Activity Execution Key Objects

Familiarize yourself with the available objects for enabling activity execution during retail visits.

Required Editions

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

The image shows the objects that you use for activity execution.

Object	API Name	Description
Activity	cgcloud__Job_Definition_List__c	List of questions and surveys to answer during a visit.
Account	Account	Information on customers with whom you conduct business. An account can be a retailer, distributor, wholesaler, or consumer.
Data Type Option	cgcloud__Data_Type_Option__c	Holds the picklist item of a flexible data type.
Job Definition Template	cgcloud__Job_Definition_Template__c	The information that you gather for a store or products, and configure as job definition templates or jobs. Jobs can be a question— to gather store-related information, such as: Does the store have advertising materials? How many shelves are available at a store? Or, jobs can be a survey question— to gather product-related information, such as: Has the store properly placed the products on shelves? Does the store offer the product at a promotional price?
Job List	cgcloud__Job_List__c	Associates an activity with a visit template for a particular customer. You create job lists mainly for event-driven activities and add the lists to the visits.
POS	cgcloud__POS__c	Location (other than primary shelf) within the retail store where users place products for promotion or to increase sales. For example: shelf, sales counter, freezer, or vending machine.
Product	Product2	Product details and related information, such as product parts, product conditions, unit of measure, product managers, and warehouses.
Promotion	Advanced Promotion	Agreements between a manufacturer and a customer to increase revenue and market share by using temporary price reductions or in-store displays.
Question	cgcloud__Job_DL_Job_Definition_Template__c	Helps you gather store-related information, such as: Does the store include advertising materials? How many shelves are available at a store? You can create questions for point-of-sale (POS) or stores. Questions can apply to a store and all points-of-sale of the store, or to a POS type. For an ongoing promotion, questions can help to record temporary observations and ensure success for the promotion. You can use the data from the answers to build a base for customer segmentation processes.
User	User	Specific business roles for a sales org. Users conduct retail activities based on the defined role (for example: sales rep or supervisor).
Visit	Visit	Information on tasks or operations a field rep carries out during a store visit. A visit can be a standard scheduled visit or an ad-hoc visit. You plan ad-hoc visits for inventory issues, or to promote or upsell a product.
Visit Job	cgcloud__Visit_Job__c	Responses to questions or survey questions during visit execution.
Visit Template	cgcloud__Visit_Template__c	Template to create customer visit types. For example, sales visit, training, delivery visit, or phone call.