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Set Up and Maintain Retail Execution
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            Activity Templates

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            Activity Templates

            Group job definition templates as activity templates. In activity templates, you can indicate whether activities created using the templates are standard or event-driven, and applicable to specific customers or customer sets, or products. For example, create an activity template and assign job definition templates that have standard jobs executed by sales reps or jobs executed by merchandisers.

            Required Editions

            Available in: Lightning Experience in Professional, Enterprise, and Unlimited Editions that have Consumer Goods Cloud enabled

            You can create these types of activity templates:

            • Standard activity templates: Use these templates to create standard activities. Jobs that are part of a standard activity appear in all visits created using a visit template that is assigned to the activity. Always execute standard jobs in all visits. To create a standard activity template, in the activity template, select Standard Jobs.
            • Event-driven activity templates: Use these templates to create event-driven activities that are valid for a period. For example, create activities related to a limited period promotion. Job lists are generated for event-driven activities and appear in visits that are created using a visit template assigned to the activity. You can use job lists for visit planning. Create an event-driven template in the activity template by not selecting Standard Jobs.

            See Also

             
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