Retail Store Cockpit for Base Data Model

Retail Store Cockpits for Base Data Model show planned visits and tasks, in the form of cards.

Required Editions

Available in: Lightning Experience in Professional, Enterprise, and Unlimited Editions that have Consumer Goods Cloud enabled.

This image shows the Retail Store Cockpit for a base data model.

Retail Store Cockpit for Basic Data Model

This table describes the cards of the Retail Store Cockpit for a base data model.

Card Description
Retail Store Info

View the store name, address, store image, and badges that determine the customer priority. Also, view the image and phone numbers of the store manager.

  • To send an email to the store manager, tap Send Email.
  • To view detailed store information, tap Show Details.
Visit Details View the visit duration, planned visit time, actual start time, priority, and status of the visit. To edit the visit information, tap Edit.
Tasks View the open tasks associated with the visit. The app supports inventory check and other custom tasks.