The Retail Visit KPI provides the visit-level relationship between the configured KPI framework and the Assessment Task that is executed in the field. Retail Store KPI defines expected values, while Retail Visit KPI captures the actual measurement generated during a specific Visit and Assessment Task.
Salesforce ' s Consumer Goods data model shows that Retail Visit KPI includes references to Assessment Task, Visit, Assessment Indicator Definition, Product, Product Category, In-Store Location, Promotion, Planogram, and other assessment context. It also contains the Target Value and Actual Value used to evaluate store performance.
The records are created as part of the assessment-task generation process. When an Action Plan Template is assigned to a Visit, Salesforce creates Assessment Tasks based on the included Assessment Task Definitions and creates Retail Visit KPIs based on the applicable Retail Store KPIs.
This design enables one centrally configured Retail Store KPI to drive repeated measurements across many store visits. Each individual visit receives its own Retail Visit KPI record, allowing the actual execution result to remain associated with the Assessment Task that produced it.
Study Guide Topics:Data Setup - > Retail Visit KPI - > Retail Store KPI - > Assessment Task - > Actual and Target Values

Flow-based activities execute within the context of the Visit and Assessment Task, while the Retail Execution KPI architecture maintains the relationship between Retail Store KPIs and Retail Visit KPIs.
Salesforce supports adding flows directly to an Action Plan Template. A flow can receive visitId, assessmentTaskId, or both as input parameters. These identifiers allow the flow to operate against the specific Visit and Assessment Task instance from which it was launched, ensuring that business automation remains tied to the correct retail execution transaction.
Retail Visit KPIs provide the transactional measurement layer for a visit. Salesforce documents that when an Action Plan Template is assigned to a Visit, Assessment Tasks are generated from Assessment Task Definitions and Retail Visit KPI records are created based on the applicable Retail Store KPIs. The Retail Store KPI defines the expected target and assessment context, while the Retail Visit KPI captures the visit- specific actual measurement against that target.
Salesforce ' s data model also records the Assessment Task ID, Visit ID, Assessment Indicator Definition, Target Value, and Actual Value on Retail Visit KPI records.
Study Guide Topics:Visit Execution - > Flow Tasks - > visitId - > assessmentTaskId - > Retail Store KPI - > Retail Visit KPI

The Retail Store Group is a required field when configuring a Retail Store KPI. Retail Store KPIs establish target values for Assessment Indicator Definitions and provide the relationship between business metrics and the stores where those metrics must be evaluated. Salesforce defines these targets at the store-group level rather than directly at an individual retail store.
The Retail Store Group provides the organizational scope for the KPI. A single Retail Store Group can contain multiple Retail Stores with common operational characteristics, enabling administrators to apply consistent targets across those locations without creating separate KPI definitions for every store. Additional context can then be supplied through Product, Product Category, Promotion, Planogram, In-Store Location Category, and Assessment Indicator Definition fields.
Salesforce explicitly identifies Retail Store Group as required when creating a Retail Store KPI because KPIs cannot be defined directly at the individual-store level. Effective dates and KPI Type provide additional configuration context, but they do not replace the fundamental store-group association required to establish where the target applies.
Study Guide Topics:Data Setup - > Retail Store KPI - > Retail Store Group - > Assessment Indicator Definitions - > KPI Targets

Salesforce provides several standard Lightning components specifically scoped to the Assessment Task object. Among the listed options, In-Store Products, Promotion List, and Inventory Check are standard Assessment Task components.
The In-Store Products component presents products relevant to the store and can expose information such as product images, pricing, favorite products, and ordering actions. The Promotion List component gives field representatives access to promotions associated with the assessment context and can display progress and in- store location information. The Inventory Check component provides the user interface for inventory-related assessment execution, including product and location-oriented information used during a store visit.
Salesforce ' s Assessment Task record-page configuration also supports additional components such as Planogram List and Consumer Goods Survey List. Administrators can place the required components on an Assessment Task record page through Lightning App Builder and configure their properties according to the mobile field-execution requirement.
Promotion Details is scoped to the Promotion object rather than Assessment Task, while Cart Review is scoped to the Order object. Their object scope makes them unsuitable as the three Assessment Task components requested.
Study Guide Topics:Platform - > Lightning App Builder - > Assessment Task Record Page - > Standard Consumer Goods Components

Setting up an In-Store Survey requires configuration of the Salesforce Survey, the corresponding In-Store Survey Assessment Task Definition, and an appropriate Survey Invitation.
The administrator first creates and prepares the Survey using Salesforce Surveys. This record contains the questions and response structure that the participant will complete. Next, the administrator creates an Assessment Task Definition and selects In-Store Survey as its task type. Assessment Task Definitions store reusable activities that can be incorporated into an Action Plan Template and subsequently instantiated as Assessment Tasks when that template is applied to a Visit.
The Survey must also be distributed through a Survey Invitation. Salesforce ' s Consumer Goods setup procedure supports generating the invitation from the primary contact of the Retail Store, associating the survey with the applicable related record, and then making it available from the task section of the Visit.
Assessment Indicator Definitions and Retail Store KPIs are primarily used for target-based compliance and KPI assessment processes. The In-Store Survey workflow instead relies on Salesforce Surveys, Survey Invitations, and the In-Store Survey Assessment Task Definition to deliver and execute the questionnaire during a retail visit.
Study Guide Topics:Data Setup - > Salesforce Surveys - > In-Store Survey - > Assessment Task Definition -
> Survey Invitation