Endcaps should be represented as In-Store Locations and In-Store Location Categories, with Retail Store KPIs specifically configured for that merchandising context. This allows NTO to measure endcap performance independently from primary shelves, checkout counters, backrooms, or other store areas.

Salesforce ' s Agentforce Consumer Goods data model supports In-Store Location categories precisely for this purpose. Similar physical locations across stores can be categorized-for example, Endcap Displays-and Retail Store KPIs can then use that category to define the measurements and targets applicable to those locations.

Salesforce ' s own Retail Execution configuration examples demonstrate creating Retail Store KPIs specifically for the Endcap Displays category. A promotion-compliance KPI can include the Retail Store Group, Endcap Displays as the In-Store Location Category, the relevant Assessment Indicator Definition, Promotion, Product Category, and a Boolean target value. This allows field representatives to capture endcap-specific performance during visits while managers analyze the resulting Retail Visit KPI data separately.

Creating Retail Store record types or unrelated custom objects would not provide the appropriate KPI granularity. Dedicated KPI configuration for the endcap context uses the standard Consumer Goods data model and provides targeted merchandising measurement.

Study Guide Topics:Data Setup - > In-Store Locations - > Endcap Displays - > Retail Store KPI - > Assessment Indicators

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