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.
