Retail Execution Lightning Plus provides access to Consumer Goods Retail Execution functionality for strategic-sales users and is the applicable entitlement for users working with Visit Recommendation capabilities in the Retail Execution environment.
Salesforce identifies Lightning Retail Execution Plus PSL as the Consumer Goods Retail Execution permission set license for strategic-sales users. Retail Execution permission set licenses enable Consumer Goods functionality that is not included automatically in the user ' s standard Salesforce license.
Einstein Visit Recommendations allow sales managers and field representatives to request recommended stores for future visits. Administrators can configure either a Flow strategy or a Next Best Action strategy.
When users request recommendations, they can select the strategy that best corresponds to their business requirement, and Salesforce returns the stores that should be considered together with the associated recommendation reasons.
Tableau CRM Plus User and Tableau CRM Plus Admin permissions apply to CRM Analytics capabilities and are not the Retail Execution entitlement represented by this question.
The Retail Execution access model can also include Action Plans and Industries Visit permissions where users need the associated visit and task functionality.
Study Guide Topics:Visit Planning - > Einstein Visit Recommendations - > Lightning Retail Execution Plus -
> Recommendation Strategies - > User Access

A Planogram Check requires the planogram Image to be associated with the appropriate In-Store Location.
The In-Store Location identifies the physical area inside the retail outlet-such as an aisle, primary shelf, checkout counter, or endcap-where the expected product arrangement applies.
Salesforce ' s Planogram Check prerequisites require administrators to create an Image record representing the planogram and associate the Image with an In-Store Location. The Product must also be associated with both the Retail Store and the relevant In-Store Location.
The Retail Store KPI then supplies the assessment configuration. Administrators select the appropriate Retail Store Group, In-Store Location Category, Assessment Indicator Definition, planogram Image, and KPI Type.
Supported planogram-related KPI Types include Facing, Share of Shelf, and Out of Stock, depending on the indicator being measured.
This relationship ensures that Salesforce can determine which reference layout applies when a representative performs the assessment at a particular location within the store. Associating the Image only with a Promotion, Assessment Task, or Retail Store does not establish the precise physical merchandising context required for Planogram Check execution.
Study Guide Topics:Data Setup - > Planogram - > Image - > In-Store Location - > Retail Store KPI

The Retail Store is a central object in Agentforce Consumer Goods and provides the operational context for Visits and store-level Orders. Salesforce requires the Visit object ' s Place field to reference a Retail Store in Consumer Goods implementations. Orders captured during field visits can also be tracked at the Retail Store level, allowing representatives to review orders from previous visits and efficiently reorder products.
Retail Store record access can also inherit sharing from the parent Account. Salesforce establishes a master- detail relationship between Retail Store and Account for this purpose. The default Retail Store sharing model can be configured as Controlled by Parent, allowing Account sharing rules to govern access to the associated Retail Store records. This eliminates the need to maintain an independent set of sharing rules for every store when the organization wants store access to follow Account access.
Promotions are not linked directly to Retail Stores; Salesforce uses Promotion Channel to create that relationship. Similarly, Direct Store Delivery uses Delivery Task, Shipment, and Product Transfer relationships rather than establishing the Retail Store-to-Shipment relationship described in the alternative.
Study Guide Topics:Data Setup - > Retail Store - > Visit - > Order - > Account Relationship - > Sharing Model

Photos captured during an asset-compliance activity are maintained within the assessment-task content framework, allowing the evidence to remain associated with the task that generated it. For an asset check implemented as a custom Assessment Task, this provides the most direct relationship between the compliance observation and its supporting photographic evidence.
Salesforce provides the Assessment Task Content Document object specifically for associating Content Documents with assessment activities. Its data model includes a reference to the parent Assessment Task and a Content Document reference, allowing files generated during execution to remain connected to the task.
Salesforce also supports a content-context reference that can identify contextual business records such as an Asset or Visit.
Within Retail Execution, Salesforce uses Assessment Task Content Document records for notes and pictures captured by field representatives while performing assessment activities. This preserves the evidentiary relationship between the field observation and the work performed, enabling managers to review photographs alongside the associated compliance task.
The photo therefore remains accessible through the asset check Assessment Task, where the manager can review the evidence in the same operational context as the captured asset-compliance measurements.
Study Guide Topics:Visit Execution - > Asset Checks - > Assessment Task - > Content Documents - > Photo Evidence

The Retail Execution assessment architecture uses Retail Store KPIs as the configuration basis for Retail Visit KPIs. Salesforce states that when an Action Plan Template is assigned to a Visit, Assessment Tasks are generated from the Assessment Task Definitions and Retail Visit KPI records are created based on the applicable Retail Store KPIs. This preserves the connection between the expected target configured centrally and the actual value captured during a specific visit.
Flows can also be associated with an Action Plan Template to support business-specific store activities.
Salesforce supports flow input parameters named visitId and assessmentTaskId. A flow can accept only visitId, only assessmentTaskId, both parameters, or no parameters depending on the activity being implemented. When the identifiers are used, Salesforce passes the current Visit and Assessment Task context into the flow so that the automation operates on the appropriate execution records.
This model keeps responsibilities clearly separated: Retail Store KPI contains the target context; Retail Visit KPI records the visit-specific assessment result; Assessment Task identifies the executable activity; and Visit establishes the retail engagement within which the task occurs.
Study Guide Topics:Visit Execution - > Flow Tasks - > Retail Store KPI - > Retail Visit KPI - > visitId - > assessmentTaskId