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Set Up and Maintain Retail Execution

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Set Up and Maintain Retail Execution

Assign Job Definition Templates to Activity Templates

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Assign Job Definition Templates to Activity Templates

To create a job pool for a specific business purpose, assign job definition templates to activity templates. You can assign a job definition template to an activity template only one time.

Required Editions

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

From the App Launcher, find and select Activity Templates.
Select an activity template.
In the Template Questions related list, click New.
Select a job definition template, and then save your changes.

Note Ensure that the sales org of the template question and the activity template is the same.