create and Share the CRM Analytics for Consumer Goods App.

Reference Details: In the "Prerequisites for Creating the CRM Analytics for Consumer Goods App" section, the documentation explicitly states: "Make sure that at least one product is associated with a retail store." This confirms that the product-to-store association is a mandatory prerequisite for the app creation process.

The White Space Analysis dashboard in CRM Analytics for Consumer Goods is purpose-built to help sales representatives identify selling opportunities at the store level. It analyzes product assortments to highlight "white space"—products that are authorized for a specific store but are not currently being sold, or products that are performing well in other similar stores but are not present in the target store. This directly addresses GreenTech's goal of finding opportunities to introduce and sell new products in a particular retail location.

B. Sales Rep Performance: This dashboard focuses on tracking the activities and key performance indicators (KPIs) of an individual sales representative, such as visit compliance and task completion, not on product assortment opportunities.

C. Sales Manager- Territory Performance: This dashboard provides a high-level, aggregated view of business performance across a sales territory for managers, rather than granular, store-level product placement insights.

D. Account Insight: While this dashboard provides a 360-degree view of a specific account (store), its focus is on overall performance metrics like revenue and compliance, not specifically on identifying product gaps.

1. Salesforce Official Documentation, CRM Analytics for Consumer Goods Cloud, "What Do the Prebuilt CRM Analytics for Consumer Goods Dashboards Provide?" section.

This document explicitly states, "Use the White Space Analysis dashboard to identify products that can be sold at a store. View the list of all products that are authorized but not ordered, and products that are sold in other stores of an account." This directly confirms the dashboard's function aligns with the question's scenario.

The same document describes the other dashboards, confirming their different purposes (e.g., Sales Rep Performance for tracking team performance, Account Insight for a 360-degree account view).

The Direct Store Delivery (DSD) process in Consumer Goods Cloud encompasses all delivery-related tasks, such as collecting payments, taking signatures, and recording deliveries. To perform these actions, users require specific object and field permissions. The "Lightning Direct Store Delivery" permission set is specifically designed to grant users the necessary access to the objects, fields, and functionalities required to execute the entire DSD workflow. Without this permission set, a user would lack the fundamental access rights to perform any delivery tasks, leading to the failure of all related test cases.

A. The tester did not have the Lightning Retail Execution Plus Permission Set added

This permission set grants access to advanced features like Penny Perfect Pricing and Einstein Object Detection, not the core functionality for Direct Store Delivery tasks.

C. The tester is outside the geofence for the store

Being outside the geofence typically prevents a user from checking into a visit. It would not necessarily cause all subsequent delivery tasks within the visit to fail universally.

D. The KPIs are too extreme and causing the system to fail

Key Performance Indicators (KPIs) are used to measure task performance. They do not control a user's ability to execute the task itself or cause a system-level failure.

1. Salesforce Help, Consumer Goods Cloud Documentation, "Standard Permission Sets for Consumer Goods Cloud": This document explicitly lists the "Lightning Direct Store Delivery" permission set and describes its purpose: "Grants permissions to access objects and fields required for the Direct Store Delivery process." This directly supports that its absence would prevent users from performing delivery tasks.

2. Salesforce Help, Consumer Goods Cloud Documentation, "Direct Store Delivery in Consumer Goods Cloud": This section details the DSD process, which includes various delivery tasks. The prerequisites for this process invariably include assigning the correct permissions to the user, reinforcing the importance of the specific DSD permission set for these tasks to function.

To enable the Direct Store Delivery (DSD) process, a Salesforce Administrator must configure several components. First, the Sales Manager requires the "Action Plans" permission set to create and assign tasks. The tasks themselves are defined within an "Action Plan Template," which serves as a reusable blueprint for visits; this template must include the specific delivery tasks. Finally, to grant the user access to the objects and functionalities specific to the DSD workflow, such as managing van stock, processing orders, and executing delivery tasks on the mobile app, the "Lightning Direct Store Delivery" permission set is essential.

C. Define Assessment Indicator Definitions for Delivery task: Assessment Indicator Definitions are used to define metrics for data collection during a visit (e.g., inventory count, shelf space), not for creating or assigning a delivery task itself.

D. Change the Action Plan Type Delivery: The "Action Plan Type" is a categorical field for organizing and filtering templates. While it's good practice to name it appropriately, changing this value does not enable any specific delivery functionality.

1. Salesforce Help, Set Up Direct Store Delivery: This document outlines the prerequisites for DSD. It explicitly states, "Assign the required permission sets to your users. For direct store delivery, assign the Lightning Direct Store Delivery permission set." It also details the creation of an Action Plan Template for the delivery process. (See section: "Prerequisites for Direct Store Delivery").

2. Salesforce Help, Action Plans in Consumer Goods Cloud: This guide confirms the need for specific permissions. "To let users create and use action plans, assign them the Action Plans permission set and the Action Plans - Consumer Goods Cloud permission set license." This supports option E for the Sales Manager creating the plan.

3. Salesforce Help, Create an Action Plan Template: This document details the process of creating templates for visits. It states, "Create action plan templates for frequently used visit tasks to save your sales reps time." This confirms that the delivery task must be part of a template, supporting option A.

To configure an in-store survey task in Consumer Goods Cloud, a System Administrator must perform three key actions. First, define the metrics or questions to be captured using Assessment Indicator Definitions. Second, create the actual survey form using the standard Salesforce Survey application and activate it. Finally, create an Assessment Task Definition with the process type 'In-Store Survey'. This definition acts as a template, linking the specific survey to the task that a field representative will execute during a store visit.

B. Create a Retail Store KPI record of ‘Survey Type’: Retail Store KPIs are used to track and analyze store performance over time. While survey results can update a KPI, creating the KPI record is not a prerequisite for setting up the survey task itself.

D. Generate survey invitations for the retail store ‘Primary Contact’: Survey invitations are used to distribute surveys externally. For in-store surveys, the field representative launches the survey directly from the assessment task on their mobile device during the visit; no invitation is sent.

1. Salesforce Help - Set Up In-Store Surveys: This document outlines the end-to-end process. It explicitly states the need to "Create assessment indicator definitions," "Create a survey," and "Create an assessment task definition" with the 'In-Store Survey' process type. (Salesforce Consumer Goods Cloud Developer Guide, section: "Set Up In-Store Surveys").

2. Salesforce Help - Assessment Indicator Definitions in Consumer Goods Cloud: "Assessment indicator definitions are reusable questions that you can associate with different survey-related assessment task definitions." This confirms that creating these definitions (Option A) is a foundational step. (Salesforce Consumer Goods Cloud Developer Guide, section: "Assessment Indicator Definitions in Consumer Goods Cloud").

3. Salesforce Help - Create an Assessment Task Definition: This guide details the creation of the task template. It specifies selecting a "Process Type," such as "In-Store Survey," and then associating a "Survey" with the definition, confirming the necessity of both Option E and Option C. (Salesforce Consumer Goods Cloud Developer Guide, section: "Create an Assessment Task Definition").