The Sales Manager persona is responsible for managing the day-to-day Retail Execution processes performed by the field organization. Salesforce explicitly defines the Sales Manager as a standard Retail Execution user who can create visits, create tasks, and assign visits to field representatives.
This division of responsibilities is fundamental to the Agentforce Consumer Goods operating model. Sales managers coordinate retail coverage and determine what activities field representatives should perform at each store. They typically work with Retail Stores, Visits, Action Plans, Assessment Task Definitions, and Action Plan Templates to organize execution activities. By contrast, field representatives have a more execution-focused role: they review assigned visits, complete assessment tasks, capture observations, process orders, and record the results of store activities.
The permission model is designed around these personas. Salesforce recommends establishing separate permission configurations for Sales Managers and Field Reps so that each role receives the appropriate object- level and feature access. Delivery representatives can also be configured separately when the organization uses Direct Store Delivery.
Consequently, responsibility for creating and coordinating visits and assigning field work belongs to the Sales Manager persona.
Study Guide Topics:Platform - > User Personas - > Sales Manager - > Visit Management - > Task Assignment

Actual KPI values captured by a field representative during visit execution are stored in the Retail Visit KPI record. Salesforce separates KPI configuration from transactional execution data so that planned or target values remain distinct from values observed during individual visits.
The Retail Store KPI defines the target or expected value for a particular Assessment Indicator Definition. It provides the planning context, including the Retail Store Group, product or product category, In-Store Location Category, Custom Context, and target value. When an assessment task is generated for a visit, Salesforce creates the corresponding Retail Visit KPI records that represent the runtime measurements.
During execution, the field representative records the observed value. Salesforce stores fields such as the Actual Value, Target Value, Assessment Indicator Definition, Product, In-Store Location, and Custom Context on the Retail Visit KPI.
This architecture allows Salesforce to compare expected performance with actual field results across multiple visits. The custom object can supply the business context for a custom task, but it does not replace the Retail Visit KPI as the repository for actual assessment measurements.
Study Guide Topics:Data Setup - > Custom Tasks - > Retail Store KPI - > Retail Visit KPI - > Actual Values

The Delivery Task is the Consumer Goods-specific object used to perform Direct Store Delivery activities during a retail-store visit. Salesforce describes DeliveryTask as a Retail Execution object representing delivery work performed at the store, whereas Shipment and ProductTransfer originate from inventory and Field Service capabilities.
Administrators add a Delivery Task to an Action Plan Template. When that template is applied to a Visit, Salesforce creates the Delivery Task record and associates it with the Visit. Users working with Delivery Tasks require the Direct Store Delivery permission capability.
The administrator then associates a Shipment with the Delivery Task to specify the inventory being delivered.
Individual products and quantities are represented as Product Transfer records related to the Shipment. This architecture separates the Consumer Goods visit activity from the underlying inventory-transfer records.
During execution, the delivery representative selects the shipment, reviews its products, updates delivered quantities if required, and marks the products delivered. Completing the Delivery Task updates relevant inventory information.
Study Guide Topics:Visit Execution - > Direct Store Delivery - > Delivery Task - > Shipment - > Product Transfer

Object Metrics and Model Metrics provide complementary mechanisms for evaluating the accuracy and performance of an Einstein object-detection implementation. Object-level metrics focus on how accurately individual object classes are being recognized, while model-level metrics provide an overall view of the trained model ' s predictive quality.
Salesforce ' s Einstein Vision model APIs expose model-performance information so administrators and developers can evaluate whether a trained model is sufficiently accurate for production use. Model metrics include measurements that quantify detection quality and allow implementers to identify weaknesses before relying on predictions operationally. Salesforce ' s Einstein Vision API specifically provides a Get Model Metrics operation for vision models, allowing performance information to be retrieved for an object-detection model.
Object-level analysis is equally important because overall accuracy can hide differences between individual classes. For example, a model may reliably identify one product but repeatedly confuse another product with visually similar packaging. Reviewing object-specific performance identifies those classification weaknesses and indicates where additional or improved training examples are required.
Together, Object Metrics and Model Metrics provide both granular and aggregate perspectives on detection accuracy, supporting systematic evaluation and refinement of product-recognition models.
Study Guide Topics:Platform - > Einstein Vision - > Object Detection - > Object Metrics - > Model Metrics -
> Detection Accuracy

An Inventory Check requires the Retail Store KPI to identify the applicable Retail Store Group and Assessment Indicator Definition. These fields establish where the measurement applies and exactly what the field representative must measure.
The Retail Store Group is fundamental because Salesforce defines Retail Store KPIs at the store-group level rather than directly at an individual store level. The group connects the KPI configuration to the Retail Stores that inherit and use the target during field execution.
The Assessment Indicator Definition identifies the metric to be captured-for example, stock quantity, availability, damaged-product count, or another inventory-related measurement. Salesforce ' s Inventory Check prerequisites explicitly require the Retail Store Group and an Assessment Indicator Definition for the applicable product or product category and In-Store Location Category.
Custom Context is associated with custom-task configurations and should remain empty for a standard Inventory Check. Inventory Count is not the configuration field that establishes the Retail Store KPI relationship. KPI Type can categorize the business meaning of an indicator, but the core Inventory Check configuration depends on the Retail Store Group and Assessment Indicator Definition.
Together, these records enable Salesforce to generate the corresponding Retail Visit KPIs when the Inventory Check is instantiated for a Visit.
Study Guide Topics:Data Setup - > Retail Store KPI - > Inventory Check - > Retail Store Group - > Assessment Indicator Definition