Where would a Consumer Goods Cloud Admin need to establish the expected value for the planogram metrics?

In Salesforce Consumer Goods Cloud, the Assessment Indicator Definition object is used to define the specific metrics or questions that a field representative will answer during a retail execution task. For a planogram check, an administrator would create indicator definitions for each metric being measured (e.g., "Share of Shelf," "Number of Facings," "On-Shelf Availability"). The expected or target value for each of these metrics is established within its corresponding Assessment Indicator Definition record. This allows the system to compare the actual value captured during the visit against the predefined expected value.

A. Retail Store KPI: This object tracks the actual performance of a Key Performance Indicator for a specific retail store over time, rather than defining the expected value for a task metric.

B. Assessment Task Definition: This object defines the overall task (e.g., "Planogram Check") but does not contain the specific, individual metrics or their expected values. It acts as a container for Assessment Indicator Definitions.

C. Delivery Tasks: This is related to the logistics and delivery of products to a store and is not used for defining in-store execution metrics like planogram compliance.

1. Salesforce Help Documentation - Set Up Retail Execution: "Create Assessment Indicator Definitions. Assessment indicator definitions are the individual metrics that you want to capture as part of a task... For example, for a promotion check task, you can create assessment indicator definitions for these questions: Is the promotion active? What's the in-store price of the promoted product?" This establishes that metrics are defined at this level. The expected value is a core component of this definition.

Source: Salesforce Help, Consumer Goods Cloud, "Create Assessment Indicator Definitions".

2. Salesforce Help Documentation - Assessment Indicator Definition Fields: The fields within the AssessmentIndicatorDefinition object, such as TargetDecimal, TargetInteger, TargetText, and TargetBoolean, are specifically designed to hold the expected or target values for the metric being defined.

Source: Salesforce Developer Guide, Object Reference for the Salesforce Platform, "AssessmentIndicatorDefinition".

3. Salesforce Help Documentation - Retail Execution Data Model: The official data model shows that an AssessmentTaskDefinition (the task) is a parent to one or more AssessmentIndicatorDefinition records (the metrics). This hierarchical relationship confirms that the specific metrics and their expected values are defined at the indicator level, which then roll up into a task.

Source: Salesforce Help, Consumer Goods Cloud, "Retail Execution Data Model".