In-Store Surveys are primarily designed to capture qualitative feedback from people associated with the retail location and to gather information about operational topics such as promotions, inventory requirements, and product quality.

Salesforce explicitly defines the In-Store Survey capability as a method for gathering feedback from store staff and customers about promotions, inventory needs, and product-quality conditions. The survey is executed as part of a Visit and can be incorporated into an Action Plan Template through an Assessment Task Definition of type In-Store Survey.

This model allows consumer goods organizations to collect information that is difficult to derive from purely transactional records. For example, store personnel can provide feedback about product availability, promotional effectiveness, packaging issues, shopper reactions, or changing inventory requirements. Surveys can also capture consumer or shopper opinions about products or promotional activities.

Inventory reconciliation is handled through inventory-management and Inventory Check processes rather than primarily through surveys. Point-of-sale information is normally imported or integrated as structured sales data for analytics rather than collected manually through an In-Store Survey.

Study Guide Topics:Visit Execution - > In-Store Survey - > Customer Feedback - > Promotions - > Inventory Requirements - > Product Quality

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