RetailVisitKpi

Capture the actual information during a visit against the defined assessment indicator definition and target values. This object is available in API version 47.0 and later.

Supported Calls

create(), delete(), describeLayout(), describeSObjects(), getDeleted(), getUpdated(), query(), retrieve(), search(), undelete(), update(), upsert()

Fields

ActualBooleanValue

  • Type: picklist
  • Properties: Create, Filter, Group, Nillable, Restricted picklist, Sort, Update
  • Description: The actual one of two possible values for an assessment indicator definition that the sales rep can capture during the store visit audit.
  • Possible values:
    • False
    • True

ActualDateTimeValue

  • Type: dateTime
  • Properties: Create, Filter, Nillable, Sort, Update
  • Description: The actual date and time for an assessment indicator definition that the sales rep can capture during the store visit audit.

ActualDecimalValue

  • Type: double
  • Properties: Create, Filter, Nillable, Sort, Update
  • Description: The actual fractional value for an assessment indicator definition that the sales rep can capture during the store visit audit.

ActualIntegerValue

  • Type: int
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: The actual whole number value for an assessment indicator definition that the sales rep can capture during the store visit audit.

ActualStringValue

  • Type: textarea
  • Properties: Create, Filter, Nillable, Sort, Update
  • Description: The actual sequence of characters for an assessment indicator definition that the sales rep can capture during the store visit audit.

AssessmentIndDefinitionId

  • Type: reference
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: The assessment indicator definition ID that indicates the kind of parameter that is audited. Values can include: Inventory, Facings, Competitor Facings, Share of Shelf.

AssessmentTaskId

  • Type: reference
  • Properties: Create, Filter, Group, Sort
  • Description: ID of the assessment task against which the actual data is captured.

CustomContextId

  • Type: reference
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: ID of the custom object if the assessment indicator definition is associated for a custom task.

DisplayOrder

  • Type: int
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: Sequence in which the retail visit KPI must be displayed. This field is available in API version 51.0 and later.

InStoreLocationId

  • Type: reference
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: ID of the in-store location that is associated with the assessment indicator definition.

LastReferencedDate

  • Type: dateTime
  • Properties: Filter, Nillable, Sort
  • Description: The most recent date on which a user referenced this record.

LastViewedDate

  • Type: dateTime
  • Properties: Filter, Nillable, Sort
  • Description: The most recent date on which a user viewed this record.

Name

  • Type: string
  • Properties: Autonumber, Defaulted on create, Filter, idLookup, Sort
  • Description: Unique identifier for the visit KPI.

PlanogramId

  • Type: reference
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: ID of the planogram.

PrimaryDisplayOrder

  • Type: int
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: Sequence in which products, product categories, promotions, or other contexts are displayed for an assessment task. This field is available in API version 53.0 and later.

ProductCategoryId

  • Type: reference
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: ID of the product category for which audit is done.

ProductId

  • Type: reference
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: ID of the product for which the assessment indicator definition is tracked.

PromotionId

  • Type: reference
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: ID of the promotion if the assessment task is a promotion check.

RecordTypeId

  • Type: reference
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: ID of the record type.

TargetBooleanValue

  • Type: picklist
  • Properties: Create, Filter, Group, Nillable, Restricted picklist, Sort, Update
  • Description: The expected value among the two possible ones for an assessment indicator definition against which the actual value is captured.
  • Possible values:
    • False
    • True

TargetDateTimeValue

  • Type: dateTime
  • Properties: Create, Filter, Nillable, Sort, Update
  • Description: The expected date and time for an assessment indicator definition against which the actual value is captured.

TargetDecimalValue

  • Type: double
  • Properties: Create, Filter, Nillable, Sort, Update
  • Description: The expected fractional for an assessment indicator definition against which the actual value is captured.

TargetIntegerValue

  • Type: int
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: The expected whole number value for an assessment indicator definition against which the actual value is captured.

TargetStringValue

  • Type: textarea
  • Properties: Create, Filter, Nillable, Sort, Update
  • Description: The expected sequence of characters for an assessment indicator definition against which the actual value is captured.

Type

  • Type: picklist
  • Properties: Create, Filter, Group, Nillable, Restricted picklist, Sort, Update
  • Description: Type of the assessment indicator definition.
  • Possible values:
    • Facing
    • Inventory
    • OutOfStock
    • Price
    • Revenue
    • ShareOfShelf

UnitOfMeasure

  • Type: picklist
  • Properties: Create, Filter, Group, Nillable, Restricted picklist, Sort, Update
  • Description: The unit of measure for the combination of assessment indicator definition type and target value.
  • Possible values:
    • Kilogram
    • Litre
    • Pack
    • Unit

VisitId

  • Type: reference
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: ID of the associated visit.

Associated Objects

This object has the following associated objects. Unless noted, they available in the same API version as this object.