Setting Up Retail Execution

Follow the path to set up retail execution in your Salesforce org and get sales reps to perform visits and tasks offline with the help of the CT Mobile app.

  1. Create Locations—addresses where your stores operate.

  2. Add Retail Stores that operate according to Operating Hours and have one or more In-Store Locations to place products:

    1. Create a Retail Store

    2. Create an In-Store Location

  3. Add and associate Salesforce Products to retail stores. Set up Product Categories and Assortments if needed:

    1. Create a Product

    2. Create a Product Category

    3. Create an Assortment

    4. Associate a Product with a Store

  4. Set up Assessment Indicator Definitions to measure store performance and define Retail Store KPIs that must be captured for a store group:

    1. Create an Assessment Indicator Definition

    2. Create a Retail Store KPI

  5. Define Assessment Task Definitions, which are certain activities related to the different aspects of retail execution.

  6. Create Action Plan Templates and fill them out with tasks to define a set of activities that should be performed during the visit to the retail store. Templates are reusable and editable:

    1. Setting up Task Definitions and Action Plan Templates

    2. Create an Action Plan Template

    3. Associate an Assessment Task Definition to an Action Plan Template

  7. Create Visits and associate the desired action plan template to each of them:

    1. Create Visits

    2. Associate an Action Plan Template to a Visit

      We recommend changing the Visit page layout to add the Action Plans list. Also, you can add other CG Cloud components to desired pages.

  8. Activate CG Cloud in the CT Mobile app to get your mobile users the ability to create visits to the appropriate stores, associate action plan templates to visits, and perform mandatory or not visit tasks:

    1. Activating CG Cloud in the CT Mobile app

    2. Managing Visits to Retail Stores

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