Activity Planning Key Objects
With Activity Planning, prioritize and focus on activities in high value visits.
Required Editions
| Available in: Lightning Experience in Enterprise and Unlimited Editions that have Consumer Goods Cloud enabled |
The management team plans field activities for the sales and service teams to ensure that the right activities are in place for the right stores at the right time. Assigning activities to visits is automated to an extent, so your management team doesn’t need to manually assign activities every time it creates visits.
There are two types of activities: standard and event-driven.
- Standard Activities
- Standard Activities are to-do lists with activities that are valid for multiple customers.
These activities are valid for a longer time. You can add the activities to visits for
different customers and can run the activities multiple times for a customer.
You can plan sets of standard activities that have different functions. For example, ensure constant quality by creating separate to-do lists for different sales and service teams. Typical examples of standard activities are:
Greet the store manager
Capture order
Check out-of-stock products
- Event-Driven Activities
- Event-Driven Activities are to-do lists associated with an ongoing promotion (event) for a certain time frame. You can run these activities only once during the defined time frame.
The image shows the objects to create and prioritize activities for retail visits.
| Object | API Name | Description |
|---|---|---|
| Activity | cgcloud__Job_Definition_List__c | List of questions and surveys to answer during a visit. |
| Activity Customer | cgcloud__Job_Definition_List_Account__c | Activity assigned to a customer. |
| Activity Customer Set | cgcloud__Job_Definition_List_Account_Set__c | Activity assigned to a customer set. |
| Activity Product | cgcloud__Job_Definition_List_Product__c | Activity assigned to a product. During a visit, users answer the question—to gather store-related information— or survey question—to gather product-related information—for all related products. |
| Activity Template | cgcloud__Job_Definition_List_Template__c | Template to create an activity for a visit. You can indicate whether activities that you create with the templates are standard or event-driven, and are applicable to specific customers, customer sets, or products. Activity template contains a pre-configured list of job definition templates. |
| Advanced Promotion | cgcloud__Promotion__c | Agreements between a manufacturer and a customer to increase revenue and market share by using temporary price reductions or in-store displays. |
| Account | Account | Information on customers with whom you conduct your business. An account can be a retailer, distributor, wholesaler, or consumer. |
| Customer Set | cgcloud__Account_Set__c | Set of customers who perform similar tasks such as promotion, pricing, or activities. A customer set can be created manually, integrated through an external system, or added via segmentation rules. |
| Data Type | cgcloud__Data_Type__c | Specifies the answer format for the questions in an activity:
|
| Field Sales Activity | cgcloud__Field_Sales_Activity__c | An event or promotion to perform an activity to promote a new product or improve the sales of an existing product. A field sales activity contains multiple job definition lists. You can map the activity to different customers, products, and visit templates. |
| Job Definition Template | cgcloud__Job_Definition_Template__c | The information that you gather for a store or products, and configure as job definition templates or jobs. Jobs can be a question— to gather store-related information, such as:
Or, jobs can be a survey question— to gather product-related information, such as:
|
| Job Template | cgcloud__Job_Template__c | Template to define the behavior and visibility of activities in the offline mobile app. A job template determines whether an activity is a question or a survey. The Product Reference check-box determines whether a template is used to create questions or surveys. |
| POS Template | cgcloud__POS_Template__c | A template that creates and defines the type of Point of Sale. For example: premium beverages or snack shelves. |
| Product | Product2 | Product details and related information, such as product parts, product conditions, unit of measure, product managers, and warehouses. |
| Question | cgcloud__Job_DL_Job_Definition_Template__c | Helps you gather store-related information, such as:
You can create questions for point-of-sale (POS) or stores. Questions can apply to a store and all points-of-sale of the store, or to a POS type. For an ongoing promotion, questions can help to record temporary observations and ensure success for the promotion. You can use the data from the answers to build a base for customer segmentation processes. |
| Template Question | cgcloud__Job_DL_Template_Def_Template__c | Template to create job definition templates. |
| Visit Template | cgcloud__Visit_Template__c | Template to create customer visit types. For example, sales visit, training, delivery visit, or phone call. |
