Explanation:

Correct Option:

🟢 A. Define Assessment Indicator Definition to capture within survey
Assessment Indicator Definitions determine the specific metrics or questions that should be captured within the survey. These act as the foundation for survey assessments by providing measurable indicators.

🟢 B. Create a Retail Store KPI record of ‘Survey Type’
To link surveys to store performance tracking, a KPI record of “Survey Type” must be created. This ensures survey results are tied to measurable store performance indicators.

🟢 C. Create a Survey record using Salesforce survey application
The survey itself needs to be created using the Salesforce Surveys tool. This allows admins to design and publish the survey questions that field reps will use in their assessment tasks.

Incorrect Options:

🔴 D. Generate survey invitations for the retail store ‘Primary Contact’
This step is not part of setting up a survey assessment task. Survey invitations may be used for customer-facing surveys, but for Consumer Goods Cloud, survey tasks are assigned to reps within the app. The correct setup involves defining indicators, creating KPI records, and building the survey.

Summary:
To set up survey assessment tasks in Consumer Goods Cloud, system admins need to define Assessment Indicator Definitions, create a Retail Store KPI record of type “Survey,” and build the survey in Salesforce Surveys. Sending invitations to a retail contact is not necessary for this internal survey workflow.

Reference:
Salesforce Help: Set Up Survey Assessment Tasks in Consumer Goods Cloud

Explanation:

Correct Option: C. Shipment
For delivery tasks to show their corresponding items, the user needs to have access to the Shipment object. The Shipment object links the products to the specific delivery, and without proper permissions, the user won't be able to see the details of what they are supposed to be delivering or picking up. This object is crucial for a complete and accurate delivery workflow.

Incorrect Option: A. Product
Giving a user access to the Product object allows them to see product records, but it does not link those products to a specific delivery task. The Product object holds information about the items themselves, such as their name, description, and price, but it doesn't contain the logistics data necessary for a delivery visit.

Incorrect Option: B. Retail Store KPI
Retail Store KPIs (Key Performance Indicators) are used to track and measure the performance of a retail store, such as sales targets or planogram compliance. While important for business analysis, this object has no direct connection to the items in a delivery task. It's used for performance monitoring, not for managing inventory or delivery manifests.

Incorrect Option: D. Product Transfer
Product Transfer is a standard Salesforce object used to manage the movement of inventory between different locations. While it relates to products moving, it is not the specific object that ties products to an individual delivery visit within the Consumer Goods Cloud mobile app. The correct object for a delivery task is the Shipment.

Summary:
The core of a delivery task is the list of products being delivered. This list is contained within the Shipment object. Therefore, for a user to see the items in their delivery task, they must have the correct permissions and access to the Shipment object. Without this, the delivery task will appear empty, as it cannot retrieve the product details associated with it.

Explanation:

Correct Option: A. Delivery Method
The Delivery Method field is a specific picklist on the Retail Store object that defines how products are delivered to that store (e.g., via truck, van, or pickup). This level of logistical detail is unique to the Retail Store object and is not a standard field on the general Account object.

Correct Option: B. Operating Hours
The Operating Hours field allows you to specify the hours of operation for a specific retail store location. This is a critical detail for planning visits and is a dedicated field on the Retail Store object, differentiating it from the more generic business information found on the Account object.

Correct Option: C. Preferred Visit Hours
The Preferred Visit Hours field allows you to specify the ideal time to visit a retail store for tasks like restocking or auditing. This field is a key part of visit planning in Consumer Goods Cloud and is not a standard field on the Account object.

Incorrect Option: D. Shipping Address
Both the Account object and the Retail Store object can have a shipping address. The Retail Store object is built on top of the Account object, and many fields, including address fields, are shared or inherited. Therefore, the presence of a shipping address does not differentiate a Retail Store from an Account.

Incorrect Option: E. Payment Method
The Payment Method field, while useful for business purposes, is not a unique differentiator for the Retail Store object. It can be found or configured on both the Account object and the Retail Store object, or it can be a custom field on various objects depending on the specific business process.

🛍️ Summary:
While the Retail Store object is a type of Account, it contains specific fields tailored for retail execution. The key differentiators are fields that manage logistics and operations at a granular level. Delivery Method, Operating Hours, and Preferred Visit Hours are three such fields that are core to the Consumer Goods Cloud data model and are not standard on the generic Account object.

Explanation:

✅ Correct Option: C. Retail Store Group
Promotions can be defined at the Retail Store Group level. This allows companies to apply a single promotion to a collection of stores that share certain characteristics, such as being in the same geographical region or part of the same franchise. This is a highly efficient way to manage promotions for groups of customers.

✅ Correct Option: D. Product
Promotions can be defined at the individual Product level. This is a very common use case where a specific promotion, such as a discount or a BOGO offer, is tied directly to a single product or SKU. This provides granular control over which items are eligible for a particular promotion.

❌ Incorrect Option: A. Account
While promotions are associated with accounts, they are not defined at the Account object level itself. Promotions are defined separately and then applied to Accounts, Retail Store Groups, or other customer segments. The Promotion object holds the details of the promotion, while the Account object is the recipient.

❌ Incorrect Option: B. Product Category
Promotions can be associated with a Product Category, but the promotion itself is not defined at this level. You define the promotion first and then associate it with a specific product or product category. The Product Category is used to specify the scope of the promotion, but it is not the level at which the promotion is created.

❌ Incorrect Option: E. Retail Store
Promotions can be applied to individual Retail Stores, but they are typically defined at a higher, more flexible level like a Retail Store Group. While it is possible to apply a promotion to a single store, the promotions are not defined at the Retail Store object level. This ensures that the promotion definition is reusable and not tied to one specific location.

Summary:
In Consumer Goods Cloud, promotions are designed to be flexible and reusable. They can be defined at two primary levels of granularity: at the Product level for a specific item, or at the Retail Store Group level to apply to a collection of stores. This allows for both broad and targeted promotional strategies.

Explanation:

B. ✅ Create an Action Plan Template by specifying 'Visit' as the target object and publish it.
The fundamental step to linking Action Plans to any object is to first create an Action Plan Template and define that specific object (in this case, 'Visit') as its Target Object. This configuration is mandatory as it dictates which records the template can be attached to. Once published, this template can then be applied to Visit records.

Incorrect Option:

A. ❌ Create an Action Plan based on the template where the template owners are the Sales Reps.
While creating an Action Plan from a template is necessary, this step can only occur after the template itself has been correctly configured with 'Visit' as the target object. Setting template owners does not establish the crucial object linkage.

C. ❌ Activate the Visit to generate Action Plan Tasks.
Activating a Visit changes its status but does not automatically generate an Action Plan or its tasks. The Action Plan must be created and activated separately, and it must be based on a template that is already linked to the Visit object.

D. ❌ Activate the Action Plan.
Activating an Action Plan is the step that generates its individual tasks and sends them to the assigned users. However, this activation happens after the Action Plan has been created and attached to a specific Visit record, which itself requires the correct template configuration first.

Summary:
This scenario involves configuring automated task generation for field activities. The primary and required administrative action is to define the object relationship at the template level. Without a template explicitly designed for the Visit object, the system cannot create the necessary link between the two.

Reference:
Salesforce Help: Create an Action Plan Template

Explanation:

C. ✅ Use the Click2Create function to pull the Point of interest data from maps directly to the address fields and attached follow up case or lead to onboard the outlet on an onboarding journey
This is the best practice as it leverages the core, purpose-built mobile functionality of Consumer Goods Cloud. Click2Create allows a field rep to instantly create a new Account (retail outlet) record from their current GPS location during a visit. It auto-populates address data from map points of interest, ensuring accuracy and saving time. Attaching a follow-up Case or Lead can then automatically trigger a predefined onboarding process.

Incorrect Option:

A. ❌ Create a retail store record from the mobile app and use a workflow to send an email to the customer affair department
While creating a record from the mobile app is correct, simply emailing a department creates a manual, siloed process prone to delay and error. This is not an integrated, automated "onboarding journey" and does not represent a modern best practice for rapid customer acquisition.

B. ❌ Create an opportunity and use CPQ to send the restaurant manager an enticing quote
This solution jumps ahead to the quoting stage before the account is properly onboarded. The primary requirement is to capture and onboard the new customer, not to immediately send a quote. This process would be inefficient and could leave the new account record incomplete.

D. ❌ Ask the potential customer to navigate to the Alpine website built on Commerce Cloud to place their first order.
This option completely bypasses the field rep and the stated requirement to allow reps to onboard customers on their route. It forces the new customer to do the work, creates friction, and misses the opportunity for the rep to provide immediate, personal service, which is critical for a new product launch.

Summary:
This scenario tests understanding of mobile-first field capabilities. The requirement is for reps to quickly and accurately capture new outlet data in the field to kickstart an automated onboarding process. Click2Create is the flagship feature designed specifically for this purpose, making it the clear best practice.

Reference:
Salesforce Help: Create Records from Object Home Pages

Explanation:

Correct Options:

🟢 A. Viewing which products are included in the promotion
During a promotion check in Consumer Goods Cloud, field reps can view the products included in the promotion. This capability allows reps to verify that the correct products are displayed or sold as part of the promotion, ensuring compliance with the promotion’s requirements during store visits.

🟢 C. Taking a photo of the promotion
Field reps can take photos of the promotion setup during a promotion check. This standard capability in Consumer Goods Cloud helps document the promotion’s execution, such as display placement, for validation and reporting purposes.

Incorrect Options:

🔴 B. Marking the promotion as complete
Marking a promotion as complete is not a standard capability during a promotion check. While reps can complete tasks or visits, the promotion’s status is typically managed at a higher level, not directly in the field check process.

🔴 D. Changing the promotion planning dates
Field reps cannot change promotion planning dates during a promotion check. Planning dates are set during promotion configuration by managers or admins, not modified in the field, as this requires administrative access.

🔴 E. Changing the discounts on the products included in the promotion
Changing discounts on products is not a standard capability for field reps during a promotion check. Discounts are predefined in the promotion setup and managed by authorized users, not altered during field execution.

Summary: 📝
This question tests knowledge of standard capabilities for promotion checks in Consumer Goods Cloud. The scenario involves a field rep performing a promotion check during a store visit, focusing on verifying products and documenting execution with photos. Understanding these capabilities ensures effective promotion management in retail settings.

Reference: 📚
Salesforce Help: Promotion Checks

Explanation:

Correct Options:

🟢 B. Promotion List
The Promotion List component is a standard feature for Assessment Task record pages in Consumer Goods Cloud. It displays a list of promotions associated with the task, allowing users to review and manage promotion-related activities efficiently during store assessments.

🟢 C. Promotion Details
The Promotion Details component is available for Assessment Task record pages. It provides detailed information about specific promotions linked to the task, helping users verify promotion execution and compliance during retail store visits.

🟢 E. Inventory Check
The Inventory Check component is a standard option for Assessment Task record pages. It enables users to perform inventory checks as part of the assessment task, ensuring stock levels align with store requirements and goals.

Incorrect Options:

🔴 A. In Store Products
In Store Products is not a standard component for Assessment Task record pages. While related to retail execution, this component is typically used in other contexts, like product catalogs, not directly on assessment task pages.

🔴 D. Cart Review
Cart Review is not a standard component for Assessment Task record pages in Consumer Goods Cloud. It may relate to order management, but it’s not part of the standard configuration for assessment tasks.

Summary: 📝
This question focuses on configuring Assessment Task record pages in Consumer Goods Cloud. The scenario involves selecting standard components like Promotion List, Promotion Details, and Inventory Check to customize app screens for retail tasks, ensuring efficient store assessments and promotion tracking.

Reference: 📚
Salesforce Help: Assessment Tasks

Explanation:
This question tests understanding of the primary relationship for a Promotion record in Consumer Goods Cloud (CGC). A Promotion is a foundational object used to define discounts, offers, or incentives. While a promotion can be linked to many related entities like channels or stores for execution, its core, defining association is with the specific products or product groups it is meant to discount. The system must first know what is being promoted.

Correct Option:

D. Products:
A Promotion object is directly associated with Products (or Product Groups) through the "Promoted Products" related list. This is a mandatory relationship because a promotion's primary purpose is to apply an incentive to specific items. The promotion mechanics (like discount value) are defined in relation to these products.

Incorrect Option:

A. Retail Store Group:
Promotions are associated with stores or store groups indirectly via the Promotion Channel and its related Targeting Rules, not through a direct object relationship.

B. Promotion Channel:
While a Promotion must be linked to a Channel (e.g., Retail, E-commerce), the Channel defines where the promotion runs, not what is being promoted. The direct association for the "what" is with Products.

C. Retail Store:
Similar to Store Group, individual stores are targets for promotion distribution set through Channel targeting rules, not a direct object-level association on the Promotion record itself.

Reference:
Salesforce Help Article: "Create a Promotion" in the Consumer Goods Cloud guide, which shows the "Promoted Products" related list as a primary component of the promotion setup.

Explanation:
The Product2 object in Salesforce is the core master data record for all products your company sells. In Consumer Goods Cloud, this standard object is related to several custom CGC objects to track products in the context of retail activities, such as which products should be sold at a store, which are part of a promotion check, or which are included in a specific product assortment for a retail store. The relationship is typically implemented using a lookup field on the custom CGC object that points back to the Product2 record.

Correct Option:

A. Assortment Product:
This is a junction object (cgcloud__AssortmentProduct__c) that links a Product2 record to an Assortment record. Assortments define the specific list of products that are eligible for sale at a particular store or group of stores, making this a fundamental link to the Product2 object.

C. Assessment Task Product:
While the direct object name might be AssessmentTaskProduct or similar (and is often part of the AssessmentTask setup), it is an essential object used to define which Product2 records are the focus of a retail execution task, such as an Inventory Check or Promotion Check, during a store visit.

E. Store Product:
This object (cgcloud__StoreProduct__c) explicitly associates a Product2 record with a Retail Store or a specific In-Store Location within that store. It is used to manage product-related details specific to a physical retail store location.

Incorrect Option:

B. Delivery Product:
While Consumer Goods Cloud does handle delivery via Direct Store Delivery (DSD), there is no standard custom object named "Delivery Product" in the data model that directly relates to Product2 to define delivery-specific product details. Delivery tasks are handled by the DeliveryTask object.

D. Promotion Product:
This object (cgcloud__PromotionProduct__c) does exist in the CGC data model. However, it is a junction object used to link a Promotion record to a Product2 record. While it is linked to Product2, it is typically considered part of the Trade Promotion Management (TPM) structure, and the standard list of core CGC objects directly linked to Product2 for Retail Execution focus on the Assortment, Task, and Store product relationships (A, C, E). In the context of the three most common and core objects, A, C, and E are the stronger set. Self-Correction: Given that PromotionProduct (cgcloud__PromotionProduct__c) is a valid junction object linking a Promotion to Product2, a set including D might be plausible, but the most foundational objects are Assortment Product, Store Product, and the product linkage within Assessment Tasks (often via a related object like Assessment Task Product or similar setup for checks).

Reference:
Consumer Goods Cloud Data Model Overview: Product Assortment Key Objects, Standard Objects for Retail Execution, and Assessment Task Definitions.

Explanation:
This question focuses on the technical setup required to enable a specific visual execution task: a Planogram Check assessment. In Consumer Goods Cloud, the Planogram Check assessment type relies on comparing a field-captured photo against a reference image to verify compliance. The system needs a standard image as the baseline for this comparison.

Correct Option:

D. The team member must upload an image of the planogram to the assessment task's related documents.
A Planogram Check task is fundamentally an image comparison. The reference planogram image must be uploaded to the related Documents of the assessment task definition. When a field user performs the check, they take a photo of the shelf, and the Einstein Vision service compares it to this uploaded reference image to generate a compliance score.

Incorrect Option:

A. The team member must make sure Einstein Object Detection has been enabled.
While Einstein Vision services (which include object detection) are used in the background for image analysis, enabling it is a prerequisite setup by an admin. The required step for the team member creating the task is to provide the reference image.

B. The team member must populate the custom context field on the assessment task.
Custom context fields are for additional metadata, not the core functional requirement of providing the reference image for a visual check.

C. The team member must associate the In-Store Location to the Planogram for the functionality to work.
Associating a Planogram to an In-Store Location is important for organization and reporting, but the Planogram Check assessment functionality itself is enabled by attaching the reference image to the task.

Reference:
Salesforce Help Article: "Create a Planogram Check Assessment" states that to create this assessment type, you must add a planogram image to the related Content (or Documents) on the task record. This image is used as the baseline for comparison.

Explanation:
In Salesforce Consumer Goods Cloud, field reps capture KPIs during store visits using assessment tasks, which are generated from assessment task definitions. For specialized activities like checking the functionality of in-store assets (e.g., Computer Display Units for backpack fitting), creating a custom record type on the Assessment Task object allows tailored fields, layouts, and indicators specific to the task. This ensures reps can efficiently record metrics like "Backpack fit properly" while associating it with the relevant asset, promoting standardized execution and reporting across visits.

Correct Option:

B. Create an Assessment Task Record type called ‘Backpack Fit’ for the Computer Display Units to capture the KPIs.
Assessment Task supports record types to customize data capture for unique scenarios, such as asset functionality checks.
This approach links the task to the asset record, enabling reps to input Boolean or numeric KPIs (e.g., fit compliance) via assessment indicators.

It integrates seamlessly with action plan templates for reusable visit workflows, improving compliance tracking and mobile app usability for field execution.

Incorrect Options:

A. Create an asset called ‘Computer Display Unit’ and capture KPI called ‘Backpack fit properly’ using an assessment task.
Creating the asset record is necessary but insufficient alone; it doesn't specify how to customize the assessment task for targeted KPI capture.

Assessment tasks require definitions and potentially record types for specialized indicators, not just asset creation, to ensure structured data entry during visits.

C. Add ‘Backpack Fit’ for the Computer Display Units checkbox to the In-Store Survey Assessment Task.
In-Store Survey tasks are predefined for customer/store feedback via Salesforce Surveys, not equipment/asset functionality checks.

Repurposing it for asset KPIs risks data inconsistency and violates best practices for task separation, as surveys focus on qualitative responses rather than asset-specific metrics.

D. Create an Asset record named ‘Backpack Fit’ for the Computer Display Units and link it to the Assessment Task via a lookup field.
Naming the asset "Backpack Fit" misrepresents its purpose; assets should represent physical items like the display unit, not the check activity.

While lookup fields enable association, this doesn't create a dedicated task structure for KPI capture, leading to ad-hoc data entry without standardized templates or indicators.

Reference:
Salesforce Help: "Assessment Tasks in Consumer Goods Cloud" and "Set Up Assessment Task Definitions"

Trailhead: "Consumer Goods Cloud Data Model – Work with Metrics and Retail Store KPIs" (Winter '26 Release)

Consumer Goods Cloud Developer Guide: Assessment Task Object and Record Types (API v59.0+)