Plan and Manage Store Visits with Consumer Goods Cloud



[Plan and Manage Store Visits with Consumer Goods Cloud](https://trailhead.salesforce.com/content/learn/projects/plan-and-manage-store-visits-with-consumer-goods-cloud)

# Set Up Stores and Locations

何もしないで検証ボタンをクリック

:::note alert
We can't find the Location record named 'NTO Store - Bryant Street Site'. Make sure it was created according to the requirements.
:::

# Place Products in the Stores

:::note alert
We can't find the InStoreLocation record named 'Checkout Counter', with the type equal to 'Other', associated with the correct retail store. Make sure it was created according to the requirements.

正しい小売店に関連付けられ、タイプが「Other」に等しい、「Checkout Counter」という名前の InStoreLocation レコードが見つかりません。要件に従って作成されたことを確認してください。
:::

+ [Consumers Goods Project Place Products in the Stores](https://trailhead.salesforce.com/trailblazer-community/feed/0D54V00007eqvK1)

![image.png](https://qiita-image-store.s3.ap-northeast-1.amazonaws.com/0/328136/e0dd7376-ccc5-1383-ce53-abc0920cef5b.png)



# Explore Promotions, Planograms, and Custom Objects

:::note alert
We can't find the Promotion named 'Endcap Display Promotion - Alpine Energy Drinks' with the level equal to 'Product Category' . Make sure the promotion was created according to the requirements and that it's active.
:::

+ [the Refrigerators does not appears on app Launcher](https://trailhead.salesforce.com/trailblazer-community/feed/0D54V00007eqxP3)

![image.png](https://qiita-image-store.s3.ap-northeast-1.amazonaws.com/0/328136/7a294d2d-c07a-e5bd-ee23-f8691348e5c8.png)

:::note
Check out Custom Tabs

![image.png](https://qiita-image-store.s3.ap-northeast-1.amazonaws.com/0/328136/73e56475-ec04-7c3f-8add-a6bd3b804cff.png)
:::

# Set Up Metrics and Retail Store KPIs

:::note alert
We can't find the retail store KPI for an inventory check. Make sure it was created according to the requirements, including the target value, product, assessment indicator definition, and retail store group.
:::

# Define Action Plan Templates and Plan Visits

:::note alert
We can't find any visit record associated with the correct visitor and place. Make sure it was created according to the requirements, with yourself as the visitor, and 'NTO Store - Bryant Street' as the place.
:::

アクションテンプレートが選択できません

![image.png](https://qiita-image-store.s3.ap-northeast-1.amazonaws.com/0/328136/33e2353c-f901-1f9c-6dfb-70d4ac029a00.png)

![image.png](https://qiita-image-store.s3.ap-northeast-1.amazonaws.com/0/328136/edb8efae-30d4-c312-93e7-dae0951f5a08.png)

公開してなかった...

![image.png](https://qiita-image-store.s3.ap-northeast-1.amazonaws.com/0/328136/099e0042-786c-bc41-6d24-74d8ccf3ebd7.png)


![image.png](https://qiita-image-store.s3.ap-northeast-1.amazonaws.com/0/328136/fb5c27a4-1959-03d7-7b69-6a321215e0ca.png)


リストビューにステータスがあれば気づきやすかったですね

![image.png](https://qiita-image-store.s3.ap-northeast-1.amazonaws.com/0/328136/77089de5-a83b-f390-e4fc-fd94c8a8c9e2.png)

出てきました。

![image.png](https://qiita-image-store.s3.ap-northeast-1.amazonaws.com/0/328136/333a9527-c907-22aa-0cc8-dfc1658fef62.png)

+ [no Action plans in Define Action Plan Templates and Plan Visits](https://trailhead.salesforce.com/trailblazer-community/feed/0D54V00007ifnwN)

![image.png](https://qiita-image-store.s3.ap-northeast-1.amazonaws.com/0/328136/1f4f5601-22f5-9011-53b8-3423ac089c32.png)


:::note
やはり公開してなかった
:::


# Complete a Visit on Your Mobile Device

:::note alert
We can't find any completed visit associated with the retail store named 'NTO Store - Bryant Street'. Make sure the visit was completed.
:::

以下のようには表示されませんでした... なぜだろう。
仕方ないので必須を外して終了させて、検証ボタンをクリックしたら合格です。

![image.png](https://qiita-image-store.s3.ap-northeast-1.amazonaws.com/0/328136/0543ceec-ebf3-e20b-6bed-6846a1329996.png)

以下の必須を外す

![image.png](https://qiita-image-store.s3.ap-northeast-1.amazonaws.com/0/328136/27672400-73d7-b619-05c5-dec999411ac2.png)

ここにKPIがないのが気になります。
![image.png](https://qiita-image-store.s3.ap-northeast-1.amazonaws.com/0/328136/2426d1f1-c414-b987-f17c-33a30abb0247.png)

もしかして、これが無い？

![image.png](https://qiita-image-store.s3.ap-northeast-1.amazonaws.com/0/328136/5fb16d49-2a9e-031c-0b1e-c17b7b37d6b8.png)

と思ったけど、ちゃんとあるなぁ

![image.png](https://qiita-image-store.s3.ap-northeast-1.amazonaws.com/0/328136/6ab79c6d-ba0e-e9b1-05a8-18878f752ee3.png)

新しくアクションプランを作ったら２つセットされました。何で？

![image.png](https://qiita-image-store.s3.ap-northeast-1.amazonaws.com/0/328136/ea1a593e-8cbf-0896-cdb0-77784ca4ea85.png)

私が設定を間違ったみたいです。

![image.png](https://qiita-image-store.s3.ap-northeast-1.amazonaws.com/0/328136/6d24ec57-3980-6f22-ba42-97d83a50f4fd.png)

ここで選び間違ったようです。

![image.png](https://qiita-image-store.s3.ap-northeast-1.amazonaws.com/0/328136/e5db9607-33bc-eccd-3a77-3de0e380ff13.png)


# No additional information here. Check with your salesforce admin to see if everything's been defined for this task

+ [No additional information here. Check with your salesforce admin to see if everything's been defined for this task](https://trailhead.salesforce.com/trailblazer-community/feed/0D54S00000JeiSSSAZ)
+ [No additional information here. Check with your salesforce admin to see if everything's been defined for this task](https://trailhead.salesforce.com/pt-BR/trailblazer-community/feed/0D54S00000BalACSAZ)
+ [Unable to complete a store visit because one of the checks(Product count check) is showing an empty screen](https://trailhead.salesforce.com/trailblazer-community/feed/0D5KX00000KCSGE0A5)
+ [Complete a Visit on Your Mobile Device> Click the Product Details page to view the planogram reference image and the metrics to be captured](https://trailhead.salesforce.com/trailblazer-community/feed/0D54S00000E9lKhSAJ)

![image.png](https://qiita-image-store.s3.ap-northeast-1.amazonaws.com/0/328136/e44414d2-a21c-9f0b-35c0-30a1de23804e.png)

:::note
Check (Double Check) followings.

#1. In-Store Location is related to the store to be visited.

#2. Store Product is related to the Retail Store, the Product assessed and the In-Store Location where the Product is placed.

#3. Retail Store KPI is related to the Assessment Indicator Definition, the Product, the In-Store Location and the Retail Store Group.

If it doesn't work after double checking, please share screenshots of the Retail Store KPI and the Store Product from PC view and the mobile screen where you see the message if possible.

Please don't forget to mask the customer specific information before sharing! This thread is public.
:::

# その他

+ [Error with planogram check (Plan and Manage Store Visits with Consumer Goods Cloud -> Complete a Visit on Your Mobile Device)](https://trailhead.salesforce.com/trailblazer-community/feed/0D54S00000BsmlrSAB)

+ [モバイル デバイスで消費財の訪問を完了できません](https://trailhead.salesforce.com/trailblazer-community/feed/0D54V00007Ph4rbSAB)

![image.png](https://qiita-image-store.s3.ap-northeast-1.amazonaws.com/0/328136/fabb0277-32b2-30e7-1fb2-220faa0df1e8.png)

+ [CG Cloud の Developer Edition Org で場所フィールドが見つかりません](https://trailhead.salesforce.com/trailblazer-community/feed/0D5KX00000KETyt0AH)

:::note
オブジェクト マネージャーで Location オブジェクトの緯度と経度を有効にすることで、この問題を修正できました。
:::