The Salesforce Consumer Goods mobile app helps you stay organized while you juggle your
tasks. The app provides an aggregated view of the most relevant, actionable information on your
mobile device without logging into multiple systems. You can focus on the tasks at hand each day,
view key information for each visit, and take notes on the fly within the context of your
tasks.
Required Editions
| Available in Lightning Experience in Professional, Unlimited, and
Enterprise Editions that have Consumer Goods Cloud enabled.
|
- Before You Begin
Ensure that your mobile device meets the system prerequisites. Also, familiarize yourself with key product terms for the app.
- Take Charge of Your Day
Launch the Retail Execution app on your mobile to check the visit details of the day. When at a store, you can check the store details and start the assigned tasks.
- Create a Task
While on a visit, if a rep identifies an opportunity to service a store but the task isn’t assigned to them, they can create a task.
- Inventory Checks
You can track products that are on sale at a retail store.
- Planogram Checks
Use planograms to track how your products appear to consumers on a shelf and to understand the share-of-shelf percentage of your products at specific in-store locations. Planogram tasks are assigned to a visit by using the action plan template with one or more Retail Store KPIs assigned to a planogram check task.
- Promotion Check
Use promotion checks to assess the impact of promotions on your sales figures and on customer satisfaction.
- Order Creation
To make sure that your products are never out of stock at stores, you can create orders or reorder while on store visits.
- In-Store Survey
To gather feedback from store staff and customers about promotions, inventory requirements, and product quality use in-store surveys.
- Custom Tasks
Your manager can create tasks for custom business scenarios. For example, your manager wants you to capture the maintenance records of a refrigerator that was placed in a store to increase beverage sales.
- Check Inventory a Your Vehicle
Delivery reps can check inventory available in the vehicle that’s assigned to them.
- Perform a Signature Task
Capture a signature from a store manager during a visit.
- Delivery Task
Delivery the shipments to stores and update the actual delivered quantities.
- End Your Visit
Last step of your visit.
