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Set Up and Maintain Retail Execution
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            Create a Customer Task Template

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            3. Set Up and Maintain Retail Execution

            Create a Customer Task Template

            Use customer task templates to quickly create a task for a customer. A customer task template defines the behavior of customer tasks. For example, to raise any asset service requests such as repair, maintenance, retirement, and replacement, a field service team can use the same customer task template.

            Required Editions

            Available in: Lightning Experience in Professional, Enterprise, and Unlimited Editions that have Consumer Goods Cloud enabled.
            User Permissions Needed
            To create customer task templates:

            CGCloud Business Admin

            OR

            CGCloud Retail Business Admin

            Use a template that’s assigned to a customer to create a task for that customer.

            1. From the App Launcher, find and select Customer Task Templates, and then click New.
            2. Provide these details.
              Field Description
              Task Information
              Customer Task Template Name Name of a customer task template.
              Sales Org Sales org of the customer task template. You can edit this field only while creating a task template.
              User Roles

              Roles for which a task template is applicable. The options are:

              • Business Admin
              • KAM
              • Sales User
              • Supervisor
              • FA
              • FM
              • Inventory Manager
              • Sales Support
              Workflow Workflow that's applicable for the tasks that are created by using the template. The sales org for a workflow and customer task template must be the same.
              Sort Sort order of records.
              Management Type

              Association that defines whether a customer task is related to service or sales. The options are:

              • Sales
              • Service
              • Call Center
              • Merchandiser
              Active Indicates whether a template is active. You can use only active templates to create customer tasks.
              Description
              Description Language 1/2/3/4 Description of a customer task template in the languages that are configured for the sales org.
            3. Save your changes.

            See Also

             
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