Promotion Check functionality is intended to allow field representatives to validate whether a planned promotion has been executed correctly at a retail location. Two important execution capabilities are reviewing the products included in the promotion and capturing photographic evidence of the promotional display.
Salesforce supports promotions at Product Category, individual Product, and General Promotion levels. When performing the check, the representative needs visibility into the promotion context so the correct products or categories can be inspected. Product information establishes exactly what must be evaluated and prevents the representative from auditing unrelated merchandise.
Photo capture provides supporting visual evidence of the in-store execution. This is particularly useful for validating display placement, promotional materials, shelf presentation, or other compliance requirements. The recorded observation can then be evaluated together with applicable assessment indicators and Retail Store KPI targets.
Planning dates and discounts are part of promotion configuration and commercial planning rather than field compliance execution. The field representative ' s responsibility during the visit is to observe, validate, and record execution rather than modify the underlying promotional terms.
Therefore, viewing promoted products and taking photographs are the applicable standard field-execution capabilities.
Study Guide Topics:Visit Execution - > Promotion Check - > Products - > Compliance - > Photo Capture
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