Flow-based activities execute within the context of the Visit and Assessment Task, while the Retail Execution KPI architecture maintains the relationship between Retail Store KPIs and Retail Visit KPIs.
Salesforce supports adding flows directly to an Action Plan Template. A flow can receive visitId, assessmentTaskId, or both as input parameters. These identifiers allow the flow to operate against the specific Visit and Assessment Task instance from which it was launched, ensuring that business automation remains tied to the correct retail execution transaction.
Retail Visit KPIs provide the transactional measurement layer for a visit. Salesforce documents that when an Action Plan Template is assigned to a Visit, Assessment Tasks are generated from Assessment Task Definitions and Retail Visit KPI records are created based on the applicable Retail Store KPIs. The Retail Store KPI defines the expected target and assessment context, while the Retail Visit KPI captures the visit-specific actual measurement against that target.
Salesforce ' s data model also records the Assessment Task ID, Visit ID, Assessment Indicator Definition, Target Value, and Actual Value on Retail Visit KPI records.
Study Guide Topics:Visit Execution - > Flow Tasks - > visitId - > assessmentTaskId - > Retail Store KPI - > Retail Visit KPI
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