Activities
Activity is a list of questions or surveys that sales reps can answer during store visits. Depending on the visit template added, activities get automatically added to visits that are created using these templates, saving you time and effort. You can also add products and customers to an activity to quickly make the activity available to the products and the customers.
Required Editions
| Available in: Lightning Experience in Professional, Enterprise, and Unlimited Editions that have Consumer Goods Cloud enabled |
Workflow to add question as an activity:
- Create a job template. Don’t select Product Reference.
- Next, create a job definition template with a generic question, such as how many POS are in the store.
- Next, create an activity template. You can select Consider Customers or Consider Customer Sets to make the associated activity available to a group of customers.
- Finally, create an activity. If you selected Consider Customers or Consider Customer Sets in the activity template, add customers or customer sets from related lists.
Workflow to add survey as an activity:
- Create a job template. Select Product Reference.
- Create a job definition template with a product-related question, such as expiration date of the product.
- Create an activity template. Select Consider Products.
- Create an activity and add products from the Product related list. The survey is applicable to the added products.
View activities for a visit
To view activities for a visit, from the visit record page, click View Questions or View Surveys.
Based on the activity template, an activity can be either standard or event-driven. Standard activities are applicable to all visits. Event-driven activities are specific to products and stores and are valid for a specific period. If Standard Jobs is selected in an activity template, the activities created are standard activities. Otherwise, the activities are event-driven.
When you create a visit for a store using a visit template, all standard activities that are associated with the visit template are added to the visit. Also, if the management type of these activities is the same as the customer manager of the store, standard activities that are created using activity templates are associated with the visit.
When you create an event-driven activity, job lists are generated using a batch process. If you add a customer or a customer set to the activity, and if there are visits scheduled for the associated customers, then the job list is added to these visits. You can also use job lists to plan and to create future visits for these customers.
Watch this video to understand how to set up activities for store audits.
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Set Up Activities for Store
Audits.
- Create an Activity
To automatically relate an activity to visits, create an activity and then add a visit template to the activity. Whenever a visit is created by using this visit template, the activity is automatically added to the visit. You can create two types of activities: standard and event-driven. - Add Customers to an Activity
You can add a customer to an activity only if you select Consider Customer for the associated activity template. For event-driven activities, the job list generated from an activity is applicable to the customers that are added to the activity. For standard activities, questions and surveys are applicable to the customers added to the activity. You can exclude a customer for an activity by marking the customer as Excluded. The Activity Customers related list shows the customers who are added to an activity. - Add Customer Sets to an Activity
To add an activity to multiple customers quickly, add the relevant customer set to the activity. You can add a customer set to an activity only if Consider Customer Set is selected in the associated activity template. The Activity Customer Set related list shows records that link activities and customer sets. - Add Products to an Activity
You can add products to an activity only if the Consider Products option is selected for the associated activity template. When you create a visit using the visit template added in the activity, these products are added to the visit. And the surveys added in the activity template are added for these products. The Products related list on an activity record page shows the products that are added to an activity. - Job Lists
Job lists are a group of questions and surveys that are associated with a product and are applicable for a period. For event-driven activities, job lists are created using a batch process. You can use job lists to plan and to create visits. - Point of Sale (POS)
Point of sale (POS) or secondary displays aid in sale and promotion of new products, seasonal merchandise, or even popular products. Drive in-store product visibility and improve sales by recording POS in stores and conducting POS audits as part of field execution activities. POS is supported in store audit questions but not in product related surveys. - Field Sales Activity
Field sales activity (FSA) contains several activities, and each activity contains job definition templates that a sales rep can ask during a visit. - Surveys
Surveys are product-specific questions that are answered during visits. The Surveys page of the Consumer Goods offline mobile app shows the surveys associated with visits.
